Business Analyst
Morgan Hill, California, United States
Full Time Entry-level / Junior USD 91K - 137K
Catalyst Family Inc.
The Business Analyst provides critical support for the organization’s budgeting, tuition development, business intelligence, and financial analysis functions. This role drives data-driven decision-making through in-depth research, modeling, and the dissemination of actionable insights that directly inform agency strategy.
A key contributor to the growth of the organization’s business intelligence systems, the Business Analyst helps streamline data integration, supports continuous process improvement, and fosters cross-departmental collaboration. This position is ideal for a detail-oriented, analytical thinker who is passionate about public service and thrives in a collaborative, data-rich environment.
Key Responsibilities:
- Collaborate with the Budget Manager to identify and integrate internal and external data sources that support business intelligence and strategic decision-making.
- Conduct research to uncover trends and relationships in operational and financial data; develop models to analyze key performance indicators and strategic outcomes.
- Maintain strong understanding of organizational operations, external industry trends, and regulatory changes that may impact funding models or financial performance.
- Analyze financial performance trends and prepare clear, actionable insights for leadership.
- Support the organization’s annual budget and tuition development processes in collaboration with the Budget Manager.
- Conduct research and analysis to inform tuition pricing, financial performance, and strategic growth opportunities.
- Lead components of projects to deliver tuition plans and provide ad hoc analysis as requested by leadership.
- Investigate and resolve budgeting and tuition-related challenges and issues.
- Maintain meticulous data sets for both automated and flexible use.
- Develop and enhance dashboards and reporting tools (NetSuite, Power BI, and other platforms) to improve data accessibility and usability.
- Support reporting processes and provide high-quality financial and operational insights to a range of stakeholders.
- Manage and maintain data integrity within Enterprise Resource Planning (ERP) and financial systems.
- Coordinate with Finance, Programs, HR, Enrollment, and Compliance teams to align financial insights with operational priorities.
- Participate in cross-functional projects to improve data accessibility and support data-driven decision-making across the organization.
- Provide responsive, high-quality internal customer service and data support to team leads and internal stakeholders.
- Recommend process improvements to enhance data gathering, flow, and reporting accuracy; identify and address root causes of data quality issues.
- Perform additional tasks and special projects as assigned.
Required Qualifications: Experience in lieu of education will be counted as part of the formal education required.
- Bachelor’s degree in business finance, data science, analytics, or related field.
- 1-3 years’ of relevant experience in financial analysis, research, or budgeting.
- Oracle-Netsuite Budgeting and Analytics experience.
- Experience relevant to data science and research.
Preferred Qualifications:
- 3-5 years’ experience in nonprofit, education and fund accounting, or child development environments.
- Experience with ERP systems (especially NetSuite) and business intelligence platforms (Power BI, Tableau).
- Conducting similar research and analytics for organizations.
- Experience with pricing and use of tuition/private rates in education and/or childcare industry.
Key Competencies:
- Strong analytical, quantitative reasoning, and data synthesis skills; able to translate complex data into clear insights.
- Effective written and verbal communication skills to engage diverse stakeholders.
- Proficient in Microsoft Excel and data modeling tools; familiarity with Oracle NetSuite and Business Intelligence platforms (Power BI, Tableau).
- Willingness to learn and apply SQL, R, and Python for data analysis.
- Experience conducting data research, building models, and maintaining data sources.
- Strong project coordination, problem-solving, and prioritization abilities with keen attention to detail.
- Adaptable and able to manage multiple projects, deadlines, and competing priorities in a dynamic environment.
- Collaborative and customer-focused, with a commitment to providing excellent internal service.
- High level of professionalism, integrity, and ability to handle sensitive and confidential information with discretion.
- Exceptional interpersonal skills, demonstrating tact, patience, and diplomacy in team and cross-departmental settings.
Working Conditions:
- Generally pleasant working conditions
- Daily assignments generally don’t involve prolonged physical effort.
- Travel: Up to 10%
Shift Type: Full Time, Exempt, Hybrid (3 days in office)
Compensation: $91,576 - $137,363 annually
What We Offer:
- Medical, Dental, and Vision Benefits
- Life, Accidental Death & Dismemberment (AD&D), and Long-Term Disability (LTD) employer paid coverage
- 401(k) Retirement plan and Employee Assistance Program (EAP)
- Personal Health Advocate
- Paid vacation, sick time, and holidays
- Commuter pre-tax benefit
- Discounted childcare
- Access to the Calm app
- Tickets at Work employee discounts
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace.
Tags: Business Intelligence Data analysis Data quality Excel Finance Nonprofit Oracle Power BI Python R Research SQL Tableau
Perks/benefits: Career development Flex hours Flex vacation Health care Travel
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