Senior Business Analyst

Talentify; San Diego (CA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

PTO & Holidays

401(k) Retirement Plan with Employer匹配

HSA

Job summary

Axos Bank is seeking a Senior Business Analyst to support Accounting & Finance initiatives, focusing on Jack Henry Silverlak (JHA) and integration work for LoanIQ, reporting, and data platforms. You will bridge business stakeholders with technology teams, drive requirements, testing, governance, and process improvements across banking functions.

The role emphasizes SDLC governance, SOX controls, and crafting documentation to enable transformation and finance modernization efforts.

Qualifications

• 5+ years of Business Analyst experience in financial systems, banking operations, or enterprise technology initiatives.
• Strong experience with Jack Henry (JHA) platforms including GL, deposits, loans, interfaces, reconciliations, reporting, and workflows.
• Proven ability to facilitate Agile delivery: requirements gathering, process analysis, sprint planning, backlog management, and creating PBIs.

Responsibilities

• Gather and document business requirements.
• Coordinate testing, defect management, and user acceptance testing.
• Monitor backlog health, aging items, and workload trends.
• Develop and maintain operational and management reporting.

Skills

Agile delivery

Stakeholder management

Requirements gathering

Documentation & SOPs

Financial systems knowledge

Education

Bachelor's degree

Tools

Azure DevOps

ServiceNow

Jack Henry (JHA) platforms

Reporting/Analytics tools

Job description

Axos Bank

Target Range

$85,000.00/Yr. - $110,000.00 /Yr.

Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.

Eligible for an Annual Discretionary Cash Bonus Target: 10%

Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 10%

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

About This Job

This position supports Accounting & Finance priorities, primarily focused on Jack Henry Silverlak (JHA), while providing supplemental project support for LoanIQ integrations, Loan Data Mart report requirements, finance systems initiatives, testing, reconciliations, reporting, and production support. The Senior Business Analyst serves as a liaison between business stakeholders in A&F, technology teams, and operational partners. The role supports business analysis, systems enhancements, testing coordination, reporting, governance, reconciliations, and process improvement across banking, lending, treasury, accounting, workflow, reporting, and financial data platforms. The position also leverages AI-enabled tools to improve documentation, analysis, testing, reporting, operational efficiency, and Finance modernization efforts.

Responsibilities

Business Analysis & Project Support

• Gather and document business requirements.
• Support Finance and Accounting transformation initiatives.
• Coordinate testing, defect management, and user acceptance testing.
• Support project tracking, sprint management, and delivery activities.

Operational Work Management

• Create and maintain Azure DevOps PBIs, Spikes, and work items.
• Convert ServiceNow requests into actionable requirements.
• Monitor backlog health, aging items, and work allocation.
• Maintain complete and audit-ready documentation.

Governance & Change Management

• Manage change requests and implementation activities.
• Ensure compliance with governance, approval, audit, and control requirements.
• Support change advisory and governance forums.
• Support user access requests and JHA Client Portal submissions.

Reporting & Data Analysis

• Develop and maintain operational and management reporting.
• Monitor work item status, backlog aging, and workload trends.
• Support JHA reporting, dashboard maintenance, and data analysis activities.

Documentation & Knowledge Management

• Develop and maintain standard operating procedures (SOPs), business and functional requirements, process maps, test cases, training materials, and other project documentation.
• Create and maintain current-state and future-state process documentation to support business transformation and system implementation initiatives.
• Facilitate Business Process Management (BPM) activities, including value stream mapping, process analysis, and process improvement recommendations.
• Develop comprehensive test strategies, test scenarios, and test cases to support system enhancements, integrations, upgrades, and user acceptance testing (UAT).
• Create and deliver end-user training documentation, job aids, and knowledge transfer materials to support adoption and operational readiness.
• Maintain SharePoint sites, knowledge repositories, and project documentation libraries, ensuring information is current, organized, and accessible.
• Ensure all documentation accurately reflects approved business processes, controls, governance requirements, and operational procedures.
• Support audit, compliance, and governance activities by maintaining complete, accurate, and traceable documentation artifacts.

Operational Coordination

• Coordinate access requests, environment activities, and system support tasks.
• Support recurring operational and release-related activities.
• Assist with production support and issue resolution.

Requirements

• Bachelor's degree
• 5+ years of Business Analyst experience supporting financial systems, banking operations, or enterprise technology initiatives.
• Strong experience with Jack Henry (JHA) platforms, including support for Accounting & Finance processes, general ledger, deposits, loans, interfaces, reconciliations, reporting, and operational workflows.
• Proven experience facilitating Agile delivery, including requirements gathering, process analysis, sprint planning, backlog management, and creation of user stories and Product Backlog Items (PBIs).
• Experience using Azure DevOps, ServiceNow, and reporting and analytics tools to manage requirements, defects, enhancements, and production support activities.
• Working knowledge of Accounting & Finance processes, including loan and deposit operations, reconciliations, financial reporting, controls, and data integrity requirements.
• Experience supporting system implementations, upgrades, integrations, conversions, and user acceptance testing (UAT) within banking and financial services environments.
• Familiarity with SDLC, change management, SOX‑compliant controls, audit requirements, and governance‑driven development processes.
• Strong analytical, problem‑solving, documentation, and organizational skills, with the ability to translate business requirements into functional and technical specifications.
• Excellent communication and stakeholder management skills, with the ability to collaborate effectively across Accounting, Finance, Operations, Technology, and vendor teams

Axos Employee Benefits May Include

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self‑Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.

Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).

Learn more about working at Axos

Pre-Employment Background Check and Drug Test

All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre‑employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity

Axos is an Equal Opportunity employer.

We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment

While performing the duties of this position, the employee is required to sit for extended periods of time.

Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

E-Verify and Right to Work Notices

Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

IER Right to Work Poster (English/Spanish)

E-Verify Participation Poster (English/Spanish)