LEAD BUSINESS ANALYST JOB DESCRIPTION

Product Managers, Engineers, and Operations Leads each depend on someone who can turn ambiguous demands into structured requirements, sequenced backlogs, and clear acceptance criteria. When that translation breaks down, sprint cycles stall and releases miss their targets. The Lead Business Analyst owns that translation layer within a cross-functional product or transformation team. In eCommerce, enterprise IT, and operational finance environments, this role carries accountability for backlog integrity and end-to-end process mapping across multiple concurrent initiatives. Managing a community of practice and coaching a team of analysts, while simultaneously contributing to active sprint cycles, is what sets this seat apart from a senior individual contributor role.

You will own backlog quality, requirements governance, and analyst team leadership, serving as the Lead Business Analyst who connects stakeholder intent to delivery outcomes across complex technology programs. Working within a cross-functional squad structure, you collaborate directly with product managers, architects, and business stakeholders and carry line management responsibility for a team of business analysts.

Career Impact: Owning both people leadership and requirements governance at the lead level builds the functional depth that distinguishes a principal BA or product consultant from a senior practitioner.

Business Impact: When backlog items are poorly defined, sprint velocity drops and released features miss user needs, your work as the Lead Business Analyst is what keeps delivery on target and stakeholder confidence intact.

Growth Opportunity: Exposure to Community of Practice leadership, SAFe-scaled Agile environments, and acquisition integration work accelerates the path to a product management or transformation director role.

• Lead backlog management activities in collaboration with product managers and architects, ensuring stories reach Definition of Ready before sprint entry.
• Facilitate requirements workshops with business stakeholders, subject matter experts, and cross-functional squad members to capture and prioritize needs.
• Develop and maintain business requirements documents, as-is and to-be process maps, and acceptance criteria for features and epics.
• Manage and mentor a team of business analysts, including career development, assignment allocation, and quality review of their deliverables.
• Drive Community of Practice sessions to promote consistent business analysis standards, knowledge sharing, and continuous improvement across teams.
• Coordinate user acceptance testing planning and execution, including writing test scenarios and managing defect resolution with technical teams.
• Perform process and data flow mapping to identify root causes, quantify costs and benefits, and develop optimization recommendations.
• Support business case development by sourcing relevant data, modeling scenarios, and presenting findings to senior stakeholders.

• Bachelor's degree in Business, Computer Science, Information Systems, or a related field, or equivalent work experience.
• Five or more years of business analysis experience across multiple domains or functions, with at least one year in a lead or people management role.
• Demonstrated experience facilitating requirements workshops and translating stakeholder input into structured user stories, epics, and acceptance criteria.
• Proven ability to produce and own business requirements documentation, process maps, and implementation approach documents.
• Strong analytical and problem-solving skills, with experience performing root-cause analysis and quantifying process improvement opportunities.
• Solid understanding of Agile delivery frameworks, including active participation in sprint ceremonies and backlog refinement practices.
• Effective written and verbal communication skills, with the ability to present findings and recommendations to senior business and technology audiences.
• Experience managing competing priorities across multiple concurrent projects or initiatives without direct supervision.

• Experience working in a scaled Agile environment such as SAFe, with familiarity in coordinating across multiple squads or tribes.
• Exposure to eCommerce, operational finance, or enterprise IT transformation programs, including cloud migration or platform adoption initiatives.
• Proficiency with data query tools, including SQL, to perform data validation and support analytics-driven requirement development.
• Prior experience leading or contributing to a Community of Practice or center of excellence for business analysis.

• Backlog health rate: Percentage of stories reaching sprint start at Definition of Ready, reflecting requirements completeness upstream of development.
• User acceptance testing pass rate on first cycle, measuring how accurately requirements were captured before build.
• Sprint velocity stability across quarters, indicating the team's ability to deliver predictably against a well-maintained backlog.
• Analyst team utilization and assignment coverage, reflecting effective resource allocation across active initiatives.
• Stakeholder iteration cycle count: average number of requirement revision rounds per feature, measuring translation accuracy and workshop effectiveness.
• Typical tools: Backlog and collaboration platforms (commonly Jira or Azure DevOps); process mapping and documentation tools (commonly Confluence or Visio).

