Business Analyst

Tential Solutions is focused on finance systems modernization, and they are seeking a Senior Business Analyst to support their Finance Transformation initiative. This role involves assessing business needs, defining features, and creating user stories to drive product development while ensuring the delivery of meaningful business value through technology.

Responsibilities:

• Partner with the Product Owner to shape strategic initiatives and prioritize features aligned with business objectives
• Drive requirements gathering with business partners and stakeholders through interviews, analysis, and research
• Translate complex business needs into clear, detailed requirements and actionable user stories with acceptance criteria
• Produce supporting documentation including process flows, wireframes, and product artifacts
• Maintain and refine an organized Product Backlog
• Participate in all Scrum ceremonies: backlog refinements, stand-ups, sprint planning, sprint reviews, and retrospectives
• Provide QA/UAT support as needed
• Partner with UX, engineering, and organizational readiness to ensure seamless delivery and rollout
• Provide mentorship to less experienced BAs and contribute to continuous improvement initiatives
• Perform reverse-engineering across all financial platforms to understand: Where data originates, How it flows, Where it is stored, How systems interact
• Conduct end-to-end data analysis, documentation, and discovery across multiple financial systems
• Interview stakeholders across Finance, Operations, and Technology to uncover true data sources before diving into systems for extraction and quantitative analysis
• Define, organize, and consolidate data insights for the Finance Transformation team
• Support the organization’s move toward a single, unified financial data structure
• Build dashboards and reporting views that improve transparency and decision-making for leadership
• Provide foundational analysis that will later support hiring a permanent Data Architect

Requirements:

• 5–7+ years of experience as a Business Analyst or similar role, with proven success
• 5+ years in financial services or retirement industry required
• Strong experience working with financial data, advisor compensation, payment systems, or financial platforms
• Technical, data-focused BA with strong analytical ability
• Skilled in SQL and analytical tools; comfortable digging into databases and data structures
• Demonstrated experience documenting complex systems, data flows, and cross-system interactions
• Excellent verbal and written communication skills; skilled at stakeholder interviews and cross-functional collaboration
• Experience defining user stories, acceptance criteria, and supporting testing/UAT
• Strong understanding of Agile/Scrum practices and experience working as part of a Scrum team
• Proactive, self-driven, highly investigative mindset—able to get answers and push work forward independently
• Bachelor's degree or equivalent experience