BUSINESS SYSTEMS CONSULTANT JOB DESCRIPTION

A Business Systems Consultant translates the competing priorities of Front, Middle, and Back Office teams into technology requirements that hold up under audit. The role lives where compliance regimes and delivery calendars collide: in financial services, that means navigating Business Continuity Planning mandates, Agile sprint cycles, and stakeholder groups ranging from Capital Markets traders to enterprise risk officers. Getting requirements wrong here does not mean a missed feature; it means a failed BCP exercise or a production release blocked by SDLC documentation gaps. Three to four years of experience in regulated environments is typically the minimum entry point.

As the Business Systems Consultant, you serve as the primary liaison between technology teams and business functions across Distribution, Finance, Risk, and Controls, translating complex stakeholder needs into documented, traceable requirements that drive delivery. You operate within one or more Agile squads, partnering with Scrum Masters, Product Owners, and Developers, while remaining accountable to Technology Resiliency and change-control standards set at the enterprise level.

Career Impact: Deep exposure to enterprise-level BCP governance and Capital Markets workflows builds the kind of regulated-environment credibility that distinguishes senior BSC candidates in financial services hiring.

Business Impact: When requirements are captured accurately and BCP documentation stays current, production releases clear compliance review on schedule and recovery gaps that could affect client assets are closed before they escalate.

Growth Opportunity: Owning end-to-end requirement traceability across Front- and Middle-Office functions accelerates progress toward Lead Business Analyst or IT Program Manager roles within large financial institutions.

• Elicit and document business requirements from Front, Middle, and Back Office stakeholders using JAD sessions, workshops, and structured elicitation techniques.
• Manage Business Continuity Plans for covered applications, including all exercises, maintenance items, and documentation required by the Enterprise Guidebook.
• Submit Change Requests and confirm that all SDLC documentation and approvals are in place before each Agile sprint release.
• Develop requirement artifacts including process models, workflow diagrams, use cases, and traceability matrices to serve as design blueprints.
• Collaborate with Compliance, Architecture, and Operations teams outside the immediate Agile squad to resolve cross-functional dependencies and delivery risks.
• Facilitate meetings with senior stakeholders across Capital Markets, Risk, and Technology to drive alignment on scope, priorities, and next steps.
• Coordinate communication between business and technology teams throughout requirement, development, and testing phases to surface and resolve impediments early.
• Review deliverables against stated business objectives and conduct post-implementation reviews to identify process improvement opportunities.

• Bachelor's degree in Computer Science, Information Technology, Business, or equivalent work experience.
• 4 or more years of business systems analysis experience, with demonstrated delivery across the full SDLC in a regulated financial services environment.
• Proven ability to gather, document, and manage complex business requirements using traceability matrices, user stories, and formal requirements specifications.
• Working knowledge of Business Continuity Planning frameworks and enterprise change control procedures in a technology organization.
• Practical experience with Agile delivery models, including Scrum ceremonies, sprint planning, and sprint-level documentation.
• Strong verbal and written communication skills, with demonstrated ability to translate between business-focused and technical-focused audiences at multiple organizational levels.
• Ability to manage multiple concurrent projects and competing priorities independently within a large, matrixed organization.
• Experience facilitating requirement workshops and stakeholder sessions with diverse groups including senior management, Developers, and QA teams.

• Exposure to Asset Management or Capital Markets functions, including Front Office or Middle Office workflows and investment data structures.
• Certification or active progress toward Business Analysis Professional (CBAP) or equivalent industry credential.
• Experience applying Business Process Management Notation to document current-state and future-state process models.
• Familiarity with disaster recovery and technology resiliency standards within a financial institution, including TRDR certification requirements.

