Demo

Financial Business Analyst

Insight Global
Palo Alto, CA Full Time
POSTED ON 4/19/2025
AVAILABLE BEFORE 5/18/2025

Job Description

We are seeking a Finance Business Analyst to join our client's Finance Technology team. Responsibilities include the below:

  • Provide data and analysis for billing, financial and operational data, to identify trends, opportunities and areas for improvement for the firm billing improvement project.
  • Develop clear and actionable reports, dashboards and data visualizations to support decision making for the project leadership and stakeholders
  • Collaborate with stakeholders to gather, document and validate business requirements for process improvements and technology solutions
  • Design data driven solutions and process enhancements that align with the billing improvement initiative’s goals for efficiency, faster billing, and improved revenue realization
  • Map current workflows and identify bottlenecks or inefficiencies, and propose streamlined workflows to improve billing and financial operations
  • Assist in the configuration, testing and implementation of new technologies, ensuring solutions meet business requirements and user needs
  • Develop and track KPIs to measure the success of implemented solutions and ongoing process improvements.
  • Create detailed documentation, including business requirements, process flows, user guides, and reports
  • Collaborate closely with billing improvement project team and stakeholders to ensure alignment on project goals and deliverables
  • Support testing and validation, identify issues, and ensure solutions meet quality standards before deployment
  • Proactively identify opportunities for data driven improvements and promote a culture of continuous improvement within finance technology.


Required Skills & Experience

  • 4 years experience in business analysis, preferably in finance, enterprise technology, or digital transformation
  • Bachelor’s degree in finance, information technology, or related field
  • Strong experience in requirements gathering, business process analysis, and creating documentation (e.g., user stories, workflows)
  • Familiarity with AI, automation tools, or enterprise finance platforms
  • Working knowledge of SQL, with the ability to extract and analyze data to support validation, insights, and informed decision-making
  • Solid understanding of finance operations and workflows—especially time entry, billing, accounts receivable, or collections
  • Proficiency in tools such as Excel, PowerPoint, Jira, Confluence, or process mapping software (e.g., Lucidchart, Visio)
  • Experience supporting change management and user adoption in enterprise settings
  • Strong attention to detail with the ability to connect business needs to technical solutions
  • Analytical mindset with experience in basic data analysis and reporting
  • Enthusiastic about innovation, problem-solving, and improving the user experience
  • Proven ability to contribute to cross-functional teams to deliver complex initiatives on time and on budget.


Compensation

$120,000 - $138,000

Compensation subject to change based on years of experience and qualifications

Salary : $120,000 - $135,000

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