analysis analyst

MAI Wealth Management, Inc.

<div>GENERAL JOB DESCRIPTION
The Sr. Forecast, Planning &amp; Analysis Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Forecast, Planning and Analysis Manager. In this role, the Sr. Forecast, Planning &amp; Analysis Analyst designs, develops, and produces financial forecasts and analysis and ensures the integrity of the data to help our businesses and their leaders make informed decisions and drive performance as well as assist in cross-functional activities. They also are responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy.
 This position is on sight in Independence, OH.
MAJOR DUTIES AND RESPONSIBILITIES<ul><li>
Gain a strong understanding of MAI financials and metrics and drivers of revenue and profitability by market, client, product/service, etc.</li><li>
Develops accurate and credible financial forecasts that are actionable and support business strategy.</li><li>
Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting.</li><li>
Proactively identifies and escalates risk/opportunities to plan; assists business unit and regional leaders in identifying tactics to close plan gaps or realize opportunities, aligned to critical business drivers/measures.</li><li>
Interfaces with business executives to develop understanding of and offer solutions for critical business issues and can be viewed as a trusted business partner.</li><li>
Develops and revises revenue and profit-based financial/economic forecast models to drive effective short-term and long-term decisions as needed.</li><li>
Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.</li><li>
Evaluates and analyzes relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.</li><li>
Develops business cases for strategic investments (i.e. new strategic partnerships or adds to staff); tracks performance vs value attainment targets.</li><li>
Monitors financial status by tracking actual results against plans and forecasts; identifies trends.</li><li>
Assembles and summarizes data for executive level review, prepares reports, presents data driven analysis and recommendations; ensures data accuracy and integrity.</li><li>
Provides monthly/quarterly reporting analyzing financial results and performance to plan.</li><li>
Clearly communicates conclusions, analytical findings, and value-added information to internal stakeholders.</li><li>
Participates in studies, analyses, and recommendations, including budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts.</li><li>
Identifies opportunities to improve internal team processes.</li><li>
Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.</li><li>
Participate in special projects and studies, and other ad hoc analyses as requested.</li></ul> 
EXPERIENCE/CREDENTIALS<ul><li>
Bachelor&rsquo;s degree in finance, Accounting, Economics, or related field.</li><li>
4 &ndash; 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.</li><li>
3+ years&rsquo; experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).</li><li>
3+ years&rsquo; experience in budget preparation and administration; strong financial and/or accounting acumen.</li><li>
Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.</li><li>
Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.</li><li>
Experience preparing executive and board level presentations.</li><li>
Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).</li><li>
MBA, CPA, or CFA a plus.</li></ul> 
COMPETENCIES<ul><li>
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.</li><li>
Drives continuous improvement of processes, and coaches and mentors&rsquo; others as needed to build skills, improve efficiencies, and increase team effectiveness.</li><li>
Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.</li><li>
Excellent oral and written communication skills.</li><li>
Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team.</li><li>
Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations.</li><li>
Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.</li><li>
Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices.</li><li>
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.</li></ul> 
FEATURED BENEFITS:<ul><li>
Discretionary Bonus</li><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
401(k)</li><li>
Health Savings Account</li><li>
Paid Maternity Leave</li><li>
Paid Parental Leave</li><li>
Tuition Reimbursement</li></ul></div>

Senior Forecast, Planning & Analysis Analyst

Wells Fargo

<div>About the Role 
 
Wells Fargo is seeking a Senior Financial Planning &amp; Analysis Analyst to support the Consumer Banking &amp; Lending Finance team in India. This role will serve as a strategic finance partner, delivering insights and analytics that drive business performance across AI and data-driven initiatives. The ideal candidate will bring strong financial acumen, storytelling ability, and a passion for innovation in financial reporting and planning. 
 
