Lead Business Process Analyst

Univest Financial Corporation • Souderton, PA

10h • Hybrid

About The Position

The Lead Business Process Analyst manages a team of Business Analysts and owns the quality of the practice’s requirements and process work. This role is a working leader: someone who can personally facilitate complex process design and requirements discovery, then coach others to do the same. This is not a data or reporting analyst role; the focus is business process, requirements leadership, stakeholder facilitation, and delivery readiness.

Requirements

• Bachelor’s degree with 8-10 years of progressive experience in business analysis, business process design, and requirements leadership; financial-services experience preferred.
• Demonstrated experience leading, coaching, or providing direct oversight to a team of Business Analysts or comparable delivery professionals.
• Advanced, hands-on experience facilitating process mapping, requirements discovery, impact analysis, and stakeholder validation for complex, cross-functional initiatives, including shaping requirements rather than only documenting needs provided by others.
• Prior work in a formal PMO or delivery-governance environment.
• Proven ability to translate ambiguous business needs into clear functional requirements, user stories, acceptance criteria, process models, and implementation-ready documentation that delivery teams can execute.
• Hands-on experience using Jira or a comparable Agile delivery-management platform to manage backlogs, refine user stories, and track requirements through the delivery lifecycle.
• Strong judgment and executive presence, with the ability to challenge assumptions constructively, lead difficult conversations with senior stakeholders, and simplify complex tradeoffs into clear options and recommendations.
• Solid grounding in Agile and iterative delivery practices, including backlog refinement, prioritization, sprint readiness, definition of ready, and definition of done.
• Excellent facilitation, negotiation, stakeholder-management, and written and verbal communication skills.

Nice To Haves

• Experience with Salesforce, nCino, or comparable workflow or CRM platforms preferred.

Responsibilities

• Provide day-to-day oversight, prioritization, workload coordination, and quality review for a team of Business Analysts while remaining hands-on for the practice’s most complex or high-priority initiatives.
• Set and reinforce Business Analysis standards, templates, quality expectations, signoff requirements, and lifecycle gates across the team.
• Review project scope with sponsors and business owners to confirm objectives, outcomes, assumptions, dependencies, constraints, and ownership.
• Lead and coach the team through structured discovery, including gathering, documenting, validating, and prioritizing business and technical requirements.
• Own backlog readiness and refinement by sequencing work, closing gaps, confirming entry criteria, and keeping unclear or unapproved scope out of development.
• Review Business Analyst deliverables for clarity, completeness, traceability, testability, and alignment to approved business outcomes before work advances to development or testing.
• Partner with sponsors, business owners, Product or Platform Owners, Project Managers, Technology teams, and vendors to resolve ambiguity, confirm feasibility, and maintain delivery alignment.
• Ensure requirements, decisions, risks, dependencies, and changes are documented and traceable throughout the delivery lifecycle.
• Maintain requirements alignment through build, testing, and implementation by supporting technical clarification, test and user acceptance testing readiness, defect resolution, business signoff, and operational readiness.
• Lead stakeholder conversations involving scope expansion, unclear ownership, competing priorities, or misalignment between business and technical teams; escalate with concise options, tradeoffs, risks, and recommendations.
• Coach Business Analysts on facilitation, requirements quality, critical thinking, stakeholder management, communication, and independent ownership of deliverables; support onboarding and individual development plans.
• Monitor practice capacity, throughput, backlog health, aging work, and delivery risk; recommend workload or priority adjustments when needed.
• Identify recurring process, platform, or delivery gaps and develop practical standards, recommendations, or roadmaps to improve consistency and outcomes.
• Help teams identify the most important value to deliver first while maintaining appropriate governance, controls, and traceability.
• Prepare concise analysis and reporting that helps project teams and leaders understand delivery status, decisions, risks, dependencies, and required actions.
• Maintain accountability for compliance with laws and regulations applicable to the position, including the Univest Code of Conduct.
• Perform other duties as assigned.

Benefits

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• Company paid life insurance
• Supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

What This Job Offers

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