Business Analyst

Overview

JOB DESCRIPTION:

• JOB IDENTIFICATION
  
  

APTEAN JOB TABLE:

APTEAN JOB LEVEL:

APTEAN JOB TITLE:

REPORTS TO

Full line: Vanessa Rodulfo

Dotted Line:

• GENERAL JOB SUMMARY
  
  

The Business Analyst, Professional Services is responsible for forecasting analytics, utilization reporting, compensation data modeling, and operational data governance across the Professional Services organization.

This role partners closely with PS leadership, FP&A, Finance, HR/Comp, and BI teams to ensure accurate, timely, and decision-ready insights for weekly, monthly, and quarterly operating rhythms.

In addition, this role provides administrative and operational support to PS leadership, helping drive execution, coordination, and follow-through on key initiatives and leadership priorities.

• SCOPE
  
  

This role has broad analytical and operational scope across the Professional Services organization, supporting weekly, monthly, and quarterly operating rhythms through accurate forecasting, utilization reporting, and executive-ready performance insights across regions and product lines. The position owns the day-to-day integrity of key services datasets by reconciling information across BI reporting, Certinia/PSA, HR, Finance, and Excel-based sources; identifying drivers of variance; and coordinating timely resolution of data quality issues.

The role also supports Professional Services compensation and incentive cycles by building and maintaining bonus models, integrating and validating multiple data inputs, and documenting assumptions, exceptions, and adjustments for leadership and Finance review. Success requires close partnership with PS leadership, FP&A, Finance, HR/Comp, and BI teams to ensure timely, decision-ready insights, reduce manual reporting effort through process and reporting improvements, and enable consistent execution and follow-through on leadership priorities.

• ORGANIZATION (Indicate the job positions reporting to this role)
  
  

Full Line:

• Job (# of positions): 1
  
  

Dotted Line:

• Job (# of positions): 1
• PRINCIPAL DUTIES AND RESPONSIBILITIES
  
  

Key Responsibilities

Forecasting & Utilization Analytics

• Prepare and maintain weekly and quarterly services forecasting models across regions and product lines
• Extract, validate, and reconcile hours, utilization, backlog, and pipeline data from BI, Certinia/PSA, and Excel-based tools
• Identify and resolve data discrepancies related to census timing, approvals, and system refreshes
  
  

Compensation & Bonus Modeling

• Build and maintain Professional Services bonus and incentive models
• Integrate HR, timesheet, audit, survey, and non-UDP data sources into compensation calculations
• Perform pre-audit and post-audit validation of billable and non-billable hours
• Support leadership and Finance reviews by clearly documenting assumptions, exceptions, and adjustments
  
  

Business Intelligence & Reporting

• Maintain and enhance Power BI and Excel reporting assets supporting PS performance, utilization, and revenue
• Support leaders with interpretation of reports, filters, rollups, and attribution logic
• Partner with BI teams to improve automation and reduce manual reporting effort
  
  

Data Governance & Quality

• Own data hygiene across PS reporting, including resource mappings, product line alignment, and SKU attribution
• Proactively flag data quality risks and recommend corrective actions
• Coordinate cross-functional resolution with FP&A, HR/Comp, Finance, and PS Ops
  
  

Stakeholder Partnership

• Act as a trusted analytics partner to PS leadership during forecast, governance, and compensation cycles
• Support recurring executive and leadership forums with accurate, validated data and rapid follow-ups
  
  

Administrative & Operational Support (Leadership Enablement)

• Provide direct administrative and operational support to PS leadership
• Prepare executive-ready materials for QBRs, all-hands, and leadership reviews (slides, summaries, dashboards)
• Track key action items, decisions, and follow-ups from leadership meetings to ensure execution and accountability
• Coordinate cross-functional inputs for strategic initiatives, reporting cycles, and deadlines
• Support prioritization and organization of leadership requests, helping streamline workflows and reduce ad hoc effort
• Assist in maintaining operating rhythms (weekly forecasts, monthly reviews, quarterly planning) through coordination and follow-through
• JOB SPECIFICATIONS
  
  

Education (Indicate the minimum level of education necessary for this position. Check all that apply and indicate specific degree as applicable to the side (e.g., Bachelor’s in Computer Science)

Required Preferred Degree/Certification

☒ ☐ Bachelor’s degree

☐ ☒ Master’s degree

☐ ☐ Ph.D.

☐ ☐ J.D. (law)

☐ ☐ Certification:

☐ ☐ Registration:

☐ ☐ Licensure:

☐ ☐ Other:

Work Experience

Typically requires 3+ years of experience in business analysis, financial/operational analytics, or business operations roles, preferably in a Professional Services, SaaS, or enterprise software environment. Demonstrated experience building and maintaining forecasting and utilization models; reconciling data across multiple systems (e.g., PSA/ERP, BI platforms, HR data sources, and Excel-based tools); and producing executive-ready reporting and insights to support weekly, monthly, and quarterly operating rhythms.

Experience supporting compensation and incentive calculations (including data validation, audit preparation, and documentation of assumptions/exceptions) is strongly preferred. Proven ability to improve data quality and governance through root-cause analysis and cross-functional coordination with Finance, FP&A, HR/Comp, and BI teams; communicate complex findings to non-technical stakeholders; and manage competing priorities while providing dependable follow-through for leadership requests.

Knowledge, Skills And Abilities

Required Skills & Experience

• Strong Excel modeling skills (complex formulas, audits, cross-file dependencies)
• Experience working with BI tools (Power BI preferred)
• Ability to reconcile data across multiple enterprise systems
• High attention to detail and comfort working with ambiguous or incomplete data
• Strong communication skills for explaining complex data to non-technical stakeholders
• Strong organizational and execution skills with the ability to manage multiple priorities simultaneously
  
  

Nice to Have

• Experience with Professional Services metrics (utilization, backlog, billable vs non-billable)
• Exposure to compensation or incentive modeling
• Experience working in a SaaS or enterprise software services environment
• Experience supporting executive leadership or operating in a Chief of Staff / business operations capacity
  
  

Shift details: 1 to 10 IST

Required to work in shift:Yes/No Yes

If Yes Shift Timing-1 to 10 IST

DISCLAIMER

The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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