SENIOR BUSINESS ANALYST JOB DESCRIPTION

When fixed-income pricing data carries errors or GSE investor reporting falls out of alignment with the Guide, downstream risk compounds fast. A Senior Business Analyst in financial services owns the gap between what the business requires and what systems deliver, translating compliance-sensitive workflows into requirements that technology teams can actually build. The role spans debt instrument evaluation environments, single-family mortgage servicing portfolios, and loan servicing platforms, each governed by distinct regulatory expectations. Precision is non-negotiable.

You will own the full requirements lifecycle for technology and process initiatives, serving as the Senior Business Analyst who links regulatory-facing business units to engineering and QA teams across complex financial products. Working within matrixed project structures, you carry accountability for requirement accuracy, stakeholder alignment, and production support from analysis through release.

Career Impact: Sustained work across fixed income, GSE mortgage servicing, and loan compliance environments builds domain authority that commands premium standing in financial technology hiring markets.

Business Impact: Servicer compliance, investor reporting accuracy, and corporate bond pricing depend directly on the requirements this role produces - errors surface as regulatory exposure, not just product defects.

Growth Opportunity: Depth gained here in structured finance and SDLC methodology creates a credible path to Business Architect, Product Owner, or Program Manager roles within financial services technology organizations.

• Elicit and validate business requirements from fixed income, mortgage servicing, and banking operations stakeholders to produce structured requirement documents.
• Analyze GSE investor reporting discrepancies and loan servicing data anomalies, identifying root causes and coordinating resolution with technology and operations teams.
• Document current-state and future-state workflows, gap analyses, and use cases that meet both business and regulatory standards for financial products.
• Partner with development and QA teams to translate approved requirements into technical specifications, supporting design, testing, and production release phases.
• Develop and execute test plans for system changes, validating that enhancements to servicing platforms and pricing systems perform within defined compliance parameters.
• Monitor project scope, risks, and issue resolution timelines, escalating blockers to IT and business leadership when necessary.
• Review and maintain traceability matrices, business requirements documents, and SDLC deliverables in line with established methodology standards.
• Support production environments during release windows, diagnosing system-level issues and coordinating urgent corrective actions with engineering and vendor teams.

• Bachelor's degree in Business, Finance, Computer Science, Information Technology, or equivalent work experience.
• 5 or more years of business analysis experience, with demonstrated ownership of requirements documentation on complex financial systems projects.
• Working knowledge of financial services domain concepts, including fixed income instruments, mortgage servicing processes, or banking operations.
• Proven ability to elicit, analyze, and communicate requirements using structured techniques such as interviews, workshops, use cases, and process flow diagrams.
• Experience writing and executing test scripts to validate system changes against defined business and compliance requirements.
• Proficiency in SQL for data querying, anomaly investigation, and requirements validation across financial data sets.
• Strong written and verbal communication skills, including the ability to present technical findings clearly to non-technical business stakeholders.
• Demonstrated experience working within Agile, Waterfall, or hybrid SDLC methodologies on technology delivery teams.

• Experience with fixed income reference data, GSE loan servicing guidelines, or investor reporting frameworks such as Freddie Mac's Guide.
• Familiarity with IIBA BABOK practices or formal business analysis certification (CBAP or CCBA).
• Exposure to cloud platform environments, including requirements work for system integrations built on AWS or comparable infrastructure.
• Advanced analytical capability in Excel, including pivot tables, data modeling, and large-dataset review for compliance or reporting validation.

• Requirement defect rate, measuring how often approved requirements are revised after development handoff.
• Test coverage ratio, tracking the share of business requirements with corresponding executed test scripts.
• SLA adherence for production support tickets, reflecting resolution speed on servicing platform and pricing system incidents.
• Traceability matrix completeness rate, measuring whether each requirement links to a test case and a delivered system change.
• Stakeholder sign-off cycle time, tracking days from requirement draft to formal approval by business and IT leads.
• Typical tools: Requirements management (commonly JIRA or Confluence); data querying (commonly SQL via Oracle or MySQL); office productivity (commonly Excel with advanced modeling).

• Base Salary Range: $95,000 to $130,000 annually, depending on seniority and location
• Bonus: Annual performance bonus, typically 8% to 15% of base salary
• Equity: Generally not offered; occasional RSU grants at larger financial institutions
• Health Benefits: Medical, dental, and vision coverage; employer contribution to premiums standard
• PTO: 15 to 20 days annually, plus federal holidays and sick leave
• Common Perks: Professional development and certification reimbursement; 401(k) with employer match; hybrid or remote flexibility common in financial services technology roles

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

Background check completion, including verification of employment history and, where applicable, credit history consistent with financial industry 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, or any other characteristic protected under applicable federal, state, and local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Senior Business Analyst owns end-to-end requirements elicitation, documentation, and testing for systems that evaluate over one million debt instruments daily at ICE Data Services. Working alongside cross-functional groups in Development, QA, Product Management, and Quantitative, this role delivers validated requirements and testing strategies that reduce project risk and advance pricing platform quality.

