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Senior Business Analyst - Billing, Client Insights & Operations

Senior Business Analyst - Billing, Client Insights & Operations

Vertoz

7 - 9 years

9 - 11 Lacs

pune

Posted:-1 days ago| Platform:

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Skills Required

business analysis bfsi project management billing healthcare seo business intelligence forecasting client management business operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job_Description":"

What we want:

Were seeking a Senior Business Analyst to strengthen our business operations and client intelligence function.This role will be responsible for managing billing accuracy, commercial insights, client-level reporting, and operational performance tracking across multiple accounts primarily for US-based clients.The ideal candidate combines financial discipline, analytical problem-solving, and process mindset, enabling leadership to make informed business and delivery decisions.

ZKraft:
AtZkraft, we are a leading digital marketing agency offering comprehensivedigital solutions, ranging from strategy, transformation, media planning andbuying. We combine creativity, technology, and data to deliver impactfuldigital marketing strategies. With proprietary AI-powered platforms likeIngenious Plex, Azurite, and Qualispace, we optimize campaigns and drivemeasurable business growth. Our cutting-edge ad formats, including interactivebanners, Swirl Ads, and CTV solutions, enable us to engage audienceseffectively.We are proud to serve industries such as E-commerce, BFSI,Healthcare, Real Estate, and Government sectors, and specialize in verticalslike Automotive, Entertainment, and more. With global recognition, a proventrack record, and a client-centric approach, Zkraft is the trusted partner forbusinesses aiming for growth.

What you will do:
1. Billing & Commercial Management

Manage end-to-end billing workflows, ensuring accuracy and alignment with scope and client approvals.

Maintain commercial trackers for each client covering retainers, change requests, renewals, and payment timelines.

Track account-level profitability, utilization, and delivery efficiency.

Highlight discrepancies or overages and work with leadership to course-correct.

Partner with finance to ensure timely invoicing and forecasting accuracy.
2. Account Insights & Reporting

Create account-level dashboards and reports highlighting revenue, cost, delivery health, and performance KPIs.

Deliver Monthly Business Review (MBR) reports for leadership and client success teams.

Track and present data-driven insights on client retention, growth, and margin improvement.

Correlate campaign and operational performance with business outcomes.
3. Task Tracking & Operational Visibility

Design and maintain task-level reporting systems to monitor deliverables, ownership, and turnaround times (TATs).

Ensure all client tasks and dependencies are visible and measurable across teams.

Generate reports to identify delays, SLA breaches, or efficiency bottlenecks.

Collaborate with project managers to streamline delivery workflows and improve TAT compliance.
4. Leadership Reporting & Business Insights

Build business-level dashboards summarizing performance across accounts.

Support leadership in forecasting, capacity planning, and revenue analysis.

Present insights that drive better decision-making across delivery, client management, and finance.

Standardize reporting templates, KPIs, and communication cadence for consistency.

Requirements

610 years of experience in business analysis, operations, or commercial management (preferably in a digital marketing or IT services agency).

Strong understanding of agency commercials retainers, project-based billing, time tracking, and margin analysis.

High proficiency in Google Sheets / Excel, data visualization tools (Power BI, Looker, Data Studio), and project management tools (Asana, Monday, Jira,Teamworks, etc.).

Excellent analytical, communication, and coordination skills across teams.

Ability to manage multiple accounts and reporting cadences in a fast-paced environment.

Strong ownership mindset with attention to detail and operational discipline.

Experience in setting up or managing a centralized Client Center / Business Intelligence Unit / PMO for client reporting and operational visibility.

Exposure to US-based accounts or white-label delivery models.

Familiarity with automation tools (Zapier, Google Apps Script, or API-based dashboards).

Understanding of marketing delivery metrics (SEO, Paid Media, ORM, Content).

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Senior Business Analyst - Billing, Client Insights & Operations