The Technical Project Analyst partners with the Project Manager and Project Owner to translate strategic business objectives into a clearly defined project scope for banking and financial services initiatives. This role leads discovery, performs needs assessment, identifies gaps, and ensures alignment among business stakeholders, technology teams, risk partners, and external vendors. Technical Project Analyst serves as a key liaison to ensure solutions meet regulatory, operational, and customer requirements while enabling successful delivery. What You'll Do: Collaborate with Project Manager and Project Owner to define project objectives, success criteria, and constraints Conduct discovery sessions with business units, operations, technology, compliance, and risk teams Perform needs analysis to translate business goals into actionable scope and deliverables Identify gaps, dependencies, risks, and regulatory considerations impacting delivery Develop and maintain scope documentation, solution summaries, and functional outlines Ensure alignment between business requirements and vendor capabilities Serve as primary liaison between internal stakeholders and third-party vendors during planning and implementation Review vendor proposals, statements of work (SOWs), and deliverables for completeness and alignment Support development of project timelines, milestones, and implementation strategies Monitor scope changes and assess impacts to cost, schedule, and risk Facilitate decision-making by presenting options, trade-offs, and recommendations Support issue resolution and risk mitigation throughout the project lifecycle Ensure initiatives align with organizational policies, regulatory expectations, and internal controls Qualifications 5+ years of experience in banking, financial services, consulting, or large-scale project delivery Experience working cross-functionally with business, technology, operations, compliance, and vendors Strong understanding of financial products, processes, or banking operations Excellent facilitation, problem-solving, and stakeholder management skills Ability to translate complex regulatory and operational needs into clear plans Strong written and verbal communication skills Experience supporting regulatory, compliance, or transformation initiatives Familiarity with banking regulations and control frameworks (e.g., FFIEC guidance, AML/BSA, consumer compliance) Experience with digital banking, payments, lending, or core system implementations Knowledge of project methodologies (Agile, Waterfall, hybrid) Experience with project tools (e.g., Jira, Smartsheet, MS Project Key Competencies Strategic thinking and solution development Requirements and scope definitionStakeholder engagement across multiple business lines Vendor coordination and oversight Risk identification and mitigation Regulatory awareness Organizational and planning skills Education Bachelor’s degree in Business, Finance, Information Systems, or related field. An equivalent combination of education and relevant professional experience, may be considered.
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Job Type
Full-time
Career Level
Mid Level