IT Business Analyst

Sunlight Financial LLC • Charlotte, NC

1d • Hybrid

About The Position

Sunlight Financial is seeking an IT Business Analyst to partner with business stakeholders and the IT team to understand needs, document processes and requirements, and support solutions through delivery and post-deployment measurement. The role involves assessing compliance implications and, for operational optimization projects, documenting current-state processes and identifying opportunities for AI agents and automation. The analyst will collaborate with solution architects, developers, QA, end users, business sponsors, and Compliance to develop functional specifications, validate functionality, obtain UAT sign-off, and measure project success.

This position is based in Sunlight Financial’s Charlotte, North Carolina office on a hybrid schedule. The company describes its culture as collaborative, fast-paced, entrepreneurial, and ownership-oriented. Applicants must be authorized to work in the United States indefinitely without employer sponsorship.

Requirements

• At least a bachelor’s degree in Business Administration, Accounting, Computer Science, or equivalent.
• Five or more years of experience as a Business Analyst within an IT team.
• Strong analytical skills and the ability to approach problems from multiple angles to identify their essence.
• Ability to work effectively in a hands-on, fast-paced team environment.
• Excellent multitasking skills and ability to coordinate multiple projects and meet scheduled and unscheduled deadlines.
• High-level comfort with Salesforce and the Force.com platform.
• Understanding of UX design and content processes.
• Familiarity with APIs, JSON, and XML.
• Authorization to work in the United States for any employer on an ongoing and indefinite basis without sponsorship.

Nice To Haves

• Business Analyst experience in the financial services industry.
• Salesforce or Force.com certification.
• Experience documenting requirements for AI, automation, or workflow tools.

Responsibilities

• Partner with the business to understand stakeholder needs.
• Engage stakeholders across the company to capture requirements and compliance implications.
• Gather and document business requirements, use cases or user stories, and process maps to support solution development.
• Document current-state business processes, including decision points, exceptions, and systems, and identify opportunities for AI agents and automation.
• Translate documented processes into AI-agent requirements, including review points and escalation paths, in partnership with Compliance.
• Collaborate with solution architects and developers to formulate clear, concise functional documentation.
• Deliver architecturally sound documentation to the development team and conduct walkthroughs as needed.
• Work with Quality Assurance teams and provide test scenarios based on project complexity.
• Participate in or lead early business validation of delivered functionality during development.
• Work with development teams, testing teams, and end-user testers to support high-quality, defect-free project delivery.
• Perform UAT following successful IT QA testing and obtain sign-off from the business sponsor and Compliance.
• Document pre- and post-deployment steps and plans.
• Monitor activity after deployment and report on project Measures of Success.

Benefits

• Competitive base salary commensurate with experience.
• Uncapped annual bonus based on personal and company performance.
• Comprehensive health coverage; Sunlight covers an average of 85% of premiums, including medical, dental, and vision.
• 20 days of PTO in the first year, increasing to 25 days after three years.
• Parental leave.
• Volunteer time off.
• Voting leave.
• 401(k) with a company match of 50% of contributions, up to 6% of salary.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level