In this role, you will<ul><li>
Lead the end-to-end budgeting, forecasting, and long-range planning processes, including executive and business reporting.</li><li>
Deliver timely and accurate financial reporting and variance analysis.</li><li>
Partner with business to provide insights on performance drivers and risks.</li><li>
Prepare and present executive-level dashboards, business reviews, and financial summaries.</li><li>
Translate complex financial data into clear, actionable insights for senior leadership.</li><li>
Lead and contribute to finance transformation initiatives, including automation, process optimization, standardization through process excellence and system enhancements.</li><li>
Drive standardization and scalability of FP&amp;A processes across regions and functions.</li><li>
Partner with global finance teams, and functional stakeholders to align financial strategies with business goals.</li><li>
Provide strategic financial support and insights across Consumer Banking &amp; lending products.</li><li>
Analyze Month end/Quarter end close results, perform variance analysis, and provide actionable commentary to senior leadership</li><li>
Conduct deep dive analytics and trend analysis to support business decisions.</li><li>
Perform complex variance and trend analyses and communicate recommendations.</li><li>
Support ad hoc business and finance needs across Consumer Banking &amp; Lending functions.</li><li>
Support ad hoc analysis and business case development for new AI and analytics capabilities.</li><li>
Manage and validate financial models, including documentation, back-testing, and KPI tracking.</li><li>
Ensure compliance with model risk management policies and maintain documentation.</li><li>
Demonstrate strong stakeholder engagement and communication skills.</li></ul>
Required Qualifications:<ul><li>
4+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications<ul><li>
MBA, CA, CMA, or CFA or equivalent qualification.</li><li>
Hands-on experience in LOB/product reporting, analysis, dashboard creation &amp; story telling by partnering with Business teams</li><li>
Proficiency in financial modeling, template building, and presentation skills.</li><li>
Advanced knowledge of MS office and Business Intelligence tools (Power BI, Tableau).</li><li>
Experience with Essbase, Hyperion, Cognos, SQL, Power Query, Power Apps and SAS.</li><li>
Hands-on experience leveraging AI tools and technologies in financial analysis, forecasting, or reporting</li><li>
Ability to work independently and in a team environment.</li><li>
Excellent leadership, communication, and stakeholder management skills</li><li>
Comfortable working in flexible timings to maximize overlap with US counterparts.</li></ul>
Job Expectations<ul><li>
Experience in Consumer Banking &amp; Lending domain and strategic finance business partnering.</li><li>
Experience in performance reporting, headcount analysis, and cost optimization.</li><li>
Ability to translate financials and data into actionable insights &amp; dashboards</li><li>
High attention to detail and accuracy in financial analysis and reporting.</li></ul>
Posting End Date:
 
10 Jan 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Senior Financial Planning & Analysis Analyst

<div>
 Key Skills: Python/PySpark, SQL, Documentation, Stakeholder Management
 
 
 
 Key Role And Responsibilities
 
 
 
 <ul>
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 Responsible for requirements gathering, documentation of solution design, documenting and executing test scenarios and performing a variety of change and implementation management activities.
 </li>
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 May work across multiple projects and programs simultaneously
 </li>
 <li>
 May be required to support change management activities spanning from early change planning and audience analysis; through to designing and delivering change interventions (e.g., communications, training, support, organization alignment); and tracking.
 </li>
 <li>
 Taking actions on change readiness, adoption, and feedback. They are also ultimately responsible for Implementation Management, including planning, controlling, and reporting on implementation of the change &lsquo;product&rsquo;, focusing on accelerating benefits and minimizing risk during deployment. Implementation activities will also include managing implementation readiness and managing the early stages of implementation (e.g. pilot).
 </li>
 <li>
 Business Analysts will often play a people / team management role within the projects / programs they work on. As members of the Global Transformation management team, they will also have line or assignment management responsibility for a group of more junior resources within their resource pool (as related to their job family).
 </li>
 <li>
 Internal clients to facilitate effective data analysis/migration and process change and ensure expectations are effectively managed.
 </li>
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 A good understanding of the control requirement surrounding data handling will be advantageous in this role
 </li>
 <li>
 Assess the operational risks as part of the analysis and implementation planning and execution in conjunction with delivery managers
 </li>
 <li>
 Adhere strictly to compliance and operational risk controls in accordance with bank and regulatory standards, policies and practices; report concerns or observations in terms of control weaknesses, compliance breaches and operational risk impact.
 </li>
 <li>
 Ensure all due diligence is performed to prevent adverse impact to customers and business operations
 </li>
 <li>
 Support documentation of risks, issues and dependencies in the RAID log for allocated projects, and ensure that these are fed into the program/PMO effectively.
 
