Data & BI Lead

Exavalu; India; Remote; INR 11,439,000 - 15,253,000; Full time

Job summary

Exavalu is seeking an experienced Business Analyst (Retirement & Annuities) with 10+ years in IT and 5+ years in US Retirement. You will partner with tier-1 clients, product owners, operations, and tech teams to translate complex plan rules into robust technology solutions and seamless digital experiences.

You will lead requirements engineering, data mapping, onboarding, and integrations across recordkeeping platforms, while shaping user journeys for sponsors, participants, and advisors.

Qualifications

• BRD/FRD/SRS elicitation, analysis, and documentation.
• Gap analyses across legacy systems and modernization roadmaps.
• Plan Documents, Adoption Agreements, SPDs interpretation for configuration.

Responsibilities

• Elicit, analyze, and document BRD/FRD/SRS and acceptance criteria.
• Conduct gap analyses across legacy systems and modernization roadmaps.
• Drive plan onboarding, data mapping, payroll integrations, and data reconciliation.
• Translate plan documents and legal provisions into platform configuration rules.
• Define and execute UAT strategies and testing scenarios.
• Coordinate handoffs between business operations, implementation, and IT teams.

Skills

SQL for data analysis

Stakeholder management

Requirements engineering

UAT testing

Cross-functional collaboration

Tools

Jira

Confluence

Azure DevOps

Job description

Founded in 2018 and headquartered in Newport Beach, California, Exavalu is built by former CIOs, CXOs, and Big 5 consulting leaders. We specialize in delivering enterprise-scale digital transformation solutions across Insurance, Banking & Financial Services, and Healthcare industries.

With delivery centers across India, Canada and the US, Exavalu is recognized for its agile culture, innovation mindset, and employee-first environment. We are committed to building modern, scalable, and business-driven technology solutions for global enterprise clients.

Experience: 10+ years

Location: Remote

Employment Type: Full-Time

Position Overview

We are seeking an experienced and domain-driven Business Analyst (Retirement & Annuities) with 10+ years of IT experience, including 5+ years of dedicated expertise in the US Retirement domain.

In this role, you will partner directly with tier-1 recordkeeping clients, product owners, operations, and cross-functional technology teams to drive end-to-end business analysis, solution design, and delivery across leading retirement platforms. You will play a pivotal role in translating complex plan rules, legal mandates, and operational workflows into robust technology solutions and seamless digital experiences.

Key Responsibilities

• Requirements Engineering & Solutioning:
• Elicit, analyze, and document comprehensive business requirements (BRD), functional system requirements (FRD/SRS), user stories, and acceptance criteria.
• Conduct gap assessments and impact analyses across existing legacy systems, modernization roadmaps, and digital interfaces.
• Core Recordkeeping & System Configuration:
• Drive business logic and system setup across core recordkeeping platforms (e.g., Omni, Relius, FRP, TRAC).
• Review, interpret, and translate Plan Documents, Adoption Agreements, Summary Plan Descriptions (SPDs), and legal/service provisions into accurate platform configuration rules and automated workflows.
• Plan Conversions, Onboarding & Integrations:
• Lead plan onboarding and plan conversion initiatives, including source-to-target data mapping, payroll file integrations (180/360 payroll processing), census data feeds, and eligibility setups.
• Validate data accuracy and reconciliation rules during plan set-up, migration, and recurring operations.
• Digital Transformation & Stakeholder Experience:
• Collaborate with UX/UI and digital product teams to enhance Plan Sponsor, Plan Participant, and Financial Advisor web and mobile portals.
• Define customer journeys, self-service transactions (loans, withdrawals, enrollments, reallocations), and reporting dashboards.
• Testing, Delivery & Operational Support:
• Design User Acceptance Testing (UAT) strategies, define test scenarios/cases, validate test execution, and coordinate user sign-offs.
• Facilitate smooth transitions and handoffs between Business Operations, Implementation, and IT Engineering teams.

Required Qualifications & Experience

Experience:

• 8–10+ years of total IT Business Analysis / Consulting experience.
• 5+ years of specialized experience within the US Retirement / Defined Contribution (DC) & Recordkeeping domain.

Domain Expertise:

• In-depth understanding of qualified and non-qualified retirement plan structures, including 401(k), 403(b), 457(b), and Defined Benefit/Cash Balance plans.
• Sound knowledge of ERISA regulations, non-discrimination testing, contribution limits, vesting schedules, distributions, and compliance guidelines.

Core Competencies (Must have hands‑on expertise in at least 2–3 of the following):

• Core recordkeeping platforms: FIS Omni (OmniPlus/OmniPay), Relius, FRP, or TRAC.
• Plan onboarding, data conversion, and payroll integration / interface mapping.
• Interpretation and technical translation of Plan Documents & legal/service provisions.
• Participant / Sponsor / Advisor digital platforms and portal workflows.

Technical Skills:

• Proficiency in SQL for data analysis, query execution, data reconciliation, and troubleshooting.
• Solid understanding of data integration patterns, APIs, batch processing, and EDI/flat-file specs.

Soft Skills:

• Exceptional verbal and written communication skills with the ability to bridge business, operational, and technical stakeholders.
• Strong facilitation, conflict resolution, and client management capabilities in multi-vendor/distributed environments.

Preferred / Good to Have

• Relevant industry certifications (e.g., ASPPA/ARA certifications such as QKA, QPA, or CBAP/PMI-PBA).
• Experience with Agile/Scrum delivery frameworks and tools (Jira, Confluence, Azure DevOps).
• Familiarity with modern RESTful APIs and cloud-native microservices architecture.

Why Exavalu?

Opportunity to work with global enterprise customers

Exposure to modern technology stacks and enterprise transformation projects

Strong learning, growth, and innovation-driven culture

Collaborative engineering environment with high-impact project exposure

Diversity Inclusion: At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, colour, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We foster a culture that values all individuals and promotes diverse perspectives, where you can make a meaningful impact and advance your career. Exavalu also promotes flexibility, adapting to the needs of employees, customers, and the business. It might be part-time work, working outside normal 9-5 business hours or working remotely.. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.