• Leads strategic analysis using large, multi-source datasets to uncover business insights that support GTM, product pricing, and financial strategy rather than simply reporting on performance. • Acts as a thought partner to Finance Ops, translating business performance into financial metrics including CAC, LTV, funnel velocity, and retention. • Defines and refines KPIs that align execution with company objectives and drives the implementation of strategy across with cross-functional teams. • Owns analysis across campaign effectiveness, customer and segment behavior trends, pricing elasticity, and product monetization strategy, focusing on tradeoffs and recommendations. • Synthesizes complex insights into concise, visual presentations with bullet points, charts, and storyboards that speak directly to business leaders and executive leadership. • Analyzes marketing, product, and financial data into cohesive performance stories that highlight tradeoffs, risk factors, and growth potential. • Acts as a trusted advisor to executive leadership, influencing C-level decisions through strategic insight and clear communication.

• Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems. • Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik). • Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance. • Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights. • Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services. • Support data quality initiatives and ensure data integrity across reporting solutions. • Document processes, methodologies, and data definitions to support transparency and repeatability. • Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services. • Present findings and recommendations to stakeholders in clear, compelling formats. • Assist in the automation of reporting and analytics processes.

• As the Business Insights Analyst, you will be responsible for driving change programs, managing relationships, overseeing administrative processes, and leading both direct and indirect teams to achieve organizational goals. • Develop and Expand Best-in-class content : Contribute to the creation and expansion of best-in-class content for general merchandise, ensuring high-quality and client-focused resources. • Promote Unify Adaptation : Guide the team in driving the adoption of Unify among capstone clients and key accounts increasing client adoption. • Provide support and training to team members to effectively promote Unify’s key features. • Innovate and Build Reports : Oversee the creation and maintenance of the best-in-class Unify content while focused on standardization, accessibility, and upskilling. • Promote Client-Centric Approach : Encourage the Commercial team to deepen their focus on clients providing regular updates on progress and benefits. • Optimize Administrative Processes : Implement initiatives to reduce time spent on administrative tasks, allowing the Commercial team to focus more on client engagement and revenue generation.

• Evaluate, write, and present utilization and cost containment reports • Determine or agree upon deliverables with customer • May need to be a liaison with IT/vendor and customer • Perform appropriate analysis on data: forecasting, modeling, regression • Mine data and perform appropriate analysis on data • Present data and provide feedback to client and customer • Develop relationships with subject matter experts (SME) • Seek and adopt best practices in data reporting • Perform other relevant tasks as assigned by Management