 
 </li>
 </ul>
 
 Functional Knowledge
 
 
 
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 <li>
 Strong Data and Business Analyst with Banking Knowledge
 </li>
 <li>
 Endorse team engagement initiatives, fostering an environment which encourages learning and collaboration to build a sense of community.
 </li>
 <li>
 Create environments where only the best will do and high standards are expected, regularly achieved and appropriately rewarded; encourages and supports continual improvements within the team based on ongoing feedback.
 </li>
 <li>
 Develop a network of professional relationships across the department and our stakeholders to improve collaborative working and encourage openness - sharing ideas, information and collateral.
 </li>
 <li>
 Encourage individuals to network and collaborate with colleagues beyond their own business areas and/or the Group to shape change and benefit the business and its customers.
 </li>
 <li>
 Must demonstrate strong business knowledge and sound business sense, and stay abreast of the industry, business-wise and technology-wise
 </li>
 <li>
 Stakeholder complexity &ndash; Business Analysts will often need gather requirements and agree designs across stakeholders, dealing with different interests and resolving disagreements and conflicts, and sometimes needing to challenge poor requirements and design decisions
 </li>
 <li>
 Solid working experience in data &amp; analytics field Demonstration of understanding in technology trends, methodologies, and tools for data &amp; analytics
 </li>
 <li>
 Experienced in technical product development and delivery using various technologies and can explain how they achieved this and the technologies used
 </li>
 <li>
 Understand and able to apply project management principles and portfolio management
 </li>
 <li>
 Communicate effectively with all levels of stakeholders, team management and conflict management skills
 </li>
 <li>
 Experienced in presenting to senior stakeholder in both business and technology
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 <li>
 Experienced on agile projects and understand the application of agile
 </li>
 <li>
 Understanding of how DevOps works and how to utilize in the agile process.
 </li>
 </ul>
</div>

