Retirement & Wealth - Sr. Business Analyst (Remote)

Inspira Financial•Oak Brook, IL

1d•Remote

About The Position

The Sr. Business Analyst will report to the Sr. Product Manager in the Product Management department. This role is responsible for owning complex domain and rule clarity across multiple workflows or products by identifying business needs, analyzing data, and developing data-driven solutions. This individual will collaborate closely with other product, operations, legal, compliance, and technology teams to evaluate current processes, uncover areas for improvement, and design scalable, operationally sound solutions that optimize business performance and reduce risk. Key duties include elevating the quality and consistency of requirements, documentation, and operational readiness while mentoring team members and driving adoption of best practices. This role provides expertise across the full product lifecycle including discovery, design, validation, testing, and implementation, with a strong focus on rule coherence, operational impact, and compliance alignment.

Requirements

7+ years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)
Bachelor’s Degree in Business, Finance, Technology, or related field required
Strong analytical and problem-solving skills with the ability to interpret complex rule sets and operational processes
Strong communication skills with the ability to influence and align stakeholders
Proactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiative
Advanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflows
Ability to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence.
Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelines
Deep understanding of product development lifecycle and Agile methodologies
Expertise in requirements definition, scenario design, and operational readiness planning
Proven ability to lead cross-functional initiatives and drive decision clarity
Experience with data analysis and visualization tools (e.g., Excel, SQL, Tableau)
Proficiency with process modeling and documentation tools (e.g., Visio, Miro)
Highly detail-oriented with a focus on quality, consistency, and scalability

Nice To Haves

Agile and Product Management certifications are a plus

Responsibilities

Own domain and rule clarity across products and workflows
Define, document, and validate complex business rules across interconnected workflows
Raise the quality bar for requirements, documentation, and operational readiness
Mentor other team members on rule design, edge cases, and testability
Anticipate impacts of rule changes, customer insights, and regulatory considerations
Design scenario-based validation plans defining conditions for success
Evaluate solution options for rule completeness and exception coverage
Identify hidden operational costs and risks to inform prioritization decisions
Establish and enforce requirements standards
Unblock teams by clarifying rules and driving timely decision-making
Ensure test and operational readiness activities are clearly defined and executed
Lead root cause analysis for rule-driven defects
Lead discussions to align stakeholders on conflicting interpretations
Document tradeoffs, decisions, and rationale for auditability and future reference
Facilitate working sessions across teams for shared services and journeys
Maintain centralized repositories for domain knowledge and documentation
Develop reusable playbooks for complex processes
Define and standardizes operational metrics
Define and maintain BA templates, checklists, and standardized artifacts
Ensure consistency in tagging, linking, and documentation across tools (ADO, wiki, etc.)
Support rollout and adoption of enterprise frameworks
Act as product manager delegate when needed, providing continuity in decision-making, prioritization, and stakeholder engagement in the absence of the product manager
Engage directly with external clients, demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes
Develop and deliver training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities
Foster a culture of clarity, accountability, and continuous learning
Advocate for operational excellence and trust-building across teams
Other duties as assigned