What are the responsibilities and job description for the Senior Business Analyst | Business Intelligence & Data Insights position at CBIZ?
Job Description
CBIZ is seeking a Senior Business Analyst to join our Business Intelligence & Data Insights team within the Business Transformation & Innovation (BT&I) organization. This role plays a critical part in driving data-powered decision-making and enterprise transformation initiatives by translating business needs into actionable analytics, insights, and data solutions.
The Senior Business Analyst will serve as a strategic partner to business leaders, technology teams, and analytics professionals - bridging the gap between business strategy and data execution. This role requires a strong blend of analytical rigor, business acumen, stakeholder engagement, and experience working in complex, matrixed organizations.
Essential Functions And Primary Duties
Business & Analytics Partnership
Minimum Qualifications
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
CBIZ is seeking a Senior Business Analyst to join our Business Intelligence & Data Insights team within the Business Transformation & Innovation (BT&I) organization. This role plays a critical part in driving data-powered decision-making and enterprise transformation initiatives by translating business needs into actionable analytics, insights, and data solutions.
The Senior Business Analyst will serve as a strategic partner to business leaders, technology teams, and analytics professionals - bridging the gap between business strategy and data execution. This role requires a strong blend of analytical rigor, business acumen, stakeholder engagement, and experience working in complex, matrixed organizations.
Essential Functions And Primary Duties
Business & Analytics Partnership
- Partner with stakeholders across Corporate, Practice, and Functional teams to understand business strategies, operational challenges, and decision-making needs.
- Elicit, analyze, and document business requirements, translating them into clear analytics use cases, KPIs, dashboards, and reporting requirements.
- Act as a trusted advisor by providing data-driven insights that support business transformation, performance improvement, and innovation initiatives.
- Develop detailed functional requirements, user stories, and acceptance criteria for BI and analytics solutions.
- Collaborate with data engineers, BI developers, and solution architects to design scalable, high-quality data and reporting solutions.
- Ensure alignment between business objectives, data definitions, and technical implementation.
- Support the development and adoption of enterprise reporting, dashboards, and analytics solutions.
- Validate data accuracy, business logic, and metric definitions to ensure consistent and reliable insights.
- Analyze trends, patterns, and performance data to identify opportunities, risks, and improvement areas.
- Lead working sessions, requirement workshops, and review meetings with stakeholders at varying levels of the organization.
- Communicate complex analytical concepts and findings in a clear, concise, and actionable manner.
- Support change management efforts related to analytics adoption and data-driven decision-making.
- Contribute to the evolution of BI standards, best practices, data governance, and analytics maturity across the organization.
- Identify opportunities to improve processes, tools, and methods used in business analysis and BI delivery.
- Support prioritization, roadmap planning, and intake processes for BI and Data Insights initiatives.
- Experience working with BI platforms (e.g., Power BI, Tableau, or similar).
- Familiarity with data warehousing concepts, data models, and KPI frameworks.
- Experience in professional services, consulting, or complex, matrixed organizations.
- Exposure to transformation initiatives involving analytics, automation, or AI-driven insights.
- Experience with Agile or hybrid delivery methodologies.
- Bachelor’s degree in Business, Analytics, Information Systems, Finance, or a related field.
- 6 years of experience as a Business Analyst, Analytics Analyst, or similar role, with significant exposure to BI, reporting, or data initiatives.
- Strong experience gathering and documenting business requirements for data, reporting, and analytics solutions.
- Demonstrated ability to work with cross-functional stakeholders and technical teams.
- Strong analytical thinking, problem-solving, and critical reasoning skills.
- Excellent verbal and written communication skills, with the ability to influence and guide decision-making.
Minimum Qualifications
- College Degree or equivalent
- 3 years related experience
- Ability to lead and coordinate the team activities of others
- Proficient use of applicable technology
- Ability to execute and draft technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
- Ability to travel as required by business and on-call availability
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.