Associate - Business Analyst-Business Analysis-Business Analyst

Techvaria Solution private limited

Job DescriptionWe are looking for a talented Business Analyst to join our team. The ideal candidate will have a strong understanding of business processes, excellent communication skills, and the ability to translate business needs into technical requirements. As a Business Analyst at Techvaria, you will be involved in stakeholder management, requirement gathering, solution analysis, data analysis, and providing valuable insights to optimize business operations.Education &amp; Experience:<ul><li>Education:</li></ul><ul><li>Master&rsquo;s Degree in Business Administration (MBA) required.</li></ul><ul><li>Bachelor&rsquo;s degree in Computer Science, Engineering, or a related field (MCA, B.Tech, etc.).</li></ul><ul><li>Experience:</li></ul><ul><li>Minimum 2 years of work experience as a Business Analyst or in a similar role.</li></ul>RequirementsKey Responsibilities:Functional Requirements:<ul><li>Stakeholder Management: Facilitate communication between stakeholders and technical teams, ensuring clear understanding of business needs and technical requirements. Drive formal sign-offs and agreements on the requirements.</li></ul><ul><li>Requirement Gathering: Gather and document functional and non-functional requirements through discussions, interviews, and workshops. Ensure thorough understanding of business processes.</li></ul><ul><li>Solution Analysis: Define project scope and objectives, working closely with cross-functional teams to ensure alignment.</li></ul><ul><li>Change Management: Evaluate and monitor the impact of changes on the system, processes, and stakeholders.</li></ul><ul><li>Data Analysis: Analyze business data to derive insights and support decision-making. Identify opportunities for process improvements based on data analysis.</li></ul><ul><li>Reporting &amp; Documentation: Create and maintain comprehensive documents such as Business Requirement Documents (BRD), System Requirement Specifications (SRS), Change Request Documents (CRD), Flowcharts, and Statements of Work (SoW).</li></ul><ul><li>Training &amp; Demos: Contribute to internal demos, user training, and ensure knowledge transfer to relevant teams.</li></ul>Technical Requirements: ​<ul><li>Zoho Product Knowledge: Basic understanding of Zoho products, including Zoho Sprints, Zoho Projects, and Zoho Analytics.</li></ul><ul><li>Solutioning &amp; Testing: Understand different phases of testing including Functional Testing, System Testing, User Acceptance Testing (UAT), Unit Testing, and Prototype Testing.</li></ul><ul><li>SQL Knowledge: Familiarity with SQL queries for data extraction, analysis, and reporting.</li></ul><ul><li>Project Management Tools: Experience using Zoho Sprints, Zoho Projects, and Zoho Analytics.</li></ul><ul><li>System Integration: Basic understanding of API integration and the impact of system integration on business solutions.</li></ul>Job Type: Full-timeWork Location: In person

Business Analyst

Vectramind Technologies PVT Ltd.

Job Title: Functional Business AnalystExperience: Minimum 2+ Years Domain: Healthcare (Preferred / Added Advantage)Job Description:We are looking for a Functional Business Analyst with at least 2 years of experience to bridge the gap between business stakeholders and technical teams. Experience in the healthcare domain will be an added advantage.Key Responsibilities:<ul><li>Gather, analyze, and document business and functional requirements from stakeholders</li><li>Prepare and maintain BRD, FSD, use cases, user stories, and process flows</li><li>Work closely with product owners, product managers, UX designers, and development teams to ensure clear understanding of requirements</li><li>Translate business needs into functional specifications and support technical discussions</li><li>Validate solutions through functional testing, UAT support, and requirement traceability</li><li>Coordinate with stakeholders to clarify requirements, changes, and impact analysis</li><li>Ensure requirements align with business goals, regulatory needs, and system capabilities</li></ul>Required Skills &amp; Qualifications:<ul><li>Minimum 2+ years of experience as a Functional Business Analyst</li><li>Strong experience in requirement gathering, documentation, and analysis</li><li>Good understanding of SDLC and Agile methodologies</li><li>Ability to create clear functional documents (FSD/BRD), workflows, and wireframe inputs</li><li>Strong communication and stakeholder management skills</li><li>Familiarity with healthcare terminologies</li></ul>Preferred Traits:<ul><li>Analytical and problem-solving mindset</li><li>Attention to detail and documentation quality</li><li>Ability to work independently and collaboratively</li></ul>Job Type: Full-timePay: ₹400,000.00 - ₹800,000.00 per year

