Cfra Research

Business Analyst - Finance & Business Management
Department: Operations
Employment Type: Full Time
Location: Remote US
Compensation: $70,000 - $85,000 / year
Description
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
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