• Requirements traceability coverage rate, measured against total user stories accepted per sprint.
• BCP exercise completion rate, tracking on-time delivery of all mandatory maintenance items per the Enterprise Guidebook cadence.
• Change Request approval cycle time, reflecting how efficiently SDLC documentation clears compliance review before production releases.
• Post-implementation defect rate attributable to requirements gaps, measured per release.
• Stakeholder sign-off rate on requirement artifacts within the agreed review window.
• Typical tools: requirements and project tracking (commonly Jira or Confluence); office productivity (commonly Microsoft Office suite)

• Base Salary Range: $95,000 to $130,000 annually, depending on seniority and location
• Bonus: Annual performance bonus, typically 8 to 15 percent of base salary
• Equity: Rare at most financial institutions; RSUs possible at larger banks
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus federal holidays and sick leave
• Common Perks: Tuition reimbursement, professional certification support, 401(k) with employer match

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background screening, including credit history review consistent with financial services regulatory requirements, is a condition of employment. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring a reasonable accommodation to participate in the hiring process are encouraged to make that request at any time. Candidates must be authorized to work in the United States.

The Business Systems Consultant delivers end-to-end project implementation across Waterfall and Agile/Scrum methodologies, gathering complex business requirements and building client-focused solutions across mobile, web, and online applications. Working closely with cross-functional delivery teams and business partners, this role shapes outcomes by facilitating JAD sessions, managing requirements documentation, and resolving issues and risks that span diverse stakeholder groups.

Key Responsibilities

• Gather complex business requirements and facilitate requirements discussions through daily scrums, JAD sessions, and elicitation sessions.
• Build strong relationships with business partners, lead discussions, and ask targeted questions to ensure solutions meet project needs.
• Build client-focused solutions that meet business requirements.
• Prepare and validate requirements documents covering scope clarification, business requirements, and solution requirements.
• Support end-to-end project implementation and act as a subject matter expert in business and technology.
• Drive collaboration across individuals and cross-functional teams to resolve organizational, operational, and process problems within an agile environment.
• Work with project delivery teams to identify, anticipate, assess, manage, and resolve issues and risks related to requirements activities and deliverables.
• Communicate and collaborate proactively with business partners to analyze information needs.
• Negotiate and communicate effectively, both verbally and in writing, to manage project delivery and coordinate complex activities across diverse stakeholders.

Required Qualifications

• Degree or diploma in Computer Science, Business, or a related field.
• 3+ years of hands-on experience in a business systems analyst role.
• Experience in the digital space, including mobile, web, and online applications.
• Experience with software development methodologies, including SDLC, Agile, Scrum, and Waterfall.
• Experience with digital applications.
• Ability to collect and assess business requirements and prepare business requirements documentation.
• Strong responsiveness and customer focus.
• Proficiency in MS Office tools.

Embedded within the IT division, the Business Systems Consultant serves as the primary liaison between IT and ADC Commercial business, applying combined IT and business knowledge to formulate requirements for problems of simple to moderate complexity. Working closely with clients and senior IT personnel, this role develops business cases and requirements to solve technology-related business problems across the full SDLC.

Core Functions

• Assist in liaison activities between IT and business areas and support the determination of business requirements.
• Develop and maintain positive relationships with the business.
• Maintain project delivery information using portfolio management tools and work with appropriate project stakeholders.
• Review work effort to determine timeframe and procedures, and complete project tasks within time and budget constraints.
• Ensure compliance with applicable corporate and divisional policies and procedures.
• Perform work using established standards and methodologies, and collaborate with Software Quality Assurance to develop and execute project quality plans.
• Communicate project status by preparing standard status reports and participating in project status update meetings.
• Confirm completion with the business and conduct post-project reviews to identify improvement opportunities.
• Identify and implement process improvements.
• Independently develop general approaches to business requirements and the business case.
• Work with internal organizations to support operational activities.

Qualifications & Experience

• Bachelor's degree or equivalent experience.
• 4–5 years of experience with business systems analysis activities across the SDLC, including documentation.
• Experience developing, communicating, and managing simple to moderate project plans.
• Experience working in an Agile Scrum team.
• Prior experience in the healthcare, life sciences, medical device, or regulated industry.
• Knowledge of current and emerging IT trends and technology.
• Working knowledge of Salesforce administration, Veeva, or other CRM platforms.
• Strong written and oral communication skills.
• Ability to translate between business-focused and technical-focused individuals.
• Highly organized, with strong prioritization and interdisciplinary networking skills.

