Senior Business Analyst – Financial Services / Platform Transformation

Senior Business Analyst

Financial Services / Platform Transformation

Make an impact on a major platform transformation in the insurance sector for our client. Collaborate across business and technology, turn complex requirements into clear solutions, and contribute throughout the journey from discovery to implementation.

What is in it for you:

• Salaried: $50-55 per hour.

• Incorporated Business Rate: $60-65 per hour.

• 12-month contract.

• Hybrid schedule, 37.5 hours per week.

Responsibilities:

• Lead end-to-end requirements management, from discovery and requirements elicitation through implementation and post-release support.

• Elicit, analyze, document, validate, and manage business, functional, system, and data requirements.

• Translate business requirements into well-defined epics, features, user stories, and acceptance criteria to enable Agile delivery.

• Facilitate workshops and working sessions with business SMEs, Product, Compliance, Operations, vendors, and technology stakeholders.

• Analyze current business processes and develop process maps, workflows, business rules, data definitions, BRDs, TRDs, and supporting documentation.

• Support solution design by identifying integrations, data mappings, process impacts, and upstream and downstream dependencies.

• Maintain end-to-end requirements traceability across requirements, development artifacts, test cases, and delivered solutions.

• Work with Quality Engineering and business teams to develop test scenarios, support UAT and defect resolution, and validate that delivered solutions meet business outcomes.

• Support Agile and Scrum delivery activities, including backlog refinement, sprint planning, prioritization, and delivery execution.

• Serve as a key liaison across business, operations, product, and technology teams to help ensure the solution remains aligned with stakeholder needs.

• Support vendor discovery sessions and translate discussions into business workflows and process documentation.

What you will need to succeed:

Required qualifications

• Bachelor’s degree in Information Systems, Finance, Engineering, or a related discipline.

• 8+ years of overall IT industry experience, including 5+ years in a Business Analyst, Business Systems Analyst, Technology Business Systems Analyst, or IT Business Analyst capacity supporting technology delivery initiatives.

• Experience gathering, analyzing, documenting, and managing business and functional requirements.

• Experience supporting Agile delivery teams and Agile ceremonies.

• Demonstrated experience working within Agile/Scrum, Kanban, or hybrid delivery environments.

• Hands-on experience developing user stories, acceptance criteria, process flows, and requirements documentation.

• Experience partnering with QA/QE teams on testing, defect triage, and UAT.

• Financial services experience.

• Experience working on transformation or platform implementation projects.

• Strong requirements elicitation, decomposition, prioritization, and change-management capabilities.

• Ability to translate complex business requirements and business rules into clear system requirements and Agile user stories.

• Strong process analysis and systems-thinking capabilities.

• Ability to understand and analyze data flows, integrations, cross-system dependencies, and business impacts.

• Experience using Jira, Confluence, SharePoint, or equivalent requirements-management tools.

• Ability to create and maintain requirements documentation, process flows, business rules, data definitions, decision logs, and traceability.

• Strong understanding of testing, UAT, and technology implementation.

• Ability to operate effectively in complex, highly regulated environments.

Preferred qualifications

• Master’s degree.

• Wealth management, investments, banking, or financial services background.

• Business process transformation and platform migration project experience.

• Experience working with vendors during discovery and requirements-gathering stages.

Required soft skills

• Analytical and problem-solving skills.

• Prioritization and decision-making skills.

• Facilitation and communication skills.

• Stakeholder management skills.

• Independence and effective collaboration across multiple teams and business functions.

• Collaboration with business stakeholders, IT teams, and project managers.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.