Lead Business Process Analyst

Univest Financial Corporation; Souderton (Montgomery County); Hybrid; USD 115,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with employer match

PTO 15 days annually

Short Term Disability

Holiday Time Off 11 days

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corporation seeks a Lead Business Process Analyst to manage a team of Business Analysts, own the quality of requirements and process work, and coach others to deliver with clarity and delivery readiness.

The role requires a Bachelor’s degree with 8–10 years in business analysis and experience with Jira, Salesforce, or nCino is preferred. Salary ranges from $115,000 to $150,000 in a hybrid work setting in Montgomery County, PA.

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 cross-functional initiatives.
• Proven ability to translate ambiguous business needs into clear functional requirements, user stories, acceptance criteria, and implementation-ready documentation.

Responsibilities

• Provide day-to-day oversight, prioritization, workload coordination, and quality review for a team of Business Analysts while remaining hands-on for the most complex initiatives.
• Set and reinforce Business Analysis standards, templates, quality expectations, signoff requirements, and lifecycle gates across the team.
• Lead structured discovery, including gathering, documenting, validating, and prioritizing business and technical requirements.
• Own backlog readiness and refinement by sequencing work and keeping unclear scope out of development.
• Partner with sponsors, business owners, Product or Platform Owners, Project Managers, Technology teams, and vendors to resolve ambiguity and maintain delivery alignment.
• Maintain requirements alignment through build, testing, and implementation by supporting technical clarification and testing readiness.

Skills

Team leadership

Requirements leadership

Stakeholder facilitation

Agile delivery

Jira

Education

Bachelor’s degree

Tools

Salesforce

nCino

Job description

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; escrow 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

#Univest

#LI-Hybrid

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.