Overview

 

  Title:                                    Business Analyst

Department:                   Operations

Reports to:                      Chief Operations Officer and Deputy CEO

Supervises:                    Full management responsibilities for exempt and non-exempt staff within department and/or specified work group.

FLSA Status:                 Full-Time, Exempt

Date Revised:                January 2025

 

 Summary:

 

As a Business Analyst (BA) you will play a pivotal role in supporting management decision-making by providing insightful analysis and strategic recommendations.  You will collaborate closely with various stakeholders across the organization to ensure management goals are met and resources are effectively allocated.  As appropriate, the BA will develop expertise in the data of other areas across Marketing, Finance, and other functions, including validating and utilizing various data sources within various data intelligence software to support management’s decisions.

 

Core Responsibilities:

• Develop and manage end-to-end analytics solutions from gathering and documenting data sources and analyze data to drive the performance of internal operations, service/industry practice growth, and marketing investments
• Develop and automate management reports, iteratively create and update dashboards to synthesize and communicate business performance;
• Management planning and analysis using and analyzing financial and operating data
• Document and manage workplans, calendars, logistics and resources of the Deputy CEO and COO projects and activities

 

Essential Functions:

• Assist in the development and analysis of financial and operating plans, budgets and forecasts/goals
• Analyze operational performance against plan, identifying key variances and trends.
• Provide recommendations to optimize operational performance and resource allocation.
• Prepare regular operational reports and dashboards for management review.
• Conduct ad-hoc financial and operational analysis to support strategic initiatives and business decisions.
• Present findings and recommendations to senior management in a clear and concise manner.
• Identify opportunities for cost optimization and efficiency improvements.
• Prepare annual industry surveys

 

Nonessential Functions:

·         Performs other duties as directed by Deputy CEO and COO

 

Supervisory Responsibilities: n/a

 

Conditions:

• Minimal Hazards

 

Minimum Qualifications:

• A minimum of 1 year in a comparable role
• A BA or BS in finance, business, or a related field with strong finance and data analytics orientation
• Strong analytical skills with the ability to translate complex data into actionable insights.
• Proficiency in financial modeling and Microsoft Excel. Experience with financial planning software, such as Workday Adaptive Planning is desired
• Some familiarity with programming languages, such as SQL and Python, is a plus
• General understanding of GAAP accounting
• Excellent communication and presentation skills, with the ability to interact effectively with stakeholders at all levels.
• Detail-oriented with a commitment to accuracy and quality.
• Ability to thrive in a fast-paced environment and manage multiple priorities effectively.
• Strong knowledge of and experience with Business Intelligence tools, such as Microsoft Power BI, Tableau, etc.
• Some familiarity of and experience with marketing analytics tools (Google Analytics, Google AdWords, Adobe Analytics, etc.)
• Some familiarity of and experience with CRM systems (Salesforce, Microsoft Dynamics 365, etc.)
• Experience in written and verbal communicating results and analyses to technical and non-technical audiences
• Must be able to work under pressure, meet deadlines, and coordinate multiple projects/tasks

 

Success Factors:

• Ability to perform several tasks concurrently with ease and professionalism.
• Ability to communicate clearly and concisely, verbally and in writing, in English.
• Must be able to keep firm and client matters strictly confidential.
• Must have excellent interpersonal skills and customer service skills.

 

This job description does not list all the duties of the job. You may be asked by Partners or peers to perform, or assist in perfo