Senior Business Analyst, Data Analytics & CPM

Raymond JamesSaint Petersburg, FL
Hybrid

About The Position

Provide guidance, drive business transformation and strategic change, and create value by driving initiatives that reinvent the core of the business. Partner across the enterprise to introduce, enable, and adopt transformation methodologies and concepts within the product model. Model effectively—with deep understanding—agile execution, change management, and transformation advocacy across the business. Specialize in scaling transformation efforts across the organization, often leading multiple initiatives. Help more traditional companies transform to be product- or customer-led.

Requirements

  • Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A.
  • Principles, practices, and procedures of internal systems and processes.
  • Project Management processes and procedures.
  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.
  • Keyboard/typing and 10-dey data entry.
  • Strong analytical and problem skills sufficient to recognize and detect work errors and correct them or offer resolution.
  • Strong detail-orientation.
  • Plan, organize, manage, and track multiple detailed work assignments with constantly changing priorities and close deadlines in a fast-paced work environment.
  • Constructively work under stress and pressure and produce a high volume of assignments using strong organizational and time management skills to meet deadlines.
  • Be self-motivated with strong sense of creativity and ability to work independently with confidence.
  • Provide excellent customer service to internal customers and foster team cohesiveness, cooperation and effectiveness within the team and across the organization.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
  • Think logically to analyze and solve business problems.
  • OneStream, Hyperion (HFM), or other CPM system experience strongly preferred.
  • Experience showing a strong knowledge of financial processes, including experience with financial reporting, financial close, consolidations, and FP&A.
  • Bachelor’s degree with technical or business specifications and three (3) to five (5) years’ experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting.
  • OR ~
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

  • Business Process Improvement Processes and Procedures preferred.
  • OneStream, Hyperion (HFM), or other CPM system certifications.

Responsibilities

  • Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area. Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT.
  • Coordinates/manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production, while working with impacted business users to complete thorough UAT and cradle-to-grave testing.
  • Development of training curriculum and training materials for existing and new functionality including leading training sessions for the purpose of empowering our business partners to better use the systems and tools available to them.
  • Ensure data integrity across financial systems through regular reviews and reconciliations. Support the month-end close process and other accounting functions by maintaining accurate and reliable data flows.
  • Works closely with the Information Technology department, application vendors, and managed- service partners to resolve technical and system issues.
  • Leads cross-functional project teams for system upgrades and enhancements including the development, testing, and implementation of new functionality within the system.
  • Partner with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross-departmental needs. Serve as the accounting systems expert to support business initiatives.
  • Leads requirements gathering, user acceptance testing, documentation and hypercare.
  • Trains and mentors lower-level associates and interns.
  • Perform other duties and responsibilities as assigned.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • critical illness insurance
  • accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • parental leave
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service