The Digital Product Business Systems Analyst partners with the Product Owner, finance strategy leaders, and internal users to translate business needs into product priorities, requirements, user stories, configurations, testing activities, and adoption plans.
This role supports the delivery and continuous improvement of Financial Advisor Partnership Enablement and Incentives systems. The analyst serves as a bridge between business stakeholders and technology teams, helping ensure that new features, enhancements, integrations, and process changes deliver measurable value to end users.
Partner with the Product Owner to understand the needs of business strategy leaders and internal users, translating those needs into actionable product requirements and priorities.
Support the maintenance, enhancement, and integration of financial planning and analysis systems and core finance capabilities.
Build, document, and continuously improve complex financial advisor teaming processes, partnership offering, with a focus on usability, efficiency, control, and business value.
Translate business needs into epics, features, user stories, process flows, acceptance criteria, and other functional requirements.
Facilitate backlog refinement and sprint planning activities, working cross-functionally with Product Owners, developers, testers, data teams, and finance stakeholders.
Develop test strategies, test scenarios, test data, and test scripts based on approved requirements and acceptance criteria.
Support system testing, user acceptance testing, regression testing, defect triage, and validation that delivered capabilities meet business needs.
Configure and support Custom application (built on Java Spring boot, React, Oracle DB) capabilities, including applicable dimensions, metadata, forms, business rules, workflows, security, data loads, and related system components.
Support post-implementation activities, including configuration updates, system administration, release readiness, regression testing, documentation, and end-user support.
Develop communication, process, and education plans to help stakeholders understand and adopt system and process changes.
Contribute to formal change management activities and lead internal change efforts for smaller initiatives, while collaborating with project and change leaders on larger or more complex changes.
Support the delivery of incremental and continuous value to end users by validating that implemented features and capabilities achieve the intended outcomes.
Understand technical strategy, system integrations, data flows, and cross-functional dependencies. Communicate risks and potential impacts to business processes as part of product and portfolio planning.
Conduct descriptive and diagnostic data analysis to inform business decisions, including root-cause analysis, impact analysis, scenario analysis, and operational and performance reporting.
Create working system prototypes, process models, and scenario analyses to support decision-making and solution design.
Maintain clear and accurate documentation of requirements, configurations, business processes, test results, decisions, and operating procedures.
Take a team-first approach to strengthening cross-functional capabilities through knowledge sharing, training, mentoring, and continuous improvement.
Bachelor’s degree in Finance, Accounting, Business, Information Systems, STEM, or a related field; equivalent relevant experience may be considered.
Hands-on experience with Financial Services and/or Tax and Accounting domain
Minimum of two years of experience designing, implementing, configuring, or supporting custom built finance systems (Spring boot, Java, React highly preferred) and related data.
Advanced knowledge of business systems analysis principles and practices
