Senior Business Analyst

Job Summary

As a Senior Data Analyst supporting the Global Order Fulfillment team, you will transform complex operational and financial data into clear, actionable insights that improve execution, forecasting, and decision-making. The successful candidate will combine strong hands-on data analysis skills in Excel and Power BI with experience in financial reporting, quarter-end forecasting, practical AI enablement, and disciplined project execution. You will partner across Order Fulfillment, Finance, Sales Operations, IT, and other functions to simplify reporting, improve data quality, develop scalable solutions, and accelerate the adoption of AI-enabled ways of working.

Key Responsibilities

• Own and improve recurring Global Order Fulfillment reporting, KPI analysis, and performance visibility.
• Support quarterly, annual, and quarter-end revenue forecasting, reconciliation, and reporting, including variance analysis, trend identification, and clear communication of risks and opportunities.
• Partner with Finance and operational stakeholders to validate assumptions, reconcile data sources, and improve forecast accuracy and reporting consistency.
• Develop, maintain, and enhance KPIs that measure backlog health, shipment execution, lead time, revenue attainment, and other fulfillment outcomes.
• Use advanced Excel and Power BI to analyze complex datasets, develop repeatable reporting solutions, and deliver decision-ready insights. The role requires strong hands-on Power BI proficiency, including data preparation, modeling, DAX, and report enhancement, but does not primarily own enterprise platform administration or highly complex dashboard engineering.
• Gather business requirements, identify and validate data sources, map data flows, write queries, assess data quality, and translate findings into actionable recommendations.
• Support AI-enabled analytics and workflow initiatives, including preparing and curating knowledge sources, configuring and grounding agents, developing reusable skills and prompts, testing and evaluating outputs, documenting use cases, and continuously improving solution accuracy and reliability.
• Contribute to projects involving AI agents and analytics platforms; experience with Abacus, Microsoft Copilot, or a comparable enterprise AI or agent platform is a plus.
• Lead or support small-to-medium analytics and process-improvement projects by defining scope, milestones, owners, dependencies, risks, and status updates.
• Analyze complex or insufficiently documented current-state processes and design standardized, scalable future-state processes and data solutions.
• Establish and maintain reporting documentation, business definitions, data lineage, validation controls, and quality standards to improve consistency and trust in analytical outputs.
• Identify opportunities to simplify and automate recurring reporting, reconciliation, validation, and workflow activities using Excel, Power BI, SQL, AI, or other approved enterprise tools.
• Perform delivery lead-time analysis and provide ad hoc data support for Order Fulfillment requirements.
• Communicate findings clearly to technical and non-technical audiences through concise executive summaries, recommendations, and decision points.

Education

Minimum Qualifications

• At least 8 years of relevant experience as a data analyst, business analyst, financial analyst, business intelligence analyst, analytics engineer, or equivalent.
• Demonstrated experience manipulating and reconciling complex raw datasets using advanced Excel, including PivotTables, XLOOKUP/VLOOKUP, Power Query, advanced formulas, data models, and structured quality checks; VBA experience is beneficial.
• Practical proficiency with Microsoft Power BI, including data preparation, modeling, DAX calculations, visualization, and the creation or enhancement of user-focused reports.
• Experience supporting financial or operational reporting, forecasting, variance analysis, reconciliation, and quarter-end or period-end business processes.
• Working knowledge of SQL and the ability to query, combine, validate, and interpret data from multiple sources.
• Hands-on experience using generative AI, copilots, AI agents, or similar tools to develop business use cases, create reusable prompts or skills, evaluate outputs, and document solutions.
• Project execution capability, including requirements definition, work planning, milestone tracking, risk and issue management, stakeholder coordination, and clear status communication.
• Ability to translate ambiguous business questions into structured analyses, scalable processes, and practical recommendations.
• Strong written and verbal communication skills, attention to detail, and the ability to work effectively across business and technical teams.
• Self-starter with the ability to prioritize, solve problems, learn independently, and operate effectively in a fast-paced environment with competing priorities and ambiguity.

Preferred Qualifications

• Experience configuring, grounding, testing, or governing enterprise AI agents using Abacus, Microsoft Copilot, or a comparable platform.
• Experience supporting supply chain, order fulfillment, revenue operations, sales operations, or finance in a hardware, software, or high-technology environment.
• Understanding of quoting, sales order, backlog, shipment, revenue recognition, and forecasting processes.
• Knowledge of Oracle ERP, particularly Order Management, and familiarity with enterprise data warehouse concepts and BI and analytics tools such as OBIEE, Power BI, and Tableau.
• Experience improving or automating recurring financial and operational reporting processes.
• Formal project management training, certification, or demonstrated experience leading cross-functional analytics and process-improvement initiatives.
• Advanced degree or relevant professional certification in Data Analytics, Finance, Business, Supply Chain, Computer Science, or a related field.

Education & Experience

• Bachelor’s degree in Data Analytics, Finance, Business, Supply Chain, Computer Science, or a related field, or equivalent practical experience.

Successfull Profile

• Balances analytical depth with strong business judgment and financial acumen.
• Uses Excel and Power BI as practical analysis tools while selecting the simplest scalable solution for the business need.
• Moves from raw data and ambiguous requirements to a clear recommendation, repeatable process, and concise leadership update.
• Applies curiosity and sound judgment to convert business knowledge into reliable, well-tested AI capabilities.
• Brings sufficient project discipline to keep cross-functional work aligned, visible, and moving forward.