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Location: Remote (PST hours preferred)
Preferred: Northern California
Industry: Credit Union / Financial Services
Position Overview
Our client is seeking a Senior Business Analyst to support a major Digital Account Opening Modernization initiative. This individual will lead requirements discovery, analyze legacy processes and systems, and help define future-state solutions that enhance the member experience while preserving key business differentiators.
The ideal candidate has strong requirements elicitation skills, experience with legacy modernization efforts in a bank or credit union environment, and thrives in complex environments where stakeholders may not be able to clearly define requirements upfront.
Key Responsibilities
- Lead stakeholder interviews, workshops, and discovery sessions.
- Gather, analyze, and document business and functional requirements.
- Translate business needs into epics, user stories, and acceptance criteria.
- Evaluate existing systems, processes, and business capabilities to determine what should be retained, enhanced, or retired.
- Support legacy platform modernization and functionality rationalization efforts.
- Partner with business and technology teams to define future-state processes and solutions.
- Utilize Jira and Confluence to manage requirements and Agile artifacts.
Required Qualifications
- Proven experience in requirements elicitation, stakeholder management, and workshop facilitation.
- Strong Business Analyst fundamentals, including process analysis, documentation, and critical thinking.
- Experience supporting legacy system modernization, platform replacement, or digital transformation initiatives.
- Banking or credit union experience, preferably related to account opening processes.
- Strong Agile experience with Jira and Confluence.
- Ability to quickly learn business processes, operating models, and organizational nuances.
Preferred Qualifications
- Digital account opening experience.
- MeridianLink experience.
- Credit union operations knowledge.
- CBAP or other IIBA certifications (nice to have, not required).