Business Analyst Finance Job Description

Business Analyst Finance Job Description

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Business analyst finance provides meaningful feedback and coaching of other team members in the use of Microsoft Power BI and related technologies.

Business Analyst Finance Duties & Responsibilities

To write an effective business analyst finance job description, begin by listing detailed duties, responsibilities and expectations. We have included business analyst finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Assisting FSA Departmental Managers during testing of bank oriented or Finance initiative projects
Assisting the Manager and other team members in providing research and training to users for effective use of Finance applications
Provide guidance, feedback, coaching and mentoring to build the capabilities of the BA team and across the Finance IT team
Educated to Bachelor degree level and hold relevant qualifications in Accounting, or have the equivalent experience or qualifications
Knowledgeable in regards to front to back investment banking infrastructure
Develop and document current state environment and processing flows
Ensure GAP analysis is done for all related changes to existing IT systems and/or interfaces
Develop functional and technical specifications (where appropriate)
Liaise with software vendor (Axiom)/IT developers to communicate data sourcing requirements and current/future state architecture
Communicate project status as necessary to project manager

Business Analyst Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Business Analyst Finance

List any licenses or certifications required by the position: CPA, PMP, CBAP, SAP, IIBA, CMA, ACCA, CFA, PMI, ITIL

Education for Business Analyst Finance

Typically a job would require a certain level of education.

Employers hiring for the business analyst finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Computer Science, Engineering, Business/Administration, Mathematics, Education, MBA

Skills for Business Analyst Finance

Desired skills for business analyst finance include:

SDLC and Project management methodologies
ESI’s products and services
Excel
Alteryx and Power BI
Finance
Excel/Access/VBA/SQL and the like is considered beneficial
SQL
Accounting
Banking
Microsoft Visio and Microsoft Project

Desired experience for business analyst finance includes:

Functional knowledge of financial services
Experience with IBM Cognos BI or TM1 tools preferred
Ability to serve as a subject matter expert and mentor to others in the team
2-3 years of developing and implementing process and system improvement solutions (optional)
Basic to good knowledge of project management discipline and fundamentals (optional)
Strong attention to detail and highly analytical and creative

Business Analyst Finance Examples

1

Business Analyst Finance Job Description

Job Description Example
Our company is searching for experienced candidates for the position of business analyst finance. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business analyst finance
  • Undertake statistical analysis of all business data, including finance, sales, customer and market
  • Support Finance and Marketing with strategic pricing reviews of current/future products, including market analysis, competitor analysis for strategic price positioning and profit opportunities
  • Develop test plans, test cases and scripts for various test phases
  • Execute and coordinate testing
  • A self starter with a motivated approach
  • A creative thinker with the ability to challenge and innovate
  • Self motivated and have the ability to self manage time and projects in a matrixed organisation
  • Assists with production support of applications
  • Presenting information at senior stakeholder level
  • Have 5+ years of change/business analysis experience
Qualifications for business analyst finance
  • Experience working in a client facing role, ideally consulting
  • Working knowledge of Business Analysis techniques
  • Strong Personal Computer Skills (Excel and PowerPoint)
  • Analytical and problem solving skills are required to evaluate financial results
  • Broad knowledge of accounting, reporting and financial analysis
  • Minimum 3-5 plus years of relevant experience
2

Business Analyst Finance Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of business analyst finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for business analyst finance
  • Support the Accounting team in project proposals and report requests, requirements gathering, and user acceptance testing
  • Support a worldwide user base that uses a suite of cloud based Finance systems
  • Manage high priority, ad-hoc requests from senior business leaders
  • Participate on the Royalty Payment Process by verifying the reports with Licensee and Royalty Analyst in order to identify the existence of any gaps within reported amounts and Conditions of the Contract
  • Participate in a variety of projects for the four SBGs as assigned by management or according to business needs
  • Identify issues and propose alternatives to contract language, and opportunities for improvement in processes
  • Analysis of the business requirements raised by HQ departments to produce functional specifications
  • Design data reports, optimize and share business tools, create models, develop and present insights, customer and consumer trends
  • Identify opportunities and threats to improve operating income and make recommendations to management
  • Prepare monthly performance review reports and business scorecards
Qualifications for business analyst finance
  • Proficient in use of Excel (must)
  • Heavy data analysis and prototyping solutions using Office such as Excel tools
  • Background in Project Management and Business Analysis
  • Understanding of Agile and SDLC controls, specifically business process analysis, requirements engineering, testing, Business client management, and project management
  • Self- starter with the ability to influence and drive teams toward solutions in a productive manner
  • Knowledge of database setups (Oracle, Sybase)
3

