About the role
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
.2. Strategic Planning & OKR Development
- Contribute to the development of team-level Objectives and Key Results (OKRs), aligning initiatives with broader organizational goals.
- 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
.4. 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.
- 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.
- 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
- 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
About the role
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
.2. Strategic Planning & OKR Development
- Contribute to the development of team-level Objectives and Key Results (OKRs), aligning initiatives with broader organizational goals.
- 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
.4. 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.
- 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.
- 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
- 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