Lead Business Analyst

TechDigital Group; San Jose (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

A technology consulting firm is seeking a Business Data & Systems Analyst to support key initiatives, including AI-driven Workforce Planning. The ideal candidate will have 10+ years of experience, strong SQL skills, and a robust understanding of Financial Planning & Analysis (FP&A). Responsibilities include collaborating on data projects, analyzing business processes, and ensuring high-quality data for financial reporting. The role requires proficiency in data analysis tools and excellent communication abilities.

Qualifications

• 10+ years of experience in a Business Analyst, Systems Analyst, or Data Analyst role.
• Strong analytical, problem-solving, and critical-thinking skills with a data-driven mindset.
• Direct experience with Financial Planning & Analysis (FP&A) processes.

Responsibilities

• Collaborate with the lead BSA and team members on project goals.
• Analyze and document business processes, data flows, and system requirements.
• Perform data analysis to identify trends and anomalies.

Skills

SQL

Data analysis

Problem-solving

Financial Planning & Analysis

Education

Bachelor's degree in Information Systems, Finance, Business, Data Science, or a related field

Tools

Google Sheets

SAP BPC

Anaplan

Job description

Lead Business Analyst – Business Process Modelling Exp - 10+ Years

• Experience in writing SQL Basic and Advanced SQL queries
• Experience in requirement gathering and analysis of Adoption/ Rollout projects
• Data background
• Firm understanding of SDLC (software development lifecycle)
• Financial Planning & Analysis (FP&A) Domain

Role Overview:

We are seeking a motivated and detail-oriented Business Data & Systems Analyst (TVC) to support our Business Systems Analyst (BSA) team. This role will focus on projects within the Data Warehouse domain, with a particular emphasis on analyzing and preparing data for key initiatives, including AI-driven Workforce Planning (WFP). The ideal candidate will possess a strong data background, a business systems analysis mindset, and engaged with Financial Planning & Analysis (FP&A), People data in the past.

Responsibilities:

• Collaborate closely with the lead BSA and other team members to deliver on project goals.
• Analyze, document, and map business processes, data flows, and system requirements, primarily within the Finance domain.
• Perform data analysis using tools like SQL and Google Sheets to identify trends, anomalies, gaps, and data quality issues.
• Assist in defining data requirements and contribute to data modeling efforts to support business needs and system enhancements.
• Contribute to the development of functional specifications, user stories, and other project documentation.
• Support user acceptance testing (UAT) activities, including test case development, execution, and issue tracking.
• Engage with finance stakeholders to gather requirements, understand pain points, and provide support.
• Develop a working knowledge of Financial Planning & Analysis (FP&A) processes and how data supports them.
• Contribute to efforts aimed at ensuring financial and WFP data is high quality, well-documented, and "AI-ready."

Minimum Qualifications:

• Bachelor's degree in Information Systems, Finance, Business, Data Science, or a related field.
• 10+ years of experience in a Business Analyst, Systems Analyst, Data Analyst, or similar role.
• Strong analytical, problem‑solving, and critical‑thinking skills with a data‑driven mindset.
• Proficiency in data analysis techniques and tools (e.g., SQL, advanced spreadsheet functions).
• Ability to learn new systems and business processes quickly and work independently.
• Direct experience working with Financial Planning & Analysis (FP&A) teams, processes, or systems (e.g., Anaplan, SAP BPC).
• Understanding of data governance, data quality, data warehousing, and master data management concepts.
• Demonstrated ability to translate business needs into clear and concise requirements for technical teams.
• Excellent verbal and written communication skills, with proven experience in requirements gathering and documentation.