Business Analyst

Job Description

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Analyst in Charlotte, NC (Hybrid).

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ONLY LOCAL CANDIDATES WILL BE CONSIDERED AT THIS TIME.

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Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

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Contract Duration: 12 Months

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Required Skills & Experience

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• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
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• 1 to 3 years of experience in business execution, business analysis, application support, product support, project coordination, data analysis, technology delivery, or a related function.
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• Strong working knowledge of Microsoft Excel, including filtering, lookups, comparisons, data validation, and basic analysis.
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• Demonstrated ability to produce accurate, organized, and audience-appropriate documentation.
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• Strong verbal and written communication skills.
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• Ability to work independently while collaborating effectively with Product Owners, business stakeholders, support teams, and Technology partners.
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• Ability to manage priorities and deliver results in a changing environment.
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• Relevant education, internships, financial services experience, or hands-on experience with enterprise applications may be considered in combination with professional experience.
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Desired Skills & Experience

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• Experience in Corporate & Investment Banking, Commercial Banking, lending, capital markets, treasury management, CRM, or another financial services environment.
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• Familiarity with client relationship management, deal management, lending, credit, or operational workflows.
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• Exposure to one or more of the following:
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• Salesforce
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• Microsoft Dynamics 365
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• Microsoft Teams and Teams-based applications
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• SharePoint
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• Jira
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• Power Apps or Power Automate
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• Reporting or data visualization tools
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• Exposure to AI-enabled productivity, analytics, or workflow tools such as Microsoft Copilot, Power Platform AI capabilities, or similar technologies.
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• Experience supporting users, researching production issues, preparing requirements, or executing application testing.
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• Familiarity with data mapping, data reconciliation, system integrations, or migration projects.
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• Experience working in a regulated environment with established controls, access requirements, and documentation standards.
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• Familiarity with Agile or other structured technology delivery practices.
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What You Will Be Doing

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• Provide day-to-day support for client product applications, including Salesforce, Microsoft Dynamics 365, Microsoft Teams Deal Hub, and shared services platforms.
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• Research and resolve user issues, perform initial troubleshooting, coordinate with technology partners, and help maintain support documentation and knowledge resources.
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• Support user access, data quality reviews, testing, release validation, governance activities, and operational processes.
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• CRM Transformation & Change Delivery
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• Support the migration of CIB Salesforce to Microsoft Dynamics 365 and other strategic platform initiatives.
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• Perform data analysis, reconciliation, mapping validation, testing, process documentation, and readiness activities.
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• Help identify risks, dependencies, gaps, and opportunities for process improvement across applications and business processes.
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• Collaborate with business partners, technology teams, support organizations, and product teams to resolve issues and deliver enhancements.
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• Document and communicate findings, recommendations, and decisions in a clear and concise manner.
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• Identify opportunities to streamline processes, improve user experience, and reduce recurring support needs through documentation, automation, and operational improvements.
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