Summary:
The Technical Business Analyst will partner with Finance, Accounting, Trade Processing, Data, and Technology teams to define requirements, analyze business workflows, and deliver data-driven reporting and analytics solutions. This role is ideal for a business analyst who enjoys working at the intersection of financial services operations, data analysis, and technology delivery.
The position offers the opportunity to translate complex business needs into clear functional and technical specifications, improve reporting and operational visibility, and support high-impact analytics initiatives using tools such as SQL, Excel, Tableau, Power BI, JIRA, Confluence, and AI-enabled analysis tools.
Responsibilities:
- Elicit, analyze, and document business requirements across Finance, Accounting, and Trade Processing teams.
- Translate business needs into clear functional and technical specifications for data, reporting, dashboard, and analytics solutions.
- Partner with business stakeholders and technology teams to clarify workflows, data sources, reporting needs, and process improvement opportunities.
- Perform data analysis using SQL, Excel, and AI-enabled tools to identify trends, gaps, exceptions, and business insights.
- Design, build, and support dashboards and visualizations using Tableau and Power BI for executive, operational, and cross-functional stakeholders.
- Create and maintain high-quality documentation, including business requirements, functional specifications, process flows, user stories, acceptance criteria, and reporting definitions.
- Use JIRA and Confluence to manage requirements, track delivery progress, and support project transparency.
- Support testing, validation, and user acceptance activities to ensure delivered solutions meet business needs.
- Identify opportunities to streamline reporting, improve data quality, and enhance business decision-making.
Qualifications:
- 5–9 years of experience as a Business Analyst, Technical Business Analyst, Data Analyst, or similar role.
- Experience working in financial services, investment operations, banking, capital markets, asset management, insurance, or related environments preferred.
- Strong understanding of Finance, Accounting, and/or Trade Processing workflows, systems, and data.
- Hands-on experience with data analysis using SQL, Excel, and AI-enabled productivity or analytics tools.
- Experience building dashboards, reports, or visualizations using Tableau and/or Power BI.
- Strong documentation skills, including business requirements, functional specifications, user stories, process flows, and acceptance criteria.
- Experience using JIRA and Confluence in Agile or technology delivery environments.
- Ability to communicate clearly with both business and technical stakeholders.
- Strong analytical mindset with the ability to translate complex business problems into structured requirements and actionable insights.
Work Model:
This role follows a hybrid schedule with an alternating cadence: one week onsite, followed by one week remote. Candidates must be able to work onsite in either the Dallas, TX or Raleigh, NC office during onsite weeks.
Preferred Experience:
- Financial services industry experience.
- Exposure to trade processing, investment operations, finance operations, accounting workflows, or reporting platforms.
- Experience supporting data, reporting, analytics, or business intelligence initiatives.
- Ability to work with cross-functional teams across business, operations, data, and technology.
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa currently.
- To be considered for this position, candidates must reside in the following U.S. states: TX or NC
- Candidates residing outside these states are not eligible for consideration currently.
- Not open to 3rd party/C2C engagement
We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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Skills Required
- 5-9 years of experience as a Business Analyst, Technical Business Analyst, Data Analyst, or similar role
- Strong understanding of Finance, Accounting, and/or Trade Processing workflows
- Hands-on experience with data analysis using SQL, Excel, and AI-enabled tools
- Experience building dashboards using Tableau and/or Power BI
- Strong documentation skills
- Experience using JIRA and Confluence in Agile environments
- Ability to communicate with both business and technical stakeholders
What We Do
Modern organizations depend on business systems that work in concert. FormativGroup enables our clients by connecting their processes and workflows, applications, and layers of data in ways that reflect how the business needs to operate. We help organizations knock down technology barriers, integrate workflows, and design connected data ecosystems, so information is available where and when they need it most. We are industry-centric consultants with expertise in design AND execution, working across your ecosystem to future-proof your business environment. See how you can transform possibility into progress with FormativGroup.
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