Business Analyst
The Business Analyst supports the Lumin Digital leadership team by assisting in preparing pricing proposals, managing Statements of Work (SOWs), and conducting financial and operational analysis. This role is highly collaborative across Delivery, Sales, Finance, Legal, and Product departments to provide data-driven insights for business planning and decision-making. The Business Analyst is expected to build foundational reports and maintain data accuracy while gaining exposure to strategic forecasting.
Key Responsibilities:
Assist in creating and maintaining sales proposals, SOWs, and price sheets to meet baseline profitability standards.
Analyze gross margin and cost trends and support revenue forecasting efforts.
Conduct financial modeling and generate ad hoc reports to support sales and operational planning.
Evaluate pricing proposals and assess alignment with company goals.
Maintain and validate data related to billing and pricing to ensure accurate invoicing and forecasting inputs.
Partner with cross-functional teams to gather requirements, support inquiries, and deliver actionable insights.
Interpret and communicate analytical findings clearly to stakeholders.
Perform other duties as assigned.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Minimum 2 years of experience in financial analysis, reporting, or forecasting.
Strong Excel and spreadsheet skills; exposure to tools such as SQL or Tableau is a plus.
Demonstrated analytical thinking, attention to detail, and ability to work in a fast-paced environment.
Strong communication skills with the ability to explain financial concepts to non-technical stakeholders.
High level of integrity and discretion in handling confidential information.
Knowledge, Skills, & Abilities
Demonstrates behaviors aligned with Lumin Digital values.
Exercises discretion and independent judgment in decision-making.
Communicates effectively in both verbal and written formats.
Delivers presentations using various audio-visual tools with confidence and clarity.
Manages multiple projects simultaneously while meeting tight deadlines in a fast-paced environment.
Applies strong analytical and quantitative skills to solve problems and drive insights.
Maintains a high level of confidentiality with sensitive information and materials.
Proficient in word processing, spreadsheet, and general office software applications.
Adapts quickly and effectively under pressure in a complex and dynamic work environment.
Travels as needed to support business objectives and job responsibilities.
Education:
Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field required. BS/BA required.
Experience: At least two (2) years of experience with financial forecasting, analysis, or reporting experience is preferred.
Travel: Minimal, generally 12 days or less per year, ~2X team get togethers a year
Average salary estimate
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Lumin Digital is looking for a detail-oriented Business Analyst to join our dynamic team remotely in the United States. In this role, you will be at the nexus of our leadership team, assisting with pricing proposals, managing Statements of Work (SOWs), and conducting comprehensive financial and operational analyses. Collaborating across departments like Delivery, Sales, Finance, Legal, and Product, you will harness your analytical prowess to provide actionable insights that drive our business planning and decision-making processes. Your primary responsibilities will include creating and keeping sales proposals and price sheets, analyzing gross margins, conducting financial modeling, and ensuring the accuracy of our billing and pricing data. We value individuals who can maintain effective communication with both technical and non-technical stakeholders, and who thrive in fast-paced settings. This is an exciting opportunity to grow in strategic forecasting while being part of a company that embraces innovation in digital banking solutions. Your attention to detail, analytical thinking, and Excel skills will be invaluable as you contribute to Lumin Digital's mission to empower credit unions and banks with cutting-edge digital experiences. Join us in our journey of curiosity and boldness where your ideas can truly make a difference!
Our mission is to build a dynamic digital banking platform that helps financial institutions preserve and grow their consumer relationships in today’s evolving market.
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