Key Responsibilities

• Elicit, analyze, communicate, and validate requirements for business processes from users.
• Understand complex business problems and opportunities and recommend solutions that enable the organization to achieve its goals.
• Capture and document current or new business products and recommend improvements and efficiencies.
• Present approved requirements to Business, Development, and Quality Assurance in walkthrough meetings.
• Serve as subject matter expert for development and stakeholders in the assigned product space.
• Formulate and develop reports that expedite requirement analysis or testing of large and complex projects.
• Provide internal client support on system functionality and data anomalies.
• Mitigate project risk by formulating testing strategies and assisting users and developers in testing key deliverables.

Required Qualifications

• 8+ years of experience as a Business Analyst using formal Business Analysis methods to elicit, analyze, communicate, and validate requirements.
• 4+ years of experience working with Fixed Income products and systems, including US treasury, IG/HY bond, issuer curve, and leveraged loan.
• Advanced degree in financial engineering or computer science is a plus.
• Working knowledge of data querying and analysis through Oracle, MySQL, and Excel.
• Understanding of SDLC and experience with both Waterfall and Agile development methodologies.
• General technical background in application programming, database, and system design.
• Strong oral and written communication and analytical skills.
• Energetic and motivated with a strong work ethic and willingness to take on challenging tasks.

Embedded within the school's technology team, the Senior Business Analyst gathers business requirements, configures systems, and delivers end-user training to support new enhancements across PeopleSoft Campus Solutions modules. Working closely with technical teams, school stakeholders, and end users, this role shapes iterative development outcomes that keep student administration systems aligned with institutional needs.

Core Functions

• Gather requirements, configure systems, develop presentation materials, manage issues, and deliver end-user training.
• Interview key stakeholders and end users on business processes and translate requirements into Agile stories.
• Work with the technical team to convey and clarify requirements as part of the development process.
• Participate in daily standups, planning, and retrospective meetings and present at user group meetings.
• Share knowledge with team members and the Schools.
• Develop expertise in multiple PeopleSoft Campus Solutions modules, write SQL and PS Query queries, and build and execute test scripts.
• Provide functional support during project and release go-lives, including occasional evening or weekend work.

Qualifications & Experience

• Bachelor's degree with coursework in information systems or computer science, or equivalent experience.
• At least 5 years of experience working with administrative systems in a business analyst capacity.
• At least 3 years of experience with PeopleSoft Campus Solutions or other student administration applications, with deep familiarity with the Student Records and Enrollment module preferred.
• Proven experience with relational databases and SQL, and direct experience with business analysis tools and techniques.
• Solid understanding of iterative development, preferably Agile.
• Strong problem-solving, analytical, communication, presentation, and technical writing skills.
• Demonstrated organizational skills with the ability to manage large volumes of detail and meet critical deadlines.
• Ability to work autonomously, evaluate problems accurately, and exercise sound judgment, including timely escalation.

Reporting to the technology organization, the Senior Business Analyst leads end-user support, defect management, and system configuration for linear and digital traffic, promo, and ad-serving systems that enable Sales Operations and Marketing to function daily. Partnering with vendors, engineering teams, and business users across sales, planning, pricing, and billing, this role shapes platform enhancements that build operational efficiency and customer satisfaction.

Primary Duties

• Act as liaison between Sales Operations and Marketing business users and the technology organization, providing consistent updates on requests, defects, and enhancements.
• Maintain strong relationships with the user base and ensure customer satisfaction during all interactions.
• Take ownership of tickets from a queue, investigating, training, and testing to resolve user requests.
• Work with a ticketing system to track, categorize, prioritize, and communicate status to the business.
• Identify and manage software defects and coordinate with vendors and engineering teams to implement solutions.
• Execute system configurations including commercial break patterns, network design, inventory shares, targeting, video measurement, and programmatic ad serving.
• Support and troubleshoot linear and digital process and system issues, identify root causes, and implement corrective actions.
• Identify new opportunities to enhance the systems platform and drive productivity and efficiency.

