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Key Responsibilities and Required Skills for New Business Case Coordinator

💰 $60,000 - $95,000

FinanceBusiness AnalysisProject ManagementStrategy

🎯 Role Definition

The New Business Case Coordinator is responsible for coordinating the development, validation, governance and tracking of new business cases and investment proposals. This role partners with finance, product, operations and technology teams to build robust financial models, conduct cost-benefit and sensitivity analysis, prepare executive-ready summaries, and shepherd proposals through prioritization and funding gates. The coordinator ensures business cases align with strategic objectives, governance standards and measurable benefit realization criteria.

📈 Career Progression

Typical Career Path

Entry Point From:

  • Financial Analyst (Business Finance)
  • Business Analyst (Strategy or Product)
  • Project Coordinator or PMO Analyst

Advancement To:

  • Business Case Manager
  • Investment/Portfolio Manager
  • PMO Lead or Program Manager
  • Strategic Initiatives Manager

Lateral Moves:

  • Strategy Analyst
  • Commercial Finance Partner
  • Product Operations Manager

Core Responsibilities

Primary Functions

  • Develop and maintain end-to-end business cases for new initiatives, including clearly articulated objectives, scope, timelines, and assumptions to support approval and funding decisions.
  • Build detailed financial models (cash flows, NPV, IRR, payback, and sensitivity/scenario analyses) to quantify costs, benefits, ROI and break-even points for proposed investments.
  • Prepare executive summaries, slide decks and one-page decision memos that synthesize complex financial and non-financial analysis into concise recommendations for governance committees.
  • Coordinate cross-functional input (finance, product, engineering, legal, procurement, operations) to ensure business cases include validated cost estimates, resource plans and implementation constraints.
  • Manage the business case intake and prioritization process, maintaining a central pipeline and tracking status, gating, and funding decisions across the portfolio.
  • Facilitate governance and investment review meetings by preparing agendas, presenting business-case highlights, capturing decisions and executing follow-up actions.
  • Validate cost and benefit assumptions by reconciling vendor quotes, work breakdown structures, historical delivery data and subject matter expert inputs.
  • Create, update and enforce standardized business case templates, guardrails, and benefit realization criteria to ensure consistency across business units.
  • Conduct post-implementation benefit realization reviews and variance analysis, comparing actual outcomes to projected benefits and recommending corrective actions where required.
  • Maintain comprehensive records and version control for all business case documentation, assumptions, approvals and change logs in the approved repository or lifecycle tool.
  • Perform sensitivity and scenario analyses to quantify downside and upside risk and inform risk-adjusted prioritization and contingency planning.
  • Translate strategic priorities into measurable KPIs and benefits metrics, and define monitoring plans and reporting cadence for ongoing governance.
  • Support financial planning by feeding approved business cases into CAPEX/OPEX forecasts, rolling forecasts and long-range planning models.
  • Liaise with internal audit and compliance teams to ensure business cases adhere to internal controls, funding policies and regulatory requirements.
  • Track interdependencies and resource constraints across multiple proposals, identifying bottlenecks and escalation points to keep the intake pipeline on schedule.
  • Provide hands-on support to project managers during the transition from approval to delivery, ensuring the scope, benefits baseline, and acceptance criteria are clearly handed over.
  • Drive continuous improvement by analyzing the success rate of past business cases, capturing lessons learned, and updating templates and training materials accordingly.
  • Build and maintain stakeholder maps and communications plans to secure executive sponsorship and cross-functional alignment for priority initiatives.
  • Conduct market research, benchmarking and competitive analysis where required to validate revenue assumptions, pricing impacts or market size estimates.
  • Negotiate or coordinate negotiations with vendors and cost owners to obtain realistic quotes, SLAs and payment terms for inclusion in business case financials.
  • Implement and maintain automated dashboards and visualizations (Power BI, Tableau, Excel) to provide real-time portfolio status, benefit tracking and decision metrics.
  • Ensure all business case approvals, funding releases and contracting milestones are executed in accordance with procurement and finance policies.
  • Identify and escalate risks, issues and assumptions that materially change the investment case, recommending re-scoping, re-baselining or de-funding as appropriate.

Secondary Functions

  • Support ad-hoc data requests and exploratory data analysis.
  • Contribute to the organization's data strategy and roadmap.
  • Collaborate with business units to translate data needs into engineering requirements.
  • Participate in sprint planning and agile ceremonies within the data engineering team.
  • Train and mentor junior analysts on business case best practices, modeling standards and governance processes.
  • Produce periodic program-level reports that synthesize cumulative portfolio benefits, risks, and capacity constraints for senior leadership.

Required Skills & Competencies

Hard Skills (Technical)

  • Financial modeling and valuation (NPV, IRR, payback, sensitivity/scenario analysis) — advanced Excel skills including pivot tables, advanced formulas and modeling best practices.
  • Business case writing and executive presentation development (PowerPoint) with the ability to craft a persuasive one-page summary.
  • Cost-benefit analysis and benefits realization: defining, measuring and tracking tangible and intangible benefits.
  • Forecasting and budget integration: experience feeding approved cases into CAPEX/OPEX planning and rolling forecasts.
  • Data analysis and visualization: Power BI, Tableau, or advanced Excel dashboards to present portfolio metrics and KPIs.
  • Project intake and portfolio management tools (e.g., JIRA, ServiceNow, Planview, Workfront or similar).
  • Strong understanding of accounting concepts, capital vs operating expenditures, and basic tax/finance implications.
  • Vendor costing and procurement coordination; experience with RFP, SOW and vendor quote reconciliation.
  • Basic SQL or data-querying experience preferred for pulling supporting data from business systems.
  • Familiarity with governance frameworks, investment gates, stage-gate processes and approval workflows.
  • Experience with risk assessment frameworks and sensitivity testing to quantify downside scenarios.
  • Familiarity with ERP/financial systems (SAP, Oracle, NetSuite) to reconcile budgets and cost centers.

Soft Skills

  • Excellent stakeholder management and cross-functional collaboration to build consensus across finance, product and operations.
  • Strong written and verbal communication skills for executive-level briefings and negotiation.
  • High attention to detail and analytical rigor with the ability to challenge assumptions constructively.
  • Organizational skills and project management discipline to manage multiple cases and deadlines simultaneously.
  • Strategic thinking and commercial acumen to connect business cases to broader corporate goals and value drivers.
  • Influence and facilitation skills for governance meetings and cross-functional decision-making.
  • Adaptability and resilience to work in ambiguous environments and rapidly changing priorities.
  • Coaching and mentorship ability to upskill peers and junior analysts on modeling and governance best practices.

Education & Experience

Educational Background

Minimum Education:

  • Bachelor's degree in Finance, Economics, Accounting, Business Administration, Engineering, or related field.

Preferred Education:

  • Master's degree (MBA, MSc Finance, or equivalent) or relevant professional certification (CFA, CPA, CBAP).

Relevant Fields of Study:

  • Finance
  • Economics
  • Business Administration
  • Accounting
  • Engineering or Computer Science (for technical product/business case roles)

Experience Requirements

Typical Experience Range: 3–7 years of progressive experience in financial analysis, business case development, corporate finance, PMO or strategy roles.

Preferred:

  • 5+ years of direct experience preparing and coordinating business cases or investment proposals in a matrixed corporate environment.
  • Demonstrated track record of supporting funded initiatives through to benefit realization and post-implementation review.
  • Experience working with cross-functional stakeholders and governance forums at the executive or senior management level.
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