Overview
Skills
Job Details
About Forsys
Forsys Inc is a global Lead-to-Revenue company focused primarily on Revenue
transformation strategy, implementation, change management and change sustenance. We
are seeing remarkable growth in the past few years; Forsys is headquartered in Milpitas
California, with offices in Austin Texas and Hyderabad, India.
Business Process Analyst - Quote to Order
Description
Looking for an organized and versatile Business Process Analyst with experience in
RevOps and Finance process areas (QTC, S2P, R2R, Projects). This position sits
within the Run-the-business (RTB) group within the Finance Transformation Business
Process team. This person will work closely with the various finance stakeholders
(operations, leadership, SMEs, international teams, SOX teams, etc.) and IT teams to
lead various run-the-business bug, feature and enhancement requests within the CRM,
CPQ, CLM and ERP system. This analyst understands stakeholder needs, how to collect
and build a business case, negotiate with stakeholders of varying levels, and influence and
advocate for their projects against a backdrop of competing priorities. The analyst will also
need to attend scrum calls with development teams and help build UAT test cases and
facilitate UAT testing. The candidate needs to be able to use professional judgment to
manage their time, and stakeholder expectations, and push for progress with the relevant
IT teams. The candidate needs to be comfortable with a workload that can cover many
different functional areas, stakeholders, and points in the process all at once. Familiarity
with Salesforce, Conga CPQ, CLM, and Oracle Cloud ERP is helpful. This
position also provides real-time support for the facilitation of quote approval and quote
conversion should CPQ hiccups cause friction in the process for a particular deal. The
ideal candidate must be able to use a collaborative, professional, and service-oriented
approach to interacting with these business partners with strong communication skills and
interpersonal skills. This candidate will primarily focus on the Opportunity/Quote to
Cash process.
Responsibilities:
Build relationships with Finance stakeholders to understand their requests, needs,
and desires
Ability to hear/see a problem and translate those pain points into an enhancement
or bug request and collect and condense the relevant details
Host meetings with Finance stakeholders and other cross-functional business
partners to prioritize various enhancement requests
Monitor relevant enhancements in Jira, ServiceNow, and Slack channels
Understand complex business challenges and transcribe them into easy to
comprehend technical requirements
Collaborates with the IT team and other cross-functional systems teams during the
design, implementation, and testing phases of technical work
Navigate within the Salesforce, CLM, and Oracle UI in production and sandboxes
to understand pain points and hiccups. The ability to navigate the systems is
important to grab relevant screenshots, ask pointed questions, and support UAT
testing
Prepares user training documents and delivers user training or collaborates with
change management colleagues when appropriate
Manages their workload independently but remains organized and communicative
to provide updates, attend team calls, highlight risks, and raise escalations as
appropriate
Key Competencies:
Experience in designing and improving current processes
Ability to identify and diagnose a problem
Ability to draft solutions and find a path to resolutions for challenging issues
Experience comparing current state to idea/future state
Ability to diagnose and identify a problem and draft solutions
Can communicate concisely and effectively to all colleagues and partners of all
seniority levels
Experience in defining the business processes and requirements for feature and
enhancement requests
Understanding of sales operations, contracting, Finance (QTC, P2P/S2P/R2R,
Projects & Fixed Assets) general business operations, and internal controls;
Excellent written and verbal communication skills as well as internal personal skills
Familiarity with business practices and cultures across multiple international
regions
Strong organizational and business analysis skills; detail-oriented and able to work
independently, multi-task, and manage smaller scale projects
Strong analytical and problem-solving skills; ability to critically evaluate information
gathered from multiple sources, identify gaps, decompose high-level information
into details, and drive decision-making
Team player, flexible, and able to resolve conflicts and work with global teams
Experience in working with frameworks, guidelines and process flows as opposed
to explicit instructions
Ability to use Google Workspace, Zoom, Slack, Jira
Ability to navigate within the Salesforce, CLM, and Oracle ERP apps
Education and Experience:
Bachelor s Degree in Finance/Accounting or related field
5+ years of progressive experience as a process analyst/business system
analyst/transformation analyst doing functional work within a business Finance
team
Experience in business transformational projects/programs globally
Experience in SaaS based companies required
Knowledge of CRM and CPQ systems required
Process improvement and project management certifications are a bonus
Regards,
Amar
Tel: +1 7 3 2 8 2 3 4 3 0 4
a m a r . b h u p a t h i @ f o r s y s i n c . c o m
Forsys Inc. is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.