Finance

Business Analyst (Finance)

Looking to hire your next Business Analyst (Finance)? Here’s a full job description template to use as a guide.

About Vintti

At Vintti, we specialize in providing US businesses with staffing solutions that feel local. By connecting companies with Latin American professionals operating in compatible time zones, we ensure that work schedules align naturally with US business hours. This temporal harmony facilitates immediate response times, efficient project management, and a cohesive team dynamic regardless of physical location.

Description

A Business Analyst (Finance) plays a pivotal role in bridging the gap between finance and technology, ensuring that business strategies align with financial goals. They analyze financial data, generate reports, and provide insights to support decision-making processes. By understanding both the business objectives and financial implications, they identify trends, inefficiencies, and opportunities for improvement. This role requires strong analytical skills, a deep understanding of financial principles, and the ability to communicate complex financial concepts in an accessible manner to stakeholders across the organization.

Requirements

- Bachelor's degree in Finance, Accounting, Business, or a related field
- Minimum of 3-5 years of experience in financial analysis or a similar role
- Strong understanding of financial statements and financial modeling techniques
- Proficiency in financial reporting and analysis software (e.g., Microsoft Excel, SQL, Power BI)
- Experience with financial ERP systems (e.g., SAP, Oracle)
- Knowledge of budgeting, forecasting, and variance analysis
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Effective communication and presentation skills
- Ability to work collaboratively with cross-functional teams
- Strong organizational and time management skills
- Familiarity with financial regulations and compliance standards
- Ability to interpret and analyze large data sets
- Experience with data visualization tools and creating dashboards
- Project management skills and ability to manage multiple priorities
- High level of integrity and confidentiality with sensitive information
- Strong understanding of business processes and financial best practices
- Continuous learning mindset with ability to stay updated on industry trends
- Proven ability to mentor and train junior staff
- Certification such as CFA, CPA, or CMA is a plus

Responsabilities

- Analyze financial data and identify trends and patterns
- Prepare and deliver financial reports and forecasts to management
- Collaborate with finance and accounting teams to consolidate and interpret financial data
- Evaluate business processes and recommend improvements based on analysis
- Develop and maintain financial models to support strategic decision-making
- Monitor financial performance against KPIs and report findings
- Conduct variance analysis between actual and budgeted figures
- Create and maintain dashboards to track financial metrics
- Facilitate meetings with stakeholders to gather requirements and discuss financial insights
- Document business requirements for finance-related projects
- Support the implementation of financial systems and software
- Perform ad-hoc financial analyses and generate reports as requested by management
- Ensure data integrity and consistency across financial reports and systems
- Participate in budget planning and financial forecasting activities
- Prepare presentations for senior management and stakeholders
- Stay updated with financial best practices and industry trends
- Identify and assess financial risks and opportunities
- Liaise with external auditors and provide required documentation and information
- Validate financial data and reports for accuracy and regulatory compliance
- Mentor and train junior financial analysts as needed

Ideal Candidate

The ideal candidate for the Business Analyst (Finance) role is a highly analytical and detail-oriented individual with a bachelor's degree in Finance, Accounting, Business, or a related field and a minimum of 3-5 years of experience in financial analysis or a similar position. They possess a strong understanding of financial statements, financial modeling techniques, and extensive proficiency in financial reporting and analysis software such as Microsoft Excel, SQL, and Power BI, alongside experience with financial ERP systems like SAP or Oracle. Their excellent analytical and problem-solving skills, coupled with strong attention to detail and accuracy, enable them to effectively analyze and interpret large data sets and conduct comprehensive variance analysis. This candidate has exceptional communication and presentation skills, able to explain complex financial concepts clearly and concisely to stakeholders. They demonstrate effective organizational and time management skills, capable of managing multiple priorities, meeting tight deadlines, and exhibiting strong project management capabilities. With a collaborative, team-oriented approach, they work seamlessly with cross-functional teams, maintaining high levels of integrity and confidentiality with sensitive financial information. The ideal candidate is adaptable, proactive, and exhibits a continuous learning mindset, staying up-to-date with industry trends and financial best practices. They also possess strong interpersonal skills, capable of building relationships with stakeholders, and show a resilient nature, adept at navigating change and uncertainty. Their leadership potential is showcased through their ability to mentor and train junior staff, and certifications such as CFA, CPA, or CMA would be a significant plus, highlighting their commitment to professional growth and excellence.

On a typical day, you will...

- Analyze financial data to identify trends and patterns
- Prepare financial reports and forecasts for management
- Collaborate with finance and accounting teams to consolidate and interpret financial information
- Evaluate business processes and recommend improvements based on financial insights
- Develop financial models to support strategic decision-making
- Monitor and report on financial performance against key performance indicators (KPIs)
- Conduct variance analysis to understand differences between actual and budgeted figures
- Create and maintain dashboards for tracking financial metrics
- Facilitate meetings with stakeholders to gather requirements and discuss findings
- Document business requirements for finance-related projects
- Support the implementation of financial systems and software
- Perform ad-hoc analyses and reports as requested by management
- Ensure data integrity and consistency across financial reports and systems
- Participate in budget planning and financial forecasting activities
- Assist in preparing presentations for senior management and stakeholders
- Research and stay up to date with financial best practices and industry trends
- Identify and assess financial risks and opportunities for the business
- Liaise with external auditors to provide necessary documentation and information
- Validate financial data and reports for accuracy and compliance with regulations
- Mentor and train junior financial analysts as needed

What we are looking for

- Analytical mindset with strong problem-solving abilities
- Highly detail-oriented and meticulous with data
- Proactive and self-driven attitude
- Excellent communication skills, both written and verbal
- Ability to explain complex financial concepts clearly and concisely
- Strong organizational and time management skills
- Ability to work well under pressure and meet tight deadlines
- Collaborative and team-oriented approach
- Adaptability and willingness to learn new tools and methodologies
- High level of integrity and commitment to ethical standards
- Ability to handle confidential information discreetly
- Critical thinking and strategic planning capabilities
- Strong interpersonal skills and ability to build relationships with stakeholders
- Resilient and capable of navigating change and uncertainty
- Adept at using financial software and data visualization tools
- Creative and innovative thinker
- Strong aptitude for numbers and financial reasoning
- Results-driven with a focus on achieving goals and objectives
- Organized and able to manage multiple tasks simultaneously
- Leadership potential with the ability to mentor and inspire others

What you can expect (benefits)

- Competitive salary range based on experience and qualifications
- Comprehensive health insurance coverage (medical, dental, vision)
- Retirement savings plan with company match (e.g., 401(k))
- Paid time off (PTO) including vacation days, sick leave, and holidays
- Flexible work schedule options
- Opportunities for professional development and continuing education
- Tuition reimbursement program
- Performance-based bonuses and incentives
- Life and disability insurance
- Employee wellness programs
- Remote work and telecommuting options
- Company-sponsored training and certification programs
- Access to financial planning and advising services
- Career advancement opportunities within the organization
- Employee assistance program (EAP)
- Work-life balance initiatives, such as flexible hours and remote work
- Subsidized gym memberships or onsite fitness facilities
- Employee recognition and rewards programs
- Collaborative and inclusive work environment
- Networking opportunities with industry professionals
- Mentorship and leadership development programs

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