Business Analyst | Contractual

ESOL IT SERVICES INC.; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

ESOL IT SERVICES INC. in the Philippines seeks an experienced Business Analyst to gather, analyze, and document functional requirements for banking modules delivered through Microsoft Dynamics CRM.

You will translate business needs into user stories, acceptance criteria, and business rules for development and QA teams. You will collaborate with stakeholders, participate in UAT planning, and ensure traceability using RTMs, with strong emphasis on QA coverage and Playwright automation.

Qualifications

• 6-8 years of experience as a Business Analyst in banking/financial services IT programs.
• Strong functional understanding of Microsoft Dynamics CRM implementations in banking/financial services.
• Experience with CRM processes such as case management, customer onboarding, lending workflows.
• Strong experience in requirements gathering, analysis, documentation, validation, and traceability.
• Excellent stakeholder management and communication with banking clients and cross-functional teams.
• Experience creating functional specifications, user stories, acceptance criteria, process flows, wireframes, and business documentation.
• Working knowledge of QA lifecycle including test planning, test cases, defect management, UAT, and traceability.
• Ability to review/manual and automated test coverage, familiarity with Playwright automation.
• Experience using JIRA, Confluence or equivalent delivery tools.
• Strong analytical, problem-solving, and critical-thinking skills.

Responsibilities

• Gather, document, analyze, and validate functional requirements for banking and financial services modules delivered through Microsoft Dynamics CRM.
• Translate business needs into actionable requirements for development and QA teams.
• Develop and maintain functional specs, user stories, business rules, and acceptance criteria.
• Maintain business process flows, workflows, and project documentation.
• Collaborate with stakeholders to clarify requirements, prioritize scope, and manage changes.
• Maintain RTMs linking requirements to test cases and automation coverage.
• Coordinate with QA and test automation teams to ensure coverage of business scenarios.
• Support UAT planning, preparation, execution, and sign-off activities.
• Facilitate requirement walkthroughs and validation sessions.

Skills

Business analysis

Stakeholder management

Requirements gathering

Agile/Scrum

Tools

JIRA

Confluence

Playwright

Job description

Key Responsibilities

• Gather, document, analyze, and validate functional requirements for banking and financial services modules delivered through Microsoft Dynamics CRM.

• Work closely with business stakeholders, product owners, SMEs, technical teams, and delivery teams to understand business needs and translate them into actionable requirements.

• Translate business requirements into detailed functional specifications, user stories, business rules, and acceptance criteria for development and QA teams.

• Develop and maintain business process flows, workflows, wireframes, functional specifications, and other project documentation.

• Collaborate with banking client stakeholders to clarify requirements, prioritize scope, and manage requirement changes throughout the project lifecycle.

• Develop and maintain Requirements Traceability Matrices (RTMs) linking business requirements to test cases and automation coverage.

• Partner with QA and test automation teams to ensure that manual and automated testing adequately covers actual business scenarios and requirements.

• Review test coverage and identify potential gaps between business requirements and QA automation coverage, including Playwright-based automation.

• Support QA teams by providing clarification on functional requirements, business rules, acceptance criteria, and expected system behavior.

• Support User Acceptance Testing (UAT) planning, preparation, execution, issue clarification, and business sign-off activities.

• Facilitate requirement walkthroughs, stakeholder discussions, and validation sessions.

• Assist in identifying gaps, dependencies, risks, and potential impacts associated with business and system requirements.

• Ensure requirements and functional documentation remain accurate, complete, traceable, and aligned with approved scope.

• Maintain project requirements and documentation using tools such as JIRA, Confluence, or equivalent platforms.

• Support project delivery teams throughout the development, testing, implementation, and post-implementation phases.

Qualifications and Requirements

• 6-8 years of experience as a Business Analyst supporting banking or financial services IT programs.

• Strong functional understanding of Microsoft Dynamics CRM implementations within the banking or financial services sector.

• Experience with CRM processes such as case management, customer onboarding, lending workflows, or similar banking processes.

• Strong experience in requirements gathering, analysis, documentation, validation, and traceability.

• Excellent stakeholder management and communication skills, with the ability to work effectively with banking clients and cross-functional teams.

• Experience creating functional specifications, user stories, acceptance criteria, process flows, wireframes, and business documentation.

• Working knowledge of the QA lifecycle, including test planning, test cases, defect management, UAT, and requirements traceability.

• Ability to review and assess manual and automated test coverage, including familiarity with Playwright automation, without requiring hands-on scripting expertise.

• Experience using JIRA, Confluence, or equivalent requirements and delivery management tools.

• Strong analytical, problem-solving, and critical-thinking skills.

• Ability to manage multiple requirements, priorities, and stakeholders in a fast-paced project environment.

• Experience working in Agile/Scrum or other structured software delivery methodologies is preferred.

• Knowledge of banking products, processes, and regulatory environments is highly desirable.