Skills & Qualifications

• Minimum 3 years of experience with Ad Sales Trafficking and/or Promo Optimization systems within the media industry.
• Experience with Digital Ad Sales Traffic systems and an understanding of DAI ad serving technology and product taxonomy.
• Technical background in setting up system integrations, troubleshooting ad tech issues, and system configuration.
• Experience in product support and training within the media industry strongly preferred.
• Strong interpersonal, verbal, and written communication skills with the ability to work across multiple groups.
• Self-motivated and accountable with a high level of commitment to responsibility.
• Willing to maintain a flexible work schedule to meet operational and special event coverage needs.

Sitting at the intersection of business process improvement and technology delivery, the Senior Business Analyst leads multi-department stakeholder meetings to gather requirements and produces BRDs, RAID Logs, process flow diagrams, and UAT scripts that translate business needs into technical specifications. Operating across Agile and Waterfall delivery models, this role builds workflow solutions and manual and automated test plans that quantify and communicate business impact to senior leadership.

Leadership Responsibilities

• Gather, interpret, and analyze large complex data sets and present findings and recommendations to senior leadership.
• Proactively identify areas for business process improvement and develop solutions.
• Lead meetings with multi-department stakeholders to gather business requirements and develop Epics, User Stories, and Acceptance Criteria.
• Analyze and develop solutions for operations and reporting requirements and quantify their business impact.
• Create and execute manual and automated test plans based on business requirements and instruct test resources on proper procedures.
• Build workflow charts and diagrams, study system functions, and write specifications.
• Prepare business analysis documentation including BRDs, RAID Logs, process flow diagrams, gap analyses, and UAT scripts.
• Translate business requirements into technical specifications and solutions in collaboration with Technology teams.

Requirements

• Bachelor's degree or 8 to 10 years of equivalent experience.
• 8+ years of project management experience with robust knowledge of Agile and Waterfall delivery models.
• Strong understanding of Change Management principles.
• Proficiency in JIRA, Microsoft Project, Visio, MS Office, and SharePoint.
• Strong interpersonal skills with the ability to work across a highly matrixed organization and influence peers and management.
• Results-oriented with strong prioritization and organizational abilities.

A key member of the technical implementations team, the Senior Business Analyst leads configuration design for ServiceNow suite deployments, translating contracts, SOWs, and client-specific workshop findings into functional requirement definitions and detailed design stories. Collaborating across Customer Portal, B2B integrations, Architecture, and Engineering, this role builds consensus on data and design specifications that enable successful multi-process client implementations.

Strategic Responsibilities

• Lead development of Configuration Design Documents that enable service delivery per SOW parameters within Unisys standards and toolset capabilities.
• Analyze agreed solutions, contracts, and SOWs to inform configuration design.
• Conduct client requirement workshops and rapid-prototyping workshops to gather client-specific needs.
• Build functional requirements definitions and use cases for non-standard solutions as input into customization requests.
• Coordinate subject matter experts across areas such as Customer Portal, B2B integrations, Architecture, and Engineering.
• Document design requirements and stories in sufficient detail for execution by the technical implementations team.
• Drive consensus and sign-off on specified data and design from account teams.
• Support Technical Implementations, UAT Testers, Training, and Operations teams through transition to steady state.

Experience & Qualifications

• ServiceNow Admin Certification and ITIL Foundation Certification required.
• Minimum 5 years of experience consulting and designing ServiceNow suite implementations, including Incident Management, Change Management, Service Request Management, Service Level Management, Asset and Configuration, and CMDB.
• Minimum 5 years of ITIL process experience in Service Desk, Incident, Problem, Change, and related areas, with more than 4 successful multi-process client implementations.
• Experience extending ServiceNow applications with customizations while maintaining application integrity, covering design through documentation.
• Strong written and verbal communication skills supporting customer consulting across people, process, and technology.

Effective planning and execution of business and technology initiatives depend on the Senior Business Analyst, who leads business impact analysis, develops business requirement documents, and manages communication to IT and business partners throughout project delivery. Based within assigned domains and applications, this role leads matrix and cross-functional teams to close process gaps, track risks, and support production releases that meet stakeholder and compliance expectations.

Accountabilities

• Lead business impact analysis and develop business requirement documents and use cases.
• Manage communication to business and IT partners and project stakeholders.
• Work with technical teams to execute implementation plans and support production releases.
• Track project status, manage risks, and develop mitigation plans.
• Identify process gaps and recommend improvements across project teams by challenging the status quo and engaging key stakeholders.
• Become subject matter expert across assigned domains and applications.

Position Requirements

• Bachelor's degree in Computer Science, Information Technology, or equivalent work experience.
• 5+ years of experience in Business Analysis and Requirements.
• Industry knowledge of the Mortgage industry is a plus.
• Experience writing detailed business requirements for system integration and development projects, with SQL skills for data analysis and process flow diagrams.
• Background working with cloud technologies.
• Strong verbal and written communication skills, including the ability to explain technical issues to non-technical audiences.
• Self-motivated and able to work independently with minimal direction, with the ability to prioritize and manage assignments with varying timelines.

