Business Analyst- Financial /Retirement Services

Pyramid Consulting, Inc. is a leading Financial Industry company seeking a talented Business Analyst in Financial/Retirement Services. The role involves gathering business needs, facilitating communication between stakeholders, and supporting business case analysis while managing the product backlog.

Responsibilities:

• Gathering business needs through workshops and interviews to create detailed Business Requirements Documents (BRDs), functional specifications, epics and user stories with clear acceptance criteria
• Facilitating communication between non-technical business owners and developers, ensuring technical constraints are understood and business goals are met
• Partner closely with Digital Product Owner, Business Owner, and Tech Lead to support business case analysis, value quantification, KPI definition, and impact assessment
• Assist process designer to conduct analysis (process, data, systems, controls) and synthesize findings into structured insights to inform target-state design decisions
• Creating wireframes and low-fidelity prototypes (using tools like Figma, Balsamiq, or Miro) to visualize key functionalities for user portals and mobile screens
• Collaborating with UX/UI designers to ensure apps are intuitive, user-friendly, and aligned with digital best practices
• Developing test scenarios, supporting User Acceptance Testing (UAT), and reviewing QA test plans to confirm the application functions according to specifications
• Defining requirements for web/mobile integration with backend systems (e.g., APIs, CRM, CMS)
• Backlog Management: Developing and maintaining the product backlog in tools like Jira or Azure DevOps, prioritizing features based on business value and user experience
• Support PI planning, release planning, dependency tracking, RAID management, and overall program governance activities

Requirements:

• Business Analysis Expertise (5–7 years)
• Digital Product / Portal Experience
• Technical Understanding: APIs & system integrations, Web technologies, Mobile platforms
• Data Analysis Skills & SQL
• CRM/CMS integrations
• PI planning & program governance (RAID, dependencies)
• Typically 5-7 years in a BA role, with proven experience in web and mobile app development environments
• Strong experience working in Agile/Scrum teams, participating in ceremonies like sprint planning, stand-ups, and retrospectives
• Proficiency in JIRA/Confluence (for requirements), SQL (for data analysis), and prototyping tools (Figma, Visio, Balsamiq)
• Familiarity with web/mobile technologies (HTML, CSS, React/Angular, iOS/Android capabilities) and APIs
• Ability to map 'as-is' and 'to-be' processes, conduct gap analysis, and translate complex functionalities into simple, actionable stories