Business Analyst

Job Title: Product/Business Analyst

Location: Hyderabad

About the Role:

We are seeking a detail-oriented and data-driven Product Analyst to support the development and optimization of our product, which integrates with CRM systems (e.g., Salesforce), finance tools (e.g., ERP, accounting software), and labor allocation modules. You will play a key role in analyzing product performance, gathering business requirements, and collaborating with cross-functional teams to enhance user experience and operational efficiency.

Key Responsibilities:

Analyze and document business requirements for invoicing workflows, including integration points with CRM, finance, and labour allocation systems.

Collaborate with product managers, developers, and QA teams to define and refine product features and enhancements.

Monitor and evaluate product performance using analytics tools; identify trends, gaps, and opportunities for improvement.

Support UAT (User Acceptance Testing) by creating test cases and validating end-to-end invoice lifecycle scenarios.

Work closely with stakeholders to provide product training and ensure compliance with financial regulations, tax rules, and internal audit requirements.

Generate reports and dashboards to track KPIs such as invoice accuracy, processing time, and credit note issuance.

Assist in backlog grooming, sprint planning, and roadmap discussions.

Act as a subject matter expert for transactional and reporting data within the invoicing platform.

Required Skills & Qualifications:

Bachelor’s degree in Business, Finance, Computer Science, or related field.

5 8 years of experience as a Product Analyst, Business Analyst, or similar role in a SaaS or enterprise software environment.

Strong understanding of invoicing, billing, or financial operations.

Experience working with CRM platforms (e.g., Salesforce), ERP/finance tools, and labor/time tracking systems.

Proficiency in tools like JIRA, Confluence, Excel, and data visualization platforms (e.g., Power BI, Tableau).

Excellent analytical, problem-solving, and communication skills.

Ability to translate complex business needs into clear technical requirements.

Preferred Qualifications:

Experience with Salesforce-based invoicing or workflow platforms.

Familiarity with Agile/Scrum methodologies.

Knowledge of SQL or data querying for reporting and analysis.

Exposure to credit note workflows, bulk invoice processing, and statistical reporting.