As the Senior Business Analyst, this role leads the creation of business and functional requirements to deliver new features and products for Clinical Trial Financial Management, serving as the primary subject matter expert for the Site Payments application. The Clinical Trial Financial Management team relies on this work to align client needs, market trends, and Agile story backlog management with architecture, engineering, and QA execution across the full product lifecycle.

Ownership Areas

• Create business and functional requirements to deliver new features and products for Clinical Trial Financial Management.
• Serve as subject matter expert and product expert for the Site Payments application.
• Understand client needs and market trends through client interaction and market research.
• Collaborate with internal and external stakeholders to develop, deliver, and maintain CTFM capabilities.
• Interact with Business Analysts, Product Owners, and internal stakeholders to understand end-to-end user journeys across applications.
• Manage feature iteration and interact with architecture, engineering, and QA teams during software build, configuration, and testing.
• Assist in supporting product launches, upgrades, and continuous improvement of domain knowledge.

Knowledge, Skills & Abilities

• Experience as a Business Analyst or Product Manager in the clinical trial arena, with strong preference for clinical financial management or ERP domain experience.
• General Life Sciences expertise is a plus.
• Experience in workflow development and management, defining functionality, and managing a story backlog using Agile methodology.
• Strong written and verbal communication and presentation skills.
• Ability to collect customer feedback, apply business acumen, and align software with system architecture.
• Strong interpersonal skills with the ability to build business relationships and communicate effectively with customers and stakeholders.

Senior Business Analyst leads requirements elicitation, stakeholder workshops, and functional specification development across strategic and operational levels to identify and deliver measurable business benefits for change initiatives. The work directly supports business unit managers and external partners in translating user requirements into clear, standard-template functional specifications that drive functionality, efficiency savings, and cost reductions.

Executive Functions

• Establish relationships with customers by demonstrating in-depth knowledge of their business processes and managing development and implementation of solutions.
• Lead requirements elicitation sessions, stakeholder interviews, group sessions, and user observations to identify business needs at all stakeholder levels.
• Interface regularly with business unit managers to define project direction, system change priorities, and business objectives.
• Interpret and communicate requirements to all stakeholders at both strategic and operational levels.
• Develop business cases and work with key stakeholders to define and ensure measurable benefits for change initiatives.
• Ensure projects deliver functionality, efficiency savings, and cost reductions in line with stakeholder expectations.
• Translate user requirements into functional specifications using natural language and standard templates.

Professional Experience

• Excellent knowledge of requirements gathering processes and proven analysis and problem-solving techniques.
• Experience managing relationships between external partners and business stakeholders.
• Proven experience facilitating workshops with business leads and external vendors, with the confidence to challenge when needed.
• Exposure to a variety of development methodologies including both Waterfall and Agile.
• Exceptional communication and influencing skills with a strong customer focus.
• Ability to focus on individual tasks while knowing when to seek support.

The Senior Business Analyst produces end-to-end monthly data processing outputs, including NPI validation, dispense data delivery, QA checks, and invoice generation, for a large book of 340B business at OptumRx. Coordinating with the MVP Manager, Operations Director, internal departments, and external clients across all lines of business, this role advances accuracy, timeliness, and completeness of capitated delegated encounters and 340B program performance.

Activities

• Execute monthly end-to-end processing including NPI validation, dispense data pull and delivery, QA checks, recommended order delivery, and invoice generation.
• Create pivot tables, monitor trends, identify data omissions, and complete data QA.
• Apply knowledge of data, reporting, pharmacy concepts, and forecasting to perform job functions within established guidelines.
• Research and coordinate with enterprise data teams to facilitate automation projects.
• Manage and present required documents to internal and external partners, coordinating with inventory, store operations, wholesalers, and sales teams.
• Collaborate with internal departments to track outstanding deliverables for program maintenance and implementation.
• Maintain knowledge of the healthcare and pharmacy services industry to recommend improvements to 340B programs and processes.

Minimum Qualifications

• Undergraduate degree or equivalent experience.
• 340B program experience required.
• 3+ years of analytical experience and 2+ years of process management experience analyzing data sets.
• Knowledge of pharmacy data including NPI, NDC, and DEA numbers.
• Advanced Excel skills, including data analysis and pivot tables.
• Experience providing meaningful updates based on data analytics.
• Willing to travel up to 10% of the time.

