Senior Business Analyst

Role: Senior Business Analyst


Location: Charlotte, NC / Addison, TX- Onsite


Fulltime - Permanent

Job Description


Senior Business Analyst

Must Have Technical/Functional Skills


Primary Skills: Business Analysis & Requirements Management, Requirements Elicitation and Documentation,


Business & Functional Requirements (BRD, FRD, SRS), User Stories & Acceptance Criteria, Agile Scrum & SAFe Methodologies, AS-IS / TO-BE Process Analysis, UAT Planning & Execution, Salesforce Sales Cloud & Service Cloud, Stakeholder Management, Data Analysis & Data Mapping

Secondary Skills: Salesforce CRM Platform, Salesforce Lightning Experience, Salesforce Integrations (REST/SOAP APIs), JIRA, JIRA Align, Confluence, SQL Server, Oracle, MySQL, Tableau, Power BI, Visio


Azure & AWS Cloud Platforms, ETL & Data Migration, API & Middleware Integrations, Release & Dependency Management

Roles & Responsibilities
• Collaborate with business stakeholders to gather, analyze, and document business, functional, and system requirements.
• Lead requirement workshops and translate business needs into detailed user stories, process flows, and acceptance criteria.
• Perform AS-IS and TO-BE business process analysis and recommend process improvements.
• Work closely with Salesforce Administrators, Developers, and Architects to design and implement CRM solutions supporting business objectives.
• Analyze Salesforce business processes including Lead Management, Opportunity Management, Case Management, Customer Service, Workflow Automation, and Reporting.
• Define integration requirements between Salesforce and enterprise systems using APIs, ETL tools, and middleware platforms.
• Facilitate Agile/SAFe ceremonies including PI Planning, Sprint Planning, Backlog Grooming, Sprint Reviews, and Retrospectives.
• Support data migration, data mapping, data quality assessment, and system integration initiatives.
• Develop and execute UAT strategies, coordinate business validation activities, and manage defect resolution.
• Monitor project risks, dependencies, and delivery milestones while ensuring alignment across multiple teams.
• Collaborate with data, architecture, development, and QA teams to ensure successful implementation of business solutions.
• Prepare executive presentations, dashboards, reports, and business insights using Tableau, Salesforce Reports, and SQL

Responsibilities Include:
• Lead business requirement gathering and convert business needs into functional solutions.
• Create BRDs, FRDs, user stories, acceptance criteria, and process documentation.
• Work with Salesforce business and technical teams to deliver CRM solutions and system enhancements.
• Support Agile/SAFe delivery through backlog management, PI planning, and sprint execution.
• Perform data analysis, system integration analysis, and process improvement initiatives.
• Coordinate UAT activities, stakeholder reviews, and production deployments.
• Drive successful delivery of enterprise applications while ensuring alignment with business objectives and technology strategy.

Operational Excellence & Monitoring
• Drive operational excellence by monitoring key business and application performance metrics, ensuring alignment with organizational goals and service levels.
• Analyze operational trends, incidents, and process bottlenecks to identify improvement opportunities and enhance business efficiency.
• Develop dashboards and reports using Salesforce, Tableau, and SQL to provide actionable insights for stakeholders and leadership.
• Collaborate with cross-functional teams to support process optimization, governance, compliance, and successful production support activities.
• Promote continuous improvement through data-driven decision-making, performance monitoring, and Agile/SAFe best practices.

Qualifications:
• Knowledge and hands-on experience with Capital Markets / Primary Markets deal execution is strongly required (5+ years preferable).
• Strong understanding of New Issue, Book Building, and Syndication workflows in Fixed Income and Equities.
• Prior experience providing desk-aligned production support in a trading floor or capital markets environment.
• Excellent troubleshooting skills; ability to resolve critical production issues quickly under pressure.
• Strong communication and relationship-building skills; able to interact confidently with front-office users.
• Knowledge of bond fundamentals and capital markets execution processes is mandatory.
• Ability to document workflows, create knowledge repositories, and provide effective training.
• Highly organized, detail-oriented, with the ability to manage multiple issues and requests simultaneously.
• Prior experience with vendor platforms for deal execution (e.g., Ipreo / Primary Portal / Dealogic) is a plus.