Business Analyst

JOB SUMMARY:The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. Our client is seeking a Business Analyst for an exciting contract to hire scenario. The Business Analyst is responsible for bridging the gap between the Enterprise Applications & Development (EA&D) team and the business by using data analytics to assess processes, determine requirements, and deliver data-driven recommendations and reports to executives and stakeholders. The BA ensures that the organization's business needs are clearly understood, documented, and communicated effectively across departments, while also overseeing Quality Assurance (QA) activities to ensure that business requirements are fully met in system development and enhancements. This role requires specific experience in the credit union space, expert knowledge of Symitar core processing, and accounting experience to support financial analysis, reporting, and compliance, along with involvement in QA testing processes. DUTIES: REQUIREMENTS GATHERING & ANALYSIS:Conduct meetings with stakeholders to gather and document business requirements.Analyze business needs specific to operations (e.g., loan processing, member services) and translate them into technical specifications.Identify areas for process improvement within financial and operational workflows, and make recommendations tailored to the credit union environment.BUSINESS PROCESS MODELING:Map and document existing credit union business processes, particularly those involving Symitar.Propose changes to streamline workflows, improve operational efficiency, enhance member services, and improve financial reporting and compliance.Collaborate with credit union staff to design future state processes, especially related to system enhancements.Assist in developing KPIs specific to credit union objectives, like member satisfaction, loan-to-share ratios, and net promoter scores.Solution Design & Implementation:Work closely with EA&D and Symitar support teams to ensure credit union solutions meet business needs.Assist in the design, customization, and implementation of system enhancements to support new financial products or services.Participate in testing, training, and implementation of new systems and upgrades within the credit union's Symitar environment.Symitar Expertise:Acts as subject matter expert on accounting, lending, and deposit functions within Symitar and how they integrate with our other systems.Serve as the go-to resource for Symitar functionalities, helping stakeholders understand system capabilities and limitations.QUALITY ASSURANCE (QA) & TESTING:Develop test plans and strategies to ensure that all business and accounting requirements are accurately reflected in system implementations and upgrades.Coordinate and execute QA testing activities, including functional testing, regression testing, and user acceptance testing (UAT), particularly for Symitar-related projects.Ensure that system enhancements are tested thoroughly before deployment to prevent defects and ensure alignment with business needs.Document and track defects, collaborating with developers and IT teams to resolve issues before implementation.Facilitate stakeholder involvement in UAT and ensure feedback is captured and addressed prior to project sign-off.STAKEHOLDER MANAGEMENT:Act as a liaison between credit union departments (e.g., accounting, lending, member services, IT) and external vendors, including Symitar representatives.Facilitate effective communication between business, finance, and technical teams to ensure that credit union needs are understood.Manage stakeholder expectations, ensuring alignment on Symitar-related projects and objectives.Change Management:Help manage the transition to new processes or systems, particularly within Symitar, ensuring a smooth implementation.Coordinate with the Staff Development team to provide training and support to credit union users as new processes and Symitar features are implemented.Monitor the impact of changes on credit union operations and help with ongoing improvements. REQUIREMENTS:Bachelor's degree in Business Administration, Finance, Information Technology, or related field.5+ years of experience as a Business Analyst (including 3+ years in the credit union or financial services industry).3+ years of hands-on experience with the Symitar core processing system, including system optimization and reporting.3+ years of Quality Assurance (QA) processes, including test planning, execution, and defect management (manual testing)Accounting experience, including familiarity with general ledger, financial reporting, and month-end close processes, preferably within a credit union or financials services setting.Technical Skills: Proficiency in business process modeling, requirements gathering, and data analysis. Experience with SQL, Symitar, and other financial system tools. Familiarity with financial regulations affecting credit unions.QA Skills: Strong understanding of QA methodologies, test case creation, defect tracking, and root cause analysis.Accounting Skills: Solid grasp of accounting principles and reporting requirements.Analytical Thinking: Strong problem-solving skills with the ability to interpret financial and operational data and provide actionable recommendations.Communication: Excellent verbal and written communication skills, with the ability to interact with credit union stakeholders at all levels.Project Management: Familiarity with project management tools and methodologies, especially as they relate to credit union system implementations.Interpersonal Skills: Strong interpersonal skills, with a focus on teamwork and collaboration within the credit union environmentKavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

Created: 2025-03-01