Financial Planning & Forecasting Business Analyst W2 role

Minimum years of experience needed in the required skills- 3 to 6 years of experience
Minimum over all work experience required - 6 years of experience
Domain – Finance
Any certification required - Certifications in Planning Tool (Anaplan/ OneStream/ Oracle EPM/ IBM TM1)
Required - bachelor’s degree in finance, Accounting, Economics, Business Administration, or Financial Management
Preferred - MBA (Finance) or master’s in finance (MS Finance)
Complete job description –
Overview
We're looking for a Business Analyst to drive an initiative focused on financial forecasting and planning. This is a high-visibility role that serves as the critical bridge between the CFO's office and downstream technical/delivery teams. The person in this role will be responsible for eliciting, documenting, and translating business requirements into actionable specifications that shape the forecasting solution.
Key Responsibilities
Partner closely with stakeholders across the CFO organization (FP&A, Controllership, Finance Ops) to gather and document requirements related to planning and forecasting processes
Understand and document existing and target-state KPIs, plan types (e.g., budget, forecast, rolling forecast, long-range plan), and variance reporting structures
Translate business needs into clear functional requirements, user stories, and process flows for downstream technical teams
Facilitate workshops and interviews with finance stakeholders to capture pain points, current-state processes, and desired outcomes
Map data flows and identify data sources required for forecasting models and variance analysis
Validate that the POC design aligns with CFO office expectations before handoff to build/development teams
Support UAT and iterative feedback cycles as the POC evolves
Create clear documentation (requirement specs, process maps, KPI glossaries) that downstream teams can rely on without repeated clarification
Required Skills & Experience
3–6+ years of experience as a Business Analyst, preferably supporting Finance, FP&A, or CFO-office initiatives
Strong understanding of financial planning & analysis concepts — budgeting, forecasting, variance analysis, and plan types
Experience translating financial/business KPIs into technical or reporting requirements
Excellent stakeholder management skills; comfortable interfacing directly with senior finance leaders
Strong documentation skills — can produce clean, unambiguous requirements docs
Experience working on POCs or pilot initiatives is a plus
Familiarity with planning tools (Anaplan, IBM TM1, Hyperion, OneStream, or similar) is a plus
Excellent communication skills — able to synthesize input from multiple stakeholders into a coherent requirement set
Interview mode - In person/Virtual - Virtual
How many rounds of interview - 2