Business Analyst

Aptean -
Bengaluru, Karnataka

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Job details

Full-time
6 days ago

Qualifications

Power BI
Microsoft Excel
Business intelligence
Law
Doctoral degree
Computer Science
Enterprise Software
Business analysis
Master's degree
Bachelor's degree
Forecasting
SaaS
Communication skills
Senior leadership

Full job description

Overview:

JOB DESCRIPTION:

1. JOB IDENTIFICATION

APTEAN JOB TABLE:

APTEAN JOB LEVEL:

APTEAN JOB TITLE:

REPORTS TO
Full line: Vanessa Rodulfo
Dotted line:

2. 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.

3. 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.

4. ORGANIZATION (Indicate the job positions reporting to this role)

Full line:

Job (# of positions): 1

Dotted line:

Job (# of positions): 1

5. 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

6. 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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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)

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