Service Delivery Center - Pega Smart Investigate Business Analyst / Architect - Senior

EY•Dallas, TX

6d•$67,000 - $155,300•Onsite

About The Position

Process Solutions and Automation is a competency within Ernst & Young’s Financial Services practice, providing clients with innovative solutions to address complex operational challenges and drive business transformation across banking and payments operations. We help clients modernize and optimize business processes through intelligent workflow automation, case management solutions, and digital transformation initiatives. Our teams work with leading technologies and platforms to improve operational efficiency, enhance customer experiences, strengthen compliance, and enable scalable business outcomes. We are seeking a highly skilled and motivated Pega Smart Investigate Business Analyst / Architect to join our dynamic team. In this role, you will lead discovery, requirements, and solution design activities for Pega Smart Investigate implementations supporting payment exceptions, investigations, disputes, and operational case management. You will collaborate with business and technology stakeholders to define future-state operating models, streamline investigation workflows, and deliver scalable solutions aligned with industry best practices. At EY, you'll have an opportunity to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

Requirements

Bachelor's or Master's degree in Business Administration, Information Systems, Computer Science, Engineering, Finance, or a related field.
At least 5 years of experience as a Business Analyst, Functional Consultant, Solution Architect, or Process Transformation Consultant delivering workflow and case management solutions.
Deep experience with Pega Smart Apps including Pega Smart Investigate and/or Pega Smart Dispute solutions.
Strong knowledge of payments operations, including SWIFT, ACH, wire transfers, payment exceptions, investigations, dispute processing, and reconciliation workflows.
Expertise in requirements elicitation, process modeling, user story development, backlog management, and Agile delivery methodologies.
Experience defining business rules, SLAs, routing strategies, operational controls, reporting requirements, and performance metrics.
Ability to bridge business and technology teams while facilitating solution design and business architecture decisions.
Strong understanding of case management platforms, workflow automation, and operational transformation initiatives.
Experience supporting SIT, UAT, deployment, and change management activities.
Excellent communication, stakeholder management, workshop facilitation, and client-facing consulting skills.
Experience working within highly regulated financial services or banking environments.

Nice To Haves

Pega Business Architect (PBA) certification and/or Pega System Architect certifications.
Experience with Pega Customer Service, Smart Disputes, or other Pega case management solutions.
Knowledge of ISO 20022, payment modernization initiatives, and financial crime/compliance investigations.
Experience supporting large-scale digital transformation, payments modernization, or operational excellence programs.
Familiarity with process mining, intelligent automation, and straight-through processing optimization initiatives.

Responsibilities

Lead business discovery, requirements gathering, process assessment, and gap analysis workshops for Pega Smart Investigate implementations.
Partner with business stakeholders, operations teams, product owners, compliance organizations, and solution architects to define future-state business processes and operational requirements.
Translate business requirements into user stories, process models, case designs, business rules, routing strategies, SLAs, dashboards, and functional specifications.
Drive product backlog creation, prioritization, sprint planning, requirements refinement, and Agile delivery activities.
Define and optimize investigation workflows supporting payment inquiries, SWIFT exceptions, ACH exceptions, wire transfer investigations, dispute management, compliance reviews, and operational case management.
Collaborate with solution architects and development teams to design scalable Pega Smart Investigate solutions, leveraging out-of-the-box capabilities and minimizing customizations.
Validate solution designs against business objectives, regulatory expectations, operational controls, and target business outcomes.
Support system integration testing (SIT), user acceptance testing (UAT), deployment planning, production rollout, and business readiness activities.
Advise clients on payment operations, exception management, investigation processes, workflow automation opportunities, and straight-through processing initiatives.
Define business KPIs, reporting requirements, operational dashboards, business rules, and routing strategies to support operational excellence.
Drive stakeholder alignment, business process transformation, and realization of efficiency, compliance, and customer experience objectives.
Collaborate with cross-functional teams to ensure successful solution delivery and adoption across business and technology functions.
Provide regular project status updates and business analysis deliverables to leadership and client stakeholders.