Financial Business Analyst
Financial Business Analyst
Overview
We are seeking a highly analytical and detail-oriented Financial Business Analyst with strong financial acumen to support business operations and strategic initiatives. This role requires expertise in business analysis, financial processes, and data-driven decision-making. The ideal candidate is a strong communicator, thrives in a collaborative environment, and can translate complex financial and operational needs into actionable insights.
This is a hybrid role based in the Chicago area, requiring candidates to be local and work onsite four (4) days per week.
Key Responsibilities
Serve as a primary liaison between business stakeholders, finance teams, and technical teams.
Gather, validate, and document business and functional requirements across finance, operations, and reporting.
Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to leadership.
Translate business needs into clear functional requirements, user stories, and process documentation.
Support project planning activities, including scope definition, timelines, and deliverables.
Conduct user acceptance testing (UAT), regression testing, and change impact assessments.
Create and deliver end-user training, release notes, and reference documentation.
Provide ongoing system support and troubleshooting in collaboration with finance, operations, and IT teams.
Partner closely with finance stakeholders to improve processes related to budgeting, forecasting, and reporting.
Participate in Agile ceremonies and follow established project management methodologies.
Required Skills & Qualifications
5–8 years of experience in Business Analysis, Financial Analysis, or related roles.
Strong financial acumen, with a deep understanding of financial concepts, reporting, and business drivers.
Experience supporting finance functions such as billing, accounts receivable/payable, general ledger, and forecasting.
Proficiency in SQL for data validation, analysis, and troubleshooting.
Proven experience with requirements gathering, process mapping, documentation, and testing.
Excellent client-facing and communication skills, with the ability to present insights and recommendations clearly.
Ability to manage multiple priorities in a fast-paced, project-based environment.
Strong analytical, troubleshooting, and problem-solving skills.
Experience working cross-functionally with finance, operations, IT, and external stakeholders.
Familiarity with Agile methodologies and tools such as Confluence or Azure DevOps (ADO).
Experience with reporting tools and data visualization platforms.
Preferred Qualifications
Experience with Elite 3E, including reporting and functional configuration.
Experience with Salesforce (reports, objects, workflows, integrations).
Prior consulting experience.
Exposure to system migrations, data conversions, or major ERP upgrades.
Additional Requirements
Must be based in the Chicago area and able to work onsite four (4) days per week.
This is a hybrid position.
Must be authorized to work in the United States without current or future sponsorship.