Lead Business Process Analyst

Univest Financial Corp; Souderton (Montgomery County); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

PTO 15 days

Job summary

Univest Financial Corp in Souderton, PA seeks a Lead Business Process Analyst to lead a team of analysts, own requirements quality, and drive delivery readiness. This role blends hands-on design facilitation with coaching across the practice to ensure clear, testable requirements and aligned outcomes.

The candidate will mentor analysts, set standards, and partner with sponsors, Product and Technology teams to resolve ambiguity and maintain delivery alignment across complex initiatives.

Qualifications

• Bachelor’s degree with 8-10 years of progressive experience in business analysis, business process design, and requirements leadership; financial-services experience preferred.
• Demonstrated experience leading, coaching, or providing direct oversight to a team of Business Analysts or comparable delivery professionals.
• Advanced, hands-on experience facilitating process mapping, requirements discovery, impact analysis, and stakeholder validation for complex, cross-functional initiatives.
• Prior work in a formal PMO or delivery-governance environment.
• Proven ability to translate ambiguous business needs into clear functional requirements, user stories, acceptance criteria, process models, and implementation-ready documentation.
• Hands-on experience using Jira or a comparable Agile delivery-management platform to manage backlogs, refine user stories, and track requirements through the delivery lifecycle.

Responsibilities

• Provide day-to-day oversight, prioritization, workload coordination, and quality review for a team of Business Analysts while remaining hands-on for the practice’s most complex or high-priority initiatives.
• Set and reinforce Business Analysis standards, templates, quality expectations, signoff requirements, and lifecycle gates across the team.
• Review project scope with sponsors and business owners to confirm objectives, outcomes, assumptions, dependencies, constraints, and ownership.
• Lead and coach the team through structured discovery, including gathering, documenting, validating, and prioritizing business and technical requirements.
• Own backlog readiness and refinement by sequencing work, closing gaps, confirming entry criteria, and keeping unclear or unapproved scope out of development.
• Review Business Analyst deliverables for clarity, completeness, traceability, testability, and alignment to approved business outcomes before work advances to development or testing.
• Partner with sponsors, business owners, Product or Platform Owners, Project Managers, Technology teams, and vendors to resolve ambiguity, confirm feasibility, and maintain delivery alignment.
• Ensure requirements, decisions, risks, dependencies, and changes are documented and traceable throughout the delivery lifecycle.
• Maintain requirements alignment through build, testing, and implementation by supporting technical clarification, test and user acceptance testing readiness, defect resolution, business signoff, and operational readiness.
• Lead stakeholder conversations involving scope expansion, unclear ownership, competing priorities, or misalignment between business and technical teams; elevate with concise options, tradeoffs, risks, and recommendations.
• Coach Business Analysts on facilitation, requirements quality, critical thinking, stakeholder-management, communication, and independent ownership of deliverables; support onboarding and individual development plans.
• Monitor practice capacity, throughput, backlog health, aging work, and delivery risk; recommend workload or priority adjustments when needed.
• Identify recurring process, platform, or delivery gaps and develop practical standards, recommendations, or roadmaps to improve consistency and outcomes.

Skills

Leadership

Facilitation

Stakeholder mgmt

Agile methods

Requirements discovery

Communication

Process mapping

Education

Bachelor’s degree

Tools

Jira

Salesforce

nCino

Job description

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Lead Business Process Analyst

US-PA-Souderton

Job ID: 7027

Type: Full Time

# of Openings: 1

Category: Operations

Univest Financial Corporation

Overview

The Lead Business Process Analyst manages a team of Business Analysts and owns the quality of the practice’s requirements and process work. This role is a working leader: someone who can personally facilitate complex process design and requirements discovery, then coach others to do the same. This is not a data or reporting analyst role; the focus is business process, requirements leadership, stakeholder facilitation, and delivery readiness.

Responsibilities

• Provide day-to-day oversight, prioritization, workload coordination, and quality review for a team of Business Analysts while remaining hands-on for the practice’s most complex or high-priority initiatives.


