Business Analyst Lead

Your role:

The Business Analysis function resides within the Finance & Accounting team and plays an integral part in understanding and solutioning various business problems affecting Global Relay, particularly those that impact our revenues and billing. The Business Analysis Lead reports directly to the VP, Finance and has two primary responsibilities. Firstly, as a trusted advisor and problem solver, you are responsible for gaining a strong understanding of the purpose of your analyses, prioritizing and scoping project work, and developing the approach in which you will identify, gather and organize data needed from various sources. Working in collaboration with the Business Analyst, you will use this data to build financial analyses and models which can be easily adapted and maintained, including constructing models needed for recurring purposes that can be transitioned to their respective teams. Secondly, the Business Analysis Lead is a project manager and champion for the operationalization of business intelligence that stems not only from the Business Analysis function, but also cross-functionally from Revenue Operations, Sales Operations, and Customer Success. As Global Relay continues to grow you will take an active role in ensuring that business intelligence needs are streamlined and meaningfully deployed within the company. The Business Analysis Lead takes a proactive and comprehensive approach to ensure that all business intelligence needs are captured, triaged, actioned, and ultimately deployed within Global Relay to advance business objectives.

You work collaboratively and provide oversight of the Business Analysis function. You will compile, analyze, and communicate findings, conclusions and proposed next steps to stakeholders in various formats such as slide decks, diagrams, work flows, emails, and memos and aid in the preparation of internal and external facing documentation that may be required. A successful Business Analysis Lead has a solution-focused mindset, is thirsty for knowledge, and is energized to make a difference by providing timely, value-added analyses and proposed course of actions to a cross-functional group of stakeholders, including senior management and executive leadership.

Your responsibilities:

• Develop and maintain data models that support essential billing functions such as customer usage and overage computations
• Triage and own business analysis backlog requests, ensuring that analysis requests and updates thereon are timely communicated to stakeholders
• Assist the Business Analyst with monthly and ad hoc reporting of key SaaS metrics such as changes in monthly recurring revenues, customer usage, API and third-party service usage, and other KPIs
• Act as the driving force amongst a cross-functional group of business intelligence focused teams (i.e. Revenue Operations, Sales Operations, Sales, Customer Success) to maximize collaboration of effort in defining, analyzing, and solutioning problems
• Spearhead data validation across Global Relay systems, particularly for information that drives business intelligence to ensure completeness, accuracy, and timeliness of data inputs to be used for analysis and reporting
• Become a subject matter expert on business intelligence for Global Relay’s next-generation technology stack (includes Salesforce CPQ, Zone Billing, NetSuite Analytics Warehouse)
• Serve as a strategic partner to senior management and executive leadership by translating complex analytical findings into clear, solution-focused actions
• Lead the way in operationalizing solutions to business problems, ensuring that cross-functional stakeholders are actively engaged in solution design, implementation, and roll-out
• Champion a culture of confidence and excellence in data analysis, acting as a key advocate for the Finance & Accounting team when addressing business problems
• Challenge existing data models to identify and explore potential revenue leakage or net new revenue opportunities
• Devise meaningful, comprehensive, and timely solutions for revenue, billing and other customer matters on an ad hoc basis
• Act as a data and data manipulation expert assisting the Finance & Accounting team with ad hoc analyses
• Identify opportunities for and assist with automation and process improvements to sales and billing processes in both our existing and next-generation CRM and billing systems

About you:

• Minimum of 4 years' experience in a Business Analyst, Data Analyst, or similar role
• At least 2 years' experience in a lead/supervisorial capacity of a similar nature, including direct or indirect management of other analysts and cross-functional teams
• Demonstrated history of successfully leading complex business analysis and process improvement projects from beginning to end
• Post-secondary education; undergraduate degree in Business preferred
• Advanced understanding of MS Excel is a must, familiarity with other business intelligence and data visualization tools preferred (e.g. Tableau, NetSuite Analytics Warehouse, Power BI, Knime)
• Excellent analytical and problem-solving abilities
• Experience in a Software as a Service business is an asset
• Proven ability to project manage including exceptional organizational skills with the ability to multi-task, prioritize, and time-manage both individually and in a team-based environment
• Demonstrated ability to influence and build consensus among diverse stakeholders across departments (e.g. Sales, Customer Success, Finance & Accounting)
• Familiarity with CRM systems (Salesforce) and cloud-based accounting applications (NetSuite) including experience creating reports and performing data analysis thereon
• Detail-orientated and ability to thrive in a fast moving, high growth entrepreneurial environment, have a ‘solution based’ mind set, and proactive in driving improvements to processes and systems
• Superior verbal and written communication skills, with the ability to translate complex data insights into clear, actionable information for a non-technical audience
• Experience in collating, structuring, analyzing and reporting on large data sets
• Experience documenting workflows and processes and presenting findings to various levels of management
• Ability to exercise tact and discretion in handling sensitive and confidential information
• Strong work ethic and integrity, technology or finance background preferred
• Experience with VBA coding is an asset