The Senior Business Analyst service provider plays a pivotal role in driving operational efficiency, enhancing reporting accuracy, and aligning technology solutions with evolving business needs. These services involve deep collaboration with cross-functional teams, including product owners, developers, testers, and business stakeholders, to deliver high-impact solutions across multiple domains such as financial systems, investment reporting, and corporate accounting.

• Solution Delivery & Stakeholder Engagement

• Lead business analysis efforts for an investments management platform, including

• troubleshooting, reporting, and team alignment.

• Act as the primary liaison between business users and technical teams, ensuring clear

• communication and iterative product refinement.

• Facilitate alignment meetings and support requirement discovery, development, and testing.

1. Strategic Planning & OKR Development

• Contribute to the development of team-level Objectives and Key Results (OKRs), aligning initiatives with broader organizational goals.

1. System Upgrades & Vendor Coordination

• Support upgrading testing activities and coordinate issue resolution with vendors.
• Collaborate with business lines to define and execute effective test strategies.

1. Business Requirements & Solution Design

• Define and validate business requirements for various software enhancements to meet evolving business needs.
• Guide development teams to ensure solutions meet business expectations and compliance standards.

1. Financial Systems & Reporting Enhancements

• Troubleshoot financial transaction issues and coordinate enhancements for improved reporting.
• Present issues to vendors and support the Product Owner in managing cross-functional expectations.

1. Investment Data & Corporate Reporting

• Provide expert analysis on investment data inconsistencies and reporting challenges.
• Collaborate with IT architects to support strategic planning and roadmap development
• Help business units visualize root causes and recommend actionable solutions.

1. Agile Practices & Continuous Improvement

• Adapt and refine Agile and business analysis practices to align with organizational culture and governance.
• Promote best practices in requirement gathering, stakeholder engagement, and solution delivery.

Specific Project Requirements:

• Identify and assess business needs.
• Create user stories and clear acceptance criteria in ADO
• Collaborate with team and triage problem tickets and bugs
• Work closely with development team on solutioning and RCA
• Support the user with their User Acceptance Testing (UAT) and functional troubleshooting
• Coordinate deployment documentation and approvals

Skills:

Top Skills Required:

• Proven experience in business analysis within financial services or investment management.
• Strong understanding of risk models, financial reporting, and corporate accounting systems.
• Excellent communication and stakeholder management skills.
• Experience with Agile methodologies and cross-functional team collaboration.
• Familiarity with tools such as eFront and other financial platforms.

Other Skills Required:

• Knowledge of Power BI

Assets:

• Experience in Risk, Legal and Corp Services domain