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.

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