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Inspira Financial

Retirement & Wealth - Business Analyst (Remote)

oak brook, IL

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Job description

Business Analyst

The Business Analyst will report to the Sr. Product Manager in the Product Management department. This role will support the design and implementation of workflow solutions that automate and optimize operational processes across the organization. Experience with workflow platforms such as Appian or others is highly desirable, as the Business Analyst will work closely with stakeholders to document processes, identify improvement opportunities, and translate business needs into scalable workflow solutions. This individual will collaborate closely with product, operations, legal, compliance, and technology teams to evaluate current processes, document business rules, identify opportunities for improvement, and support the delivery of scalable, operationally sound solutions that optimize business performance and reduce risk.

Key duties include producing high-quality requirements, improving documentation and shared understanding across teams, maintaining decision and process artifacts, and supporting delivery efforts throughout the product lifecycle. This role contributes across discovery, design, validation, testing, and implementation activities with a strong focus on requirements quality, operational workflow understanding, and business rule clarity.

Key Responsibilities:

Translates business, operational, and compliance needs into clear, testable requirements.

Leads detailed requirement elaboration, including business rules, validations, data requirements, exception paths, and edge cases.

Provides dependency/impact assessment (systems, vendors, ops, compliance)

Runs structured requirement intake with stakeholders

Ensures stakeholders agree on rule interpretations and exception handling

Coordinates rule clarity across pods when workflows intersect

Flags upstream/downstream impacts of proposed changes

Supports OKRs by defining measurable operational indicators

Establishes data needs, sources and ongoing measurement

Participates in discovery sessions to capture business rules, exceptions, operational workflow reality

Contributes to current-state process maps and pain-point identification

Highlights'must-do' items driven by regulatory or operational risk

Maintains decision/Q&A logs

Ensures artifacts live in the source-of-truth location

Ensures operational workflow impacts are captured before release

Partners with PM on post-launch readouts

Surfaces compliance-relevant requirements, disclosures, and audit needs

Flags PII/data handling implications to appropriate owners

Maintains living 'how it works' pages, workflows, and decision/Q&A logs

Creates/updates process maps and rule catalogs

Improves discoverability: naming conventions, link hygiene, cross-references

Shares learnings and templates; helps onboard newer teammates

Promotes standard glossary/definitions for key concepts

Be the go-to for complex rule/exception flows and teach others

Improves team standards

Leads cross-team clarification sessions for shared workflows

Engages directly with stakeholders demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes

Develops and delivers training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities

Fosters a culture of clarity, accountability, and continuous learning

Advocates for operational excellence and trust-building across teams

Other duties as assigned

Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. Occasional travel for onsite department meetings and collaboration events.

Education and Experience:

5 + years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)

Bachelor's Degree in Business, Finance, Technology, or related field required

Agile and Product Management certifications are a plus

Skills and Abilities:

Thrives in ambiguous, evolving environments and is comfortable forming opinions, challenging existing process constraints, and helping define new ways of working. Brings the judgment, initiative, and ownership needed to move work forward without relying on others to make every decision.

Strong analytical and problem-solving skills with the ability to interpret complex rule sets and operational processes

Strong communication skills with the ability to influence and align stakeholders

Proactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiative

Advanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflows

Ability to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence.

Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelines

Deep understanding of product development lifecycle and Agile methodologies

Expertise in requirements definition, scenario design, and operational readiness planning

Proven ability to lead cross-functional initiatives and drive decision clarity

Experience with data analysis and visualization tools (e.g., Excel, SQL, Tableau)

Proficiency with process modeling and documentation tools (e.g., Visio, Miro)

Highly detail-oriented with a focus on quality, consistency, and scalability

Other Requirements:

Travel up to (10%)

Ability to work occasional overtime

Prolonged periods of sitting at a desk and working on a computer

Occasionally lifts up to 25 pounds

Worksite address

oak brook, IL, 60523, US

Who can apply

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