What are the responsibilities and job description for the Business Analyst - Data and BI position at Outcomes®?
Position Summary
The Business Analyst serves as a strategic partner responsible for analyzing financial and operational data, developing insights, and supporting decision‑making as well as initiative pull through across the organization. This role bridges business operations and financial strategy by evaluating processes, identifying opportunities for improvement, and ensuring data-driven actional plans that advance organizational goals. This role supports the transformation roadmap by creating dashboards to monitor revenue, profitability, and cost efficiency, while managing variance analysis against budgets, forecasts, KPI goals, performance metrics, milestones, and project plans.
Key Responsibilities
Financial Analysis & Reporting
Required
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The Business Analyst serves as a strategic partner responsible for analyzing financial and operational data, developing insights, and supporting decision‑making as well as initiative pull through across the organization. This role bridges business operations and financial strategy by evaluating processes, identifying opportunities for improvement, and ensuring data-driven actional plans that advance organizational goals. This role supports the transformation roadmap by creating dashboards to monitor revenue, profitability, and cost efficiency, while managing variance analysis against budgets, forecasts, KPI goals, performance metrics, milestones, and project plans.
Key Responsibilities
Financial Analysis & Reporting
- Analyze financial results, variances, and trends to support forecasting, budgeting, operational improvement initiatives and strategic planning.
- Define and track critical success metrics and financial and operational KPIs
- Translate complex financial data into clear, actionable insights for non-financial stakeholders related to both the internal and commercial sides of the business.
- Partner with business unit and functional leaders to evaluate, document, and optimize processes to improve accuracy, efficiency, and compliance.
- Support business transformation projects from initiation to closure, ensuring alignment with strategic objectives and stakeholder expectations
- Conduct root-cause analyses and develop corrective action plans for process issues.
- Support translation of enterprise and Finance strategy into integrated transformation roadmaps, supported by robust business cases and funding strategies.
- Continuously assess progress, risk, and return — defending resource allocations and course adjustments.
- Maintain data accuracy and integrity across financial systems, tools, and reporting environments.
- Partner with internal teams to enhance reporting capabilities and streamline data workflows.
- Work closely with FP&A, Accounting, Operations, HR, and commercial teams to ensure alignment of financial goals and pull through complex, enterprise wide transformation initiatives.
- Project management of initiatives to include internal and third party advisors.
- Serve as a liaison between technical teams and business stakeholders, translating requirements and ensuring successful project execution.
- Participate in business case development for key initiatives, providing financial insights and impact assessments.
Required
- Bachelor’s degree in Finance, Accounting, Business Administration, Project Management, Systems Engineering, or related
- 2–5 years of experience in business analysis, data-driven project management or a similar analytical role.
- Strong analytical and problem‑solving skills, with the ability to interpret large datasets.
- Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) is a plus.
- Excellent communication skills with the ability to convey complex financial concepts to diverse audiences.
- Strong project/program management experience
- Ability and comfort to communicate and build relationships with senior leadership, both internally and externally; serving as representative of the organization.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- Frequent sitting in stationary position at a desk
- Occasional standing, walking, stooping, kneeling, squatting, and climbing stairs
- Occasional twisting of body
- Occasional reaching by extending hands and arms in any direction
- Occasional lifting, pulling, or pushing
- Medical, Dental and Vision Plans
- Voluntary Benefits
- HSA & FSA
- Fertility & Family Planning Benefits
- Paid Parental Leave
- Adoption Assistance Program
- Employee Resource Groups
- Flex PTO for Exempt Associates & up to 15 PTO days in first year of employment for non exempt associates
- 11 Paid Holidays
- Corporate Wellness Program
- 401(k) plan offering both pretax and Roth contributions, plus an employer match