Senior Business Analyst

Job#: 3029424

Job Description:

Job Title: Business Analyst - Advisor Services (Status & Alerts Product)

Role Context

• This role supports the Advisor Services - Status & Alerts product, a core business platform used daily by financial advisors. The position is newly created due to growth and exists to support increasing demand, new initiatives, and expanding project work.

Position Overview

• The Business Analyst will act as a critical bridge between business stakeholders, product owners, and technology teams. This individual will analyze business processes, gather and document requirements, and help deliver data-driven, Agile-based solutions that improve efficiency and align with strategic business goals.
• The role has a strong Agile/Scrum focus and requires hands-on experience partnering closely with Product Owners, managing backlogs, writing high-quality user stories, and supporting User Acceptance Testing (UAT) throughout the development lifecycle.

Key Responsibilities

Product & Stakeholder Partnership (~75%)

• Partner closely with Product Owners to gather, analyze, and refine business requirements
• Conduct stakeholder interviews, workshops, and data analysis to understand business needs
• Act as a liaison between business leaders and IT teams, translating business objectives into clear, actionable development requirements
• Ensure solutions align with product strategy, advisor needs, and broader organizational goals

Agile Delivery & Backlog Management (~25%)

• Actively participate in and support Agile/Scrum practices, including daily standups, sprint planning, backlog refinement, reviews, and retrospectives
• Manage, groom, prioritize, and refine the product backlog in JIRA
• Write high-quality user stories and clear UAT acceptance criteria
• Track work through the full development lifecycle to ensure timely and accurate delivery

Requirements & Documentation

• Create and maintain Business Requirements Documents (BRDs), functional specifications, and process maps
• Ensure requirements are clearly documented, traceable, and testable
• Maintain strong attention to detail throughout documentation and delivery

Testing, UAT & Change Management

• Plan, support, and execute User Acceptance Testing (UAT)
• Validate solutions against business requirements and acceptance criteria
• Identify gaps, risks, and issues early and communicate effectively to stakeholders
• Support implementation and change management activities for new systems or enhancements

Core Skills & Must-Have Qualifications

• Strong experience working in Agile/Scrum environments
• Comfortable supporting or running Agile ceremonies and Scrum best practices
• Proven experience partnering with Product Owners and development teams
• Hands-on experience with backlog management, grooming, prioritization, and JIRA
• Strong ability to write clear user stories and UAT acceptance criteria
• Experience serving as a liaison between business and IT teams
• Strong attention to detail and demonstrated UAT experience
• Excellent communication, collaboration, and stakeholder management skills

Desirable (Nice-to-Have) Skills

• Financial services domain experience (preferred to accelerate onboarding)
• Experience with deep data analysis, data mapping, and complex data sets

Candidate Attributes

• Highly adaptable, flexible, and collaborative team player
• Able to hit the ground running in a fast-paced, growing product area
• Strong analytical mindset with a proactive, problem-solving approach
• Comfortable balancing multiple priorities while maintaining quality and precision

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

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