Reporting to technology leadership, the Business Systems Consultant crafts presentations, system diagrams, and application roadmaps while partnering with Compliance, Operations, and Architecture teams to facilitate collaboration across Agile teams and application coverage areas. Partnering with Developers, Scrum Masters, and Product Owners, this role leads stakeholder meetings, drives decisions, and delivers technological solutions that resolve issues and advance project schedules.

Primary Duties

• Craft presentations, system diagrams, application roadmaps, and other technical documentation to support covered applications and Agile teams.
• Present material to management with a thorough understanding of the content.
• Partner with Compliance, Operations, Architecture, and other technology teams to facilitate collaboration across Agile teams and application coverage areas.
• Lead meetings with subject matter experts and key stakeholders to drive decisions and next steps.
• Work with business user groups to provide training, handle questions, observe user needs, and document results.
• Work closely with Developers, Scrum Masters, and Product Owners for one or more Agile teams, and support all required activities that do not clearly fall to one of those roles.
• Act as an internal consultant within business and technology teams, applying quality tools and process definition to re-engineer technical processes.
• Collaborate with business and technology teams to evaluate and resolve issues, manage project schedules, and deliver technological solutions.
• Coordinate communication and information flow between business and technology teams.

Skills & Qualifications

• 4+ years of experience in business systems data analysis or equivalent demonstrated through work experience, training, or education.
• Experience simultaneously managing communications, coordination, and tasking across multiple teams and projects to successful completion.
• Experience working in a highly regulated industry with extensive compliance requirements used for risk management.
• Work experience in one or more of the following disciplines: change management, business continuity planning, disaster recovery, technical analysis, or technical writing within a software development team.
• Familiarity with software testing practices, including unit testing, integration testing, acceptance testing, and regression testing.
• Experience with Confluence, Jira, or similar tools.
• Experience with Agile methodologies, including Kanban or Scrum.
• Strong verbal, written, and interpersonal communication skills.
• Ability to work independently and collaboratively in a team environment.
• Ability and motivation to learn and solve problems independently.

Sitting at the intersection of business analysis and financial services, the Business Systems Consultant elicits, analyzes, and captures requirements to meet business partner needs across Front, Middle, and Back Office, Distribution, Finance, Risk, and Controls teams. Operating across technology and test leads, vendors, and senior client stakeholders, this role builds quality requirement artifacts and facilitates elicitation sessions to deliver solutions aligned with asset management and capital markets objectives.

Duties

• Strengthen relationships with clients, building trust, inspiring confidence, and earning respect.
• Build system and business domain knowledge to anticipate business needs based on an understanding of business strategy and direction.
• Collaborate with business partners, vendors, leaders, and technical project teams to deliver quality solutions to client satisfaction.
• Communicate effectively, adapting behavior for stakeholder management, conflict resolution, and interactions with team members across different styles, environments, and cultures.
• Develop and maintain quality requirement artifacts using visual techniques such as process models, workflow diagrams, storyboards, and use cases to serve as blueprints for application designs.
• Facilitate requirement elicitation sessions to identify the true business need and associated risks.
• Collaborate with technology and test leads to ensure requirement traceability through specifications, solution design, and test cases.
• Evaluate information through detailed analysis to validate that requirements align with business objectives and stated expectations.

Requirements

• Business Analysis professional certification, or currently working towards one.
• 2+ years of experience as a business systems analyst, implementing solutions within investments, asset management, and/or capital markets.
• Practical experience in data analytics and data extraction with reporting tools.
• Demonstrated effective delivery in a virtual, multi-site environment.
• Experience with Agile, Scrum, iterative, and Waterfall delivery models.
• Experience with Business Process Management Notation.
• Knowledge of asset management, including both public and private investments.
• Solid understanding of the software development and deployment life cycle.
• Proficiency in data analytics tools, including SQL or Tableau.
• Strong customer service focus with a sense of urgency to achieve valued results.

