Business Analyst Associate Consultant
Job Summary
The Business Analyst/Associate Consultant will work at the intersection of business and technology, focusing on financial modeling and EPM solution implementation. You will be responsible for gathering client requirements, designing solutions, and configuring systems like Workday Adaptive Planning and Jedox. The role requires balancing technical tasks with consultative client engagement to ensure successful project delivery.
Responsibilities
- Migrate legacy models to EPM platforms
- Lead design sessions and system configuration
- Manage client communication and project progress
- Assist in sales demos and SOW scoping
- Maintain product expertise and share knowledge
Required Skills
- Proficiency in MS Excel
- Experience with EPM/FP&A solutions
- Knowledge of SQL or OLAP cubes
- Financial modeling and accounting basics
- Consultative and communication skills
Job Details
Role Description:
- Work with clients to understand their current planning processes and take a consultative approach to migrating legacy models into Workday Adaptive Planning or Jedox.
- Leverage your expertise to recommend the best solution based on the client’s requirements, budget, and time frame; with the flexibility to adapt the scope as additional needs are identified.
- Guide the customer through facilitated design sessions and configuration decisions based on best practices and an understanding of the customer’s unique business requirements at all stages of the project.
- Regularly engage and support the client through all phases of the project, ensuring a smooth transfer from legacy systems to Workday Adaptive Planning or Jedox.
- Perform multiple tasks under limited direction, while regularly keeping the client, your project team and your Engagement Manager abreast of changes or progress related to the project.
- Assist with sales activities by attending sales calls and performing solution demos as a Workday Adaptive Planning and Jedox subject matter expert.
- Work with Solutions Architects to review Statements of Work (SOWs) to assure proper scoping, timelines, and resource allocations.
- Actively participate in update training and internal opportunities to share one’s skills and learnings with others within the organization.
- Maintain cutting-edge knowledge of product functionality with each new software release and participate in internal knowledge-sharing opportunities.
Qualifications:
- At least a bachelor’s degree or equivalent in Finance, Accounting, Data Analytics, Business, Economics, or a related field.
- Minimum 1–3 years of relevant experience in Enterprise Performance Management (EPM)/ FP&A solution, technology consulting, or corporate finance.
- Specific experience with Workday Adaptive Planning and Jedox (highly preferred), with existing certifications will be an added advantage.
- Broader background in FP&A, Corporate Performance Management (CPM/EPM), BI, or ERP systems.
- Strong proficiency in MS Excel (required) and knowledge of SQL or experience with multidimensional modeling/OLAP cubes.
- Foundational knowledge in accounting, finance, consolidation, management reporting, planning and analysis, forecasting, and budgeting is essential.
- Data & System Integration and ETL knowledge will be an added advantage.
- Understanding of process automation and enhancement using AI Tools including Gemini, Claude and ChatGPT would be an added advantage.
- Proven ability to build and sustain strong client relationships, inspiring confidence in yourself and the delivery team.
- A consultative mindset focused on driving projects toward successful, referenceable client outcomes.
- Fresh graduates (Analyst I) with a relevant background are welcome to apply, as comprehensive training will be provided.