What are the responsibilities and job description for the Financial Business Analyst position at Insight Global?
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