A key member of the technology resiliency function, the Business Systems Consultant leads Business Continuity Plan management and oversight of BCP exercises and maintenance activities in compliance with Enterprise Guidebook requirements. Collaborating across lines of business and technology stakeholders, this role builds organizational readiness by producing recovery gap reports and maintaining a thorough understanding of Technology Resiliency and Disaster Recovery certifications.

Functions

• Manage Business Continuity Plans for business and technology.
• Conduct, oversee, manage, document, and record all BCP exercises and maintenance items promptly as required by the Enterprise Guidebook.
• Review submitted documentation and artifacts supporting recovery exercises.
• Respond to questions and requests for information about the readiness of assets and staff within the business continuity plans.
• Produce reports as needed to comply with readiness and exercise activities.
• Communicate and work with lines of business to resolve recovery gaps and conflicts for applications dependent on supported plans.
• Stay current with Technology Resiliency and Disaster Recovery certifications and maintain a thorough understanding of the Enterprise Guidebook and associated updates.
• Support interfaces with technology industry leaders, analysts, and regulators.

Experience & Qualifications

• 5+ years of technology experience.
• 5+ years of business systems analysis or project management experience, or a combination of both.
• Experience managing medium-scale technology development efforts within a major line of business.
• Experience working within a large, global organization.
• Knowledge and understanding of technology risks as they relate to business risk.
• Intermediate proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to influence across multiple organizational levels, including senior management.
• Strong analytical skills with close attention to detail and accuracy.
• Excellent verbal, written, and interpersonal communication skills.

Delivering measurable outcomes for financial services clients depends on the Business Systems Consultant, who plans stakeholder workshops, documents technical stories, and supports cross-functional pods through complex digital transformation initiatives. Based within a consulting team that works directly alongside client Architects, Delivery Leads, Product Owners, and Project Managers, this role ensures developers and testers have the technical specifications needed to complete stories accurately and on time.

Accountabilities

• Plan stakeholder workshops to capture detailed technical stories.
• Facilitate workshops to document customer user needs, process and system flows, and end-to-end requirements.
• Read and understand technical design and documentation to create technical stories for developers and testers.
• Support cross-functional pods to create technical design documents, and follow change control procedures and documentation guidelines.
• Support technical analysis requests, including API data maps.
• Support quality assurance teams by providing inputs for test strategy, test scenarios, test data requirements, and user validation, and by creating acceptance criteria and test artefacts.
• Identify and resolve impediments across technology teams and business stakeholders.

Technical Qualifications

• Degree in Information Technology and/or Commerce.
• 5+ years of experience as a Business Systems Analyst delivering new business processes and procedures on complex projects.
• Experience with business process re-engineering, including the ability to discuss, advise, coordinate, and document processes with people from varying disciplines.
• Experience working with web applications, APIs, and SQL environments.
• Experience with digital transformation projects and/or open banking is desirable.
• Ability to understand technical documentation, including APIs and architectural design documentation.
• Knowledge of Jira and Confluence.
• Strong business communication skills to interact with a variety of teams and stakeholders.
• Strong project management and prioritization skills.
• Superior analytical, quantitative, problem-solving, and decision-making skills.

As the Business Systems Consultant, this role leads the identification and design of new processes, manages third-party vendors, and aligns technology requests with strategic objectives across a global biopharmaceutical environment. The enterprise technology team relies on this work to proactively translate complex business requirements into technical designs, support data analytics and testing, and deliver solutions that serve immunology, oncology, virology, and neuroscience therapeutic areas.

Activities

• Proactively identify customer pain points, opportunities, and product solutions.
• Identify and design new processes required to support projects, adapting existing processes where possible.
• Partner with business representatives at all levels to assess, refine, and drive appropriate technology solutions.
• Manage third-party vendors to ensure timely completion of their deliverables.
• Act as a liaison to service delivery organizations, business units, and development organizations, aligning requests with the delivery of strategic objectives.
• Prioritize projects, issues, and tasks based on organizational priorities.
• Create appropriate documentation for requests and translate requirements for the development team to define technical design.
• Work with reporting and analytics teams to develop and enhance metrics, interpret results, and present recommendations to management.
• Support technical and business teams in data analytics and testing.

