Vertoz - Business Analyst - Business Intelligence & Strategic Planning

Business Analyst - Business Intelligence & Strategic Planning

Job Summary:

- We are seeking a dynamic and Business intelligence, Strategic Planning & Digital Transformation Manager to lead financial operations, drive process improvements, and implement ERP systems.

- The ideal candidate will have a strong background in finance, accounting, and consulting, with expertise in digital tools such as Power BI, SAP, and Oracle.

- This role involves working closely with leadership teams to develop business strategies, streamline processes, and enhance data-driven decision-making.

Key Responsibilities:

Financial Management & Analysis:

- Oversee financial reporting, including P&L, balance sheets, and cash flow statements.

- Provide insights through financial and operational MIS reports.

- Prepare business forecasts (short-term and long-term) and strategic plans.

ERP & BI Implementation:

- Lead end-to-end ERP implementations (SAP B1, Oracle NetSuite, Salesforce).

- Develop and manage Power BI dashboards for real-time business analytics.

- Collaborate with IT and business teams for seamless ERP customization and integration.

Process Improvement & Automation:

- Identify process gaps in O2C, P2P, and R2R cycles.

- Create and implement SOPs for streamlined financial processes.

- Enhance data visibility and business efficiency through digital transformation initiatives.

Strategic Consulting & Business Planning:

- Develop business plans and investment strategies.

- Assist in fundraising activities, including preparing pitch decks for PE/VC investors.

- Conduct industry benchmarking and sensitivity analyses for growth opportunities.

Leadership & Collaboration:

- Engage with key stakeholders, including business heads and promoters.

- Manage cross-functional teams to execute financial and digital transformation projects.

- Train and mentor teams on new processes, ERP systems, and analytics tools.

Key Skills:

- Financial Analysis & Reporting

- ERP Implementation (SAP B1, Oracle NetSuite, Salesforce)

- Business Intelligence (Power BI)

- Process Improvement (O2C, P2P, R2R)

- Strategic Consulting & Business Planning

- Leadership & Stakeholder Management

Qualifications:

- Chartered Accountant (CA) qualification is mandatory.

- Additional certifications (e.g., CFA Level 1, Power BI) are a plus.

- Proficiency in MS Office, SAP S4 Hana, Oracle, and CRM tools.