Global E-Commerce Services (Pvt) Ltd

We are seeking a strategic and business-focused Business Analyst to identify and evaluate new travel-related ventures, align them with organizational objectives, and support strategic decision-making processes. This role does not involve software development, IT projects, or technical systems analysis.Key Responsibilities<ul><li>Opportunity Identification:</li><li>Research and identify potential travel-related ventures for evaluation.</li><li>Analyze market gaps and customer needs to identify business opportunities.</li><li>Feasibility &amp; Risk Assessment:</li><li>Conduct feasibility studies for potential ventures, considering market, operational, and regulatory factors.</li><li>Identify risks and create mitigation strategies to ensure successful implementation.</li><li>Business Modeling &amp; Planning:</li><li>Develop detailed business models and plans for proposed ventures, including cost analysis, revenue projections, and operational requirements.</li><li>Collaborate with the Financial Analyst to ensure alignment with financial goals.</li><li>Stakeholder Communication:</li><li>Work with internal teams and external stakeholders to gather requirements and align objectives.</li><li>Present findings and recommendations to senior management.</li><li>Performance Metrics &amp; Monitoring:</li><li>Develop KPIs and performance metrics to evaluate the success of newly added ventures.</li><li>Track and report on the progress of approved ventures.</li></ul>Qualifications&middot; Master&rsquo;s degree in Business Administration, Management, or a related field.&middot; Professional certifications (e.g., CBAP, PMP) are a plus.&middot; 4&ndash;5 years of experience in business analysis, strategic planning, or market analysis. Candidates with experience limited to software or technical systems analysis will not be considered.&middot; Proficiency in business analysis tools (e.g., Tableau, Power BI, or equivalent).Familiarity with the travel industry or non-GDS ventures is advantageous.Job Type: Full-timeWork Location: In person

Cognizant

<div>
 
 Total Experience: 3 to 8 Yrs
 
 
 
 
 Business Analyst Role Description
 
 
 
 <ul>
 <li>
 The candidate must ideally have strong experience as a BA (Agile, Story creation, Workflow analysis, AS IS and TO BE mapping, Supporting UAT etc.)
 </li>
 <li>
 Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, and task and workflow analysis
 </li>
 <li>
 Assist in functional validation, manage scope and create training / handover documentation
 </li>
 <li>
 Managing the requirements from initiation to closure by working closely with business stakeholders and technology delivery teams
 </li>
 <li>
 Collaborate with the User Experience Designers to convert requirements to actionable prototypes. Verify and iterate the prototypes to ensure the prototypes cover the end-to-end functional requirements
 </li>
 <li>
 Create and manage requirement specification documents (BRD, FRS etc.) or epics &amp; stories to ensure the functional requirements are well documented
 </li>
 <li>
 Validate features for functional accuracy and adherence to definition of done
 </li>
 <li>
 Partner with Clients in end-to-end testing and user acceptance testing
 </li>
 <li>
 Obtaining stakeholder buy-in and signoff on requirements
 </li>
 <li>
 Meeting stakeholder&rsquo;s need and following project budget/time constraints
 </li>
 <li>
 Create business value through the solution proposed and implemented
 </li>
 <li>
 Lead discussion with the project team to clearly identify results needed to achieve business goals and needs
 </li>
 <li>
 Proactively suggest process and system improvements/ recommendations which create sustainable business value
 </li>
 <li>
 Adhere to change management standards and procedures
 
 
 </li>
 </ul>
 
 Generic Required Qualification
 
 
 
 <ul>
 <li>
 MBA with 3+ years of proven experience in a Business Analyst Role covering end to end project lifecycle on one or more digital platform
 </li>
 <li>
 Industry knowledge of Digital ecosystems with extensive experience in one or a combination of the following digital platforms for Web Content Management, Mobility, Enterprise Content Management, E-commerce &amp; Collaboration
 </li>
 <li>
 Ability to articulate complex concepts/ requirements in a clear manner
 </li>
 <li>
 Ability to structure a large amount of information into detailed business requirements documentation by applying analysis methodologies and using documentation tools: process flows, data analysis, business use cases and user stories
 </li>
 <li>
 Fair understanding of SDLC methodologies &ndash; Agile, Waterfall etc. and the role of BA
 </li>
 <li>
 Knowledge and experience working in an Agile Scrum development process
 </li>
 <li>
 Ability to work independently with minimal guidance and supervision. Must be a self-directed, self-sufficient analyst with demonstrated initiative, sense of urgency, and ability to come up to speed as a subject matter expert in a very short timeframe, gaining customer confidence.
 </li>
 <li>
 Strong verbal and written communication skills across functional and worldwide audiences of different backgrounds (technical and non-technical) at various levels
 </li>
 <li>
 Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
 </li>
 </ul>
</div>

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