Position Requirements

• Bachelor's degree.
• 12 years of total experience.
• At least 5 years in a BSA, PMP, BSE, or related role.
• Strong background in business systems and project management throughout the product life cycle.
• Specific experience in enterprise-level architecture and large-scale global operations.
• Conceptual understanding of SAP applications.
• Ability to communicate verbally and in writing on complex design, technical, business, and product specification topics.
• Superior analytical, interpersonal, presentation, negotiation, and problem-solving skills.
• Ability to work across group boundaries and build cross-functional relationships.

Business Systems Consultant bridges business and IT by applying SQL skills, creating source-to-target mappings, and delivering documentation across data warehousing, BI, cloud, and analytics domains on large-scale migration projects. Success in the position means analyzing and evaluating information from multiple sources, working within Agile/Scrum methodologies, and ensuring client expectations and audit standards are met throughout development, testing, and implementation.

Operational Focus

• Collaborate with business teams, end users, IT, and other stakeholders to collect requirements, business objectives, and goals.
• Analyze and evaluate information from multiple sources to create documentation, including business requirements, process flows, traceability matrices, work estimates, test plans, test scripts, and test results.
• Serve as a liaison among leadership, users, and other stakeholders across data warehousing, BI, cloud, and analytics domains.
• Review existing documents to identify gaps in requirements or background information.
• Prepare, validate, and obtain appropriate approvals for requirements documents, and develop detailed specifications for the development team.
• Apply SQL skills to analyze and profile data and validate business rules.
• Create and validate source-to-target mappings.
• Assist in the design, development, and testing process.
• Work within an Agile methodology, including creating Jira stories and following Scrum practices.
• Ensure issues are identified, tracked, reported, and resolved promptly, with an understanding of how they affect each other and overall project outcomes.
• Conduct requirement and test plan reviews, and ensure documentation is approved in accordance with audit standards.
• Understand client expectations, recognize when issues may affect delivery, and communicate effectively to identify needs and evaluate alternative solutions.
• Ensure the project team is kept well informed of project changes, follow through with commitments, and foster mutual trust with all working groups.

Knowledge, Skills & Abilities

• 3–5 years of strong Business Intelligence analyst experience.
• Source-to-target mapping experience for a large data migration project.
• Development experience in the BI space.
• Experience in the transportation or airline industry is a plus.
• Knowledge of ETL and data warehouse tools.
• Database and SQL experience to analyze and profile data.
• Knowledge of data models and star schemas.
• Self-starter with the ability to work in ambiguous situations, make assumptions, and validate them with business and technology teams.
• Expertise in explaining complex data concepts to business teams.
• Expertise in interpreting business data needs and translating them into data requirements for developers.
• Demonstrated ability to document processes accurately and thoroughly.
• Confident in making recommendations to leadership and delivering difficult news tactfully.

The Business Systems Consultant leads the analysis of complex, strategic business problems, acting as a liaison between client areas and technical organizations to plan, conduct, and direct solutions delivered through automated systems. Working with user groups and technology leadership, this role builds cost-effective systems, drives organizational change through applied knowledge of industry trends, and re-engineers technical processes to achieve greater efficiencies at the enterprise level.

Key Deliverables

• Act as a liaison between client areas and the technical organization by planning, conducting, and directing the analysis of complex, strategic business problems to be solved with automated systems.
• Provide technical expertise in identifying, evaluating, and developing cost-effective systems and procedures that meet business requirements.
• Apply knowledge of industry trends and technology to drive organizational change.
• Work with user groups to provide training, resolve questions, assess user needs, and recommend changes.
• Participate in transforming enterprise architecture and design principles into specific system requirements and specifications.
• Recommend and initiate systems testing.
• Act as the highest-level internal consultant within technology and business groups by re-engineering technical processes for greater efficiencies.

