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.

• Salaried: $50-55 per hour.

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

• 12-month contract.

• Hybrid schedule, 37.5 hours per week.

• 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.

• 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.

• 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.

• 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.

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.