Senior Business Analyst with CRM and Banking

Jobsbridge; San Ramon (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading company in financial services is seeking a Senior Business Analyst in San Ramon, CA. The ideal candidate will have 7 to 10 years of experience, particularly within the banking sector, and a proven ability to conduct thorough business analysis and stakeholder engagement. Responsibilities include driving requirements management life cycle and leading user acceptance testing. Candidates should possess a Bachelor's degree and strong analytical skills. This role presents an opportunity to be integral to business strategy and process improvements.

Qualifications

• 7 to 10 years of experience in business analysis, preferably in financial services/banking.
• Experience in driving requirements management life cycle.
• Strong collaboration and communication skills.

Responsibilities

• Analyze and understand business vision and strategy.
• Conduct requirements elicitation and documentation.
• Lead user acceptance testing to ensure compliance with business requirements.

Skills

Business analysis

Requirements management

Communication skills

Problem solving

Education

Bachelor's degree in computer science/engineering/finance/other

Tools

MS Word

Excel

PowerPoint

Visio

SharePoint

MS Project

Job description

Senior Business Analyst with CRM and Banking

• Contract

Senior Business Analyst with 7 to 10 years of experience. Financial services / banking industry preferred. Retail banking experience is a plus.

Multi‑channel Customer Relationship Management Life cycle Experience would be a plus.

Experienced in driving requirements management life cycle including conducting business analysis, requirements elicitation, documentation, prioritization, reviews, approvals, traceability, maintainability/reuse and change management.

Demonstrated ability to lead, drive and engage key stakeholders to analyze and understand the business vision and strategy, business problems/opportunities in defining implementable business requirements including functional, usability, data and business rules.

Experienced in quality requirements gathering using various techniques including interviews, use case analysis, questionnaires, brainstorming sessions, workshops, reengineering, reverse engineering techniques.

Experience in conducting and documenting cross‑functional product, process, people, customer and parallel initiative impact assessment while engaging and collaborating with multiple impacted stakeholders.

Experience in creating wireframes, screen mock‑ups, prototypes in defining user interface requirements for enhanced user experience.

Background and experience in business architecture, process modelling, business process reengineering/optimisation and automation.

Through understanding of SDLC. Experience in partnering and collaborating with technology, software testing and vendor teams in implementing in‑house and/or external solutions using waterfall, agile and hybrid delivery methodologies.

Experience in leading and conducting business user acceptance testing to ensure the solution conforms to the business requirements and it is fit for use.

Serves a key SME across the product / project life cycle implementation and ongoing maintenance. Participates in production implementation verification and validations.

Strong collaboration, partnering and excellent written and oral communication skills.

Experience in using MS Word, Excel, PowerPoint, Visio, SharePoint, MS Project etc.

Bachelor's degree in computer science / engineering / finance / other is required.

Additional Requirements

• Passion for innovation.
• Ability to work to a schedule and meet deadlines.
• Detail oriented with strong analytical and problem solving skills.
• Ability to work independently and within a team environment.
• Self‑motivated and willing to "do what it takes" to get the job done.
• Business Analyst certification would be a plus.
• Lean Six Sigma, Continuous improvement background is preferred.