Finance Business Analyst

Job Summary:

The Finance Operations Analyst supports the Finance organization by providing day‑to‑day systems support, analysis, documentation, reporting assistance, and testing for Finance‑related operational platforms. This role partners with Accounting, Treasury, FP&A, and other Finance functions to ensure technology solutions effectively support financial processes, controls, and reporting requirements. The Analyst serves as a key liaison between Finance and IT, maintaining system stability while designing and enabling automation and AI‑supported workflows that reduce manual effort, improve accuracy, and strengthen control effectiveness.

The role emphasizes disciplined documentation, robust access control management, audit readiness, and continuous improvement within a regulated financial services environment.

Monitor, analyze, and troubleshoot system operations related to Finance and Accounting functions, including transaction processing, user assistance, reconciliations, and reporting.

Design, build, and teach the team how to maintain automated workflows using AI, Excel, and enterprise tools to reduce manual effort, improve accuracy, and increase throughput across business processes.

Leverage advanced Excel capabilities to automate data ingestion, validation, reconciliation, reporting, and analysis.

Administer system access and roles in accordance with approved requests and internal access control standards; identify segregation‑of‑duties and access risks.

Conduct regular audits of system data to identify discrepancies, inefficiencies, or potential risks, and work with relevant stakeholders to resolve issues.

Apply AI‑enabled techniques (natural language queries, predictive analysis, anomaly detection, and pattern recognition) to enhance decision‑making, reduce errors, and surface actionable insights from data.

Maintain accurate documentation for Finance systems, processes, and controls to support consistency, auditability, and knowledge sharing.

Support Finance system initiatives, change management, projects and system upgrades through issue tracking, requirements documentation, testing, and release support ensuring business requirements are met and downstream impacts are considered.

Monitor, measure, and report on automation performance, including time saved, error reduction, cycle time improvements, and ROI, and continuously optimize solutions based on results.

Identify and eliminate process inefficiencies by mapping current‑state workflows, quantifying manual touchpoints, and implementing automation solutions that scale across teams and systems.

Support month‑end, quarter‑end, and year‑end financial closing activities by ensuring system accuracy and availability.

Collaborate with Finance, IT, and Risk/Compliance teams to support integrations, workflows, system stability, and regulatory requirements.

Support the maintenance of Finance intranet and knowledge content, ensuring materials are organized, current, and aligned with internal standards.

Assist with administrative coordination related to corporate banking relationships, including maintaining documentation, contact information, and routing routine inquiries to appropriate Accounting or Treasury leadership.

Adhere to company policies, regulatory requirements, and internal controls, including BSA, AML, OFAC, and Fair Lending.

Perform other duties as assigned including completing required regulatory training.

Microsoft D365, MS Suite, Microsoft Office Suite, Accounting, Finance, Business Administration, Information Systems, Support Requests, Documentation, Data Analytics, Financial Services, Credit Union, ERP, FInance Platform, GL, AP, Treasury, Expense, Reporting, Ticketing Systems, Testing Systems, Release Coordination, Regulatory Exam Requests

Microsoft D365, MS Suite, Microsoft Office Suite, Accounting, Finance, Business Administration, Information Systems, Support Requests, Documentation, Data Analytics

Minimum Requirements:

Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field.

Minimum of 2 years of experience…