• Base Salary Range: $100,000 to $130,000 per year
• Bonus: Annual performance bonus, typically 8 to 12% of base salary
• Equity: Equity or RSUs offered at select technology companies; not universal
• Health Benefits: Medical, dental, and vision coverage for employee and dependents
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Remote or hybrid work flexibility, professional development budget, Agile certification reimbursement

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

Successful completion of a background check 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. Reasonable accommodations are available to applicants and employees with disabilities upon request. Candidates must be authorized to work in the United States.

The Lead Business Analyst owns cross-functional process improvement and financial analysis for the Revenue Cycle Management department, leading operational projects from requirements documentation through User Acceptance Testing. Working with Analysts, business owners, and IT partners, the role shapes EBITDA growth by identifying system and process efficiencies across CareCentrix's RCM operations group.

Key Responsibilities

• Lead operational improvement projects including documentation of detailed business and system requirements, automation/scripting, data analysis, and User Acceptance Testing.
• Develop project documentation according to CareCentrix and industry standards, participate in the development of test scripts, execute test plans, and manage direct resolution.
• Serve as a liaison between the Analysts, business owners, end users, and IT partners to ensure a cohesive approach, comprehensive solutioning, excellence in delivery, and knowledge transfer.
• Provide sales support with evaluating and responding to Requests for Proposals (RFPs) on behalf of the department.
• Deliver status reports with detailed descriptions of current project progress, along with project risks/issues and suggested mitigation approaches.
• Act as the first point of support for functional areas with the Analysts.
• Participate in the development of training materials for the Analysts.

Required Qualifications

• Bachelor's degree or 6+ years of experience with requirements gathering, system specifications, and user acceptance testing.
• Familiarity with financial modeling or SQL programming.
• Strong quantitative thinking skills.
• Detail-oriented, multi-tasker with demonstrated critical thinking ability.
• Ability to approach unique healthcare problems with curiosity and analytical rigor.

Embedded within the Agile program team, the Lead Business Analyst delivers stories to the Definition of Ready state across sprint cycles, facilitating ceremonies and aligning the backlog with business priorities. Working closely with the Product Owner, Managers, and SMEs, the role builds Agile scrum adoption and converts strategic concepts into actionable product backlogs.

Core Functions

• Lead and contribute to the development and continuous improvement of analysis activities to deliver stories to the Definition of Ready state throughout sprint cycles.
• Participate in and facilitate all relevant program ceremonies.
• Work with the Product Owner, Managers, business sponsors, and SMEs to ensure business priorities are defined, and the backlog is aligned and managed.
• Contribute to the practical adoption of Agile scrum.
• Develop change management plans with the business aligned to the program schedule.
• Drive outcomes for Sprint 0 activities and convert concepts into a product backlog.

Qualifications & Experience

• Experience in Agile Scrum methodology, including facilitation of ceremonies and strong knowledge of Scrum theory, rules, and practice.
• Experience with user stories, end-to-end project lifecycle, and contributing to upskilling of Agile capabilities in complex projects.
• Knowledge of Agile methodology frameworks beyond Scrum, such as Kanban and XP.
• Good coaching, mentoring, and conflict resolution skills, applying Scrum values of openness, honesty, and respect.
• Familiarity with Microsoft Dynamics CRM and ServiceNow is a plus.

Reporting to senior stakeholders, the Lead Business Analyst manages project delivery and translates complex client requirements into specified project briefs within a global Agile and DevOps team. Partnering with architects, end users, and cross-functional groups, the role enables technical compatibility and regulatory compliance across Rates, Treasury, and front office operations.

Primary Duties

• Manage stakeholder relationships, translate business needs into outcomes, gather information, facilitate workshops, and feed into the design team.
• Work closely with stakeholders, architects, and end users to ensure technical compatibility and user satisfaction.
• Communicate with the business to identify needs and translate client requirements into specified project briefs.
• Develop logical and innovative solutions to complex problems.
• Manage project delivery activities within agreed timeframes, cost, and quality levels.
• Ensure compliance with all relevant internal control standards and external regulatory requirements.
• Maintain up-to-date understanding of business practices and system capabilities.
• Work in a highly Agile and DevOps global team, handling production issues and requests.

Skills & Qualifications

• Minimum 6 years of experience in Finance, preferably in a consultancy or solutions analysis environment with a specialization in business analysis.
• Working knowledge of Rates/Treasury products, Rates/Treasury trading, and front office operations, including CFA Level 1.
• Experience with technology roles covering development in Java, C++, Shell/Python, or SQL/Hadoop/MongoDB, or QA/testing, including unit, automation, and regression testing.
• Understanding of FpML and FIX messaging standards.
• Experience with Murex v31 and components such as MxML Exchange, Datamart, Market Data, and Simulation View is a plus.
• Highly developed reasoning, analytical, influencing, and negotiating skills.
• Excellent communication and presentation skills, with fluency in written and spoken English.
• Ability to work effectively in a global team across multiple locations and cultures.

Sitting at the intersection of business analysis leadership and product strategy, the Lead Business Analyst manages the central backlog and a team of BA domain experts across Wallets, FX, Payments, and Multi-Currency Cards. Operating across cross-functional squads spanning product, technology, risk, and design, the role builds consistent best-in-class practice across all Tribes within a scaled Agile environment.

Leadership Responsibilities

• Manage Business Analyst team members to provide guidance and coach adoption of best practices.
• Lead the Business Analysis Chapter across all Tribes, curating knowledge materials and processes to enable consistency and best-in-class practice.
• Work as part of a cross-functional squad, collaborating across product, technology, risks, operations, legal, and design disciplines.
• Maintain trusted relationships with team members and solution vendors to facilitate overall consensus.
• Share and receive knowledge equally to produce the best collective outcomes and business value.

Requirements

• Extensive experience in Business Analysis, including leading teams of BAs in a large matrix organization.
• Experience working in a fast-paced, scaled Agile environment such as SAFe Scrum.
• Prior Product Owner and Scrum Master experience is desirable.
• Proficiency with JIRA, Confluence, and similar collaboration toolsets.
• Excellent written and oral communication skills, including effective presentation and coaching.
• Ability to demonstrate customer-centric thinking and manage successfully in challenging environments.

A key member of the Operational Finance team, the Lead Business Analyst delivers regular data updates and sprint-based platform changes for the Service Cost Transparency platform, maintaining master cost data across services and customers. Collaborating across Finance Business Partners, data providers, and service owners, the role enables accurate financial visibility through BI tools including Qlik Sense dashboards.

Strategic Responsibilities

• Manage service components and operations of the Service Cost Transparency platform to ensure user experience, efficient processes, and up-to-date functionality.
• Maintain master data for costs and cost allocations to services and customers by liaising with data providers, service owners, and Finance Business Partners.
• Deliver regular data updates to the platform to reflect the latest financial information, including Actuals, Plans, and Forecasts.
• Deliver platform changes in a sprint-based approach and maintain the Qlik Sense Platform, including related online dashboards.
• Support users and service owners in utilizing the Service Cost Transparency Platform.
• Support other Operational Finance initiatives related to Commercialization, Data Management, and Automation.

Experience & Qualifications

• University degree, preferably in an analytical field such as Math, Statistics, Physics, Finance, or IT.
• 3 to 5 years of relevant experience with BI Platforms and Data Analysis, including working with large and complex datasets.
• Good understanding of Finance Cost Management preferred.
• Experience with data query tools including SQL for data analysis and validation.
• Advanced Excel skills, including complex formulas and pivot tables.
• Experience building or maintaining BI platforms such as Qlik Sense.
• Strong analytical, problem-solving, and verbal communication skills.
• Experienced team player comfortable collaborating across many teams.

