Business Analyst – Managed Servicesat CDW Careers

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Job ID: 18001696
Updated: Jan 21, 2019
Location: Madison, WI, United States

The Business Analyst works closely with Managed Services management and our supporting Finance team to provide expanded financial analysis and is proactive in taking actions needed to help improve our financial performance. The Business Analyst coordinates Managed Services forecasting and provides detailed analysis on key financial metrics, providing management with timely information needed to set direction and effectively run the business.


Key Areas of Responsibility

  • Analyze financial results, identify opportunities for improved performance, and take action to increase revenue and reduce expenses.
  • Track and report on key revenue and expense items, e.g., closed business, pending customer cancellations, significant expenditures, etc.
  • Provide expanded financial reporting to management and maintain the Managed Services Financial Dashboard.
  • Coordinate the Managed Services forecast and forecasting process.
  • Maintain the forecast model, provide monthly updates to management and Finance, and provide input to Outlook 2 / Outlook 3 projections.
  • Build strong relationships with stakeholders and subject matter experts and help improve financial performance in all areas of the business.
  • Create and maintain a financial model to calculate profit for service offerings / service groups.
  • Document current processes and provide recommendations for improvement.
  • Contribute to business justifications and return on investment measures for significant projects.
  • Provide regular updates on key initiatives and their progress.
  • Identify financial areas of concern early and review with management.
  • Remain current in industry trends, tools, and best practices.
  • Assist with other business management functions including contracts management, exceptions and approvals, pricing, and reporting.

Other Responsibilities

  • Maintain the commission database.
  • Track closed pipeline activities and update all associated commission reports.
  • Update commissions “splits manager” each month with all changes to AE/AM account assignments and commission percentages.
  • Maintain AIM commission reports with payout details and contract expiration dates.
  • Provide recommendations on updates to commission plans.
  • Respond to ad hoc request for commission plan information and payout details.
  • Coordinate the exceptions process and the associated manual commission adjustments.


Minimum Qualifications

  • Bachelor’s degree in Business or related field, or equivalent experience

Preferred Qualifications

  • Strong analytical and financial modeling skills
  • Innate problem-solver
  • Experience with Microsoft Excel and other related tools
  • Working knowledge of business finance
  • Familiarity with cost/benefit and ROI data analysis

Other Required Qualifications

  • Excellent written and verbal communication skills with the ability to effectively interact with all stakeholders
  • Ability to effectively facilitate and lead meetings, tailoring messages to the given audience
  • Experience in evaluating information, identifying risks and opportunities, while possessing creative problem-solving skills with an understanding of business concepts and models.
  • Demonstrated negotiation and persuasion skills, with the ability to enable mutually beneficial outcomes
  • History of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines
  • Critical attention to detail and solid creative problem-solving skills
  • Demonstrated knowledge of the business, organization and solutions that are the back bone of the organization
  • Ability to adapt to changing conditions, strategies and organizational direction
  • Ability to work in a high performing team environment
Job Category: Project Management
Job Type: Full-Time
Travel Percentage: 10%

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