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CG Infinity

People-first tech services and Salesforce integration

Senior Business Analyst

Full-TimeUpdated on 10/23/2026
No salary listed
Senior, Expert
Bachelor's
Plano, TX, USA
In Person
Business & StrategyBusiness Analysis

About the job

Requirements
  • A bachelor's degree in Business, Information Systems, Computer Science, or a related field is required.
  • At least 8 years of experience as a Business Analyst or in a similar role is required.
  • Advanced proficiency in SQL, including complex joins, subqueries, and performance tuning, is required.
  • Strong experience with Business Intelligence tools such as Power BI or Tableau is required.
  • Ability to gather and document detailed business and technical requirements is required.
  • Experience working in Agile/Scrum environments is required.
  • Experience in consulting environments or client-facing roles is preferred.
  • Familiarity with data warehousing concepts and ETL processes is preferred.
  • Knowledge of cloud platforms such as Azure, AWS, or GCP is preferred.
  • Experience with data modeling and data governance practices is preferred.
  • Certifications such as CBAP, PMI-PBA, or relevant BI certifications are preferred.
Responsibilities
  • Act as the primary bridge between client business stakeholders and development teams.
  • Facilitate workshops, meetings, and discovery sessions to gather and refine requirements.
  • Translate business needs into clear functional and technical specifications.
  • Build and maintain client relationships to ensure alignment and satisfaction.
  • Elicit, document, and validate business and system requirements.
  • Create user stories, process flows, and functional specifications.
  • Perform gap analysis, impact analysis, and solution assessments.
  • Ensure requirements are traceable throughout the project lifecycle.
  • Write complex SQL queries to extract, analyze, and validate data from multiple sources.
  • Perform data profiling, validation, and reconciliation to support business decisions.
  • Collaborate with data engineers and developers to ensure data quality and integrity.
  • Design and develop dashboards and reports using Business Intelligence tools such as Power BI or Tableau.
  • Translate business questions into data-driven insights and visualizations.
  • Support KPI definition, metric tracking, and executive reporting.
  • Identify trends, patterns, and opportunities for process improvement.
  • Partner with developers to ensure accurate understanding of requirements.
  • Participate in sprint planning, backlog grooming, and Agile ceremonies.
  • Support testing efforts, including user acceptance testing planning and execution.
  • Assist in troubleshooting and resolving data or system issues.

About the company

CG Infinity provides technology services with a people-first approach. It helps clients in industries like Energy & Utilities and Financial Services by delivering Salesforce implementations, Salesforce-backend integrations, and custom software solutions. The company uses small, blended teams led by senior leaders who work alongside the client’s team to ensure projects meet objectives and are delivered smoothly. Instead of vague guarantees, CG Infinity focuses on practical collaboration and hands-on leadership to simplify complex technology transitions. Its differentiator is the direct involvement of leaders and a strong emphasis on aligning technology work with client goals, resulting in high success rates and clear, practical outcomes. The overall goal is to help businesses thrive in the modern market by using technology to improve operations and drive enterprise success.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Plano, Texas

Founded

1998

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 10, 2024, Tanya Shepherd promotion expands back-office implementation and integration capability.
  • CG Infinity still advertises hiring for software engineers, architects, and new business builders.
  • The 2022 Plano headquarters and innovation-lab push supports recruiting and client demos.

What critics are saying

  • Phillips v. CG Infinity Incorporated filed April 9, 2026, creates employment-liability distraction.
  • Limited public disclosure on revenue, funding, and layoffs signals weak transparency.
  • Heavy dependence on consulting projects exposes CG Infinity to client churn and utilization shocks.

What makes CG Infinity unique

  • CG Infinity specializes in Energy & Utilities and Financial Services digital transformation.
  • The firm sells Salesforce, cloud migration, data analytics, and AI consulting.
  • Its 2022 Plano rebrand targeted mid-sized companies and expanded beyond legacy clients.

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Benefits

  • 401(k) Company Match
  • Health Savings Account/Flexible Spending Account
  • Life Insurance
  • Hybrid Work Options

Company News

PR Newswire
Jun 10th, 2024
Cg Infinity Elevates Tanya Shepherd To Senior Vice President

Revenue Assurance: A Critical Aspect for Every BusinessDALLAS, June 10, 2024 /PRNewswire/ -- At CG Infinity, we've cultivated a strong and enduring customer portfolio within the energy and utilities industry. Over the past decade, we've been instrumental in enhancing our clients' front-office technology platforms. Thanks to Tanya's visionary leadership, we now offer robust solutions for back-office technology implementation and integration. (PRNewsfoto/CG Infinity) (PRNewsfoto/CG Infinity). Before joining CG Infinity, Tanya held senior leadership positions in the software industry, where she was involved in architecting and implementing enterprise solutions. With experience working with clients across various energy markets in the US and internationally, she brings extensive knowledge of the energy sector

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