Business Analyst

What You’ll Do

• Own the financial planning process for the Customer Department, including annual budgets, quarterly forecasts, and multi-year Long-Range Plans (LRPs).
• Manage departmental and channel-level P&Ls, monitoring budget vs. actual performance and identifying opportunities to improve efficiency and optimize costs.
• Analyze operational performance across inbound phone, outbound phone, digital channels (chat, MMS, email), and prescription verification, connecting KPIs to financial outcomes and business strategy.
• Serve as the primary analytics partner to Customer Department leadership, delivering actionable insights that influence operational and financial decision-making.
• Build financial models, forecasts, dashboards, and recurring reports that provide leaders with clear visibility into business performance.
• Present financial forecasts, operational trends, and strategic recommendations to executive leadership, confidently explaining assumptions and answering questions.
• Partner closely with Customer Operations, Finance, and other cross-functional teams to align operational performance with financial goals.
• Evaluate compensation and incentive programs, modeling their financial impact and measuring how they influence employee performance, retention, and department budgets.
• Continuously identify opportunities to improve reporting, forecasting, and analytical processes through automation and enhanced modeling.

What You'll Need

• 3+ years of experience in Operations Analytics, Business Planning, Financial Planning & Analysis (FP&A), Operational Finance, or a similar analytical role.
• Proven experience building forecasts, managing budgets, developing Long-Range Plans (LRPs), and analyzing department-level P&Ls.
• Strong analytical skills with the ability to connect operational performance metrics to financial outcomes and business decisions.
• Advanced Microsoft Excel skills, including building sophisticated financial models, working with large datasets, and creating efficient reporting tools.
• Exceptional communication and presentation skills, with the confidence to present insights and recommendations to senior leaders and executive stakeholders.
• Experience partnering cross-functionally with business leaders and Finance to solve complex business problems and influence decisions.
• Strong organizational and project management skills, with the ability to prioritize multiple initiatives in a fast-paced environment.
• Self-motivated with a high level of ownership, curiosity, and the ability to independently solve complex analytical challenges.