Professional Experience

• Bachelor's degree or higher in Information Technology.
• 10+ years of experience in business systems analysis and/or design.
• 10+ years of experience writing business requirements and/or functional specifications.
• 1+ year of vendor management experience.
• Advanced knowledge of the Software Development Life Cycle.
• 3+ years of understanding of MS .NET logical infrastructure and framework.
• Experience creating diagrams and documenting as-is requirements and processes.
• Effective prioritization of assignments, with the ability to escalate where appropriate.
• Excellent facilitation and communication skills.

Embedded within the supply chain planning function, the Business Systems Consultant shapes the model performance of planning and optimization solutions across APO SNP/PPDS, SAP ECC R/3, SAP BW, and OMP UNISON systems to enhance key results and sustainability across supply and distribution. Working closely with planning functions, advanced analytics, and IS/IT partners, this role contributes to functional process design, master data health, and the delivery of end-to-end network cost models that support supply chain planning goals.

Areas of Ownership

• Analyze and enhance the model performance of planning and optimization solutions in the supply planning and distribution requirements space, including APO SNP/PPDS, SAP ECC R/3, SAP BW, and OMP UNISON.
• Apply an expert understanding of algorithmic optimization between APO and OMP systems, including end-to-end network design, cost modeling, and master data concepts, to create optimized supply and distribution models.
• Work with planning functions to identify, design, develop, and improve the overall quality of planning processes through master data health checks and exception-based reporting.
• Contribute to the design of functional planning processes, considering end-to-end implications for new business requirements, including active participation in design, testing, and implementation.
• Manage supply chain planning solutions projects.
• Identify, execute, and complete initiatives to support supply chain planning goals, in partnership with business functions, advanced analytics, and IS/IT, to ensure data integrity and planning sustainability.
• Participate in and lead the design, development, and maintenance of planning tools that support more effective system planning sustainability.

Background & Experience

• Undergraduate degree strongly preferred.
• 7 years of progressive experience in supply chain, manufacturing, or a related field.
• 5+ years of experience performing and/or supporting demand and supply planning functions.
• 3+ years of active experience working with SAP APO Optimization and/or OMP UNISON Solutions.
• Experience participating in cross-functional teams to drive performance improvement and change management, with at least one full project lifecycle completed.
• Experience with large enterprise business and planning systems and ERP environments, including SAP, BW, Business Objects, and OMP.
• Strong analytical aptitude with a proven ability to analyze and interpret data and build quantitative models of business problems.
• Advanced proficiency in MS Office data analysis tools, including Excel and Access.
• Ability to collaborate effectively with personnel at all levels and manage various stakeholders with and without direct authority.
• Ability to work independently, balance multiple priorities, and coordinate assignments in a fast-paced environment.
• Excellent oral and written communication skills.

Reporting to the global SAP technical team, the Business Systems Consultant delivers day-to-day functional support across financial applications and interfaces, maintaining master data and overseeing vendor invoice coding for delivery centre accounting frameworks. Partnering with business units and global SAP colleagues, this role troubleshoots incidents, drives system enhancements, and prepares monthly and ad hoc reports to support financial reporting and internal control requirements.

Role Responsibilities

• Work with business units to establish accounting frameworks for delivery centres.
• Maintain master data and process time data.
• Oversee and supervise the coding of vendor invoices.
• Provide day-to-day functional support across financial applications and interfaces to end-users.
• Collaborate with the global SAP technical team to troubleshoot incidents and drive enhancements.
• Assist business units with queries regarding delivery centre accounting and payments.
• Prepare monthly and ad hoc reports.

Education & Experience

• Bachelor's degree or equivalent certification in a related field is desirable.
• 1–3 years of experience in a similar role.
• Experience working in both project and BAU environments.
• Good understanding of accounting principles, financial reporting requirements, and internal control procedures.
• Demonstrated finance technical and functional support experience across systems and applications.
• Strong analytical, troubleshooting, and problem-solving skills with a continuous drive for improvement.
• Experience with ERP systems, including financial master data or HR master data knowledge.
• Intermediate to advanced proficiency in Excel, Word, Visio, and PowerPoint.