About this opportunity
Genesys lists this Business Analyst Banking & Financial Services opportunity in portola valley, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Title: Business Analyst Banking & Financial Services
Location: Hybrid (Menlo Park, CA)
Employment Type: Full-Time
Experience: 5+ Years
Industry: Banking / Financial Services / Technology
Job Summary
We are seeking an experienced Business Analyst with strong expertise in banking, financial services, commercial banking, credit risk, retail lending, and IT transformation initiatives. The ideal candidate will have a proven ability to work closely with Product, Risk, Operations, Technology, and other business stakeholders to gather requirements, analyze business processes, define functional solutions, and support delivery from discovery through production release.
The candidate will be responsible for translating complex business requirements into clear BRDs, FRDs, functional specifications, user stories, acceptance criteria, process flows, business rules, and requirements traceability matrices. The role will also involve data analysis, API/integration analysis, UAT coordination, process improvement, and Agile delivery.
Key Responsibilities
- Lead requirements elicitation through stakeholder interviews, workshops, JAD sessions, and collaborative discussions with business and technology teams.
- Partner with Product Owners, business stakeholders, Risk, Operations, and Technology teams to understand business objectives and translate them into functional requirements.
- Analyze commercial banking, credit risk, loan origination, credit decisioning, retail lending, and servicing workflows.
- Develop and maintain BRDs, FRDs, SRS documents, functional specifications, user stories, acceptance criteria, business rules, and RTMs.
- Perform As-Is and To-Be process analysis, identifying process gaps, bottlenecks, dependencies, and opportunities for automation or optimization.
- Create detailed process flows, swimlane diagrams, use cases, activity diagrams, and other business process models using tools such as Visio, Lucidchart, or Miro.
- Define and document requirements for REST/SOAP API integrations, including request/response structures, data mappings, validation rules, error scenarios, and acceptance criteria.
- Analyze and validate data using SQL, including data profiling, reconciliation, validation, data quality analysis, and identification of data inconsistencies.
- Work with relational and cloud data platforms such as SQL Server, PostgreSQL, MySQL, Snowflake, and Amazon Redshift.
- Support business intelligence and reporting requirements using Power BI, Tableau, Looker, Qlik Sense, and advanced Excel.
- Develop wireframes and prototypes using tools such as Figma and Balsamiq to clarify functional requirements and improve stakeholder alignment.
- Manage and prioritize functional and non-functional requirements using appropriate prioritization techniques such as MoSCoW.
- Maintain requirements traceability from discovery and design through development, testing, UAT, and production implementation.
- Create and execute UAT scenarios, test cases, acceptance criteria, and validation activities.
- Coordinate defect tracking, triage, regression testing, and resolution validation with QA and technical teams.
- Conduct Gap Analysis, Root Cause Analysis, Impact Analysis, and process improvement assessments.
- Support Agile ceremonies including backlog refinement, sprint planning, daily stand-ups, sprint reviews, and PI planning.
- Manage user stories, dependencies, defects, and release activities using tools such as Jira, Rally, Azure DevOps, and Confluence.
- Support release-readiness assessments by reviewing requirements coverage, open defects, dependencies, business approvals, risks, and operational readiness.
- Maintain project governance artifacts including RAID logs, decision logs, issue logs, requirement baselines, and release documentation.
- Collaborate with compliance and operations teams on requirements related to KYC, AML, audit trails, approval controls, lending policies, and regulatory reporting.
- Communicate effectively with executive stakeholders and cross-functional teams to ensure alignment between business objectives and technology solutions.
Required Skills & Qualifications
- 5+ years of experience as a Business Analyst, IT Business Analyst, Financial Business Analyst, or related role.
- Strong experience within Banking and Financial Services.
- Hands-on experience with Commercial Banking, Credit Risk, Retail Lending, Loan Origination, or Credit Decisioning processes.
- Strong requirements gathering and documentation experience.
- Expertise in:
- BRD / FRD / SRS
- User Stories
- Acceptance Criteria
- Functional & Non-Functional Requirements
- Business Rules
- RTM
- Use Cases
- Functional Specifications
- Strong understanding of Agile/Scrum methodologies.
- Experience facilitating stakeholder workshops, JAD sessions, interviews, and requirements discussions.
- Strong knowledge of SQL and experience with data validation and reconciliation.
- Experience with REST/SOAP APIs, JSON, XML, Postman, Swagger/OpenAPI, and API documentation.
- Strong process modeling skills using BPMN 2.0, UML, swimlane diagrams, and process flows.
- Experience with UAT, test case development, defect management, regression testing, and requirements traceability.
- Experience with tools such as Jira, Confluence, Rally, Azure DevOps, SharePoint, Visio, Figma, Balsamiq, and Miro.
- Strong analytical, problem-solving, documentation, and stakeholder-management skills.
- Excellent written and verbal communication skills with the ability to communicate effectively with both business and technical audiences.
Preferred Skills
- Experience with Snowflake and Amazon Redshift.
- Experience with Power BI, Tableau, Looker, or Qlik Sense.
- Knowledge of IT Service Management / ServiceNow.
- Experience with KYC, AML, regulatory reporting, audit controls, and financial services compliance.
- Lean Six Sigma / process improvement experience.
- Experience with data lineage, data quality rules, master data analysis, and data cleansing.
- Experience creating wireframes and prototypes using Figma or Balsamiq.
- Experience working in large enterprise banking or financial services environments.
Worksite address
portola valley, CA, 94028, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.