Embedded within cross-functional business risk management operations, the Senior Business Analyst develops and maintains audit readiness infrastructure, risk registers, control inventories, and corrective action plans that support I&B leaders and executive leadership. Working closely with senior and executive stakeholders across the organization, this role advances program integrity by identifying improvement opportunities and presenting risk and audit status reports that inform decision-making.

Operational Focus

• Provide analytical support through analysis and interpretation of data in support of cross-functional business risk management operations.
• Identify improvement opportunities and work cross-functionally to develop solutions.
• Develop and stand up audit readiness and risk management program infrastructure, including tracking of audits, risk assessments, process controls, and corrective action plans.
• Manage and maintain the risk register, control inventory, process control maps, and audit and evidence repositories.
• Develop, prepare, and present reports and recommendations on program status to I&B leaders and senior and executive leadership.
• Participate in mandates and initiatives requiring risk evaluations, control development, and audit schedules.

Background & Experience

• Bachelor's degree or equivalent experience.
• At least 5 years of prior relevant experience.
• Broad knowledge of project management preferred.
• Excellent analytical and problem-solving skills.
• Proficiency in data analysis and root cause analysis.
• Ability to influence without authority and cultivate business relationships.
• Adaptable with a desire to operate in a fast-paced environment with considerable independence.

Reporting to senior leadership at Discover Qatar and QR Holidays, the Senior Business Analyst develops and publishes data analysis reports and business intelligence solutions that enhance productivity and drive sustained performance across Sales, CRM, C360, and QR Galaxy data. Partnering with commercial and operational teams, this role refines quantitative analysis, business re-engineering, and advanced analytical outputs to produce performance metrics and guide executive decision-making.

Key Deliverables

• Execute business intelligence through development and publishing of data analysis reports in a timely, consistent, and accurate manner.
• Implement business intelligence solutions through development, deployment, and adoption of reporting tools.
• Act as subject matter expert for Discover Qatar and QR Holidays, providing inputs on reports and data analysis in support of core business processes.
• Provide quantitative analysis, business re-engineering, and advanced analytical solutions to enhance productivity and drive sustained business performance.
• Complete operational data analysis across Sales, CRM, C360, and QR Galaxy data to produce performance metrics.

Education & Experience

• Bachelor's degree or equivalent with a minimum of 5 years of relevant experience in a similar industry.
• Experience in Business Analysis, Data Analysis, and Project Management.
• Extensive knowledge of CRS, reservations, and revenue management principles preferred.
• Advanced knowledge of Microsoft Office, including advanced Excel modeling and PowerPoint, plus knowledge of Business Intelligence tools and statistical or optimization techniques.
• Strong business case writing skills and grasp of commercial impacts and financial and budgetary planning preferred.
• Highly developed planning, analytical, and problem-solving skills with abstract reasoning and critical thinking ability.
• Strong presentation skills and attention to detail with the ability to work effectively in a multicultural environment.

Sitting at the intersection of workforce management and talent acquisition, the Senior Business Analyst uses advanced technology platforms to match internal resources against open demand, facilitate expedited interview processes, and triage requisitions to external channels when no internal match is available. Operating across Human Capital, Talent Acquisition, and hiring manager stakeholder groups, this role develops standard fulfillment procedures and detailed status records that keep resourcing operations accurate and on track.

Areas of Ownership

• Validate incoming demand for accuracy and completeness.
• Interact with Hiring Managers to understand resourcing needs and solution fulfillment with matching supply.
• Use an advanced technology platform to identify internal resource matches against open demand.
• Review employee matches and make informed decisions on suitability based on skill needs, location, availability, and other criteria.
• Facilitate expedited interview processes and negotiate resource availability for booking and employee transition.
• Collaborate with stakeholders including Human Capital and Talent Acquisition teams.
• Triage requisitions to appropriate external fulfillment channels when no internal match is available.
• Implement standard procedures for recurring activities and maintain detailed status records for all open requisitions.

Technical Qualifications

• Bachelor's degree required.
• 5+ years of experience in workforce management, recruitment, internal fulfillment, or resourcing-related roles.
• Experience in talent acquisition and communicating with applicants and hiring managers.
• Experience with end-to-end resource fulfillment workflows and resource management or candidate tracking systems.
• Advanced proficiency in Microsoft Office.
• Project management skills are a plus.
• Strong collaboration, self-management, and results-driven skills.

A key member of the Single-Family mortgage servicing team, the Senior Business Analyst supports PL Reps and IT systems to ensure servicer performance and compliance with Freddie Mac Investor Reporting guidelines across multiple client relationships. Collaborating across Technology, subject matter experts, and leadership, this role advances root cause analysis and creative solution development to resolve reporting errors, data discrepancies, and organizational challenges.

