Business Analyst – Financial Forecasting | FP&A | Anaplan / OneStream / Hyperion

Location: Dallas / Fort Worth, TX
Work Arrangement: Hybrid – 3 Days Onsite (Client Location)
Position Type: Contract
Experience: Minimum 6 Years Overall; 3–6 Years in Relevant Business Analysis Skills

Interview Process: 2 Virtual Rounds

Position Overview

We are seeking an experienced Business Analyst – Financial Forecasting to support a strategic financial planning and forecasting initiative within the CFO organization.

The ideal candidate will have a strong background in Financial Planning & Analysis (FP&A), budgeting, forecasting, financial modeling, and variance analysis, along with experience working on IT projects involving Enterprise Performance Management (EPM) or Financial Planning tools such as Anaplan, OneStream, Hyperion, Oracle EPM, or IBM TM1.

This role will serve as a critical bridge between finance stakeholders, including FP&A, Controllership, and Finance Operations, and downstream technical and delivery teams.

The selected candidate will be responsible for gathering and documenting business requirements, understanding financial planning processes, translating business needs into functional specifications, and supporting the design and validation of forecasting solutions and Proof of Concept (POC) initiatives.

Mandatory Qualifications – Must Have

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or Financial Management. A relevant finance qualification is mandatory.

• 3–6 years of relevant Business Analyst experience supporting Finance, FP&A, financial planning, or CFO-office initiatives.

• Minimum 6 years of overall professional experience.

• Strong hands-on knowledge of Financial Planning, Budgeting, Forecasting, and Variance Analysis.

• IT project experience involving at least one Finance Planning or Enterprise Performance Management (EPM) platform, such as:

  • Anaplan

  • OneStream

  • Hyperion

  • Oracle EPM

  • IBM TM1

  • Comparable financial planning and forecasting platforms

• Strong understanding of financial planning concepts, financial KPIs, budget cycles, forecast models, and financial reporting.

• Experience translating finance/business requirements into functional specifications, user stories, and process flows.

• Excellent communication and stakeholder management skills.

• A credible and verifiable LinkedIn profile.

Key Responsibilities

• Partner with stakeholders across the CFO organization, including FP&A, Controllership, and Finance Operations, to gather and document requirements related to financial planning and forecasting processes.

• Understand and document existing and target-state financial KPIs, planning types, and variance reporting structures.

• Work with financial planning concepts such as annual budgets, financial forecasts, rolling forecasts, long-range plans, and variance analysis.

• Translate business needs into clear functional requirements, user stories, and process flows for downstream technical and development teams.

• Facilitate workshops and interviews with finance stakeholders to understand business pain points, current-state processes, and desired outcomes.

• Map data flows and identify data sources required for forecasting models and variance analysis.

• Document financial business rules, reporting requirements, KPI definitions, and planning workflows.

• Support the design and development of financial forecasting solutions and Proof of Concept (POC) initiatives.

• Validate POC designs against CFO-office expectations before handing over to build and development teams.

• Support User Acceptance Testing (UAT), iterative feedback cycles, and solution refinement.

• Prepare clear and comprehensive documentation, including business requirements, functional specifications, process maps, and KPI glossaries.

• Coordinate between finance stakeholders and technical delivery teams to ensure business requirements are accurately implemented.

Required Skills and Experience

Financial Planning & Analysis (FP&A)

• Strong understanding of budgeting, forecasting, financial planning, and variance analysis.

• Knowledge of annual budget cycles, rolling forecasts, long-range financial plans, and financial reporting.

• Ability to understand financial KPIs and translate them into technical and reporting requirements.

Finance Planning / EPM Tools

• Experience working on IT projects involving financial planning and EPM platforms.

• Exposure to one or more of the following:

  • Anaplan

  • OneStream

  • Oracle Hyperion / Hyperion Planning

  • Oracle EPM

  • IBM TM1

  • Similar financial planning and forecasting tools.

Business Analysis

• Experience gathering, analyzing, and documenting business requirements.

• Ability to create functional specifications, user stories, process flows, and business requirement documents.

• Experience facilitating stakeholder interviews and requirements workshops.

• Strong data flow mapping and business process analysis skills.

• Experience supporting POC initiatives, UAT, and iterative solution development.

Stakeholder Management & Communication

• Ability to work directly with senior finance stakeholders and CFO-office leadership.

• Strong verbal and written communication skills.

• Ability to synthesize inputs from multiple stakeholders into clear and actionable requirements.

Preferred Qualifications

• MBA in Finance or Master's degree in Finance (MS Finance).

• Certifications in financial planning and EPM tools such as Anaplan, OneStream, Oracle EPM, or IBM TM1.

• Experience supporting finance transformation or financial planning modernization initiatives.

• Experience working with FP&A, Controllership, and Finance Operations teams.

• Experience in financial forecasting POCs and enterprise planning implementations.

Ideal Candidate Profile

We are looking for a Finance-focused Business Analyst who combines strong financial domain knowledge with IT project and business analysis experience.

The ideal candidate should understand how finance teams perform budgeting, forecasting, and variance analysis, and be capable of translating those processes into functional requirements for enterprise financial planning solutions.

Candidates with a relevant Finance or Accounting degree, hands-on FP&A experience, and project experience with Anaplan, OneStream, Hyperion, Oracle EPM, or IBM TM1 will be strongly preferred.

Important: This is a finance-domain Business Analyst position, not a general IT Business Analyst or a purely technical EPM developer role.

Application Requirements

Please submit an updated resume highlighting:

• Finance or Accounting educational qualification.

• Hands-on FP&A, budgeting, forecasting, and variance analysis experience.

• Financial planning/EPM tools used in previous projects.

• Relevant Business Analyst and finance transformation project experience.

• LinkedIn profile URL.