Overview
1) APTEAN
Location :- Bangalore
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 keyservices 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. PRINCIPAL DUTIES AND RESPONSIBILITIES
Key Responsibilities
Forecasting & Utilization Analytics
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Prepare and maintain weekly and quarterly services forecasting models across regions and product lines
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Extract, validate, and reconcile hours, utilization, backlog, and pipeline data from BI, Certinia/PSA, and Excel-based tools
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Identify and resolve data discrepancies related to census timing, approvals, and system refreshes
Compensation & Bonus Modeling
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Build and maintain Professional Services bonus and incentive models
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Integrate HR, timesheet, audit, survey, and non-UDP data sources into compensation calculations
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Perform pre-audit and post-audit validation of billable and non-billable hours
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Support leadership and Finance reviews by clearly documenting assumptions, exceptions, and adjustments
Business Intelligence & Reporting
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Maintain and enhance Power BI and Excel reporting assets supporting PS performance, utilization, and revenue
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Support leaders with interpretation of reports, filters, rollups, and attribution logic
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Partner with BI teams to improve automation and reduce manual reporting effort
Data Governance & Quality
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Own data hygiene across PS reporting, including resource mappings, product line alignment, and SKU attribution
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Proactively flag data quality risks and recommend corrective actions
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Coordinate cross-functional resolution with FP&A, HR/Comp, Finance, and PS Ops
Stakeholder Partnership
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Act as a trusted analytics partner to PS leadership during forecast, governance, and compensation cycles
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Support recurring executive and leadership forums with accurate, validated data and rapid follow-ups
Administrative & Operational Support (Leadership Enablement)
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Provide direct administrative and operational support to PS leadership
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Prepare executive-ready materials for QBRs, all-hands, and leadership reviews (slides, summaries, dashboards)
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Track key action items, decisions, and follow-ups from leadership meetings to ensure execution and accountability
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Coordinate cross-functional inputs for strategic initiatives, reporting cycles, and deadlines
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Support prioritization and organization of leadership requests, helping streamline workflows and reduce ad hoc effort
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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
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Strong Excel modeling skills (complex formulas, audits, cross-file dependencies)
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Experience working with BI tools (Power BI preferred)
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Ability to reconcile data across multiple enterprise systems
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High attention to detail and comfort working with ambiguous or incomplete data
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Strong communication skills for explaining complex data to non-technical stakeholders
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Strong organizational and execution skills with the ability to manage multiple priorities simultaneously
Nice to Have
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Experience with Professional Services metrics (utilization, backlog, billable vs non-billable)
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Exposure to compensation or incentive modeling
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Experience working in a SaaS or enterprise software services environment
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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
About Aptean
At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Aptean is a global provider of mission-critical, industry-specific software solutions.
Aptean’ s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors and otherfocused organizations. Aptean’ s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech and pharmaceuticals, over 10,000 highly specialized organizations in more than 20 industries and 80 countries rely on Aptean to streamline their everyday operations.
“At Aptean, our global and diverse employee base is our greatest asset. It is through
embracing and understanding our differences that we are able to harness our individual
power to maximize the success of our customers, our employees and our company.” –
TVN Reddy
Aptean pledges to promote a company culture where diversity, equity and inclusion are
central. We are committed to applying this principle as we interact with our customers,
build our teams, cultivate our leaders and shape a company in which any employee can
succeed, regardless of race, color, sex, national origin, sexuality and gender identity,
religion, disability or age. Celebrating our diverse experiences, opinions and beliefs
allows us to embrace what makes us unique and to use this as an asset in bringing
innovative solutions to our customer base.
