Financial Business Analyst

Milestone Technologies, Inc. is seeking an experienced Business / Data Analyst with expertise in Finance Analytics to bridge business stakeholders and technical data teams. The role involves gathering and translating complex financial requirements into scalable data solutions while ensuring consistency in financial metrics and collaborating with various teams.

Responsibilities:

• Act as a primary liaison and trusted advisor to Finance leadership, Revenue Operations, and Strategic Planning teams
• Facilitate discovery workshops to capture, synthesize, and refine business requirements and use cases into clear functional and technical specifications
• Define, standardize, and document key financial performance indicators, including ARR, ACV, Bookings, Recognized Revenue, Churn, and Expansion
• Ensure consistency in metric logic, business rules, and reporting definitions across enterprise data platforms
• Perform deep-dive data exploratory analysis using SQL to validate assumptions, assess data quality, and map data flows
• Translate high-level business goals into precise user stories, source-to-target data mappings, logic rules, and dashboard wireframes for engineering teams
• Collaborate with Data Engineering and BI teams to design efficient data models and dimensional frameworks within the Data Warehouse
• Participate in User Acceptance Testing (UAT), validating output accuracy against core financial models before production release

Requirements:

• 8+ years in a Business Analyst, Data Analyst, or Analytics Consultant role focused specifically on Financial / Revenue Analytics
• Strong grasp of corporate finance and SaaS business metrics (ARR, ACV, Monthly/Annual Revenue Recognition, Net Retention Rate)
• Exceptional communication, facilitation, and relationship-building skills; proven ability to guide business partners through requirement prioritization
• Strong hands-on experience querying large datasets, writing complex joins, aggregations, and data validation queries
• Solid understanding of data warehouse concepts (dimensional modeling, star schemas, staging vs. reporting layers, Snowflake/BigQuery/Redshift exposure)
• Familiarity with modern BI platforms (e.g., Tableau, Power BI, Looker) to prototype reports and model user flows
• Ability to uncover root causes in data discrepancies and present structured, actionable solutions
• Bachelor's degree in a relevant field preferred (Business Analytics, Finance, Information Systems, etc.)