Financial Business Analyst

Kaizen AnalytixChicago, IL
21hHybrid

About The Position

Financial Business Analyst Overview We are seeking a highly analytical and detail-oriented Financial Business Analyst with strong financial acumen to support business operations and strategic initiatives. This role requires expertise in business analysis, financial processes, and data-driven decision-making. The ideal candidate is a strong communicator, thrives in a collaborative environment, and can translate complex financial and operational needs into actionable insights. This is a hybrid role based in the Chicago area , requiring candidates to be local and work onsite four (4) days per week .

Requirements

  • 5–8 years of experience in Business Analysis, Financial Analysis, or related roles.
  • Strong financial acumen , with a deep understanding of financial concepts, reporting, and business drivers.
  • Experience supporting finance functions such as billing, accounts receivable/payable, general ledger, and forecasting .
  • Proficiency in SQL for data validation, analysis, and troubleshooting.
  • Proven experience with requirements gathering, process mapping, documentation, and testing.
  • Excellent client-facing and communication skills, with the ability to present insights and recommendations clearly.
  • Ability to manage multiple priorities in a fast-paced, project-based environment.
  • Strong analytical, troubleshooting, and problem-solving skills.
  • Experience working cross-functionally with finance, operations, IT, and external stakeholders.
  • Familiarity with Agile methodologies and tools such as Confluence or Azure DevOps (ADO).
  • Experience with reporting tools and data visualization platforms.
  • Must be based in the Chicago area and able to work onsite four (4) days per week .
  • This is a hybrid position .
  • Must be authorized to work in the United States without current or future sponsorship.

Nice To Haves

  • Experience with Elite 3E , including reporting and functional configuration.
  • Experience with Salesforce (reports, objects, workflows, integrations).
  • Prior consulting experience.
  • Exposure to system migrations, data conversions, or major ERP upgrades.

Responsibilities

  • Serve as a primary liaison between business stakeholders, finance teams, and technical teams.
  • Gather, validate, and document business and functional requirements across finance, operations, and reporting.
  • Analyze financial data to identify trends, risks, and opportunities, providing actionable insights to leadership.
  • Translate business needs into clear functional requirements, user stories, and process documentation.
  • Support project planning activities, including scope definition, timelines, and deliverables.
  • Conduct user acceptance testing (UAT), regression testing, and change impact assessments.
  • Create and deliver end-user training, release notes, and reference documentation.
  • Provide ongoing system support and troubleshooting in collaboration with finance, operations, and IT teams.
  • Partner closely with finance stakeholders to improve processes related to budgeting, forecasting, and reporting.
  • Participate in Agile ceremonies and follow established project management methodologies.
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