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Business Analyst – Finance & Business Management @ CFRA Research

Remote USRemoteFull-time
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About this role

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 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. 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

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