The Business Analyst supports the Lumin Digital leadership team by assisting in preparing pricing proposals, managing Statements of Work (SOWs), and conducting financial and operational analysis. This role is highly collaborative across Delivery, Sales, Finance, Legal, and Product departments to provide data-driven insights for business planning and decision-making. The Business Analyst is expected to build foundational reports and maintain data accuracy while gaining exposure to strategic forecasting.
Key Responsibilities:
Assist in creating and maintaining sales proposals, SOWs, and price sheets to meet baseline profitability standards.
Analyze gross margin and cost trends and support revenue forecasting efforts.
Conduct financial modeling and generate ad hoc reports to support sales and operational planning.
Evaluate pricing proposals and assess alignment with company goals.
Maintain and validate data related to billing and pricing to ensure accurate invoicing and forecasting inputs.
Partner with cross-functional teams to gather requirements, support inquiries, and deliver actionable insights.
Interpret and communicate analytical findings clearly to stakeholders.
Perform other duties as assigned.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Minimum 2 years of experience in financial analysis, reporting, or forecasting.
Strong Excel and spreadsheet skills; exposure to tools such as SQL or Tableau is a plus.
Demonstrated analytical thinking, attention to detail, and ability to work in a fast-paced environment.
Strong communication skills with the ability to explain financial concepts to non-technical stakeholders.
High level of integrity and discretion in handling confidential information.
Knowledge, Skills, & Abilities
Demonstrates behaviors aligned with Lumin Digital values.
Exercises discretion and independent judgment in decision-making.
Communicates effectively in both verbal and written formats.
Delivers presentations using various audio-visual tools with confidence and clarity.
Manages multiple projects simultaneously while meeting tight deadlines in a fast-paced environment.
Applies strong analytical and quantitative skills to solve problems and drive insights.
Maintains a high level of confidentiality with sensitive information and materials.
Proficient in word processing, spreadsheet, and general office software applications.
Adapts quickly and effectively under pressure in a complex and dynamic work environment.
Travels as needed to support business objectives and job responsibilities.
Education:
Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required. BS/BA required.
Experience: At least two (2) years of experience with financial forecasting, analysis, or reporting experience is preferred.
Travel: Minimal, generally 12 days or less per year, ~2X team get togethers a year
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What We Do
Lumin Digital is a fintech company specializing in digital banking solutions. We help financial institutions build and deploy next-gen digital experiences that continually serve, engage, and grow their user base. We offer the quality experience and personal connection their members depend on.
Our platform provides value through advanced features for users, cloud-native technology with no downtime, and support from dedicated professionals who are powered by curiosity. With our tools in place, they can also reduce the burden on the financial institution’s staff by making customization, innovation, and improvement easier, faster, and more consistent.
Our Difference:
Lumin’s technology was born in and built for the cloud, making it inherently more scalable, flexible, and reliable. While other platforms are retrofitted for the cloud, Lumin is 100% cloud-native.
Throughout the relationship, we’ll work to truly understand the needs of the financial institution, and its users. We approach each engagement as a long-term partnership—one in which our goal is to support their goals, both today and in the future.
In everything we do, our people are driven by curiosity. The Lumin team is made up of a diverse group of professionals who are encouraged to bring forward ideas that challenge, raise, and reset expectations.
Why Work With Us
Our company fosters a culture of innovation where employees are encouraged to bring fresh ideas to the table. We understand that our success is closely tied to the success of our employees. Our culture supports flexible work arrangements, including benefits and resources that contribute to the well-being of our employees.
