Senior Business Analyst – Digital Account Opening Modernization

HEITMEYER CONSULTING INC; Santa Rosa (CA); Remote; USD 90,000 - 130,000; Full time

Job summary

HEITMEYER CONSULTING INC is seeking a Senior Business Analyst to support a major Digital Account Opening Modernization initiative. You will lead requirements discovery, analyze legacy processes and systems, and help define future-state solutions that enhance member experience while preserving key business differentiators.

The ideal candidate has strong elicitation skills, experience with legacy modernization in a bank or credit union environment, and thrives when stakeholders cannot clearly

Qualifications

• Experience with requirements elicitation and stakeholder management.
• Experience supporting legacy modernization in banking.
• Banking or credit union experience, preferably related to account opening.
• Strong Agile experience with Jira and Confluence.
• Ability to quickly learn business processes and operating models.

Responsibilities

• Lead stakeholder interviews, workshops, and discovery sessions.
• Gather, analyze, and document business and functional requirements.
• Translate business needs into epics, user stories, and acceptance criteria.
• Evaluate existing systems, processes, and capabilities to decide what to retain, enhance, or retire.
• Support legacy platform modernization and functionality rationalization.
• Partner with business and technology teams to define future-state processes and solutions.
• Utilize Jira and Confluence to manage requirements and Agile artifacts.

Skills

Elicitation

Stakeholder Mgmt

Workshop Facilitation

Process Analysis

Documentation

Agile Experience

Banking / CU Domain

Tools

Jira

Confluence

Job description

Location: Remote (PST hours preferred)
Preferred: Northern California
Industry: Credit Union / Financial Services

Position Overview

Our client is seeking a Senior Business Analyst to support a major Digital Account Opening Modernization initiative. This individual will lead requirements discovery, analyze legacy processes and systems, and help define future-state solutions that enhance the member experience while preserving key business differentiators.

The ideal candidate has strong requirements elicitation skills, experience with legacy modernization efforts in a bank or credit union environment, and thrives in complex environments where stakeholders may not be able to clearly define requirements upfront.

Key Responsibilities

• Lead stakeholder interviews, workshops, and discovery sessions.
• Gather, analyze, and document business and functional requirements.
• Translate business needs into epics, user stories, and acceptance criteria.
• Evaluate existing systems, processes, and business capabilities to determine what should be retained, enhanced, or retired.
• Support legacy platform modernization and functionality rationalization efforts.
• Partner with business and technology teams to define future-state processes and solutions.
• Utilize Jira and Confluence to manage requirements and Agile artifacts.

Required Qualifications

• Proven experience in requirements elicitation, stakeholder management, and workshop facilitation.
• Strong Business Analyst fundamentals, including process analysis, documentation, and critical thinking.
• Experience supporting legacy system modernization, platform replacement, or digital transformation initiatives.
• Banking or credit union experience, preferably related to account opening processes.
• Strong Agile experience with Jira and Confluence.
• Ability to quickly learn business processes, operating models, and organizational nuances.

Preferred Qualifications

• Digital account opening experience.
• MeridianLink experience.
• Credit union operations knowledge.
• CBAP or other IIBA certifications (nice to have, not required).