Business Analyst

BKM Capital Partners is a growing firm looking for driven entrepreneurial professionals who are passionate about technology data and solving complex business problems. Located in our Newport Beach California office the Business Analyst will play an integral role in advancing the firms use of technology data automation and analytics across the organization.

This position will serve as a critical bridge between BKMs business teams and technology resources partnering with departments across the organization to understand how they operate identify challenges and opportunities and translate business needs into practical technology and data solutions. The Business Analyst will develop a deep understanding of business processes and use that knowledge to help teams automate workflows improve reporting leverage data more effectively and operate more efficiently. The ideal candidate will combine strong business acumen with a highly technical foundation in data architecture data warehousing analytics business intelligence and automation. This individual should be equally comfortable meeting with business leaders to understand an operational challenge translating that challenge into technical requirements working within Snowflake and related data infrastructure and developing analytical or visualization solutions that turn complex data into actionable business insights.

This role is 100% in-office due to the collaborative nature.

Essential Functions

Business Partnership & Technology Enablement

• Serve as a key liaison between BKMs business teams and technology resources translating business objectives challenges and opportunities into clear technical and data requirements.
• Partner with departments across the organization including Finance & Accounting Acquisitions & Dispositions Asset Management Portfolio Management Property Management and Operations to understand existing processes systems reporting requirements and data needs.
• Develop a deep understanding of how individual departments operate including key workflows information requirements dependencies and pain points.
• Proactively identify opportunities to leverage technology data automation and artificial intelligence to improve efficiency scalability controls and decision-making.
• Lead requirements gathering and process discovery sessions with business users documenting current-state workflows and developing improved future-state processes.
• Translate technical concepts into practical business language while effectively communicating business requirements to technical teams software vendors consultants and other technology partners.
• Serve as an internal resource to help business teams evaluate how existing and emerging technologies can improve the way they operate.

Data Architecture & Data Warehousing

• Serve as a key internal resource supporting the firms centralized data warehouse and broader data architecture with significant hands-on involvement in Snowflake.
• Partner with external specialists to integrate data from core business systems into a centralized scalable data environment.
• Understand and work with data structures relationships transformations and dependencies across multiple source systems.
• Translate business reporting and analytical requirements into scalable data models datasets and technical specifications.
• Develop query validate and analyze datasets within Snowflake and related data environments.
• Utilize SQL and other data tools to extract manipulate reconcile and analyze large and complex datasets.
• Support the development and maintenance of data pipelines and transformation processes used to feed reporting analytics and automation solutions.
• Monitor data quality completeness consistency and reliability across source systems the data warehouse and downstream reporting applications.
• Develop and maintain a comprehensive data dictionary with support from internal resources.
• Troubleshoot data issues by tracing information from source systems through integrations and transformations into the data warehouse and ultimately into dashboards and reporting.

Business Intelligence Analytics & Visualization

• Design and develop dashboards reporting tools and analytical solutions that translate complex data into clear and actionable business insights.
• Utilize Tableau and other business intelligence and visualization tools to develop intuitive scalable and decision-useful reporting.
• Partner with business leaders to identify and define key performance indicators reporting requirements and analytical frameworks appropriate for their respective functions.
• Integrate information across multiple systems and datasets to create consolidated views of business and operational performance.
• Analyze large and complex datasets to identify trends exceptions risks opportunities and areas requiring management attention.
• Help migrate recurring reporting away from manually maintained spreadsheets and disconnected data sources toward automated centralized and governed reporting solutions.
• Continuously evaluate and enhance dashboards and analytical tools based on evolving business requirements and user feedback.
• Help ensure reporting solutions provide users with timely accurate consistent and easily accessible information.

Automation AI & Process Improvement

• Identify repetitive manual or inefficient processes across the organization and develop technology-enabled solutions to improve how work is performed.
• Evaluate and implement workflow automation process automation artificial intelligence and other technologies to reduce manual effort and improve accuracy and scalability.
• Map existing business processes identify bottlenecks and control gaps and develop improved future-state workflows.
• Develop business cases for automation and technology initiatives by evaluating expected efficiency gains improved controls scalability data quality and overall business value.
• Partner with business users through solution design development testing implementation training and adoption.
• Evaluate opportunities to incorporate artificial intelligence into existing workflows reporting processes information retrieval and decision support.
• Develop documentation for automated processes data workflows system integrations and business requirements.
• Monitor implemented solutions and proactively identify opportunities for continued optimization and improvement.

Strategic Initiatives & Continuous Improvement

• Partner with functional and senior leaders to identify opportunities to use technology and data to improve business performance and support the continued growth of the organization.
• Support the development and execution of the firms roadmap for data analytics automation artificial intelligence and technology-enabled business improvement.
• Promote a culture of continuous improvement by proactively identifying opportunities to simplify processes improve information flow automate manual work and increase the use of data in decision-making.
• Help increase technology and data fluency across the organization through training documentation and ongoing partnership with business users.
• Develop repeatable processes documentation and standards that allow successful technology and automation initiatives to scale across departments.
• Help build the processes systems data infrastructure and analytical capabilities necessary to support the continued growth and institutionalization of BKMs platform.

The Qualifiers

• Bachelors degree in Computer Science Computer Engineering Data Science Information Systems Engineering or a related technical discipline strongly preferred.
• MBA Masters degree or other advanced business or technical degree preferred.
• 47 years of experience in business analysis technology consulting data analytics business intelligence data engineering digital transformation or a related role combining business and technology responsibilities.
• Data platform architecture: ingestion patterns warehouse design environment strategy orchestration access governance and reliability standards.
• Snowflake platform operations: roles permissions service accounts connector ownership performance and governance strongly preferred.
• Advanced SQL skills and demonstrated experience working directly with large and complex datasets.
• Strong understanding of relational databases data modeling ETL/ELT processes APIs and system integrations.
• Advanced experience with business intelligence and data visualization platforms required; Tableau experience strongly preferred.
• Experience with workflow automation process automation low-code/no-code technologies or related automation tools strongly preferred.
• Experience leveraging artificial intelligence and emerging technologies to automate workflows analyze information or improve business processes is a plus.
• Familiarity with Python or other programming and scripting languages is a plus.
• Strong business acumen and demonstrated ability to quickly understand complex business processes identify underlying needs and translate them into practical technical solutions.
• Demonstrated experience gathering business requirements and successfully working between business users and technical resources.
• Strong analytical and problem-solving skills with the ability to move comfortably between detailed technical issues and broader business objectives.
• Excellent written and verbal communication skills with the ability to communicate effectively with technical professionals business users and senior leadership.
• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Demonstrates the highest standards of integrity professionalism and ethical conduct.

Perks

• Competitive Pay Bonus
• Medical Dental Vision Life Insurance Short & Long Term Disability Pet Insurance etc.
• Paid Time Off
• 401k Plan Match
• Professional Development Resources Fun Work Vibe (Indoor basketball/pickleball creative office space team-building events company training opportunities and much more!)