Business Analyst (Finance Area)

Business Analyst (Finance Area)

Stamford CT or Southington CT or Jericho Long Island

Role Description

• Perform financial analysis related to banking products including deposits, loans, credit portfolios, and treasury operations.
• Support Finance and Risk in preparing regulatory reporting requirements (e.g., Call Reports, CCAR, ALM, Basel III metrics).
• Ensure financial processes adhere to regulatory standards and internal audit guidelines.
• Partner with Compliance to ensure process documentation aligns with governance expectations.
• Collaborate with Technology teams to optimize financial systems such as core banking platforms (FIS, Client, Temenos), ERP systems, and data warehouses.
• Maintain and enhance reporting using BI tools (Power BI, Tableau, Qlik).
• Write or refine SQL queries, data sets, and logic used for financial reconciliations, loan analytics, and profitability reporting.
• Ensure accuracy and integrity of financial data across systems and reporting layers.
• Partner with Treasury, Risk Management, Loan Operations, and Accounting teams to gather requirements and translate them into functional specifications.
• Facilitate meetings and communicate findings in clear, executive-friendly presentations.
• Act as a liaison between business units and IT during project planning, testing, and deployment.
• Strong analytical and critical-thinking skills
• High attention to detail with a risk-aware mindset
• Ability to work across Finance, Risk, Compliance, and IT teams
• Strong communication and documentation skills
• Comfort with large, complex datasets typical of banking institutions

Qualifications Required

• Bachelor's degree in Finance, Accounting, Information Systems, or related field.
• 2–5 years of experience as a Business Analyst or Financial Analyst in the banking or financial services industry.
• Solid understanding of banking processes including loans, deposits, treasury, GL accounting, and financial controls.
• Proficiency with Excel and BI tools (Power BI, Tableau, or similar).
• Experience working with financial or core banking systems.

Preferred

• Experience with SQL or analytics languages.
• Exposure to regulatory frameworks (Basel III, CECL, FFIEC, ALM).
• Familiarity with data governance and financial data modeling within regulated environments.
• Experience supporting digital banking, core system upgrades, or finance transformation initiatives.

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.