Overview
Skills
Job Details
Business Analyst Financial Systems
Key Responsibilities
- Facilitate and lead requirement-gathering sessions to capture clear, validated, and prioritized business and technical needs.
- Analyze K 12 financial data (budget, allotments, expenditures, revenues, payroll, and grants).
- Translate business needs into functional requirements, user stories, system specifications, and business process documentation.
- Coordinate and support the design, testing, and implementation of new financial data systems, dashboards, and reporting tools.
- Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides.
- Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions.
- Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems.
- Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality.
- Provide training, knowledge transfer, and support to financial staff and end users.
- Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals.
Qualifications
- Bachelor s degree in Business Administration, Finance, Accounting, Information Systems, or related field.
- 5 8+ years of experience as a Business Analyst, preferably in financial systems or education sector.
- Strong understanding of financial data, accounting principles, budgets, and grants.
- Proficiency in SQL, Excel, and financial data analysis tools.
- Experience with ERP, data warehouses, or financial management systems.
- Exceptional documentation skills (requirements, user stories, test cases, process mapping).
- Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively.
- Familiarity with state or federal financial reporting requirements (preferably education/K 12 sector).
- Preferred certifications: PMI-PBA (Professional in Business Analysis), AgileBA, or equivalent.
Preferred Skills
- Experience with K 12 education finance (allotments, funding formulas, payroll, grants).
- Knowledge of NC DPI financial systems, allotments, and reporting processes.
- Exposure to Snowflake, Oracle, or other cloud-based data systems.
- Familiarity with Agile/SDLC methodologies, with ability to apply iterative approaches to requirements and delivery.
- Ability to work independently and manage multiple priorities.
| Required / Desired | Amount | of Experience |
Experience as a Business Analyst, preferably in financial systems or education sector. | Required | 5 | Years |
Strong understanding of financial data, accounting principles, budgets, and grants. | Required | 5 | Years |
Proficiency in SQL, Excel, and financial data analysis tools. | Required | 5 | Years |
Experience with ERP, data warehouses, or financial management systems. | Required | 5 | Years |
Exceptional documentation skills (requirements, user stories, test cases, process mapping). | Required | 5 | Years |
Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively. | Required | 5 | Years |
Familiarity with state or federal financial reporting requirements (preferably education/K 12 sector). | Required | 5 | Years |
Bachelor s degree in Business Administration, Finance, Accounting, Information Systems, or related field. | Required |
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Preferred certifications: PMI-PBA (Professional in Business Analysis), AgileBA, or equivalent. | Desired |
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