Business Analyst - Finance

Essential Duties & Responsibilities

• Serve as the primary Business Analyst supporting the Finance organization.
• Partner closely with the Finance leadership to align systems and reporting initiatives with business priorities.
• Proactively identify opportunities to improve finance processes, reporting, and data utilization.
• Provide guidance on best practices related to finance systems, analytics, and reporting.
• Lead discovery sessions with finance stakeholders to document current-state processes, pain points, and requirements.
• Define future-state workflows, functional specifications, and data requirements.
• Translate business needs into clear, actionable requirements for technical teams, ensuring alignment with enterprise architecture standards.
• Own end-to-end delivery of finance-related system and reporting enhancements, from requirements through implementation and user adoption.
• Support and drive enhancements to Oracle Fusion GL and related financial systems.
• Improve the quality, consistency, and usability of financial reporting and analytics.
• Partner with Business Intelligence and data teams to design dashboards, KPIs, and executive-level reporting.
• Support testing, validation, and release management for finance system changes.
• Work with finance stakeholders to define standardized financial metrics, KPIs, and data definitions.
• Ensure financial data integrity and consistency across integrated systems.
• Contribute to data governance efforts related to financial data domains.
• Document business rules, data lineage, and reporting logic to improve transparency and trust in financial reporting.
• Serve as a finance systems subject-matter expert across IT and enterprise architecture teams.
• Mentor project team members as needed.
• Influence stakeholders across Finance, IT, and Operations without direct authority.
• Support change management, communication, and user adoption for finance-related initiatives.

Education & Experience

• Minimum Requirements:
• Bachelor’s degree in Business, Finance, Information Systems, or equivalent professional experience.
• 3+ years of experience as a Business Analyst or similar role.
• Significant experience partnering directly with finance or accounting teams.
• Strong understanding of financial processes including general ledger, close, reporting, budgeting, and forecasting.
• Proven experience leading complex, cross-functional system or data initiatives.
• Strong requirements gathering, documentation, and stakeholder management skills.
• Desired Experience:
• Experience in an IT reseller, technology services, or distribution environment.
• Hands-on experience with Oracle Fusion GL or comparable ERP platforms.
• Experience with business intelligence, reporting, or analytics tools.
• Exposure to ESOP or private-equity-backed organizations.

Skills & Abilities

• Strategic Thinking & Execution – able to align long-term finance objectives with practical, deliverable solutions.
• Finance Systems Expertise – strong understanding of financial systems, data, and reporting platforms.
• Analytical & Data-Oriented – able to interpret financial data and improve reporting accuracy and usability.
• Communication & Influence – effective partner who can bridge finance, technical, and executive stakeholders.
• Independence & Prioritization – comfortable operating with autonomy in a dynamic environment.
• Integrity & Discretion – trusted to handle sensitive financial and organizational information.