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.

1. 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.

3. 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.

5. 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.

6. 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.

7. 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.

Requirements:

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