Business Analyst – Finance, Business Management

🕒 August 21

🇺🇸 United States – Remote

💵 $70k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Business Analyst

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CFRA Research

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1994

💼 Consulting

⚖️ Legal

💸 Finance

💰 Private Equity Round on 2023-01

Consulting • Legal • Finance

CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

📋 Description

• Assist in preparing and maintaining 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 for Business Unit Reviews • Compile, clean, and analyze financial and operational data from ERP and reporting systems • Leverage AI to develop and maintain recurring reports and dashboards tracking KPIs • Identify trends, anomalies, and opportunities in financial data and surface findings to the Global Head of Business Management • Assist in building ROI analyses and financial business cases for technology and capital investment projects with the PMO • Maintain standardized ROI templates and consistent methodology across initiatives • Support system-change documentation, testing updates, and process documentation • Identify workflow and reporting-process improvements through automation or better use of existing tools

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field • 2–4 years of experience in FP&A, financial analysis, or a related finance role • Solid understanding of budgeting, forecasting, and variance analysis concepts • Strong Excel skills, including financial modeling, pivot tables, and advanced formulas • Experience working with ERP or financial reporting systems • Strong attention to detail with the ability to manage multiple deadlines simultaneously • Clear written and verbal communication skills, including the ability to present data to non-finance stakeholders • Experience with subscription-based revenue models (preferred) • Exposure to sales engagement and enablement tools (Salesforce, SalesLoft, HubSpot) (preferred) • Experience with PMO processes or capital project analysis (preferred)

🏖️ Benefits

• 20 days of Vacation • 8 Sick Days • 1 paid volunteer day • 10-11 Holidays a year • Health, Dental, & Vision Insurance • Company paid Life & Disability Insurance • Competitive Pay • Annual Performance Bonus • 401K Match • Variable target of approximately 10% of base