Role Responsibilities

• Support PL Reps and IT to ensure systems function as designed for Servicer performance and compliance with reporting and remitting requirements under the Guide.
• Assist in identifying and resolving reporting errors and data discrepancies.
• Collaborate with the Technology Team on diverse data analysis issues, including evaluation of current business trends.
• Engage with team members, subject matter experts, and leadership to develop solutions for internal and servicer challenges.
• Identify problems and develop creative solutions for organizational and servicer challenges.
• Collaborate across multiple departments to communicate and resolve issues quickly.

Qualifications & Experience

• Bachelor's degree in Business or related area preferred.
• 3 to 5 years of experience in servicing GSE loans, including investor reporting and default management.
• Knowledge of current lending, servicing, and mortgage operations processes.
• Extensive knowledge of Microsoft Office Suite with emphasis on Excel and PowerPoint.
• Ability to perform root cause analysis, present alternative solutions clearly, and illustrate sound judgment across diverse cases.
• Strong written and verbal communication skills.
• Ability to manage competing priorities and adapt to consistently changing environments without prior precedent.

Sustained improvement in CX team performance depends on the Senior Business Analyst, who owns exploratory data analysis, predictive analytics projects, and machine learning applications across large datasets to surface actionable insights for strategic decision-making. Based within the CX analytics function and collaborating directly with CX stakeholders, this role develops advanced driver models and statistical validations that translate complex data into measurable business opportunities.

Job Functions

• Work closely with CX stakeholders to identify, define, and track key business metrics for business processes.
• Own exploratory data analysis of metrics and assist CX stakeholders in building analytical views, providing root cause analyses, and performing statistical validations.
• Work on large datasets to identify key drivers and translate data into actionable insights.
• Use advanced data modeling and analysis techniques to discover insights guiding strategic decisions and uncovering opportunities for CX teams.
• Own the design and development of predictive analytics projects and assist CX stakeholders in delivering driver models and applying machine learning algorithms to business problems.

Required Qualifications

• Bachelor's degree in Engineering, Computer Science, Math, Statistics, or related discipline.
• 2+ years of experience in an analytics function.
• Strong knowledge of SQL, MS Excel, and programming in R and Python.
• Understanding of and experience with statistical techniques, including hypothesis development, experiment design, data analysis, and actionable recommendations.
• Exposure to Natural Language Processing techniques for Sentiment Analysis, Text Classification, and Comment Analysis preferred.
• Self-starter with excellent problem-solving skills, able to plan and execute deliverables independently.
• Ability to multitask and work on a diverse range of requirements.

As the Senior Business Analyst, this role leads requirements elicitation, product vision documentation, and technical specification writing across Agile, Scrum, and Waterfall methodologies to deliver solutions that align with customer value. The project team relies on this work to produce conceptual designs, business cases, and nonfunctional requirements that support software testing, UAT facilitation, and stakeholder workshop outcomes.

What You'll Do

• Elicit and define business and user requirements, document the product vision and project scope, and translate them into solution requirements.
• Analyze, manage, and document requirements in a manner acceptable to both business and technology stakeholders.
• Apply business analysis techniques to ensure output is aligned with customer value.
• Produce conceptual designs and contribute to the development of business cases.
• Write technical documents including specifications, manuals, analysis reports, and business analysis plans.
• Define external interfaces, constraints, and other nonfunctional requirements.
• Maintain professional working relations with customers and project team members.

Skills & Qualifications

• Certifications in BA, PO, or relevant software development are a strong plus.
• Experience in requirements elicitation and analysis, technical writing, software testing, including UAT, and facilitating stakeholder workshops.
• Well-rounded understanding of SDLC and various methodologies, including Agile, Scrum, and Waterfall.
• Knowledge of various technologies, frameworks, platforms, and solutions is preferable.
• Fluent in English.
• Willing to research new domains and learn new techniques.

Senior Business Analyst executes strategic research and competitive analysis for North America by partnering with Business Strategy Directors, Underwriting Leadership, and the North America Executive Leadership Team to update, extract, and interpret property and casualty industry data. The work directly supports long- and short-term cross-functional project teams and executive-level strategy presentations that inform market penetration and competitor strategy decisions.

Strategic Responsibilities

• Partner directly with Business Strategy Directors, Underwriting Leadership, and Senior Management to identify key areas of strategic research.
• Drive key business initiatives for North America by leading long- and short-term cross-functional project teams.
• Utilize property and casualty industry resources and databases to update, extract, and analyze industry and competitor data.
• Evaluate and interpret results using knowledge of ongoing business priorities, competitor strategies, and market trends.
• Organize and present findings on market and competitor trends, customer preferences, and market penetration strategies to key business partners.
• Assist in creating internal and external business strategy presentations for the North America Executive Leadership Team.

