Business Execution Consultant

Senior Lead Business Analyst, Portfolio Management Platform (Contractor)

We are not accepting C2C or 1099 arrangements.


Location: Charlotte, NC

About the Role

We are seeking a Senior Lead Business Analyst (Contractor) to help drive the strategy, design, and delivery of a modern Portfolio Management Platform within Commercial Banking. In this role, you will partner closely with business stakeholders, Product Managers, UX Designers, Engineers, Data teams, and AI partners to define solutions that improve portfolio management workflows, decision-making, and user experiences.

You will serve as a key contributor throughout the product lifecycle-translating business needs into scalable technology solutions, driving cross-functional alignment, and ensuring successful delivery of platform capabilities. The ideal candidate brings deep business analysis expertise, strong data acumen, agile product delivery experience, and the ability to operate effectively in complex, fast-paced environments.

Responsibilities

Business Analysis & Requirements Management

• Lead requirements discovery, analysis, documentation, and validation across multiple workstreams.
• Translate business objectives into detailed functional requirements, user stories, acceptance criteria, business rules, and process flows.
• Identify and manage dependencies, risks, assumptions, and gaps throughout the delivery lifecycle.
• Partner with stakeholders to ensure solutions align with Commercial Banking portfolio and credit management processes.
• Drive consensus among cross-functional teams to support informed decision-making.

Product Delivery & Agile Execution

• Collaborate with Product Managers and Product Owners to develop and refine product backlogs.
• Create and maintain features, epics, user stories, and acceptance criteria.
• Participate in sprint planning, backlog refinement, testing activities, and user acceptance testing.
• Partner with engineering teams to clarify requirements and support successful implementation.
• Monitor delivery progress and help resolve functional and process-related issues.

User Experience & Process Design

• Work closely with UX and design teams to develop intuitive user experiences and workflow solutions.
• Review wireframes, prototypes, and user journeys to ensure alignment with business objectives.
• Provide business context and subject matter expertise during design reviews and solution validation sessions.
• Support process optimization initiatives to improve user productivity and operational efficiency.

Data Analysis & Platform Integration

• Analyze business and system data to support solution design and decision-making.
• Perform source-to-target data mapping and validate data requirements across integrated platforms.
• Partner with technology and data teams to ensure data quality, consistency, and usability.
• Support validation of reporting, analytics, and platform data capabilities.

AI-Enabled Solutions

• Contribute business expertise to the design and implementation of AI-powered capabilities.
• Collaborate with AI, analytics, and data science teams to define requirements and use cases.
• Support testing, validation, and adoption of AI-driven workflows and recommendations.
• Help ensure AI-enabled features align with business objectives and user needs.

Stakeholder Management

• Act as a trusted partner across business, product, technology, data, and design organizations.
• Facilitate workshops, working sessions, and requirements reviews with senior stakeholders.
• Maintain clear documentation of decisions, requirements, risks, dependencies, and action items.
• Build strong relationships across teams to drive alignment, transparency, and execution.

Minimum Qualifications

• Bachelor's degree in Business, Information Systems, Technology, Finance, or equivalent practical experience.
• 8 years of experience in business analysis supporting complex technology, digital transformation, or platform initiatives.
• Experience gathering, documenting, and validating business and functional requirements.
• Experience creating user stories, acceptance criteria, process maps, and business documentation.
• Experience performing data analysis, data validation, and source-to-target data mapping.
• Experience working within Agile or Scrum development environments.
• Experience collaborating with product, engineering, and UX teams.
• Excellent analytical, communication, facilitation, and problem-solving skills.
• Experience using Jira, Confluence, or comparable Agile delivery tools.

Preferred Qualifications

• Experience supporting Credit, Lending, Portfolio Management, or Commercial Banking platforms.
• Knowledge of Commercial Banking processes, data models, and operating practices.
• Experience delivering data-driven, analytics-enabled, or AI-enabled products.
• Experience partnering with data engineering, analytics, or data science organizations.
• Understanding of AI concepts, including recommendations, AI agents, and human-in-the-loop workflows.
• Knowledge of APIs, enterprise integrations, and distributed application architectures.
• Proven ability to influence stakeholders and drive outcomes across large, matrixed organizations.

Key Attributes

• Strategic thinker with a strong execution mindset.
• Comfortable navigating ambiguity and driving clarity.
• Strong collaborator who can influence without direct authority.
• Detail-oriented with a focus on delivering high-quality outcomes.
• Passionate about using technology, data, and AI to improve business processes and user experiences.