Business Analyst - FinTech

Posted 2 Days Ago
Be an Early Applicant
La Mesa, CA, USA
In-Office
80K-120K
Entry level
Payments • Financial Services
The Role
Analyze financial data, business processes, and market trends to provide insights for FinTech products and services. Gather and document software requirements, develop financial models and reports, assess risks and compliance, map processes, and support user acceptance testing. Collaborate with stakeholders, product managers, developers, and QA teams to align technical solutions with business goals and recommend improvements that support strategic planning and operational efficiency.
Summary Generated by Built In

Description

Summary: As a Business Analyst at PenChecks, you will play a critical role in bridging the gap between our technical development team and our financial products and services. You will be responsible for analyzing data, identifying business trends, and providing insights to drive strategic decisions. Your work will directly impact the growth and success of our FinTech firm.?? 

 Responsibilities 

  1. Requirements Gathering: Collaborate with stakeholders to understand business objectives, elicit requirements, and document detailed specifications for software development projects.? 
  2. Data Analysis: Analyze large datasets to identify trends, patterns, and anomalies, and generate actionable insights for improving financial products and services.? 
  3. Process Mapping: Evaluate existing business processes and propose improvements to optimize processes and reduce operational costs.? 
  4. Risk Assessment: Conduct risk assessments, monitor regulatory compliance, and implement strategies to mitigate financial and operational risks.? 
  5. Business Modeling: Develop financial models, forecasts, and projections to support strategic planning, budgeting, and decision-making.? 
  6. Market Research: Stay updated on industry trends, competitive landscape, and emerging technologies to identify opportunities for innovation and growth.? 
  7. Report Generation: Create comprehensive reports and dashboards to communicate findings, insights, and recommendations to stakeholders and management.? 
  8. User Acceptance Testing (UAT): Collaborate with quality assurance teams and end-users to ensure software solutions meet business requirements and expectations.? 
  9. Documentation: Maintain clear and organized documentation of business requirements, processes, and project progress.? 
  10. Cross-functional Collaboration: Work closely with product managers, developers, and other teams to ensure alignment between business goals and technical solutions.? 

Requirements

Required Knowledge, Skills, and Abilities 

  • Bachelor's degree in Business, Finance, Economics, or a related field.?? 
  • A master’s degree or relevant certifications (e.g., CBAP, CFA) is a plus.? 
  • Proven experience as a Business Analyst in the FinTech industry or related financial services.? 
  • Strong analytical, quantitative, and problem-solving skills.? 
  • Proficiency in data analysis tools, such as Excel, SQL, and data visualization tools.? 
  • Excellent communication skills, including the ability to present complex information to non-technical stakeholders.? 
  • Knowledge of financial regulations and compliance in the FinTech sector.? 
  • Experience with project management methodologies and tools.? 
  • Familiarity with software development processes and methodologies (e.g., Agile Scrum/Kanban).? 
  • Attention to detail and a strong commitment to delivering high-quality work.? 

Physical Demands and Work Environment 

The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions.? Work Environment: ADA compliant office building. 

Other 

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. 

 salary range is $80,000 to $120,000/year. 

Skills Required

  • Bachelor's degree in Business, Finance, Economics, or a related field
  • Proven experience as a Business Analyst in the FinTech industry or related financial services
  • Strong analytical, quantitative, and problem-solving skills
  • Proficiency in data analysis tools such as Excel, SQL, and data visualization tools
  • Excellent communication skills, including presenting complex information to non-technical stakeholders
  • Knowledge of financial regulations and compliance in the FinTech sector
  • Experience with project management methodologies and tools
  • Familiarity with software development processes and methodologies such as Agile, Scrum, and Kanban
  • Attention to detail and commitment to delivering high-quality work
  • Master's degree or relevant certifications such as CBAP or CFA
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: La Mesa, CA
103 Employees
Year Founded: 1994

What We Do

PenChecks, Inc. provides outsourced retirement-plan distribution processing and related administrative services to institutions, third-party administrators, advisors, and plan sponsors. Its offerings include benefit-payment processing, automatic rollover and missing-participant IRAs, uncashed-check and abandoned-plan services, and specialized participant search, notification, and tax-reporting support. The company combines compliance expertise and technology to help organizations reduce administrative workload and help participants locate, claim, and manage retirement benefits.

Similar Jobs

RapidScale Logo RapidScale

Customer Success Manager

Cloud • Information Technology • Consulting
In-Office or Remote
San Diego, CA, USA
600 Employees
65K-183K Annually

VCA Animal Hospitals Logo VCA Animal Hospitals

ECC Coordinator

Pet • Professional Services
In-Office
Sacramento, CA, USA
35000 Employees

Cash App Logo Cash App

Senior Software Engineer

Blockchain • Fintech • Mobile • Payments • Software • Financial Services
Remote or Hybrid
8 Locations
3500 Employees
185K-327K Annually

AI Digital Logo AI Digital

Business Development Representative

AdTech • Artificial Intelligence • Digital Media • Machine Learning • Marketing Tech • Analytics • Consulting
Hybrid
United States
750 Employees

Similar Companies Hiring

Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account