Retirement and Wealth - Appian Business Analyst (Remote)

Inspira Financial; Oak Brook (IL); Hybrid; USD 82,000 - 107,000; Full time

Job summary

Inspira Financial in Oak Brook, IL is seeking a Business Analyst within our Product Management department to design and implement scalable workflow solutions that automate operational processes. This role focuses on translating business needs into scalable requirements and collaborating across product, operations, legal, compliance, and technology teams.

Your work will include documenting business rules, improving process artifacts, and supporting delivery through the product lifecycle with a

Qualifications

• 5+ years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)
• Bachelor’s Degree in Business, Finance, Technology, or related field required
• Agile and Product Management certifications are a plus

Responsibilities

• Translates business needs into clear, testable requirements and user stories
• Leads detailed requirement elaboration, including business rules, data requirements, and edge cases
• Provides dependency/impact assessment across systems, vendors, and compliance
• Runs structured requirement intake with stakeholders
• Ensures rule interpretations and exception handling are aligned across teams
• Maintains data needs, sources and ongoing measurement
• Partners with PM on post-launch readouts and operational readiness

Skills

Business analysis

Product operations

Agile

Communication

Problem solving

Education

Bachelor's degree in Business/Finance/Technology

Tools

Excel

SQL

Tableau

Visio

Miro

Job description

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what\'s right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what\'s expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions. Don\'t meet every single requirement? That\'s okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you\'re energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application. Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com. We have been recognized for our remarkable growth on lists such as Crain\'s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In\'s 2025 Best Places to Work and Gallagher\'s 2022 Best-In-Class Employer awards.

Job Summary & Responsibilities

The Business Analyst will report to the Sr. Product Manager in the Product Management department. This role will support the design and implementation of workflow solutions that automate and optimize operational processes across the organization. Experience with workflow platforms such as Appian or others is highly desirable, as the Business Analyst will work closely with stakeholders to document processes, identify improvement opportunities, and translate business needs into scalable workflow solutions. This individual will collaborate closely with product, operations, legal, compliance, and technology teams to evaluate current processes, document business rules, identify opportunities for improvement, and support the delivery of scalable, operationally sound solutions that optimize business performance and reduce risk.

Key duties include producing high quality requirements, improving documentation and shared understanding across teams, maintaining decision and process artifacts, and supporting delivery efforts throughout the product lifecycle. This role contributes across discovery, design, validation, testing, and implementation activities with a strong focus on requirements quality, operational workflow understanding, and business rule clarity.

Key Responsibilities

• Translates business, operational, and compliance needs into clear, testable requirements.
• Leads detailed requirement elaboration, including business rules, validations, data requirements, exception paths, and edge cases.
• Provides dependency/impact assessment (systems, vendors, ops, compliance)
• Runs structured requirement intake with stakeholders
• Ensures stakeholders agree on rule interpretations and exception handling
• Coordinates rule clarity across pods when workflows intersect
• Flags upstream/downstream impacts of proposed changes
• Supports OKRs by defining measurable operational indicators
• Establishes data needs, sources and ongoing measurement
• Participates in discovery sessions to capture business rules, exceptions, operational workflow reality
• Contributes to current-state process maps and pain-point identification
• Highlights must-do items driven by regulatory or operational risk
• Maintains decision/Q&A logs
• Ensures artifacts live in the source-of-truth location
• Ensures operational workflow impacts are captured before release
• Partners with PM on post-launch readouts
• Surfaces compliance-relevant requirements, disclosures, and audit needs
• Flags PII/data handling implications to appropriate owners
• Maintains living how it works pages, workflows, and decision/Q&A logs
• Creates/updates process maps and rule catalogs
• Improves discoverability: naming conventions, link hygiene, cross-references
• Shares learnings and templates; helps onboard newer teammates
• Promotes standard glossary/definitions for key concepts
• Be the go-to for complex rule/exception flows and teach others
• Improves team standards
• Leads cross-team clarification sessions for shared workflows
• Engages directly with stakeholders demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes
• Develops and deliver training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities
• Fosters a culture of clarity, accountability, and continuous learning
• Advocates for operational excellence and trust-building across teams
• Other duties as assigned

Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. Occasional travel for onsite department meetings and collaboration events.

Preferred Qualifications

Education and Experience:

• 5+ years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)
• Bachelor’s Degree in Business, Finance, Technology, or related field required
• Agile and Product Management certifications are a plus

Skills And Abilities:

• Thrives in ambiguous, evolving environments and is comfortable forming opinions, challenging existing process constraints, and helping define new ways of working. Brings the judgement, initiative, and ownership needed to move work forward without relying on others to make every decision.
• Strong analytical and problem solving skills with the ability to interpret complex rule sets and operational processes
• Strong communication skills with the ability to influence and align stakeholders
• Proactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiative
• Advanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflows
• Ability to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence.
• Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelines
• Deep understanding of product development lifecycle and Agile methodologies
• Expertise in requirements definition, scenario design, and operational readiness planning
• Proven ability to lead cross-functional initiatives and drive decision clarity
• Experience with data analysis and visualization tools (e.g., Excel, SQL, Tableau)
• Proficiency with process modeling and documentation tools (e.g., Visio, Miro)
• Highly detail-oriented with a focus on quality, consistency, and scalability

Other Requirements:

• Travel up to (10%)
• Ability to work occasional overtime
• Prolonged periods of sitting at a desk and working on a computer
• Occasionally lifts up to 25 pounds

Pay Range

$82,000-$107,000 per year

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.