We are seeking a detail-oriented and client-focused Business Analyst to join our Client Success Team. The role is designed for professionals who are passionate about bridging business needs with system-driven solutions, ensuring seamless integration across accounting, inventory, and e-commerce operations. You will serve as the trusted advisor to clients—helping them optimize processes, implement best practices, and achieve sustainable growth.

Key Responsibilities

Act as the primary contact with clients to start delivering work as per agreed scope, considering their business needs, and design tailored solutions for process improvements, accounting optimization, and e-commerce best practices.

Collaborate with clients and internal teams to drive successful system implementations, integrations, and process optimization.

Partner with managers and clients to map processes and align workflows across inventory, finance, and e-commerce operations.

Analyze financial and operational data, prepare accurate reports and financial statements, and recommend strategies to enhance clients’ financial health.

Mentor, support, and manage internal teams to ensure timely project delivery and effective resolution of client issues.

Deliver client training sessions on new systems and best operational practices.

Implement and integrate inventory management systems and accounting platforms in collaboration with managers.

Monitor and oversee ongoing integrations between accounting, inventory, and e-commerce platforms (e.g., Cin7, Xero, QBO, Shopify, WooCommerce, Amazon, shipping platforms).

Oversee complex accounting processes, including reconciliations and advanced financial transactions.

Manage inventory control and ensure accurate valuation of inventory assets.

Prepare and review financial statements, ensuring compliance with accounting standards and GAAP.

Requirements

Qualifications: CMA (preferred) or CA with advanced inventory skills and strong systems knowledge.

Technical Expertise:

Proficiency in accounting systems (Xero, QBO, Sage, Business Central).

Experience with inventory management systems (Cin7, Business Central).

Familiarity with e-commerce platforms (Shopify, Amazon, WooCommerce) and shipping platforms.

Proven experience in systems implementation and integrations.

Accounting Skills: Advanced knowledge of accounting processes, inventory management, financial statement preparation, and reconciliations.

Soft Skills: Strong analytical and problem-solving skills, excellent communication, client relationship management, and ability to work in fast-paced environments.

Other: Detail-oriented, highly organized, with strong understanding of GAAP and relevant financial regulations.

Why Join Us?

Be part of a dynamic client success team driving transformation across industries.

Work with global clients in e-commerce, inventory, and financial systems.

Opportunity to develop expertise in cutting-edge accounting and integration platforms.

Growth-oriented culture with mentorship and leadership exposure.

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