Business Analyst Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of business analyst finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business analyst finance
  • Following industry established process for change and release management for public companies
  • Mentoring and Grooming other junior Business Analysts and SMEs in the team Should be able to write Proof Of Concept and White papers on an as needed basis May have to assist Pre-sales and implementation teams on an as needed basis Should come up with alternative solutions and provide the trade-offs the final recommendation for the work in scope
  • Work with the business to understand challenges
  • Provide day-to-day support on key project and initiatives
  • Collaborate with business users to understand and ensure that business requirements are thoroughly documented
  • Review as-is technical architecture and data flows
  • Review to-be technical architecture and data flows
  • Recommend architecture and solution based on experience, global domain requirements and knowledge of existing systems to ensure consistency
  • Identify opportunities to decommission applications and make appropriate recommendations
  • Coordinate infrastructure needs for projects and work with IPO infrastructure and operations teams to ensure requirements are met and one-time & run costs are estimated
Qualifications for business analyst finance
  • Advanced / Master level Microsoft office ( Excel, Word, Powerpoint)
  • Around 15 years of experience in SDLC primarily around business and functional analysis in Trade finance domain
  • MBA (Finance / Operations) considered a strong asset
  • Work experience with Microsoft Visio and Project
  • Ability to execute tactically depict the whole idea / analysis strategically for leadership teams (Vice Presidents, Sr
  • Must be able to multiple tasks
4

Business Analyst Finance Job Description

Job Description Example
Our growing company is looking to fill the role of business analyst finance. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for business analyst finance
  • Review and calculate sales commission payments where necessary
  • Prepare requested audit items
  • Plan and implement concepts, techniques and standards that support the strategic objectives of the IT manufacturing group
  • Actively participate in test planning, preparation and execution for new solutions (system testing and coordination of user acceptance testing)
  • Have the ability to work on multiple projects and drive project activities at the same time
  • Seeks to understand current business structure and processes, recommends possible changes, develops detailed plans for recommendation and supports and implements the changes
  • Solves moderately complex problems and demonstrates a basic knowledge of the business function in assigned area and/or technical discipline
  • Takes general work direction, adheres to project standards, provides status of progress, tasks completed and outstanding issues and produces quality services/products in a timely manner
  • Build relationships with internal business process owners and external vendors
  • Support the production of the annual budget, LRP, and monthly reforecast for Syndication revenues & costs, facilities and some smaller corporate departments
Qualifications for business analyst finance
  • Define and Manage Project Scope to expectations of finance customers
  • Ability to manage, motivate and lead project teams to meet work objectives
  • Ability to quickly and objectively identify and resolve conflict
  • Ability to collaborate, influence and negotiate with internal and external partners
  • Proficiency with SharePoint, MS Project and Visio
  • BS in Business/Finance or related
5

Business Analyst Finance Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of business analyst finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business analyst finance
  • Elicit additional requirements or functional gaps from SMEs participating in CRP
  • Responsible for planning, estimating, and scheduling requirement tasks
  • Understands principles of project risks, issues, assumptions and dependencies and raise to Project Manager as identified
  • Conduct Business Process / Scenario Training
  • Logging / Tracking / Follow-up on open issues Go-Live Support / Troubleshooting
  • Balance sheet reconciliation and query resolution
  • Produce monthly management reports and slides summarizing financial performance
  • Analyze and maintain KPI’s and customer data in the business area
  • Consults/Analyzes on more complex assignments and/or projects for his/her assigned area(s) of responsibility
  • Validates that the solution meets the business need by developing more complex acceptance criteria and a plan to evaluate
Qualifications for business analyst finance
  • As part of the London Business Office team, you will be providing both pricing solutions and support to the advertising sales teams, sales revenue reporting and analysis to the senior publishing management team in London and New York
  • Some prior exposure to analytical software tools of leading analytical software tools, leading database environments (Oracle, DB2, Teradata, SQL)
  • Strong MS office skills (primarily in Excel, PowerPoint, and VBA)
  • Superior verbal and written communication skills (at all levels of management)
  • Lean Six Sigma process knowledge
  • Cross functional, multi-national experience

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