Financial Business Analyst

Financial Business Analyst Job Description Template

Our company is looking for a Financial Business Analyst to join our team.


  • Understand and communicate complex information and processes to OIT staff;
  • Gather requirements for, analyze, and communicate regarding existing systems;
  • Serve as a liaison between the business community and the OIT;
  • Elicit system requirements from users, customers, and other stakeholders;
  • Follow the OIT’s SFD Standards and Procedures;
  • Conduct business analysis, planning, and monitoring;
  • Work with the OIT to gather business requirements;
  • Perform other related tasks;
  • Support budget execution forecasting;
  • Assist in preparing financial reviews such as MORD reviews and Tri-Annual reviews;
  • Perform travel reconciliations, contract closeouts, quality control audits, and budget and other reconciliations;
  • Assist Funds Control Officer by preparing documentation and performing other ad-hoc duties;
  • Assist government officers with CCaRS support;
  • Other ad hoc duties as assigned, including supporting a wide range of SAF/AQ FM initiatives as assigned by the SAF/AQ Operating Resources Branch Chief;
  • Assist customers in multiple facets of financial database management.


  • Technical aptitude and/or prior experience in technical role;
  • Excellent financial modeling/logic/math skills;
  • Desired: MBA/CFA/ChFC or other internationally recognized qualification/certification;
  • Proficient in writing requirement specifications, supportive documentation and other collateral materials;
  • Excellent understanding of investment/wealth management, financial planning, and capital markets;
  • Familiar with AF systems such as FM Suite, DEAMS, and CCaRS;
  • Superior attention to detail and demonstrated experience producing detailed reports and performing precise project reconciliations;
  • Required: Bachelor’s Degree in Finance, Math, or Computer Science/Engineering;
  • Intermediate Microsoft Office skills (specifically Excel, Word and PowerPoint);
  • Must have at least an Active Secret Clearance (DoD preferred) or Tier 3 National Agency Check with Local Agencies (NACLC);
  • Self starter who is eager to learn and able to work under tight deadlines;
  • Must be a US Citizen;
  • Excellent written and verbal communication skills;
  • Proven ability working successfully in an integrated, collaborative and diverse environment with all levels of military, civilian and contractor staff;
  • Bachelor’s degree in business management, financial management or other related area.