Senior Business Analyst – Finance
$145,600–$166,400 year
HybridPlano, Texas, United States
Job Summary
Partner with Finance leadership to support strategic and transformational initiatives across FP&A, Accounting, Investments, and Private Credit. Lead discovery sessions, stakeholder interviews, and workshops to analyze cross-functional business processes, then translate complex needs into actionable requirements, functional specifications, and implementation roadmaps. Develop business cases, executive presentations, and process documentation while coordinating activities across Technology, Data & Analytics, and Operations teams. Manage project planning, dependency governance, and risk mitigation to ensure successful delivery of strategic projects and organizational change readiness.
Required Qualifications
- 7+ years of Business Analysis, Business Consulting, Program Management, or Business Transformation experience
- Experience supporting Finance organizations, FP&A, or enterprise financial initiatives
- Strong knowledge of Private Credit, Investment Operations, Capital Markets, Asset Management, or financial products
- Experience facilitating executive-level meetings and influencing business decisions
- Strong analytical, critical thinking, and problem-solving skills
- Experience developing business cases, executive presentations, and strategic recommendations
- Advanced Microsoft Excel and PowerPoint skills
- Excellent written and verbal communication skills
- Ability to thrive in fast-paced, evolving business environments
Desired Qualifications
- Experience supporting Private Credit or Investment Management organizations
- Financial modeling experience
- FinTech or financial technology experience
- Experience partnering with Data & Analytics teams
- Finance transformation or automation experience
- Oracle EPM experience
- FP&A expertise
- Experience with Agile and Waterfall methodologies
- Experience using Jira Work Management (JWM), Clarity, or similar enterprise project management tools
- PMP, CBAP, PMI-PBA, CFA, or similar certifications
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