Business Unit Analyst

Position: Business Unit Analyst – Financial Services

Department: Accounting

Position Summary:

Analyze the structure of business units and is responsible for the profitability. The Business Unit Analyst is largely autonomous, acting according to business criteria. Business Unit Analysts are primarily responsible for the costs and revenues which arise in their area. Business Unit Analyst takes direction from both the business unit manager and the CFO.

Essential Functions:

• Work with the Business Unit leader to determine the ROI & Back-testing of projects and initiatives.
• Review financials provided by accounting and work with the business unit leader to identify areas off budget/projections, negative trends, etc.
• Research variance from budget and identifying possible action plans for correction and/or explanations. Communicate these to the Business Unit leadership team.
• Responsible for preparing projections and budgets, inputting projections into budget software, and presenting to accounting. Acts as liaison between business unit manager and CFO for projections and budgeting.
• Identify and gather peer data, run periodic comparisons, and present to leadership team.
• Work with accounting team on profitability assumptions and analyzing results.
• Prepare and review Incentive Compensation Plans as necessary, including calculations and payments, prepare monthly and present to business unit leader and manager.
• Create reporting to monitor production efficiency and process integrity.
• Assist with other ad hoc analysis and reporting requests, including but not limited to board reporting.
  
  

Key Attributes:

• Strong written & oral communication skills
• Detail oriented with good time management skills
• Excellent analytical skills with strong business insight
  
  

Required Qualifications:

• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Proficiency with financial database reporting tools
• Ability to learn new systems and technology
  
  

Preferred Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
  
  

Physical Demands:

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.
  
  

Working Environment:

• Work is performed in a professional office environment.
• This role uses standard office equipment such as computers and phones.
  
  

Travel:

• Limited travel expected
  
  

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.