We are seeking a Business Analyst with a strong focus on data to join our team supporting initiatives in the financial services and wealth management sector. This role is ideal for professionals with experience at large, leading institutions. The ideal candidate will bring a strong blend of business acumen, data management experience, and financial business operational knowledge, and be able to bridge the gap between business stakeholders and technical teams.
Key Responsibilities:
- Collaborate with business and technology stakeholders to gather, document, and validate business and data requirements.
- Lead and facilitate requirement workshops, stakeholder interviews, and working sessions to understand and translate business needs into clear, actionable deliverables.
- Build and maintain data glossaries, business taxonomies, and data-related artifacts in alignment with enterprise data standards.
- Assist in development and documentation of data dictionaries and metadata for business and technical teams.
- Present findings, workflows, and recommendations using tools like PowerPoint and Excel in a clear and business-friendly manner.
- Support data modeling activities (conceptual, logical, and physical) and collaborate with data architects where needed.
- Work with compliance teams to ensure data processes align with regulatory standards such as AML/KYC, Basel III, Dodd-Frank, etc.
- Partner with Data Governance teams to ensure adherence to data quality and lineage best practices.
- Interpret financial/banking terms, business processes, and operational workflows to support accurate and effective data solutions.
Required Qualifications:
- 5+ years of experience as a Business Analyst, ideally in financial services, wealth management, or banking.
- Strong experience in business and data analysis, with proven ability to drive requirement-gathering sessions independently.
- Excellent verbal and written communication skills; able to clearly explain technical data concepts to business users and vice versa.
- Solid understanding of financial services operations and industry regulations.
- Experience in building and managing data glossaries, business taxonomies, and supporting data classification efforts.
- Proficiency in Microsoft Excel (pivot tables, lookups, dashboards) and PowerPoint for building executive-level presentations.
- 1+ year of experience with data modeling (conceptual/logical/physical).
Preferred / Nice-to-Have Skills:
- Hands-on experience with Collibra or similar data governance tools.
- Familiarity with eRwin or other data modeling tools.
- Basic to intermediate experience with SQL.
- Understanding of Kimball dimensional modeling.
- Exposure to or participation in data governance initiatives.
- Knowledge of metadata management and data lineage principles.
Soft Skills:
- Strong interpersonal and stakeholder management skills.
- Analytical mindset with attention to detail.
- Able to work independently in a fast-paced, regulated environment.
- Organized, proactive, and collaborative.
Potion is located in Philadelphia, PA
At Techstra Solutions, we help top companies and brands achieve the business value of Digital and Talent Transformation. We believe there are three components in successful business transformation: Business Strategy, Technology and Talent. It is the coming together of these three disciplines that enables companies to take full advantage of opportunities. It differentiates us. Our approach is holistic and all encompassing. We consider the full picture as we guide our clients on this journey.
We are experts in transformation, business strategy, technology, innovation, and human capital management. We deliver our expertise through client consulting, innovative staffing solutions and software development. From strategy through implementation, we are dedicated to bringing our clients world-class business and talent solutions that fit strategic requirements and most importantly, deliver results.
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What We Do
Techstra Solutions is a certified woman-owned consulting firm that provides strategy, technology and implementation support to large organizations undergoing digital and talent transformation. The rapid pace of technology innovation required to remain competitive, juxtaposed with the slow rate of change in many organizations, causes most to struggle.
To be successful companies must drive new ways of working including the use of technology/analytics and new skillsets (hard/soft) deep into their culture so that they are able to rapidly and continuously react to change. They must also apply new approaches that empower their employees, ensuring its sustainability.
At Techstra Solutions we focus on four key areas, otherwise known as the 4 A’s: Automation (Robotic Process Automation (RPA)/Intelligent Automation), Analytics (Reporting/Analytics/AI/ML), Application Modernization (Cloud, Mobility, etc), and Agile-based solutions (DevOps).
