Business Analyst 1

Primerica•Duluth, GA

1d•$70,000 - $85,000•Hybrid

About The Position

The Financial Needs Analysis (FNA) Business Analyst will play a pivotal role in creating world-class digital tools and applications for our US and Canadian sales representatives. You'll work within a team environment to elicit and document business requirements that will be used to implement digital product features, enhancements, and innovative capabilities in a fast-paced software development environment. This role combines technical analysis with user research, data insights, and user experience optimization to drive meaningful business and user outcomes via digital product improvements. As a key contributor, you'll bridge the gap between business stakeholders and development teams while supporting feature rollouts, communications, metrics tracking, and customer support initiatives.

Requirements

Bachelor’s degree in business, Finance, Information Systems, or related field or equivalent industry experience.
2 - 3 years previous experience
Strong Microsoft Excel skills including advanced functions, pivot tables, and financial calculations
Proficiency in SQL for data analysis and reporting
Proven ability to elicit and define business requirements from diverse stakeholder groups
Excellent written and verbal communication skills with ability to convey complex technical concepts to various audiences using appropriate visuals and information formats
Experience creating and maintaining user stories and epics in agile environments
Demonstrated success working with QA teams to define test scenarios based on business requirements and use case
Strong process mapping and workflow documentation skills.
Experience with business process modeling tools (Visio, Lucidchart, Draw.io)

Nice To Haves

1+ years of experience as a Business Analyst, preferably in the financial services industry
Financial industry certifications (Series 6, 7, 63, 65, 66, CFP, CFA) are highly valued but not required
Experience supporting financial planning software or wealth planning tools for a financial service company or organization
Understanding of financial planning concepts such as retirement planning, insurance needs, investment strategies, risk assessment, debt management, education and goal savings, budgeting
Knowledge of financial regulations (SEC, FINRA, CFTC, state insurance regulations) and compliance requirements for financial planning software
Familiarity with financial products: insurance, securities, mutual funds, annuities, mortgage loans
Proficiency in Jira or similar agile product management tools
Experience with Confluence or similar documentation platforms
Microsoft Office Suite (Word, Excel, PowerPoint) – intermediate to advanced proficiency required
Proficiency with process flow applications (Visio, Draw.io, or similar)

Responsibilities

Autonomously gather requirements through stakeholder meetings and subject matter expert interviews across multiple departments and teams
Elicit business requirements with a diverse group of stakeholders, business partners, and users across multiple locations and departments.
Drive Business Stakeholders towards strategic thinking.
Advise on viable roadmaps and execution plan, without compromising long term goals.
Document complex business logic, rules and requirements in a simple, intuitive format and to present findings in a clear and concise manner.
Create comprehensive business requirements documentation that clearly communicates functionality specifications to a diverse audience
Develop business requirements and user specifications for web-based software tools and mobile applications
Maintain requirements materials and traceability matrices throughout the development lifecycle
Partner closely with the Product Owner to create and maintain product roadmaps, epics, user stories, and use cases
Communicate requirements effectively to cross-functional team members including software engineers, testers, UI developers, UX designers and IT security analysts
Serve as subject matter expert regarding application business rules and functionality for integrated product teams operating within an agile Scrum process
Manage key testing activities and system functionality validation prior to and post production
Provide customer support through ticket tracking systems when applicable
Conduct client research activities and data analysis to identify improvement opportunities and issue resolutions
Support feature rollout activities including communications, metrics tracking, and user adoption analysis
Ensure compliance with applicable IT security, legal and ethical standards