Business Transformation Analyst

Location: San Jose, CA

Summary: To lead on business transformation and process re-engineering around the Quote to Cash area from a CFO organization perspective. This job will play a key role as a “Subject Matter Expert” in the upcoming R12 upgrade initiative. Revenue Management will be a key area the resource needs to have focus. It will help in conceptualizing business case justification for senior management approval as well as project funding. The job will help in managing and monitoring the specific track as per the overall roadmaps/plans. Will also help in discovering, modelling new or modified business processes and organizational structures to deliver a leaner and more efficient business so as to improve profitability and return value back to the shareholders

Job Description:

  • Business lead for corporate-wide change analysis and design identifying the organization’s strengths and weaknesses and working with the business to define often complex areas of improvement and change
  • Establish, manage, direct and advise cross-functional review teams to define and articulate business change and business process improvements
  • Work with senior finance managers and senior business managers from across the organization to develop process, data & application models to justify potential improvement costs and to identify potential cost savings
  • Discover and conceptualize initiatives round the related functional area
  • Facilitate and negotiate business case buy-in from Directors, change managers and other key stakeholders to ensure smooth implementation and change
  • Advise on and facilitate negotiations with senior managers to obtain the best outcome for the company where improvements and efficiencies cut across organizational boundaries and budgets
  • Work with program/project managers and change managers to ensure the benefits defined in the business case and subsequent benefit delivery plans are delivered using base lined models and performance statistics
  • Manage the project initiation process with Point of Record (POR) documentation
  • Present business case justifications and ROIs to senior management for approval
  • Discover & document requirements for new initiatives as well as enhancement requests where required
  • Evaluate, compare and facilitate decision making around business solutions/applications including the Vendor Management
  • Take liaison role to communicate the business needs to the IT teams around the functional area
  • Monitor & report IT progress to the business stakeholders
  • Work in close collaboration with business management and staff to ensure that user requirements and constraints are understood and that sensitive areas affecting service provision are identified early
  • Produce test plans and scenarios on behalf of the business and coordinate/manage testing to ensure that product and processes are acceptable before becoming operational
  • Be a gatekeeper for all business configurations and maintaining the health check of the functional areas around these configurations
  • Build desktop procedures to help business to move into a process driven organization rather than a people driven one
  • Advise and direct managers and staff on the implementation of new systems and ways of working, facilitating management and staff through the change process


  • Familiarity with business analysis techniques and tools e.g. swim lane diagrams
  • Extensive knowledge in Quote-to-Cash business process flow and challenges especially from a Revenue Management perspective
  • Writing business cases (including cost/benefit/payback analysis)
  • Writing business functional requirements specifications
  • Designing test plans and writing test scripts
  • Designing project plans Oracle R12 Quote-to-Cash area
  • General ledger
  • Other functional financial modules
  • Hyperion Financial Management translation, revaluation, consolidation
  • Financial reporting
  • Modeling dimensions through the HFM process
  • Vendor Management
  • Familiarity with formal project management methodologies
  • Familiarity with the transformation process issues around the implementation of electronic document management and workflow technologies
  • Familiarity to ROI and cost benefit analysis
  • Bachelor’s degree
  • Completed appropriate formal training in process re-engineering and change management eg. Lean or Six Sigma is a plus
  • Functional certification in Oracle R12 is also a plus
  • PowerPoint – ability to operate with sufficient knowledge and credibility with IT teams
  • Capable negotiator with the ability to influence at senior management and user level (ability to design what is right rather than what is expedient)
  • Design, plan and execute work to time, cost and quality targets
  • Excellent customer service
  • Excellent oral and written communication
  • Excellent interpersonal and soft skills to get the buy-ins and work done from other team members
  • Ability to take a structured and effective approach to work
  • A can do attitude and self-starter
  • Ability to work confidently and accurately under pressure
  • Ability to facilitate and drive momentum in business meetings
  • Self-driven, self-motivated
  • Experience in a business transformation role in the Record-to-Report area in an Oracle R12 environment
  • Experience in Transformational upgrade into Oracle R12 environment from a Record-to-Report perspective
  • Experience doing modeling Hyperion Essbase/Planning solutions in a plus
  • Writing Point of Records, business requirements documents etc.
  • Producing test plans/scripts and training plans
  • Written and presented business cases to senior management including cost/benefit and return on investments analysis
  • Analyzed and redesigned business processes using standard business process re-engineering techniques

Required experience: