LEAD BUSINESS SYSTEMS ANALYST JOB DESCRIPTION

A Lead Business Systems Analyst translates complex financial data requirements into actionable system specifications. In asset management and fintech, that means navigating the intersection of portfolio accounting platforms, ESG/responsible investing mandates, and regulatory reporting regimes, domains where imprecise requirements produce downstream errors in client-facing disclosures. Accuracy matters at every layer. This role sits within information management or finance systems functions, owns the requirements lifecycle from discovery through user acceptance, and operates as the authoritative data SME across investment, technology, and compliance stakeholders.

As the Lead Business Systems Analyst, you own the end-to-end requirements process for financial data systems, translating business needs from portfolio management, accounting, and compliance teams into documented specifications that technology partners can design and build against. You operate within a cross-functional information management structure, typically guiding a small team of two to four analysts while partnering directly with investment research, regulatory reporting, and enterprise data leadership.

Career Impact: Owning requirements for ESG/responsible investing data solutions and regulatory reporting puts you at the front of a domain that asset managers, custodians, and fintech platforms are actively building out, making this experience materially differentiated on a resume in financial services.

Business Impact: The data specifications you produce determine whether downstream reconciliation, client reporting, and regulatory filings are timely and accurate; gaps in requirements translate directly into reporting errors that surface with regulators and institutional clients.

Growth Opportunity: The scope of this role, spanning master data governance, payment flows, or portfolio accounting, and cross-functional alignment, builds the breadth needed to move into an Information Management Director or Enterprise Data Architect path within financial services.

• Define and document data requirements, business rules, and functional specifications for financial data domains including ESG/responsible investing and payment reconciliation.
• Partner with investment research, accounting policy, portfolio management, and compliance stakeholders to translate business needs into structured solution designs.
• Lead fit-gap analysis and solution design sessions across project phases from discovery through user acceptance testing and stabilization.
• Review and validate system enhancements against documented requirements, coordinating defect triage and issue resolution with technology teams.
• Develop test success criteria and work closely with QA teams to ensure solution delivery meets regulatory and client reporting standards.
• Mentor and manage a team of two to four business systems analysts, setting direction on estimations, escalations, and deliverable timelines.
• Establish and maintain documentation standards for data definitions, interface mappings, and requirements traceability in alignment with enterprise information strategy.
• Conduct data audits and support governance workflows to ensure accuracy of master data assets, including account, product, security, and benchmark records.

• Bachelor's degree in Accounting, Business, Computer Science, Information Systems, or equivalent work experience.
• 5 or more years of business systems analysis experience, with demonstrated focus on financial data domains such as portfolio accounting, payment processing, or ESG/responsible investing reporting.
• Proven ability to define and document data definitions, interface specifications, and business requirements following structured templates and governance processes.
• Strong SQL proficiency for querying and validating large financial data sets across enterprise or cloud data environments.
• Experience working cross-functionally with both business stakeholders (investments, compliance, accounting) and technology teams (development, data engineering, QA).
• Demonstrated ability to lead and develop small analyst teams, including task estimation, risk escalation, and performance coaching.
• Working knowledge of agile methodologies and experience documenting requirements and stories in agile project management tools.
• Excellent written and verbal communication skills, with the ability to tailor technical content for audiences ranging from operational staff to senior leadership.

• Experience with ESG/responsible investing data concepts and familiarity with the regulatory and client reporting requirements driving adoption across the asset management industry.
• Exposure to portfolio accounting platforms or master data management tools used in asset management, custody, or brokerage operations.
• Knowledge of payment processing flows, general ledger structures, or reconciliation frameworks in a fintech or financial services environment.
• Familiarity with cloud-based data warehousing architectures and their application to financial data integration and reporting pipelines.

• Requirements defect rate, measuring how often downstream development or QA surfaces gaps in documented specifications.
• UAT sign-off cycle time, tracking days from test initiation to business-owner approval across project deliverables.
• Data accuracy rate on regulated reporting outputs, reflecting the quality of data solutions built to specification.
• Team estimation variance, measuring how closely analyst effort estimates align to actual delivery against sprint or project timelines.
• Stakeholder alignment score (NPS or equivalent), capturing investment and compliance partner confidence in requirements quality.
• Typical tools: requirements and project tracking (commonly Jira or Confluence); data querying (commonly SQL-based tools); documentation (commonly Visio or equivalent)

• Base Salary Range: $110,000 to $145,000 annually, depending on seniority and location
• Bonus: Annual performance bonus, typically 10 to 20% of base salary
• Equity: RSUs or stock options common at fintech firms; less typical at traditional asset managers
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Remote or hybrid flexibility, professional development budget, 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.

Work authorization in the United States is required; sponsorship availability varies by employer. All qualified applicants will be considered for employment 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 qualified individuals with disabilities throughout the application and employment process. Offers of employment are contingent upon successful completion of a background check, which may include employment history verification and reference checks.

The Lead Business Systems Analyst owns the configuration, compliance auditing, and production support of Kronos timekeeping and Infor Lawson ERP applications within a healthcare payroll environment, reporting to the Payroll Systems Manager. Working alongside the HRIS, Financial Reporting, and IT departments, this role delivers timely resolution of payroll production issues and ensures system accuracy across year-end activities, tax filings, and regulatory updates.

Key Responsibilities

• Provide complex application support and guidance to end users.
• Analyze complex results, propose solutions and recommendations, and build, configure, and modify applications using existing tools.
• Prepare written documentation, including application documentation, analytical reports, functional specifications, training manuals, and status reports.
• Participate in strategic project initiatives, supporting all project life cycle phases, including fit/gap analysis, product design, build, test, implementation, and stabilization.
• Support day-to-day direction and oversight of junior Business Systems Analyst staff.
• Maintain documentation of timekeeping and payroll system relationships, dependencies, system maintenance policies and procedures, and security procedures.
• Maintain system pay practice and work rule configuration, and payroll system pay codes, deduction codes, and tax codes to ensure compliance with applicable policy and regulatory requirements.
• Train new users and conduct periodic training sessions on the appropriate and efficient use of timekeeping and payroll systems.
• Develop and maintain technical guides to inform and educate staff on appropriate use of enterprise systems.
• Support production initiatives, including year-end activities, tax payments and filings, system tax updates, and new regulatory requirements.
• Bear primary responsibility for production support, including troubleshooting, analysis, and resolution of payroll-related production issues.
• Conduct periodic audits of payroll and timekeeping system configuration and transactions to ensure compliance with policy and regulatory requirements.
• Design and create queries, reports, and dashboards to support operational needs and audit requirements.

Education & Experience

• Bachelor's Degree in an applicable field or an equivalent combination of education and experience.
• 5–7 years of experience in HR and payroll information applications, including end-user support, report development, system analysis, and ad hoc analysis and auditing of system data.
• Experience working in a healthcare environment.
• Experience performing application and programming analysis, or equivalent business analysis experience.
• Experience with Kronos timekeeping and Infor Lawson systems.
• Knowledge and experience across all project life cycle phases, including fit/gap analysis, product design, build, test, implementation, and stabilization.
• Advanced proficiency in Microsoft Office products.
• Strong analytical and problem-solving skills.
• Excellent oral and written communication skills.
• Strong interpersonal skills and the ability to communicate effectively with different levels of management.
• Effective collaboration skills, including the ability to work alongside other departments toward a common goal.
• Demonstrated ability to perform detailed tasks with a high degree of accuracy.

Embedded within the information management function, the Lead Business Systems Analyst shapes data solution specifications and requirements that power ESG and responsible investing reporting across regulatory and client channels. Working closely with investment research, technology, portfolio management, legal and compliance, and reporting teams, this role builds a subject matter expertise capability for a new data domain, enabling high-quality downstream data delivery aligned with enterprise information strategy.

Core Functions

• Provide leadership to a small team focused on a new data domain supporting responsible investing and ESG reporting.
• Develop team resources and expertise as the data subject matter expert for the responsible investing domain.
• Work closely with investment research, technology, portfolio management, legal and compliance, reporting, and other external and industry sources.
• Interact with information management and technology teams to understand the overall data ecosystem and enterprise information strategy.
• Develop data and reporting requirements and specifications to enable information delivery related to ESG and responsible investing.
• Provide input into and guide business partners on requirements, partnering with technology on designing solutions in alignment with business needs and enterprise information strategy.
• Work with information management leaders to develop a standard requirements process and template-based framework for requirements and specifications.
• Provide detailed documentation of business requirements and specifications for data interfaces to and from strategic information assets.
• Work with data stewards and owners to ensure proper definitions and data governance.
• Partner with investments and responsible investing professionals to understand data needs aligned with investing strategies and reporting requirements.
• Support development of strategic responsible investing data solutions providing high-quality data for downstream consumption.
• Partner with information management teams and technology to ensure data solutions leverage other strategic data sources, including account, product, and security data.
• Define test success criteria for business requirements to enable effective quality assurance and testing.

Required Qualifications

• Master's degree or equivalent experience in a relevant field.
• Experience working cross-organizationally with both business and technology groups.
• Experience with database structures and SQL querying.
• Experience documenting interfaces, requirements, and test cases.
• Familiarity with document production solutions requiring enterprise data integration.
• Familiarity with ESG and responsible investing concepts and data required for reporting to clients, regulators, and marketing.
• Good understanding of the asset management industry, including the difference between equities and fixed income instruments.
• Master data and reference data management experience, including account, product, security, and benchmark data.
• Ability to learn and apply ESG and responsible investing data concepts related to regulatory and business needs.
• Ability to effectively communicate responsible investing concepts to multiple levels and roles within an organization.
• Ability to manage team resources to ensure projects are estimated correctly and deadlines are consistently met.
• Proven ability to define and document data definitions, solutions, and specifications following standard templates and processes.
• Excellent communication skills, with the ability to simplify and tailor messages to different audiences.

Reporting to business and technology leadership, the Lead Business Systems Analyst delivers scalable SAP SD solutions covering Order to Cash, pricing, and billing across full project life cycle implementations. Partnering with business units and cross-functional teams, this role shapes system architecture and production support outcomes, ensuring configuration quality in a complex ERP environment.

Primary Duties

• Analyze business needs, document requirements, and translate needs into functional, non-functional, and technical specifications.
• Perform analysis and evaluate downstream business, system, process, and organizational impacts.
• Maintain a high level of functional competency in SAP SD configuration and keep current on SAP trends and future enhancements.
• Collaborate with the team to deliver scalable business process solutions on complex problems.
• Plan and assist with oversight of testing processes and activities, including defect identification and resolution.
• Develop or assist in the development of work plans, time schedules, and project task items.
• Advise business partners on the implications of standard or new SAP solutions and provide options for consideration.
• Document quality training material for business users.
• Identify and classify risks and issues and recommend solution options.
• Build strong relationships with business partners and provide subject matter expertise.
• Troubleshoot implementation issues and lead all production support activities, including guiding the team for problem-solving and ticket resolution.

Skills & Qualifications

• Bachelor's Degree in Business, Computer Science, Information Systems, or a related field.
• SAP Certification in Sales and Distribution.
• Minimum 5 years of configuration experience in SAP SD, specifically Order to Cash, pricing, and billing.
• Experience with SD integration between WM, MM, PP, TM, and FICO modules.
• Experience across full project life cycle implementations.
• Experience using SAP implementation tools, including Best Practices and ASAP/Activate methodology.
• Experience with Solution Manager.
• Functional knowledge in SAP WM and ShipERP.
• Ability to document new processes and train end users.
• Analytical ability to synthesize data and report on metrics.
• Strong communication skills, both verbal and written, across organizational levels.
• Ability to assess the impact of new requirements on an existing suite of complex applications.
• Ability to maintain a high level of quality while working under pressure and to deadlines.

Sitting at the intersection of product management and financial operations, the Lead Business Systems Analyst leads the development of Business Requirements Documents covering T-accounts, reconciliation approaches, and accounting flows for payment products within a fintech environment. Operating across treasury, accounting, disputes, risk, and regulatory reporting teams, this role delivers structured finance requirements that enable accurate product launches and supports a small team of junior analysts within a highly collaborative matrix organization.

Duties

• Develop a product roadmap for multiple product portfolios and work with cross-functional teams, including accounting, accounting policy, program management, product, development, analytics, and UX.
• Identify risks associated with a product and support documentation of those risks for the relevant portfolio.
• Execute on the roadmap and identify metrics to define the success of a portfolio and product launch.
• Work independently in a highly collaborative, cross-functional matrix organization to gather, collect, and analyze accounting requirements from product requirements and translate them into data, accounting, reconciliation, and reporting requirements.
• Act as a liaison between treasury, accounting, disputes, accounting policy, risk, operational reporting, regulatory reporting, and corrections teams to gather requirements and assess impact.
• Document the outcome of discussions within a Business Requirements Document covering product description, signed-off T-accounts, reconciliation approach, and bank accounts and general ledger entries as needed.
• Communicate test data requirements when planning a product BRD to align with upstream partner teams.
• Identify and escalate risks of delay upfront when test execution may impact product launch timelines.
• Kick off BRD discussions with all impacted teams and ensure teams are equipped with all inputs to design the right products.
• Work with the accounting function to execute user acceptance testing and obtain sign-off.
• Approve master data management configurations needed to develop a finance product.
• Manage and mentor a small team of junior business systems analysts and support their professional development.
• Provide support to the run-the-business team for products in the warranty stage.

Qualifications & Experience

• Bachelor's Degree in Accounting, Business, or an equivalent field.
• 8–10 years of product management experience with a focus on the payments industry, financial services, or a fintech environment.
• Experience writing T-accounts, understanding payment flows, and producing a Business Requirements Document documenting accounting flows and reconciliation for a product.
• Working knowledge of SQL and ETL data flow pipelines.
• Ability to work in ambiguous environments and bring structure and clarity to all stakeholders.
• Ability to translate product needs into finance requirements, understand technology dependencies, and discuss technical trade-offs.
• Strong collaboration skills and ability to drive and influence complex decision-making with various stakeholder groups.
• Excellent communication skills with the ability to simplify and tailor messages to different audiences.
• Robust problem-solving ability, with experience breaking down complex challenges to find solutions.
• Comfort working with data and making data-backed product decisions.
• Growth mindset with the ability to proactively seek and apply feedback.

A key member of a growing healthcare technology team, the Lead Business Systems Analyst leads continuous improvement initiatives across all phases of warehouse management system enhancements, from requirements gathering through implementation and issue resolution. Collaborating across management, business leadership, and cross-functional stakeholders, this role builds ownership of process changes and ensures enterprise-wide integration of system modules and workflows.

Functions

• Review all warehouse management system enhancements during all project phases, including requirements gathering, design, testing, implementation, and issue resolution.
• Identify and resolve gaps in business processes and proposed changes.
• Assist in effort estimation and make decisions regarding resource allocation.
• Work closely with management to prioritize business issues and new initiatives and set team direction.
• Drive continuous improvement within team processes and deliverables.
• Communicate and coordinate with team management and business leadership to ensure appropriate integration of processes and modules across the enterprise.
• Oversee, define, and monitor critical path activities and resolve or escalate issues to management as needed.
• Influence business leadership and management decisions and drive ownership and acceptance of business changes.

Requirements

• Bachelor's Degree in Supply Chain, Computer Science, Information Systems, or a related field.
• 5+ years of IT and business work experience, including 2–3 years of experience leading teams responsible for application development and support.
• Experience working with custom development in Java, SQL, and SAP.
• Experience with automated warehouse solutions, including robotic picking and conveyor integration.
• Knowledge of Agile and DevOps tools and methods for continuous improvement.
• Ability to work with and influence cross-functional stakeholders and build strong relationships with senior management.
• Strong analytical and problem-solving skills.
• Strong verbal and written communication skills, with the ability to communicate clearly and professionally at all organizational levels.
• Demonstrated collaborative skills and ability to work well within a team.
• Ability to learn new functional areas quickly and gain credibility with users and sponsors.

Accurate portfolio accounting and enterprise data reporting depend on the Lead Business Systems Analyst, who owns requirements definition, data governance oversight, and complex SQL querying across platforms including Snowflake, Eagle PACE, and Collibra within an asset management setting. Serving as a subject matter expert across equities, fixed income, derivatives, and private assets, this role shapes data warehousing and middle office operations outcomes for investment managers, brokers, and custodians.

Accountabilities

• Document requirements, define scope and objectives, and formulate systems to align with overall business strategies.
• Design, modify, develop, and write requirements and specifications for software programming applications.
• Diagnose, analyze, and solve application and data issues.
• Coordinate application releases, including change management tasks and documentation.
• Support disaster recovery, risk assessments, and the change control process.
• Provide application support for business units.

Experience & Qualifications

• Bachelor's Degree in Computer Science, Engineering, Mathematics, or a related technical field.
• 7+ years of experience working at an asset manager, investment manager, broker, or custodian.
• Experience with web services and real-time event-driven data integration.
• Knowledge of Snowflake, cloud data warehouses, and related technologies, including Parquet, AWS S3, and Delta Lake.
• Knowledge of equities, fixed income, derivatives, and private assets processing in portfolio accounting platforms, including Eagle PACE, Goldensource, and Frontinvest.
• Knowledge of master data platforms, including Goldensource and Markit EDM.
• Knowledge of data governance workflows in tools such as Collibra.
• Knowledge of the asset management business, with specific emphasis on data warehousing and reporting, middle office operations, securities trading, settlement, and portfolio management.
• Ability to write complex SQL to query large data sets.