Business Analyst – Financial Services

Job Summary
We are seeking an experienced Business Analyst with a strong background in CRM systems and financial services applications. The ideal candidate will bring expertise in analyzing complex business processes within mid-to-large scale organizations, translating requirements into actionable solutions, and collaborating directly with business stakeholders to drive operational efficiency and system enhancements.

Essential Functions:

• Analyze and document business processes across financial services operations, identifying opportunities for improvement and automation.
• Gather, validate, and document user requirements, ensuring alignment with organizational goals.
• Evaluate alternative solutions and recommend optimal approaches for CRM and financial services applications.
• Collaborate closely with business managers and stakeholders to understand needs and deliver effective solutions.
• Work with IT teams to ensure seamless integration of enterprise systems, data flows, and workflows.
• Support project lifecycle activities including requirements gathering, testing, and implementation.
• Prepare clear documentation, including business requirements, functional specifications, and workflow diagrams.

Required Education & Experience:

• Minimum 5 years of experience as a Business Analyst in mid-to-large business environments.
• Proven experience with CRM platforms (e.g., Salesforce, Microsoft Dynamics) and financial services applications.
• Strong background working within financial services organizations.
• Excellent communication skills with the ability to engage directly with business managers and stakeholders.
• Solid understanding of enterprise systems, data flows, and workflows.
• Strong analytical and problem-solving skills with attention to detail.
• Bachelor’s degree in business, Finance, Information Systems, or related field (Master’s preferred).

Preferred Education & Experience:

• Experience with regulatory and compliance requirements in financial services.
• Familiarity with Agile methodologies and project management practices.
• Ability to create process maps, data flow diagrams, and use case documentation.

Work Environment & Physical Demands:

Indoor, office setting with essential physical requirements, such as climbing, standing, stooping or typing. Potential for some travel.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

Job Type: Contract

Pay: $50.00 - $75.00 per hour

Expected hours: 8 – 40 per week

Work Location: In person