Financial Business Analyst - Order Management, Quote-to-Order

We are seeking a detail-oriented and analytical Business Analyst 1 to support Oracle Health Customer Entitlement Services.

In this role, you will research customer inventories, validate license entitlements, support license migration activities, and collaborate with cross-functional teams to ensure accurate and timely customer entitlement delivery.

You will also analyze operational trends, resolve process-related inquiries, and identify opportunities to simplify workflows and improve efficiency through automation.

This position offers exposure to Oracle's licensing processes, internal business systems, and revenue-related operations.

Key Responsibilities

1. Customer Entitlement Analysis: Research and validate customer licensing information using Oracle internal applications, including Asset Report, PeopleSoft (HAT), and ROSIE, to maintain accurate entitlement records.

2. License Migration Support: Support accurate and timely migration of existing customer licenses in accordance with Oracle policies and established procedures.

3. Cross-Functional Collaboration: Partner with Sales, Deal Management, Pricing, Finance, and Data Migration teams to resolve entitlement discrepancies and facilitate efficient order processing.

4. Customer Request Management: Understand internal and external customer requirements, prepare accurate entitlement summaries, and deliver requested information within agreed timelines.

5. Workflow Coordination: Manage queue workflows and support allocation of requests based on resource capabilities, priorities, and operational requirements.

6. Reporting and Analysis: Monitor request volumes, identify trends, and provide operational insights to support management decisions.

7. Process Improvement: Identify opportunities to simplify processes, reduce manual effort, and improve operational efficiency through automation.

8. Policy Compliance and Knowledge Development: Maintain working knowledge of Oracle policies, internal systems, and related business processes, including pricing, quoting, booking, billing, revenue recognition, and invoicing. Complete required process certifications.

Qualifications & Skills

Mandatory

• Analytical and problem-solving skills: Ability to research information, analyze customer records, identify discrepancies, and develop accurate conclusions.

• Attention to detail: Ability to maintain accuracy when reviewing licensing information, preparing entitlement summaries, and processing requests.

• Communication skills: Ability to understand requester requirements, communicate findings, and respond clearly to process-related inquiries.

• Cross-functional collaboration: Ability to coordinate effectively with multiple stakeholders to resolve issues and complete operational activities.

• Independent execution: Ability to manage assigned work, investigate issues, and meet timelines with limited direct supervision.

• Process and policy adherence: Ability to learn and apply established business policies, workflows, and quality standards.

• Reporting and analytical reasoning: Ability to analyze operational volumes and trends and communicate insights that support business decisions.

Good-to-Have

• Exposure to customer entitlement management, software licensing, or license migration processes.

• Familiarity with enterprise business systems or Oracle applications, such as Asset Report, PeopleSoft (HAT), or ROSIE.

• Understanding of pricing, quoting, booking, billing, revenue recognition, or invoicing processes.

• Experience identifying process improvements, workflow simplification, or automation opportunities.

• Exposure to queue management, operational reporting, or resource allocation workflows.

• Familiarity with sales operations, deal management, finance operations, or customer support processes.

Self-Assessment Questions

1. Am I confident researching business records, identifying discrepancies, and producing accurate findings?

2. Can I communicate effectively with different stakeholders to understand requests and resolve operational issues?

3. Am I comfortable working independently, following established policies, and delivering accurate work within deadlines?

4. Can I analyze operational data, identify trends, and communicate useful insights?

5. Do I consistently demonstrate attention to detail when handling complex information and business processes?