Business Analyst

Position Summary

The Business Analyst is responsible for identifying organizational needs, analyzing processes, and delivering data-driven insights to help the company achieve its strategic objectives. The BA collaborates closely with key stakeholders—including management, clients, and technical teams—to gather requirements, document workflows, and recommend solutions that enhance efficiency, productivity, and overall business performance. This role also supports the development and maintenance of automated document templates and workflows, translating complex business rules into reliable, scalable document-generation solutions.

Essential Duties and Responsibilities

• Collaborate with stakeholders to understand business needs, integration requirements, and system dependencies.
• Elicit and document detailed business requirements, functional specifications, and use cases.
• Conduct workshops, stakeholder interviews, and surveys to validate business and technical needs.
• Analyze current system workflows and data exchange processes to identify operational inefficiencies.
• Create clear process flow diagrams, business process models, and technical documentation.
• Ensure all documentation is accurate, thorough, and fully aligned with organizational objectives.
• Collect and analyze data to uncover trends, insights, and prime opportunities for process improvement.
• Build reports and dashboards to effectively communicate findings to leadership and stakeholders.
• Develop, code, test, and maintain automated document templates, incorporating conditional logic, data-driven fields, calculations, and dynamic content.
• Troubleshoot document-generation issues involving templates, data mapping, conditional logic, formatting, and application integrations.
• Partner with technical teams to ensure solution designs align seamlessly with core business goals.
• Support ongoing initiatives to optimize business processes, systems, and workflows.
• Assist with test plan creation and execution to guarantee solutions meet all business requirements.
• Participate in user acceptance testing (UAT) and coordinate stakeholder validation.
• Ensure all solutions are delivered on time, within scope, and to the highest quality standards.
• Act as a primary bridge between business stakeholders, IT teams, and external partners.
• Communicate project status, issues, and resolutions clearly and consistently.
• Facilitate decision-making to maintain alignment between business needs and system capabilities.
• Support project managers with timeline tracking, resource allocation, and risk management.
• Identify strategic opportunities for process automation and continuous innovation.
• Stay current with industry trends, best practices, and emerging technologies.
• Support solution implementations to ensure long-term alignment with business goals.
• Perform other duties and special projects as assigned by management.

Key Performance Expectations

To excel in this role, the Business Analyst is expected to:

• Deliver accurate, comprehensive, and professional documentation.
• Ensure the timely completion of deliverables and strict adherence to project schedules.
• Maintain rigorous data accuracy and integrity across connected enterprise systems.
• Demonstrate proactive communication across both technical and business teams.
• Identify and escalate potential challenges or project risks promptly.
• Actively contribute to continuous improvement initiatives.

Qualifications

Education:

• Bachelor’s degree in Business, Information Technology, or a related field (or equivalent practical experience).

Experience:

• Minimum 2–3 years of experience as a Business Analyst.
• Hands-on background with case management systems or enterprise applications.
• Proven experience with requirements gathering, process mapping, and data analysis.
• Familiarity with Agile methodologies and the Scrum framework.
• Demonstrated experience developing and maintaining automated document templates utilizing document automation and assembly platforms.
• Practical experience working with conditional logic, variable/data mapping, document assembly, and template testing/troubleshooting.

Technical Skills:

• Proficiency with document automation and document assembly platforms.
• Working knowledge of SQL, data validation, and technical troubleshooting.
• Solid understanding of project management principles and practices.
• Proficiency in the Microsoft Office Suite, Excel, Visio, SharePoint, and ticketing/project management tools.
• Experience supporting system implementations, testing, and quality assurance.

Soft Skills:

• Strong analytical and problem-solving capabilities.
• Excellent communication and interpersonal skills, with a talent for cross-functional collaboration.
• Highly detail-oriented with a proven ability to manage multiple priorities effortlessly.

Certifications (Preferred):

• Professional certification in business analysis (such as CBAP, CCBA, or PMI-PBA).

Physical Requirements

• Prolonged periods of sitting and intensive computer use.
• Strong visual acuity to review data, technical documentation, and system interfaces.
• Ability to operate standard office equipment including computers, phones, and peripherals.
• Occasional movement within the office environment for collaboration or equipment setup.
• Occasional travel may be required for client meetings or project support.