Supports annual budgeting, rolling forecasts, monthly financial close, variance analysis, financial modeling, reporting packages, and KPI dashboards. Analyzes financial and operational data, identifies trends, and supports ROI analyses and business cases for technology and capital projects. The role also documents business system changes, tests updates, maintains process documentation, and improves recurring workflows through automation. It partners with senior leadership, business units, and the PMO while developing broad FP&A and business management experience.
The Business Analyst is an integral member of the Business Management team, supporting the Global Head of Business Management in financial planning, reporting, and operational analysis across the organization. This role is ideal for an early-career finance professional looking to develop broad FP&A skills while gaining exposure to strategic planning, and business systems in a fast-paced environment.
What You'll Gain
What You'll Gain
This role offers meaningful exposure to senior leadership, cross-functional business partnering, and a wide range of finance disciplines — making it an excellent foundation for growth into a Senior Analyst or Business Manager role.
Key Responsibilities
Financial Planning & Analysis
- Assist in the preparation and maintenance of the firm's annual budget and rolling forecasts across business units
- Support the monthly financial close process, including variance analysis, expense reviews, and accrual documentation
- Maintain and update financial models
- Assist in drafting monthly reporting packages, including YTD actuals, budget variances, and full-year projections for Business Unit Reviews
Reporting & Data Analysis
- Compile, clean, and analyze financial and operational data from ERP and reporting systems to support management decision-making
- Leveraging AI to develop and maintain recurring reports and dashboards that track KPIs across business units
- Identify trends, anomalies, and opportunities within financial data and surface findings to the Global Head of Business Management
Project & ROI Support
- Assist in building ROI analyses and financial business cases for technology and capital investment projects in partnership with the PMO
- Help maintain standardized ROI templates and ensure consistent methodology is applied across initiatives
Business Systems & Process Improvement
- Support the Business Systems Analyst in documenting system changes, testing updates, and maintaining process documentation
- Identify opportunities to improve recurring workflows and reporting processes through automation or better use of existing tools
Skills, Knowledge and Expertise
Required
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- 2–4 years of experience in FP&A, financial analysis, or a related finance role
- Solid understanding of budgeting, forecasting, and variance analysis concepts
- Strong Excel skills, including financial modeling, pivot tables, and advanced formulas
- Experience working with ERP or financial reporting systems
- Strong attention to detail with the ability to manage multiple deadlines simultaneously
- Clear written and verbal communication skills, including the ability to present data to non-finance stakeholders
Preferred
- Experience with subscription-based revenue models
- Exposure to sales engagement and enablement tools (Salesforce, SalesLoft, HubSpot)
- Experience with PMO processes or capital project analysis
Benefits
Base salary $70,000–$85,000 with a variable target of approximately 10% of base.
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
- 401K Match
About
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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