Senior Equipment Finance Business Analyst — Banking & Agile

TechDigital Group; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in Charlotte, NC is seeking a Business Analyst with extensive experience in equipment finance products. The role involves supporting various financial processes and acting as a liaison between teams to ensure successful project delivery. Candidates should have strong hands-on experience in Equipment Finance, proficiency in Agile methodologies, and familiarity with tools like JIRA and MS Excel. This position offers opportunities for professional growth in a dynamic environment.

Qualifications

• 10+ years of experience in equipment finance products including loans, leases, and vendor finance.
• Strong hands-on experience in Equipment Finance domain.
• Proven experience as a Business Analyst in banking or financial services.

Responsibilities

• Support origination, credit underwriting, booking, servicing, billing, and collections processes.
• Act as liaison between business, product, and IT teams.
• Participate in Agile ceremonies including backlog grooming and sprint planning.

Skills

Equipment Finance / Asset Finance / Leasing

Commercial lending and lease servicing

Requirements elicitation and documentation

Stakeholder management

Agile/Scrum methodologies

Data analysis

Tools

JIRA

Confluence

MS Excel

Job description

Business Analyst with Equipment finance domain knowledge

Key Responsibilities

• 10+ years of experience in equipment finance products including loans, leases (operating & capital), and vendor finance
• Support origination, credit underwriting, booking, servicing, billing, and collections processes
• Elicit, document, and manage business and functional requirements (BRDs, FRDs, user stories)
• Act as liaison between business, product, and IT teams to ensure timely and accurate delivery
• Support UAT planning, execution, and sign‐off
• Participate in Agile ceremonies including backlog grooming, sprint planning, and reviews
• Assist with data analysis, reporting, and regulatory/compliance-related requirements
• Experience with US banking clients

Required Experience & Skills

• Strong hands‐on experience in Equipment Finance / Asset Finance / Leasing
• Solid understanding of commercial lending and lease servicing concepts
• Proven experience as a Business Analyst in banking or financial services
• Expertise in requirements elicitation, documentation, and stakeholder management
• Experience working in Agile/Scrum environments
• Familiarity with tools such as JIRA, Confluence, MS Excel

Nice to Have

• Exposure to core lending or leasing platforms
• Prior onsite or client‐facing delivery experience