Sr. Business Transformation Analyst

Posted Yesterday
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2 Locations
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Documents business and technical requirements, process maps, data flows, acceptance criteria, and test scripts for banking transformation initiatives. Coordinates Deposit Operations, PMO, vendors, and cross-functional teams across multiple workstreams. Supports implementation transitions, continuous improvement, data-driven decisions, risk mitigation, and project delivery for payment and core banking system transformations.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
  • Document business, functional, and non-functional requirements for current and future state.
  • Create mapping documents and data flow diagrams in relation to projects.
  • Assess the impact of changes on existing organization and business processes and ensure all interdependencies are identified.
  • Work with Operations production team to develop project acceptance criteria and test scripts.
  • Works with Dep Ops Leads to develop and execute test scripts and ensures a smooth transition from implementation to production. Ensures that Deposit Operations (Dep Ops) requirements are documented and incorporated into project deliverables.
  • Manage day-to-day project requirements including ensuring steady progress on own deliverables, following up on open items and facilitating coordination with other departments when necessary.
  • Assist in creating a culture of continuous improvement and business process excellence.
  • Maintain strong, mutually respectful working relationships with internal business partners and external vendors / contractors, while working on complex programs that aim to transform many of the bank's core processing systems.
  • Assist management in the capture, analysis and presentation of data to support business decisions.
  • Collaborate with members of the Central PMO to drive requirements and keep progress on track for multiple work streams within a complex business transformation program.
Preferred Qualifications
Required Skills:
  • Hands-on experience with payment workflow integrations, banking APIs, Real-Time Payments (RTP) platforms -- e.g., Zelle/ The Clearing House RTP/ FedNow.
  • Strong understanding of payment processing, settlements, ACH, Wire, and ISO 20022 messaging formats.
  • Knowledge of fraud monitoring, compliance, or risk mitigation in payments.
  • Ability to work with cross-platform teams and excellent communication and stakeholder management skills.
  • Familiarity with Agile/Scrum methodologies and experience with tools like JIRA, Confluence, Visio, or Lucid chart.
  • Ability to exercise initiative, problem identification, problem solving and independent decision making.
  • Demonstrates excellent thinking (analytical and critical) skills and communication (verbal and written) skills.
  • Skilled in MS Office suite including Outlook, Teams, Word, PowerPoint and Excel.
  • Must be able to thrive under pressure, multi-task and manage competing priorities.
Required Experience:
  • Bachelor's Degree in Business, Engineering, Finance, Accounting or related field, and a minimum of 5 years' experience as a business or process analyst in banking or fintech.
Preferred Experience:
  • Previous payments software (example: FIS, Fiserv, Finastra, Finzly, Volante products) implementation experience. Previous experience in the use of Lucid Chart/ Visio to document process flows and in automation testing (Example: API testing through Postman).
  • PMP or Six Sigma Certification.

Skills Required

  • Bachelor’s degree in Business, Engineering, Finance, Accounting, or a related field
  • Minimum five years of experience as a business or process analyst in banking or fintech
  • Hands-on experience with payment workflow integrations, banking APIs, and Real-Time Payments platforms such as Zelle, The Clearing House RTP, or FedNow
  • Strong understanding of payment processing, settlements, ACH, wire transfers, and ISO 20022 messaging formats
  • Knowledge of fraud monitoring, compliance, or risk mitigation in payments
  • Ability to work with cross-platform teams and manage stakeholders effectively
  • Familiarity with Agile and Scrum methodologies
  • Experience with JIRA, Confluence, Visio, or Lucidchart
  • Strong analytical, critical-thinking, communication, problem-solving, and independent decision-making skills
  • Proficiency with Microsoft Office, including Outlook, Teams, Word, PowerPoint, and Excel
  • Ability to manage competing priorities and perform under pressure
  • Previous payments software implementation experience with products such as FIS, Fiserv, Finastra, Finzly, or Volante
  • Experience using Lucidchart or Visio for process flows
  • Experience with automation testing, including API testing through Postman
  • PMP or Six Sigma certification

Valley Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.

  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
  • Leave & Time Off Breadth Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
  • Retirement Support Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.

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The Company
HQ: Morristown, New Jersey
3,595 Employees
Year Founded: 1927

What We Do

At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.

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