Business Analyst – Finance, Business Management

CFRA Research

Finance Business Analyst supporting FP&A, reporting, and ROI analysis across business units. Maintaining financial models and KPI dashboards for strategic business management.

Posted 8/21/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and variance analysis, while leveraging advanced Excel skills for financial modeling and reporting. Proficient in analyzing financial data and presenting insights to stakeholders, with a focus on process improvement and automation.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Budgeting And ForecastingAdvanced Excel SkillsERP And Financial Reporting SystemsROI Analysis

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingVariance AnalysisBudgetingForecastingData AnalysisKPI TrackingAccrual DocumentationExpense ReviewAutomationProcess Documentation

Soft Skills

Attention To DetailClear CommunicationTime Management

Tools & Technologies

SalesforceSalesLoftHubSpot

Industry Keywords

Financial AnalysisCapital Investment ProjectsSubscription-Based Revenue ModelsPMO ProcessesBusiness Administration

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Assist in preparing and maintaining the firm's annual budget and rolling forecasts across business units
Support the monthly financial close process, including variance analysis, expense reviews, and accrual documentation
Maintain and update financial models
Assist in drafting monthly reporting packages for Business Unit Reviews
Compile, clean, and analyze financial and operational data from ERP and reporting systems
Leverage AI to develop and maintain recurring reports and dashboards tracking KPIs
Identify trends, anomalies, and opportunities in financial data and surface findings to the Global Head of Business Management
Assist in building ROI analyses and financial business cases for technology and capital investment projects with the PMO
Maintain standardized ROI templates and consistent methodology across initiatives
Support system-change documentation, testing updates, and process documentation
Identify workflow and reporting-process improvements through automation or better use of existing tools

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Business Administration, or a related field
2–4 years of experience in FP&A, financial analysis, or a related finance role
Solid understanding of budgeting, forecasting, and variance analysis concepts
Strong Excel skills, including financial modeling, pivot tables, and advanced formulas
Experience working with ERP or financial reporting systems
Strong attention to detail with the ability to manage multiple deadlines simultaneously
Clear written and verbal communication skills, including the ability to present data to non-finance stakeholders
Experience with subscription-based revenue models (preferred)
Exposure to sales engagement and enablement tools (Salesforce, SalesLoft, HubSpot) (preferred)
Experience with PMO processes or capital project analysis (preferred)

Benefits

Comp & perks

20 days of Vacation
8 Sick Days
1 paid volunteer day
10-11 Holidays a year
Health, Dental, & Vision Insurance
Company paid Life & Disability Insurance
Competitive Pay
Annual Performance Bonus
401K Match
Variable target of approximately 10% of base