Business Systems Analyst

Forta Solutions, LLC•Quinte West, ON

3d•Hybrid

About The Position

The Business Systems Analyst is responsible for bridging business needs and system design for Forta’s products. This role leads requirements gathering, analyzes systems and data flows, defines detailed functional and technical specifications, and collaborates closely with Product, Engineering, UI/UX, and QA. The Business Systems Analyst uses strong domain knowledge in financial services—ideally mortgage lending—to design scalable solutions, optimize processes, and support high-quality delivery in an Agile environment.

Requirements

Bachelor’s degree in Finance, Business, Computer Science, Information Systems, or related discipline.
4+ years of experience as a Business Analyst and/or Systems Analyst in financial services.
Prior experience working on transaction-heavy systems (e.g., lending, payments, capital markets, or treasury platforms).
Basic understanding of systems grounded in accounting principles (e.g., chart of accounts, journal entries, debits, and credits).
Strong experience writing user stories, use cases, process flows, and functional specifications.
Deep understanding of system integration concepts, APIs, and data mapping between systems.
Proficiency with tools such as Microsoft Excel and Visio (or similar diagramming tools).
Familiarity with Jira, Confluence, and other product lifecycle or requirements management tools.
Comfortable participating in Agile ceremonies (Scrum, Kanban, XP, etc.).
Excellent verbal and written communication skills; able to translate between business and technical audiences.
Strong problem-solving and analytical skills with attention to both user experience and underlying system behavior.
Systems thinking and methodical attention to detail.
Collaboration-oriented mindset with a desire for continuous improvement.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Self-motivated, proactive, and accountable.

Nice To Haves

Experience as a Business Systems Analyst in mortgage lending.
Experience with loan origination systems (e.g., Encompass, Empower).
Experience with SQL and data querying for system validation, troubleshooting, or reporting.
Ability to analyze and work with NoSQL-based systems, including understanding data modeling, access patterns, and performance considerations for databases such as DynamoDB.

Responsibilities

Lead conversations with business users and stakeholders to understand functional and technical needs.
Translate business needs into clear, detailed user stories, process flows, and system requirements.
Analyze existing systems, interfaces, and workflows to identify gaps, dependencies, and opportunities for improvement.
Define functional and non-functional requirements, including performance, reliability, and security expectations.
Prepare detailed system specifications, sequence diagrams, data mapping documents, and integration flows.
Work closely with solution architects and developers to design feasible, scalable solutions that align with product and architectural standards.
Contribute to defining technical acceptance criteria and participate in design and technical review sessions.
Collaborate with UI/UX designers to create or enhance user interfaces, ensuring alignment between business requirements, system functionality, and user experience best practices.
Employ analytical and data-driven techniques to evaluate current workflows and user journeys.
Recommend and help implement process improvements to simplify user experiences, reduce manual effort, and improve system efficiency and reliability.
Document current-state and future-state processes and ensure alignment with business goals and controls (including accounting/finance needs where applicable).
Collaborate with QA to support test planning and ensure coverage of business and system requirements.
Develop and/or review test cases based on user stories, requirements, and acceptance criteria.
Support and coordinate user acceptance testing (UAT) with business stakeholders, helping to validate that delivered features meet requirements.
Help triage defects and clarify requirements throughout the testing and release cycle.
Use data and visualization tools to create dashboards, reports, and infographics that clearly communicate insights, trends, and solution impacts.
Present findings, recommendations, and system changes to both technical and non-technical stakeholders.
Maintain requirements, specifications, and related artifacts in tools such as Jira and Confluence to provide transparency and traceability.
Work closely with Product Managers, Engineers, QA, UI/UX, and other stakeholders across business and IT teams.
Participate in Agile ceremonies (daily stand-ups, sprint planning, reviews, and retrospectives) and ensure requirements are well understood by the team.
Coordinate with offshore development and QA teams, including working flexible hours as needed to support collaboration across time zones.