Experience & Qualifications

• Bachelor's degree with 3 to 5 years of experience in business strategy, planning, and industry research.
• An advanced business degree is a plus.
• Knowledge of insurance concepts and industry information resources and competitor strategy databases is a plus.
• Strong analytical, project management, and presentation skills.
• Consistently demonstrate clear and concise written and verbal communication.

The Senior Business Analyst creates annual operating plans, capital budgets, forecasts, and complex cross-functional analytical reports that support management review and senior leadership oversight of 360-plus unique inventory work types. Coordinating with multiple leadership levels across the organization, this role tracks and monitors critical Operational Performance Metrics and generates inventory reports that inform strategic and financial planning decisions.

Day-to-Day Responsibilities

• Provide complex analytical support through analysis and interpretation of data in support of cross-functional business operations.
• Develop annual operating plans, capital budgets, forecasts, and business cases for new initiatives, including cost/benefit analysis.
• Develop, prepare, and analyze complex reports for management review and present to various levels of leadership.
• Define business requirements and provide analysis to increase operational efficiency.
• Provide analytical support for multiple complex cross-functional projects simultaneously, establishing work plans and timelines.
• Manage Inventory Oversight across 360+ unique types of work and generate operational inventory reports.
• Manage, track, and monitor critical Operational Performance Metrics shared with Senior Leadership and executives.

Minimum Qualifications

• Bachelor's degree or equivalent experience.
• At least 5 years of prior relevant experience.
• Experience in Inventory Management and Performance Metrics.
• Proficient in Excel, data analysis, and root cause analysis.
• High degree of initiative and self-motivation with a willingness and ability to learn and take on challenging opportunities.

Embedded within business and technology project teams, the Senior Business Analyst elicits requirements through interviews, workshops, and workflow analysis, then coordinates with customer communities and software development teams to validate system changes and deliver compliant, well-documented solutions across the full SDLC. Working closely with stakeholders across Loan Servicing and Banking lines of business, this role guides technology roadmaps, test execution, and production releases that meet short- and long-term business objectives.

Scope of Work

• Work with businesses to identify ways to improve process execution and achieve strategy through technology, and develop a roadmap for meeting short- and long-term objectives.
• Act as primary project team member, elicit requirements using interviews, workshops, surveys, use cases, and workflow analysis, and translate specifications to technical experts.
• Serve as liaison between the customer community and the software development team, validate system changes, and distinguish user requests from underlying true needs.
• Document technical and project information, develop training materials, and write and execute test scripts.
• Collaborate on project tasks with clear deliverables, follow up on progress, and maintain accountability for all items.
• Monitor project progress, overcome challenges, influence others to achieve results, and escalate issues when necessary.
• Ensure compliance with applicable federal, state, and local laws and regulations and maintain knowledge of current compliance policies and procedures.

Qualifications & Experience

• Bachelor's degree with 7 years of work experience, or 10 years of comparable experience, preferably with a Loan Servicing or Banking background.
• 7 years of experience working directly with technology, with 4 years on moderate to complex projects.
• Proven strength in interpreting customer business needs and translating them into requirements using IIBA BABOK techniques.
• Strong experience with incident management, various SDLC methodologies, including Agile, SCRUM, and Waterfall, and building and executing test cases.
• Experience with SQL and background working with cloud technologies including AWS is a plus.
• Strong communicator with the ability to write technically and present to all organizational levels.
• Ability to prioritize, adapt to changing processes and procedures, and manage competing workloads with strong analytical and organizational skills.

Reporting to leadership across the organization, the Senior Business Analyst coordinates end-to-end encounter submission improvement initiatives, applying analytical and technical skills to resolve EDI transaction issues across claims platforms and leading projects that address escalated encounter edit errors. Partnering with external delegates, internal departments, and operations leadership, this role executes process change documentation and automation solutions that strengthen CapDel program accuracy and prevent major submission issues before they develop.

Accountabilities

• Apply analytical and technical skills to resolve encounter submission issues across claims platforms.
• Provide technical encounter SME support to internal and external constituents on EDI transaction sets and companion guides.
• Mentor others and provide feedback and recommendations for improvement.
• Engage with delegates, strengthen partnerships, and facilitate review sessions to improve the end-to-end encounter submission process.
• Lead projects to resolve escalated encounter edit submission issues and identify and address encounter error trends.
• Proactively identify weaknesses in the encounter submission process and remediate before major issues develop.
• Identify automation solutions to improve encounter analysis efficiency and maintain clear documentation for internal and external stakeholders.

