Technology Business Analyst

Redwood Trust Inc; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus

Health plans

STD/LTD options

Life insurance

Fitness reimbursement

Parental leave

Volunteer time

Paid Time Off

ESPP

401(k) matching

Job summary

Redwood Trust is seeking a Technology Business Analyst to support finance transformation initiatives in Charlotte, NC. You will bridge business stakeholders and technical teams by gathering requirements, analyzing data, documenting workflows, supporting integrations, and delivering reporting, automation, and system enhancements.

The role combines strong business analysis with hands-on technical ability (SQL/Python) to investigate issues, deliver small fixes, and perform data analysis—reducing

Qualifications

• 3–6+ years of experience as a BA in Finance Transformation, Treasury Tech, or Financial Systems.
• Strong understanding of core finance/treasury processes (trade capture, margin, funding).
• SQL: intermediate-to-advanced queries to investigate and validate data.
• Python: data analysis, Pandas, light automation and scripts.
• Experience with at least one of Bloomberg TOMS/MARS, Workday, OptiFunder, Acadia Margin Manager, FIS.
• Familiarity with Jira/Confluence and Agile delivery methods.
• Excellent stakeholder communication across business, treasury/trading, and tech.
• Background in banking, asset management, mortgage finance or capital markets ops.
• Bachelor's degree in finance, accounting, CS, IS, or related field.

Responsibilities

• Partner with finance, treasury, and operations stakeholders to map current-state processes.
• Gather, document, and prioritize business and functional requirements for finance systems.
• Create process maps, user stories, and functional specifications.
• Convey requirements to technical teams to ensure alignment.
• Document workflows to support system enhancements.
• Support integrations between front-office, treasury, and subledger systems.
• Define and validate data flows and interface specifications.
• Coordinate with technical teams on integration testing and issue resolution.
• Write and optimize SQL queries to investigate data issues and reconciliations.
• Use Python for data manipulation and lightweight analysis scripts.
• Perform data profiling and quality checks across GL, subledger, and margin data.
• Deliver small fixes and configuration changes independently.
• Support data mapping between front-office/treasury and subledger systems.
• Support design and delivery of reporting and automation for finance stakeholders.
• Design and execute test cases/scripts for UAT, and validate post go-live.

Skills

SQL

Python

Finance domain

Stakeholder comms

Banking / Capital markets

Education

Bachelor’s degree in Finance/CS

Tools

Jira

Confluence

Workday

Job description

Technology Business Analyst

*Regular Full-Time Charlotte, NC, US

Role Summary

We are seeking a Technology Business Analyst to support finance transformation initiatives. This role will bridge business stakeholders and technical teams by gathering requirements, analyzing data, documenting workflows, supporting integrations, and helping deliver reporting, automation, and system enhancement projects. This role serves primarily as a Business Analyst, with the ideal candidate combining strong business analysis skills with hands‑on technical ability (SQL/Python) to independently investigate issues, deliver small fixes/enhancements, and perform data analysis — reducing dependency on developers for routine tasks.

Key Responsibilities

Business Analysis & Requirements

• Partner with finance, treasury, and operations stakeholders to understand current-state processes and pain points across trading, margin, funding, and subledger accounting workflows
• Gather, document, and prioritize business and functional requirements for finance/treasury systems
• Create process maps (current-state/future-state), user stories, and functional specifications
• Convey business requirements and context to technical teams to ensure alignment
• Document workflows and business processes to support ongoing system enhancements

Integration & Systems Support

• Support integrations between front-office, treasury, and accounting subledger systems
• Assist in defining and validating data flows and interface specifications between systems
• Coordinate with technical teams on integration testing and issue resolution

Data Analysis & Technical Support

• Write and optimize SQL queries to investigate data issues, validate reconciliations, and support root‑cause analysis across trade, margin, and subledger data
• Use Python for data manipulation, automation of repetitive tasks, and building lightweight analysis/reporting scripts
• Perform data profiling and quality checks across finance data sets (GL, subledger, trade/position data, margin calls)
• Deliver small fixes, configuration changes, and enhancements independently, reducing turnaround time on minor defects
• Support data mapping and reconciliation between front‑office/treasury systems and the accounting subledger
• Support the design and delivery of reporting and automation solutions for finance and treasury stakeholders

Testing & Quality

• Design and execute test cases/scripts for UAT
• Validate reports, interfaces, and reconciliations post‑enhancement or post go‑live
• Troubleshoot data discrepancies using SQL before escalating to development teams

Required Skills & Qualifications

• 3–6+ years of experience as a Business Analyst in Finance Transformation, Treasury Technology, or Financial Systems projects
• Strong understanding of core finance/treasury processes (trade capture, margin management, funding, subledger accounting, reconciliations, reporting)
• SQL: Ability to write intermediate‑to‑advanced queries (joins, aggregations) to investigate and validate data independently
• Python: Working knowledge for data analysis (pandas), scripting small automations, and supporting enhancement/fix development
• Experience with at least one of the following platforms: Bloomberg TOMS/MARS (trade order management/multi‑asset risk system), Workday (financials/HCM), OptiFunder (warehouse funding optimization), Acadia Margin Manager (collateral/margin management), FIS (treasury/financial systems suite), Accounting Subledger platforms (TPG, SBO, or similar)
• Familiarity with Jira/Confluence and Agile delivery methods
• Strong stakeholder communication skills — able to translate between business, treasury/trading, and technical teams
• Prior experience in banking, asset management, mortgage finance, treasury operations, or capital markets operations
• Bachelor’s degree in finance, Accounting, Computer Science, Information Systems, or related field

Nice to Have

• Exposure to data migration/ETL concepts between trading systems and accounting subledgers, including understanding of APIs, batch jobs, data feeds, reconciliations, and financial reporting processes
• Basic understanding of financial controls, margin/collateral processes, and audit requirements

A reasonable estimate of the total compensation range for this role is $110,000.00 150,000.00.

CoreVest also offers a competitive benefits package including

• discretionary corporate bonus program
• multiple health plans
• STD and LTD options
• company-sponsored life insurance
• fitness reimbursement
• paid parental leave
• volunteer time
• Paid Time Off
• ESPP
• 401(k) matching

Equal Opportunity Statement

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.