Business Analyst

Senior Business Analyst – Finance Systems Modernization The Senior Business Analyst is a key member of a cross-functional Agile Scrum Team. In partnership with the Product Owner, the Sr. BA assesses business needs, elicits requirements, defines features, and creates high-quality user stories that drive a healthy Product Backlog. This role sits within a CFO-sponsored Finance Transformation initiative and is critical to unifying and modernizing how the organization manages advisor compensation and payment processing. With an emphasis on strategic product development and data-driven analysis, the Sr. BA enables the Scrum team to deliver meaningful business value through technology while promoting Agile/Scrum best practices. The ideal candidate is proactive, highly analytical, collaborative, and comfortable operating in a fast-paced environment. Project Overview – Finance Systems Consolidation You will support the Finance organization on a major enterprise initiative focused on how advisors are paid and how payments are received. This effort is directly sponsored by the CFO. The organization currently operates a mismatched ecosystem of financial systems, including: • Three major engines, plus • Numerous satellite and supporting platforms The goal of this project is to reverse-engineer, analyze, and unify these systems into a consolidated financial data structure. You will play a foundational role in mapping data flows, identifying system dependencies, and providing the clarity needed for future architectural modernization. Primary Responsibilities Core BA & Agile Responsibilities • Partner with the Product Owner to shape strategic initiatives and prioritize features aligned with business objectives. • Drive requirements gathering with business partners and stakeholders through interviews, analysis, and research. • Translate complex business needs into clear, detailed requirements and actionable user stories with acceptance criteria. • Produce supporting documentation including process flows, wireframes, and product artifacts. • Maintain and refine an organized Product Backlog. • Participate in all Scrum ceremonies: backlog refinements, stand-ups, sprint planning, sprint reviews, and retrospectives. • Provide QA/UAT support as needed. • Partner with UX, engineering, and organizational readiness to ensure seamless delivery and rollout. • Provide mentorship to less experienced BAs and contribute to continuous improvement initiatives. Finance Data & Systems Responsibilities • Perform reverse-engineering across all financial platforms to understand: • Where data originates • How it flows • Where it is stored • How systems interact • Conduct end-to-end data analysis, documentation, and discovery across multiple financial systems. • Interview stakeholders across Finance, Operations, and Technology to uncover true data sources before diving into systems for extraction and quantitative analysis. • Define, organize, and consolidate data insights for the Finance Transformation team. • Support the organization’s move toward a single, unified financial data structure. • Build dashboards and reporting views that improve transparency and decision-making for leadership. • Provide foundational analysis that will later support hiring a permanent Data Architect. Required Skills & Experience • 5–7+ years of experience as a Business Analyst or similar role, with proven success. • 5+ years in financial services or retirement industry required. • Strong experience working with financial data, advisor compensation, payment systems, or financial platforms. • Technical, data-focused BA with strong analytical ability. • Skilled in SQL and analytical tools; comfortable digging into databases and data structures. • Demonstrated experience documenting complex systems, data flows, and cross-system interactions. • Excellent verbal and written communication skills; skilled at stakeholder interviews and cross-functional collaboration. • Experience defining user stories, acceptance criteria, and supporting testing/UAT. • Strong understanding of Agile/Scrum practices and experience working as part of a Scrum team. • Proactive, self-driven, highly investigative mindset—able to get answers and push work forward independently. • Bachelor’s degree or equivalent experience. #Remote