• Build slide-grade analytics from Salesforce pipeline data and Power BI outputs • Write action titles and causal commentary; walk PE deal teams through the result • Build modular, reusable templates that portfolio company CFOs can refresh next cycle without us • Cascade real-time feedback from PE sponsors during board prep • Attribute pipeline variance to specific deals, segments, or process changes • Translate BI visuals and Salesforce data into executive-facing narratives • Produce pipeline, funnel, and revenue analytics commentary for board and executive audiences • Ensure every deck answers meaningful business questions rather than simply displaying data • Train in-house teams to become self-sufficient • Build deliverables that outlive the engagement • Document client-specific glossaries and reporting conventions

• Partner with stakeholders across HR, IT, Facilities, Legal, and other functions to gather and document business requirements • Facilitate workshops, interviews, and surveys to understand current pain points and desired outcomes • Translate business needs into clear, concise user stories and acceptance criteria • Collaborate with UX designers, developers, and product managers to ensure solution alignment • Identify process gaps and recommend scalable solutions within Employee Center Pro • Support UAT planning and execution, ensuring requirements are met and tested • Maintain documentation of business processes, requirements, and decisions

• Apply business analysis leadership across the full project lifecycle, including requirements gathering, analysis, solution design support, testing, implementation, and handoff. • Partner closely with business users, senior stakeholders, development teams, QA teams, support teams, and project teams to drive solution clarity. • Manage requirement changes and mitigate delivery risks. • Mentor team members and deliver high-quality solutions in a fast-paced client environment.

• Engage directly with prospects and customers during pre-sales • Lead or support discovery sessions • Translate customer requirements into well-architected solution designs • Author detailed, precise Statements of Work (SOWs) • Build cost models and pricing estimates for projects • Conduct deep business and technical research on customer industries and data sources • Produce structured write-ups and solution specs for internal teams • Track and analyze project performance data