Required Qualifications

• High School Diploma or GED or higher required, with CPA or MBA in Business Administration preferred.
• Knowledge of Value-Based Contracting or Capitated Delegated Division of Responsibility business models and experience in the healthcare industry required.
• 3+ years of experience using operational metrics, dashboards, and capacity planning to drive business performance, combined with 3+ years of data and analytics experience.
• 3+ years of experience developing and implementing business process change initiatives, including documentation, and leading executive-level internal and external communications.
• Experience with SQL and Change Management or Agile methodologies.
• 3+ years of proficiency in Microsoft Office, including Access and Excel with advanced functions.
• High proficiency in analytical, relationship, and problem-solving skills with strong time management and tenacity.

Sitting at the intersection of vendor operations and Personal Lines quoting platform strategy, the Senior Business Analyst leads mapping, integration, and documentation for complex third-party vendor integration projects at State Auto while aligning business analysis activities with IT and enterprise architectural direction. Operating across compliance, competitive analysis, feasibility, and risk assessment workstreams, this role coordinates with Business Architects and Enterprise Architects to manage requirements processes that support corporate growth and profit goals.

Work Activities

• Evaluate vendors' operations and products for alignment with company quality, compliance, and service standards.
• Lead mapping, integration activities, and documentation for projects, coordinating requirements-related work and identifying project stakeholders.
• Develop requirements communication plans, approach documents, and traceability matrices to manage the requirements process.
• Leverage elicitation techniques to engage stakeholders and gather requirements essential to project success.
• Diagram current and future states and perform gap analysis.
• Define solution characteristics clearly so the project team understands how to design and implement the solution.
• Validate requirements and assist with selection, testing, and implementation of the final solution, while managing sponsor and end-user expectations.
• Conduct competitive analyses, feasibility studies, impact analyses, and risk assessments, and prepare solution decision packages.
• Coordinate with Business Architects and Enterprise Architects to align business strategies with IT strategic direction.
• Design and maintain management reports and coordinate system upgrades for the application business owner.

Knowledge, Skills & Abilities

• College degree preferred or High School Diploma with direct experience required.
• CBAP certification and awareness of IIBA is beneficial but not required.
• 7+ years of experience as a professional business analyst covering planning, eliciting, analyzing, validating, documenting, and communicating requirements.
• 3+ years of experience in the Personal Lines P&C industry, preferably in the homeowners product line.
• Knowledge of insurance terminology and databases is beneficial.
• Strong writing skills for producing internal IT and business customer documentation, and strong presentation and facilitation skills.
• Ability to collaborate across multiple departments and lines of business, and align business analysis activities with program-level governance.
• Problem-solving ability to identify business problems, assess proposed solutions, and understand stakeholder needs.

A key member of the CCTG information systems team, the Senior Business Analyst guides business process re-engineering, requirements analysis, and solution recommendations for ongoing information systems integration initiatives, reporting to the Chief Information Officer. Collaborating with internal and external stakeholders, subject matter experts, and the IT team, this role coordinates process models, test plans, functional specifications, and change management activities that ensure quality delivery of application and process changes in a timely manner.

Performance Expectations

• Collaborate with internal and external stakeholders to plan and address information systems changes for current and future business requirements.
• Lead research, investigation, and recommendation of systems and business process improvements based on cost-benefit and risk analysis.
• Elicit, analyze, and document user requirements through interviews, focus groups, and workshops, and create business requirements documents covering regulatory, functional, and nonfunctional requirements.
• Use structured analysis including process models, data models, and workflow models to document and communicate complex requirements.
• Create and review detailed functional specifications for reports, interfaces, conversions, modifications, and integrations.
• Design test scripts, test plans, and test scenarios to validate requirements, and provide leadership and guidance to the quality review process.
• Collaborate with business owners on training, maintain data definitions and application data knowledge, and ensure configuration changes adhere to change management and security requirements.
• Manage risk, anticipate challenges, investigate system failures, support decision-making through consensus building, and independently identify and escalate potential problems.

Professional Experience

• University degree in computer science, information management, business administration, or related field, combined with a minimum of 5 years of business analyst experience.
• CCBA or CBAP certification is an asset, and PMP certification is an asset.
• Minimum 5 years of experience with administrative information systems and web-based applications, preferably within a university environment.
• Demonstrated leadership in organizational process improvement and experience with systems development implementation methodology.
• Excellent verbal and written communication skills, including technical documentation experience.
• Strong teamwork, conflict resolution, and inclusivity skills with the ability to communicate clear expectations and manage diverse contributors.
• Ability to lead through change, manage long-term planning, meet deadlines consistently, and drive continuous improvement across teams.