• Set and reinforce Business Analysis standards, templates, quality expectations, signoff requirements, and lifecycle gates across the team.


• Review project scope with sponsors and business owners to confirm objectives, outcomes, assumptions, dependencies, constraints, and ownership.


• Lead and coach the team through structured discovery, including gathering, documenting, validating, and prioritizing business and technical requirements.


• Own backlog readiness and refinement by sequencing work, closing gaps, confirming entry criteria, and keeping unclear or unapproved scope out of development.


• Review Business Analyst deliverables for clarity, completeness, traceability, testability, and alignment to approved business outcomes before work advances to development or testing.


• Partner with sponsors, business owners, Product or Platform Owners, Project Managers, Technology teams, and vendors to resolve ambiguity, confirm feasibility, and maintain delivery alignment.


• Ensure requirements, decisions, risks, dependencies, and changes are documented and traceable throughout the delivery lifecycle.


• Maintain requirements alignment through build, testing, and implementation by supporting technical clarification, test and user acceptance testing readiness, defect resolution, business signoff, and operational readiness.


• Lead stakeholder conversations involving scope expansion, unclear ownership, competing priorities, or misalignment between business and technical teams; elevate with concise options, tradeoffs, risks, and recommendations.


• Coach Business Analysts on facilitation, requirements quality, critical thinking, stakeholder management, communication, and independent ownership of deliverables; support onboarding and individual development plans.


• Monitor practice capacity, throughput, backlog health, aging work, and delivery risk; recommend workload or priority adjustments when needed.


• Identify recurring process, platform, or delivery gaps and develop practical standards, recommendations, or roadmaps to improve consistency and outcomes.


• Help teams identify the most important value to deliver first while maintaining appropriate governance, controls, and traceability.


• Prepare concise analysis and reporting that helps project teams and leaders understand delivery status, decisions, risks, dependencies, and required actions.


• Maintain accountability for compliance with laws and regulations applicable to the position, including the Univest Code of Conduct.


• Perform other duties as assigned.

Qualifications

• Bachelor’s degree with 8-10 years of progressive experience in business analysis, business process design, and requirements leadership; financial-services experience preferred.


• Demonstrated experience leading, coaching, or providing direct oversight to a team of Business Analysts or comparable delivery professionals.


• Advanced, hands-on experience facilitating process mapping, requirements discovery, impact analysis, and stakeholder validation for complex, cross-functional initiatives, including shaping requirements rather than only documenting needs provided by others.


• Prior work in a formal PMO or delivery-governance environment.


• Proven ability to translate ambiguous business needs into clear functional requirements, user stories, acceptance criteria, process models, and implementation-ready documentation that delivery teams can execute.


• Hands-on experience using Jira or a comparable Agile delivery-management platform to manage backlogs, refine user stories, and track requirements through the delivery lifecycle.


• Strong judgment and executive presence, with the ability to challenge assumptions constructively, lead difficult conversations with senior stakeholders, and simplify complex tradeoffs into clear options and recommendations.


• Solid grounding in Agile and iterative delivery practices, including backlog refinement, prioritization, sprint readiness, definition of ready, and definition of done.


• Excellent facilitation, negotiation, stakeholder-management, and written and verbal communication skills.


• Experience with Salesforce, nCino, or comparable workflow or CRM platforms preferred.

Wage Range:

The salary for this position ranges from $115,000 to $150,000

Benefits Overview

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)


• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment


• Paid Time Off (PTO): 15 days annually (prorated your first year)


• Short Term Disability: 12 weeks of sick time with a doctors note (prorated your first year)


• Holiday Time Off: 11 paid holidays


• Commissions: paid quarterly based on individual and team production


• We offer company paid life insurance: as well as other supplemental insurances


• Tuition reimbursement


• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement


• Discounts: on loan products


• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

Equal employment opportunity, including veterans and individuals with disabilities.