Consistent business process efficiency across Global Sourcing depends on the Lead Business Analyst, who serves as the functional and technical liaison for the Fieldglass application across business users, accounts payable, suppliers, and IT. Based within the Sourcing and Procurement organization, the role leads Fieldglass implementations, monitors KPIs, and drives process improvements that support sourcing transformation initiatives.

Duties

• Serve as liaison between the business community, accounts payable, suppliers, and IT to provide functional and technical support for the Fieldglass application.
• Support Global Sourcing transformation and Fieldglass adoption initiatives, including Change Management and Sourcing and Procurement programs.
• Provide day-to-day support of the Fieldglass application for business users and suppliers.
• Produce metrics and monitor KPIs for Fieldglass and related business processes.
• Write requirements, perform demos, manage projects, and work with IT to develop and implement technical solutions for Fieldglass implementations.
• Recommend and implement process improvements, providing proactive initiative management.

Technical Qualifications

• Understanding of Sourcing and Procurement processes and the Fieldglass tool's underlying technology.
• Strong analytical and problem-solving skills with a successful track record in Fieldglass implementation and rollouts.
• Excellent communication, writing, facilitation, collaboration, and interpersonal skills.
• Ability to interact with cross-functional teams across multiple disciplines and function with minimal supervision.
• Experience developing reporting to track initiative progress.
• Proficiency with MS Office products and strong customer service orientation.

As the Lead Business Analyst, this role leads multi-phase project analysis including planning, process and data modeling, and testing coverage to define and document system acceptance criteria. The vertical practice relies on this work to ensure high-quality business cases, risk-prioritized defect analysis, and well-prepared training materials across complex assignments.

Accountabilities

• Work independently on multiple phases of projects and complex assignments, including analysis, planning, and process/data modeling.
• Assist in analyzing stakeholder objectives, underlying issues, and potential benefits arising from investigations.
• Produce business cases and scenarios, and define and document system acceptance criteria.
• Perform testing coverage analysis, risk prioritization, and analysis of defect trends.
• Prepare training materials for the team and vertical practice.

Education & Experience

• Bachelor's Degree in Computer Science, Information Systems, or a related field, or equivalent work experience.
• Certification or additional coursework in Business Analysis.
• Relevant experience in Business Analysis with awareness of new and emerging technologies.
• Advanced MS Excel skills with working knowledge of PowerPoint and Word.
• Ability to set and work to quantified goals, considering commercial impacts and motivating team members.
• Self-managed with strong commercial awareness and problem-solving ability.

Lead Business Analyst manages product and service P&L accountability and leads ongoing business process reviews, using financial and operational data to develop optimization strategies and actionable reporting. The work directly supports cross-functional teams and management by surfacing business trends, improvement opportunities, and requirements analysis across sales, purchasing, and margin performance.

Functions

• Conduct market research and competitor analysis to support business objectives and propose solutions that suit business needs.
• Use financial and operational data to analyze findings and create suggestions for business and operational improvements.
• Collect data on sales, purchases, or margins and produce reports based on analysis results.
• Lead ongoing reviews of business processes and develop optimization strategies.
• Perform requirements analysis and communicate insights and plans to cross-functional teams and management.
• Create informative, actionable, and repeatable reporting that highlights relevant business trends and future opportunities.
• Manage Product/Service P&L accountability.

Background & Experience

• Bachelor's degree from a quantitative major with 3 to 5 years of relevant working experience.
• Strong understanding of Business Process and Project Management.
• Good understanding of SQL or other data processing tools.
• Advantage in knowledge of sales and marketing processes.
• Experience in leading and developing high-performing teams.
• Exceptional analytical, conceptual thinking, and numerical skills.
• Strong communication and interpersonal skills.

The Lead Business Analyst produces business cases, as-is/to-be process maps, and implementation approach documents across all stages of the project lifecycle, coordinating business readiness and supporting both technical teams and front-end business users. Working alongside Testing teams and business stakeholders, the role advances solution quality by managing a team of Business Analysts and ensuring changes are deployment-ready through structured run books and schedules.

Ownership Areas

• Work independently on highly complex projects as a Lead Business Analyst.
• Liaise with subject matter experts and facilitate workshops to understand and prioritize requirements.
• Coordinate communications and training activities to support project implementation.
• Support the creation of business cases by sourcing relevant data and quantifying costs and benefits.
• Perform as-is and to-be analysis to identify root causes of challenging business problems.
• Develop and evaluate solutions and make recommendations aligned with wider business strategy.
• Assist the Testing team with planning and execution to ensure solutions are ready to release.
• Support deployment of changes by coordinating business readiness activities and completing run books and schedules of events.
• Manage a team of Business Analysts.

Professional Experience

• Experience acting as Lead Business Analyst across all stages of the project lifecycle, working with both technical teams and front-end business users.
• Proficiency in producing and owning business requirements documents, as-is/to-be process maps, implementation approach documents, and business operational models.
• Experience on major project deliveries, with banking or digital experience being beneficial.
• Ability to work quickly in a fast-paced environment while exceeding quality expectations.
• Understanding of job-related risks and their implications for the organization and its stakeholders.
• Strong relationship-building skills with the ability to inspire confidence across the business.

Embedded within a government-facing program team, the Lead Business Analyst develops user stories, acceptance criteria, and system documentation to support the migration of CMS's legacy mainframe systems to modern cloud-based architectures. Working closely with government customers, contractors, and software architects, the role produces project management support and system design artifacts that enable improved scalability and lower total cost of ownership for Medicare Advantage operations.

Strategic Responsibilities

• Lead UAT efforts, write user stories and acceptance criteria, and document software and systems in Agile or mixed Agile and waterfall environments.
• Clearly communicate processes, ideas, and solutions to technical teams and customers.
• Work closely with government customers and contractors to solve difficult problems and manage multiple priorities.
• Review, analyze, and evaluate business systems and user needs, then document requirements and define project scope and objectives.
• Work with software and systems architects on designing systems aligned with overall business strategies, including creating workflow charts, diagrams, and specifications.
• Provide project management support to development efforts.

Education & Experience

• BA/BS degree required.
• At least 8 years of experience planning, designing, developing, and launching business, financial, and operations systems, including 4 years in a leadership role.
• Prior experience supporting the Centers for Medicare and Medicaid Services (CMS).
• Working knowledge of Medicare Advantage systems and data.
• Proficiency in developing business rules, testing scenarios, and evaluating business systems and user needs.
• Experience with Agile project management practices in government or contractor environments.
• Strong business understanding of CMS operations and related interfacing systems and data.

Reporting to the Global CIO, the Lead Business Analyst refines end-user productivity practices by developing dashboards, integrating Microsoft M365 tools, and leading adoption efforts that simplify collaboration across infrastructure and enterprise engineering teams. Partnering with Enterprise Architecture, business partners, and Microsoft, the role serves as the enterprise-wide subject matter expert for M365 environments, enabling self-serve capabilities and driving measurable productivity gains across the organization.

Engineering Responsibilities

• Develop a robust end-user productivity practice leveraging the Microsoft M365 environment and its full suite of collaboration tools.
• Work with infrastructure engineering, Enterprise Architecture, and Enterprise Engineering to integrate systems that simplify collaboration.
• Lead efforts to accelerate M365 adoption while enforcing use of existing tools and features to solve business problems.
• Develop dashboards and analytical tools to provide insight into end-user usage, identify productivity gaps, and lead optimization work.
• Implement and train users on M365 applications and other tools to enhance productivity and end user experience.
• Perform periodic reviews of M365 integration, identify gaps, and develop programs to remediate them.
• Build relationships with Microsoft and business partners to align capabilities with business needs.
• Identify process optimization opportunities based on data insights and evaluate acquired companies' end-user productivity maturity as part of acquisition integration.

