Business Analyst
Indexed description
Why you want this job
This is a highly visible opportunity to combine financial planning, business analytics, and operational strategy in a role that directly influences key business decisions. You'll own forecasting, budgeting, and long-range planning for one of the company's largest departments while partnering closely with Customer Leadership, Finance, and executive stakeholders. As part of a small, collaborative team, you'll turn complex operational data into actionable insights that improve performance, drive efficiency, and shape the future of the customer experience. If you're looking for a role with real ownership, executive exposure, and the chance to make a measurable impact, this is it.
What You’ll Do
- Own the financial planning process for the Customer Department, including annual budgets, quarterly forecasts, and multi-year Long-Range Plans (LRPs).
- Manage departmental and channel-level P&Ls, monitoring budget vs. actual performance and identifying opportunities to improve efficiency and optimize costs.
- Analyze operational performance across inbound phone, outbound phone, digital channels (chat, MMS, email), and prescription verification, connecting KPIs to financial outcomes and business strategy.
- Serve as the primary analytics partner to Customer Department leadership, delivering actionable insights that influence operational and financial decision-making.
- Build financial models, forecasts, dashboards, and recurring reports that provide leaders with clear visibility into business performance.
- Present financial forecasts, operational trends, and strategic recommendations to executive leadership, confidently explaining assumptions and answering questions.
- Partner closely with Customer Operations, Finance, and other cross-functional teams to align operational performance with financial goals.
- Evaluate compensation and incentive programs, modeling their financial impact and measuring how they influence employee performance, retention, and department budgets.
- Continuously identify opportunities to improve reporting, forecasting, and analytical processes through automation and enhanced modeling.
- 3+ years of experience in Operations Analytics, Business Planning, Financial Planning & Analysis (FP&A), Operational Finance, or a similar analytical role.
- Proven experience building forecasts, managing budgets, developing Long-Range Plans (LRPs), and analyzing department-level P&Ls.
- Strong analytical skills with the ability to connect operational performance metrics to financial outcomes and business decisions.
- Advanced Microsoft Excel skills, including building sophisticated financial models, working with large datasets, and creating efficient reporting tools.
- Exceptional communication and presentation skills, with the confidence to present insights and recommendations to senior leaders and executive stakeholders.
- Experience partnering cross-functionally with business leaders and Finance to solve complex business problems and influence decisions.
- Strong organizational and project management skills, with the ability to prioritize multiple initiatives in a fast-paced environment.
- Self-motivated with a high level of ownership, curiosity, and the ability to independently solve complex analytical challenges.
- Experience analyzing contact center or customer operations metrics.
- Experience modeling compensation or incentive programs and evaluating their business impact.
- Experience with SQL, Databricks, or other data querying and analytics tools.
- Experience building dashboards or reporting in BI tools such as Tableau or Power BI.
- Experience working in a high-volume customer service or operations environment.
- Free eye exams for your entire family
- Deep discounts on lenses, glasses, and other services
- Amazing healthcare coverage
- 401(k) match
- Flexible PTO
- Tuition reimbursement program
- In-house restaurant with highly discounted meals (Steak dinner under $6)
- Free snacks, ice cream, and drinks every day
- Full onsite gym
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