Financial Business Analyst 02– Order Management / Quote-to-Order

As a Business Analyst in Customer Entitlement Services, you will research customer inventories, prepare accurate license entitlements, and help improve the processes that support customer orders. You will work with Sales, Deal Management, Finance, Pricing, and Data Migration, communicate with requesters, and identify opportunities to simplify work through automation. This IC1 role is on the AMER shift.

Responsibilities

Key Responsibilities

• Research customer inventories and details in Oracle systems, including Asset Report, PeopleSoft (HAT), and ROSIE, to prepare accurate Oracle Health entitlements and identify usage patterns or optimization opportunities.
• Migrate customers' existing license information accurately and on time in line with Oracle policies, helping customers manage licenses and supporting Sales and Deal Management activity.
• Work with Sales, Deal Management, Finance, Pricing, Data Migration, and PRG to resolve entitlement needs and help process customer orders efficiently.
• Serve as a primary contact for process inquiries, clarify requester requirements, and deliver requested entitlement summaries within agreed timelines.
• Analyze volumes and trends, apply analytical and statistical rigor to complex problems, and report findings that support management decisions and process improvement.
• Simplify and automate Customer Entitlement Services processes while building knowledge of Oracle policies, systems, and research tools and maintaining periodic core-process certification.
• Maintain working knowledge of Oracle policies, systems, and research tools, and complete periodic core-process certification to support consistent entitlement decisions.
• Independently build comprehensive customer entitlements with attention to the potential effects of licensing decisions on revenue, billing, and terminations.

Qualifications & Skills

Mandatory

• Strong research, analytical, problem-solving, and attention-to-detail skills for assessing customer inventories and producing accurate entitlement information.
• Ability to understand customer requirements, communicate clearly with requesters, and coordinate with cross-functional teams.
• Ability to work independently with limited direct supervision and deliver accurate summaries within required timelines.
• Ability to use data, volume trends, and analytical or statistical methods to support sound business decisions and process improvement.

Good-to-Have

• Familiarity with customer licensing, license migration, entitlements, or Oracle Cerner client inventories.
• Exposure to Asset Report, PeopleSoft (HAT), ROSIE, or comparable customer research systems.
• Understanding of pricing, quoting, booking, revenue recognition, invoicing, or related Sales and Finance processes.

Self-Assessment Questions

• Can I research customer inventories carefully and turn the findings into accurate entitlement information?
• Am I confident clarifying requester needs and coordinating with teams across Sales, Deal Management, Finance, Pricing, and Data Migration?
• Can I work independently, meet timelines, and maintain accuracy when preparing customer summaries?
• Can I analyze volume trends and apply sound analytical methods to improve processes and support decisions?

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