Business Analyst - Finance

Insight Global • Palo Alto, CA • 3w ago

Job Description

We are seeking a Finance Business Analyst to join our client's Finance Technology team. Responsibilities include the below:

-Provide data and analysis for billing, financial and operational data, to identify trends, opportunities and areas for improvement for the firm billing improvement project.

-Develop clear and actionable reports, dashboards and data visualizations to support decision making for the project leadership and stakeholders.

-Collaborate with stakeholders to gather, document and validate business requirements for process improvements and technology solutions.

-Design data driven solutions and process enhancements that align with the billing improvement initiatives goals for efficiency, faster billing, and improved revenue realization.

-Map current workflows and identify bottlenecks or inefficiencies, and propose streamlined workflows to improve billing and financial operations.

-Assist in the configuration, testing and implementation of new technologies, ensuring solutions meet business requirements and user needs.

-Develop and track KPIs to measure the success of implemented solutions and ongoing process improvements.

-Create detailed documentation, including business requirements, process flows, user guides, and reports.

-Collaborate closely with billing improvement project team and stakeholders to ensure alignment on project goals and deliverables.

-Support testing and validation, identify issues, and ensure solutions meet quality standards before deployment.

-Proactively identify opportunities for data driven improvements and promote a culture of continuous improvement within finance technology.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

-4+ years experience in business analysis, preferably in finance, enterprise technology, or digital transformation.

-Bachelors degree in finance, information technology, or related field.

-Strong experience in requirements gathering, business process analysis, and creating documentation (e.g., user stories, workflows).

-Familiarity with AI, automation tools, or enterprise finance platforms.

-Working knowledge of SQL, with the ability to extract and analyze data to support validation, insights, and informed decision-making.

-Solid understanding of finance operations and workflowsespecially time entry, billing, accounts receivable, or collections.

-Proficiency in tools such as Excel, PowerPoint, Jira, Confluence, or process mapping software (e.g., Lucidchart, Visio).

-Experience supporting change management and user adoption in enterprise settings.

-Strong attention to detail with the ability to connect business needs to technical solutions.

-Analytical mindset with experience in basic data analysis and reporting.

-Enthusiastic about innovation, problem-solving, and improving the user experience.

-Proven ability to contribute to cross-functional teams to deliver complex initiatives on time and on budget. null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.

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