Business Analyst – Financial Reporting (BI/ThoughtSpot)

Location: Brazil - Nearshore

Role Overview

We are looking for a Business Analyst with strong financial reporting and BI expertise to support a strategic transformation initiative within a global financial environment.

This role is part of a large-scale financial systems modernization program, including the implementation of OneStream and the migration from Hyperion (HFM) to modern BI platforms such as ThoughtSpot.

The ideal candidate will act as a bridge between finance, data, and technology teams, translating complex financial reporting requirements into clear, structured documentation and enabling scalable, data-driven reporting solutions.

Key Responsibilities

Partner with finance and business stakeholders to:

• Understand current reporting processes (primarily HFM-based)
• Identify reporting logic, data requirements, and business rules
• Capture and document detailed business needs

Analyze financial reports (e.g., income statements, balance sheets) and:

• Translate them into functional and technical requirements
• Define report structures, filters, aggregations, and calculations

Create and maintain:

• Business Requirement Documents (BRDs)
• Functional specifications for BI/reporting solutions

Support the migration from Hyperion (HFM) to ThoughtSpot-based reporting.

Collaborate closely with:

• Data teams (Financial Data Store ownership)
• Engineering and development teams
• BI/reporting teams

Ensure alignment between:

• Business expectations
• Data availability and quality
• Reporting capabilities

Support:

• Data validation and reconciliation processes
• Data quality analysis and issue identification

Understand and document how reporting platforms function end-to-end. Actively participate in stakeholder discussions, challenging assumptions when necessary and driving clarity.

Technical Environment

BI / Reporting Tools:

• ThoughtSpot (primary)
• Oracle Analytics Server (OAS)
• Tableau, Power BI, Qlik (nice to have)

Legacy Systems:

• Hyperion Financial Management (HFM)

Data Platforms:

• Financial Data Store
• Oracle Database

Financial Systems (nice to have):

• OneStream
• OFSA / ORFS

Required Qualifications

7+ years of experience as a Business Analyst, preferably in BI or financial reporting projects. Strong understanding of financial reporting concepts, including:

• Income statements
• Balance sheets
• General ledger structures
• Financial reconciliation

Proven experience in:

• Requirements gathering and stakeholder interviews
• Writing high-quality Business Requirement Documents (BRDs)
• Translating business needs into structured documentation

Hands-on experience with BI/reporting tools (ThoughtSpot preferred).

Solid understanding of:

• Reporting structures and logic
• Data flows and data models behind BI tools

Ability to:

• Write and understand SQL queries
• Analyze and validate data directly from databases

Experience working with cross-functional and global teams. Strong communication skills (verbal and written).

Nice to Have

Experience with:

• ThoughtSpot (including advanced use cases)
• Oracle Analytics Server (OAS)
• Hyperion (HFM)
• OneStream implementation projects

Exposure to:

• Financial systems transformation initiatives
• Data warehousing environments
• Data quality and reconciliation processes
• Experience in financial services environments

Soft Skills & Behavioral Profile

• Strong analytical and problem-solving mindset
• Excellent communication and stakeholder management skills
• Ability to translate complex business needs into clear documentation
• High attention to detail and organization
• Proactive and inquisitive — comfortable challenging stakeholders when needed
• Ability to work independently in a dynamic environment
• Strong collaboration skills across business and technical teams

Stakeholder Interaction

Direct interaction with:

• Financial Reporting teams
• Business stakeholders
• Data and engineering teams

Collaboration with leadership across:

• Software Development
• Data Platforms (Financial Data Store)

What Success Looks Like

• Clear, structured, and high-quality documentation (BRDs & specs)
• Strong alignment between business requirements and delivered reporting solutions
• Smooth transition from legacy reporting (HFM) to modern BI platforms
• Improved data quality, consistency, and reporting efficiency

Why This Role is Unique

• High visibility within a strategic financial transformation program
• Opportunity to work with modern BI tools and data platforms
• Strong exposure to both finance and technology leadership
• Direct impact on enterprise reporting and decision-making capabilities