Knowledge, Skills & Abilities

• BA/BS degree in engineering, computer science, or data analytics, with a Master's degree or MBA preferred.
• 3+ years of experience with Microsoft 365 Power applications, including Power BI, Power Apps, and Power Automate.
• Experience in transformation office and technology transformation activities.
• Strong analytical, critical, and systems thinking skills.
• Highly effective communication skills with the ability to engage senior executives and serve as an enterprise-wide subject matter expert.
• Ability to work effectively with engineers, developers, architects, and business users both independently and in a team environment.

Sitting at the intersection of IT operations and business analysis leadership, the Lead Business Analyst directs and oversees daily work functions of Business and Technical Analysts while translating business requirements into technology solutions for mortgage servicing environments. Operating across vendor management, system enhancement design, and complex data analysis, the role strengthens management reporting, scorecards, and process quality under time and cost constraints.

Executive Functions

• Direct, coordinate, and oversee daily work functions of Business and Technical Analysts, special projects, and vendor performance.
• Oversee junior and senior business analyst work activities and assist analysts and technical principals in maintaining all service levels.
• Set operational targets and drive improvements, developing strong management reporting and scorecards.
• Evaluate projects for process improvement opportunities and manage resources to deliver quality results on time.
• Collaborate with vendors to create comprehensive requirements for system enhancements and manage change control procedures for proper deployment.
• Develop best practices, routines, and innovative solutions to improve quality of output and provide process documentation.
• Translate business requirements into technology solutions and manage complex data analysis issues under time and cost constraints.

Position Requirements

• Bachelor's degree required with 1+ years of experience managing IT, business projects, and people.
• Prior experience in mortgage servicing and vendor management.
• Strong SQL database skills.
• Proficiency in Microsoft Office, including Word and Excel.
• Strong analytical, decision-making, and problem-solving skills with the ability to exercise independent judgment.
• Strong interpersonal, oral, and written communication skills with excellent customer service orientation.
• Ability to multi-task, prioritize effectively, maintain strong quality orientation, and handle confidential information with integrity.

A key member of the product organization, the Lead Business Analyst leads the Business Analyst Community of Practice and manages resource allocation, career development, and solution design for larger initiatives across an Agile eCommerce environment. Collaborating across Product Managers, Architects, and key business stakeholders, the role coordinates process and data flow maps, backlog analysis, and requirements translation to reduce iteration cycles and deliver sustainable product solutions.

Areas of Ownership

• Lead the Business Analyst Community of Practice to ensure continuous sharing, learning, and improvement across all teams.
• Provide people leadership including career management, line management, and support for business analysts.
• Manage resource allocation and actively gauge BA resource needs across the business in collaboration with PM/PO stakeholders.
• Support the product organization in developing Epics, Features, and Stories, and produce clear documented resources including business case evaluations, requirements documentation, and process or user flow mappings.
• Critically analyze backlog items in terms of solution design, dependency, and value, and translate customer and user problems into sustainable product solutions.
• Engage stakeholders to ensure clarity of expectation and outcome, reducing iteration cycles and misinterpretation.
• Produce process and data flow maps identifying timings and functional responsibilities, and ensure full alignment between internal and external teams.

Minimum Qualifications

• Bachelor's degree in Business, Technology, Engineering, or a related field with a minimum of 5 years of business analysis experience across a variety of functions or domains.
• Experience working in an Agile environment, ideally within a fast-paced eCommerce business.
• Process and data mapping experience.
• Excellent facilitation and critical analysis skills.
• Strong communication, requirements translation, and stakeholder management skills with the ability to influence across multiple teams.
• Experience leading people with a high level of initiative and willingness to introduce change and challenge existing processes.
• Highly analytical with strong operational organization skills and a proactive approach to getting things done.