Lead Business Analyst, Technology

Reposted 5 Days Ago
St. Petersburg, FL
In-Office
Senior level
Financial Services
The Role
This role partners with the business to implement tech solutions for financial reporting, requiring extensive data analysis and requirements documentation.
Summary Generated by Built In

Job Description Summary

Note: This position will follow our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location.

Job Description

Acts as a strategic partner to the business to facilitate and implement technology solutions that support financial and regulatory reporting. This role is responsible for writing detailed system requirements to ensure technology solutions align with business needs. It involves deep engagement in source data analysis, data mapping to the Oracle Financial Services Analytical Applications (OFSAA) and Oracle Financial Services Data Foundation (FSDF) data models. Partner with business team to gather and document functional and non-functional business requirements. Actively collaborated with business partners, technology teams and cross functional teams.   

Key Responsibilities:

  • Develop detailed business requirements for both functional (e.g., business processes, rules) and non-functional (e.g., data, security) capabilities.

  • Gather and interpret information from multiple sources—including databases, stakeholder interviews, and documentation—and provide actionable recommendations.

  • Help building RDM (Reg Data Mart) for regulatory data consumption. 

  • Leverage experience with OFSAA and FSDF out-of-the-box solutions to trace data movement lineage from Staging to Result and Reporting layers.

  • Perform data analysis and profiling on source system data to assess quality, completeness, and consistency.

  • Write SQL queries to extract, analyze, and validate data from various databases.

  • Map key data attributes and dimensions from source systems to the OFSAA FSDF standard data model.

  • Validate test cases to ensure they accurately evaluate the intended business functions.

  • Support application development teams by documenting business processes and data flows.

  • Translate technical concepts for business stakeholders and convey business requirements to technical teams.

  • Contribute to project planning by developing estimates and implementation plans for technical solutions.

  • Collaborate with team members to create project schedules, reports, and documentation; may lead small to medium-sized projects or guide other team members.

  • Work with UX/Design teams to help visualize requirements through prototypes.

Skills & Previous Experience:

  • Bachelor’s degree in information systems, Computer Science, Business Analytics, or a related field.

  • Minimum of seven (7) years of relevant experience as  Technology Business Analyst, Systems Analyst or Data Analyst

  • Strong background in the financial services industry is highly preferred.

  • Proven experience in gathering and documenting business and system requirements using BRDs, use cases, flowcharts, and wireframes.

  • Hands-on experience in data analysis, profiling, and mapping across complex data environments.

  • Solid understanding of relational databases, data models, and ETL processes.

  • Proficiency in SQL and data profiling tools for querying and validating data.

  • Experience in documenting metadata and managing data lineage.

  • Familiarity with Oracle Financial Services Analytical Applications (OFSAA) and Financial Services Data Foundation (FSDF) data models is highly preferred.

Licenses/Certifications:

  • None required.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, High School (HS) (Required)

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 
We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. 

#LI-NM1

Top Skills

Oracle Financial Services Analytical Applications (Ofsaa)
Oracle Financial Services Data Foundation (Fsdf)
SQL
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The Company
St Petersburg, FL
14,491 Employees
Year Founded: 1962

What We Do

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).

Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).

Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

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