Senior Business Analyst

Advisor Group•Scottsdale, AZ

9d•Hybrid

About The Position

The Senior Business Analyst partners with business and technology teams to deliver solutions that support the strategic vision for Financial Professionals. This role partners closely with business stakeholders and technology teams to elicit, analyze, document, and validate requirements. It focuses on understanding the intent behind requests, breaking them into business capabilities, and translating them into high-level designs in collaboration with technology. The associate will apply Agile methodologies to develop and maintain accurate documentation, author user stories, and collaborate with IT teams during refinement, sprint planning, and solution delivery. Additionally, this role requires clear and consistent communication of deliverables and progress to stakeholders, while supporting project and program managers in planning, tracking, and managing timelines, tasks, risks, and issues to ensure successful outcomes.

Requirements

Minimum of 7 years of experience within Waterfall and/or Agile software development environments, preferably in a Business Analyst or Product Owner role.
Proven experience working on large-scale, enterprise-level initiatives and collaborating across cross-functional teams in a matrixed organization.
Experience within the Financial Services industry.
Strong organizational, time management, and prioritization skills.
Excellent analytical, critical thinking, and problem-solving capabilities.
Effective written, verbal, and interpersonal communication skills, with the ability to translate complex technical concepts into business language.
Ability to work both independently and collaboratively within a team environment.
Strong customer service orientation with a commitment to delivering high-quality results.
Demonstrated ability to innovate and develop solutions in ambiguous environments.
Experience delivering presentations to senior leadership on product and technical topics.
Strong collaboration skills with the ability to influence and build consensus across departments.
Solid understanding of the Project Management Lifecycle and methodologies.
Familiarity with software testing practices and procedures.
Foundational knowledge of application and database development concepts.
Strong leadership, networking, and stakeholder engagement capabilities.
Demonstrated understanding of supported business lines and associated objectives.

Nice To Haves

Experience within the broker-dealer industry.
Experience with acquisitions and integrations.

Responsibilities

Analyze business processes and workflows to identify objectives, opportunities, and requirements. Project vary from people, process, technology, policy, data, and may contain one or all of those. Some projects may be non-technical.
Facilitate workshops and stakeholder sessions to gather, analyze, and document business, functional, and technical requirements, including business cases, use cases, and process flows.
Facilitate business process definition through eliciting input from multiple teams, ensuring any modifications are accurately documented and maintained throughout the project lifecycle.
Communicate requirements effectively to cross-functional stakeholders, including business units, development teams, and quality assurance teams.
Assist the Change Management team to analyze requests and translate into stakeholder impacts, help guide timing, and think through importance of pilot needs, if relevant.
Identify and articulate assumptions, constraints, risks, and issues identified during analysis.
Develop estimates to support project planning, timelines, and milestones.
Communicate project progress, milestones, and deliverables to project managers and team members.
Collaborate with project managers, business teams, and vendors to ensure timely completion of deliverables across all phases of the project lifecycle.
Produce detailed functional specifications for development, including reports, interfaces, conversions, enhancements, and forms.
Support issue identification, tracking, and resolution across business and technical domains.
Provide mentorship and guidance to junior team members and fellow business analysts.
Serve as a strategic advisor to business units by contributing to the development and continuous improvement of business processes.
Maintain expertise across multiple business domains and understand their integration points across systems and departments.
Escalate gaps, risks, or issues to the Product Owner and Project Manager as appropriate.