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Position Purpose:
The Sr. Business Analyst - Finance serves as a critical link between Finance stakeholders and the technical teams delivering Automation, Analytics, and AI solutions. This role supports capacity planning efforts and manages the execution of technical workstreams by translating business needs into detailed requirements and Jira stories.
Key Responsibilities:
40% REQUIREMENTS & WORKSTREAM MANAGEMENT: Lead the gathering of functional requirements for Analytics, Automation, and AI initiatives. Translate these into detailed technical specifications and User Stories.
30% CAPACITY PLANNING & WORKFLOW COORDINATION: Support the leadership team in capacity planning by maintaining the project backlog and tracking resource allocation.
20% PROCESS ANALYSIS: Conduct deep-dive analysis of current-state Finance processes. Document workflows to identify inputs/outputs for Automation and Data Engineering solutions.
10% QUALITY ASSURANCE & UAT: Coordinate User Acceptance Testing (UAT) with Finance business partners.
Direct Manager/Direct Reports:
This position typically reports to Manager, Finance
No direct reports
Travel Requirements:
Typically requires overnight travel less than 10% of the time.
Physical Requirements:
Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions, there may be a need to move or lift light articles.
Working Conditions:
Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable.
Minimum Qualifications:
Must be 18 years of age or older
Must be legally permitted to work in the United States
Preferred Qualifications:
3+ years of experience in Business Analysis, Project Coordination, or Finance Systems.
Demonstrated proficiency with Jira for backlog management and story writing.
Experience supporting Automation, Data Science and/or Data Engineering teams.
Leveraging GenAI applications (e.g., Google Gemini, Microsoft Copilot) to accelerate productivity.
Familiarity with corporate finance operations and enterprise resource planning (ERP) systems (e.g. SAP)
Minimum Education:
The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job.
Preferred Education:
bachelor's degree in Business- Finance, or Information Systems
Minimum Years of Work Experience:
2
Preferred Years of Work Experience:
3
Minimum Leadership Experience:
No previous leadership experience
Preferred Leadership Experience:
No previous leadership experience
Certifications:
None
Competencies:
Drives Results: Has a track record of exceeding individual and group goals successfully despite obstacles.
Manages Complexity: Troubleshoots and resolves unusual and complex problems.
Communicates Effectively: Presents information in a clear, concise, honest, and logical manner.
Instills Trust: Builds trust by maintaining an honest and straightforward approach.
Financial Acumen: Interpreting and applying understanding of key financial indicators to make better business decisions.
Plans & Aligns: Generally balances planning with action, laying out key steps.
Business Insights: Applying knowledge of business and the marketplace to advance the organization's goals.
Customer Focus: In collaboration with key partners, identifies opportunities and makes suggestions that benefit the customer.
For California, Colorado, Connecticut, Rhode Island, Nevada, New York City, Ithaca (NY), Westchester County (NY), and Washington residents:
The pay range for this position is between $60,000.00 - $120,000.00Originally posted on