The Role
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.
Summary Generated by Built In
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.
Skills 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
- 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 and ability to manage multiple deadlines simultaneously
- Clear written and verbal communication skills, including presenting data to non-finance stakeholders
- Experience with subscription-based revenue models
- Exposure to Salesforce, SalesLoft, or HubSpot
- Experience with PMO processes or capital project analysis
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The Company
What We Do
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
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