Business Analyst
McGrath Inc
The specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location.
This is a Hybrid role out of Livermore, CA. "A Day in the Life" As a Business Analyst , you'll bridge business needs with technology, primarily across Salesforce CPQ and Oracle Fusion. You'll partner with Sales, Finance, Operations, and IT to translate requirements into scalable solutions that connect front-end quoting and pricing with back-end financial processes. In a typical day, you'll gather requirements, map processes, and drive enhancements across both platforms, ensuring data accuracy, system integration, and seamless workflows. You'll lead discussions, document solutions, support testing, and help drive adoption. Success in this role means balancing business insight with technical understanding, identifying opportunities to improve processes, streamline workflows, and leverage platform capabilities (including AI) to deliver real business value. "What You'll Do" Core Business Analysis Competencies- Analyze and clarify business problems, goals, and constraints.
- Translate business needs into actionable requirements.
- Conduct workshops, interviews, and process walkthroughs to elicit requirements.
- Resolve conflicting needs and prioritize requirements.
- Document requirements (BRDs, user stories, acceptance criteria, process maps).
- Convert business requirements into technical specifications (FSDs).
- Ensure documentation is clear and accessible to both business and IT teams.
- Map current (as-is) and future (to-be) processes.
- Identify pain points and recommend process improvements within system constraints.
- Understand how business processes are supported by systems.
- Suggest configuration changes or enhancements.
- Analyze business data requirements and define data flows between systems.
- Assess upstream/downstream impacts of changes.
- Document test cases and scenarios; support UAT planning and execution.
- Validate solutions against business requirements.
- Proficient in tools such as Jira (or similar), Excel, Visio (or similar), and general business productivity software.
- Communicate the business impact of system or process changes.
- Support user adoption by explaining changes and their rationale.
- Prepare user guides and training materials; assist in training delivery.
- Triage user issues and escalate to support teams as needed.
- Provide business context for audits, governance, and change approvals.
- Manage relationships with business owners, PMs, and end-users.
- Balance competing priorities and negotiate scope or trade-offs.
- Communicate clearly in both verbal and written forms.
- Translate technical concepts into business language.
- Collaborate with PMs, application administrators, developers, and support teams.
- Work effectively across functions and organizational levels.
- Performs other related duties as assigned.
- 4-5 years of hands-on experience with Salesforce CPQ and/or Oracle Fusion, including implementation, configuration, and support, including Financial month ends.
- Experience leveraging AI tools and capabilities within platforms like Salesforce or Oracle to drive automation and improve business outcomes
- Experience in business analysis, requirements gathering, and process modeling.
- Familiarity with business systems, data flows, and testing methodologies.
- Strong communication, stakeholder management, and collaboration skills.
- Proficiency in relevant tools (Jira, Excel, Visio, etc.).
- Detail-oriented, analytical, and structured thinker.
- Break down complex problems into manageable parts using analytical thinking.
- Ensure careful, accurate documentation and testing.
- Organize information logically and manage work across project phases.
- Focus on delivering business value and prioritize high-impact features and changes.
- Experience with tax engines such as Avalara or Vertex
- Experience with revenue engines such as RevPro or RecVue
- Have a general understanding of ADP and expense reporting applications
- Knowledge of ACH processes
- It's a great place to work where you are given the space to share ideas and opinions and the bottom-line is "YOU" matter!
- We value our employees' Quality of Life, and when it comes to mental health, recovery, and self-care, there is no one-size-fits-all approach that is why we provide resources where employees can find information on several wellness topics like nutrition, exercise, emotional health, and more!
- We all need to rest and recharge, that's why in addition to vacation and sick time we also offer 10 days + 2 half days company-paid holidays!
- We offer a variety of benefits that offer you flexibility and choice, a simple selection experience, and the ability to take control over your benefit spending.
- 401(k) Retirement Plan with Company Match.
- Life is unpredictable, having Company Paid Life Insurance and knowing that your loved ones will be protected financially in the event of an unexpected death can give you peace of mind.
- We also offer DailyPay, HSA, FSA, EAP and Pet Insurance!
Vacancy posted 2 days ago
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