Business Analyst - Capital Markets

Role: Financial business analyst with Capital Markets

Capital Markets is required

SQL (basic querying)

Position Overview:

• Client is seeking a Financial Business Analyst to bridge business needs and technology solutions within client’s Finance organization.
• The ideal candidate will analyze business processes, gather and document requirements, support financial reporting initiatives, and collaborate with stakeholders to improve operational efficiency and data-driven decision-making.
• The Financial Business Analyst will work closely with Finance, Accounting, Risk Management, Technology, and external partners to support strategic initiatives, regulatory reporting, process improvements, and system enhancements.

Key Responsibilities:

Business Analysis and Requirements Management:

• Partner with business stakeholders to gather, analyze, and document business requirements.
• Translate business needs into functional specifications and user stories.
• Conduct gap analyses and identify opportunities for process improvements.
• Facilitate workshops, interviews, and requirements sessions with cross-functional teams.
• Maintain requirements traceability throughout the project lifecycle.

Financial Analysis and Reporting:

• Analyze financial data to support business decisions and strategic initiatives.
• Assist with budgeting, forecasting, and financial planning processes.
• Develop reports, dashboards, and metrics to track key business performance indicators.
• Support month-end and quarter-end reporting activities.
• Validate financial data accuracy and integrity across systems.

Data Analysis and Process Improvement:

• Perform data analysis using SQL, Excel, and reporting tools.
• Identify trends, risks, and opportunities through data interpretation.
• Recommend process enhancements to improve efficiency and control effectiveness.
• Support automation and digital transformation initiatives.

Project Support:

• Participate in Agile and Waterfall project environments.
• Collaborate with project managers, developers, testers, and business stakeholders.
• Assist with User Acceptance Testing (UAT), defect management, and solution validation.
• Support implementation and post-production activities.

Regulatory and Risk Compliance:

• Ensure compliance with client policies, financial regulations, and internal controls.
• Support audit requests and regulatory reporting initiatives.
• Document business processes and control procedures.

Required Qualifications:

• Bachelor''s degree in Finance, Accounting, Economics, Business Administration, Information Systems, or related field.
• 3 to 7 plus years of experience as a Business Analyst, Financial Analyst, or Financial Business Analyst.
• Experience gathering and documenting business and functional requirements.
• Strong understanding of financial reporting, budgeting, forecasting, and financial processes.
• Advanced Microsoft Excel skills.
• Experience with SQL for data analysis and validation.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work effectively with both business and technical stakeholders.

Preferred Qualifications

• Experience within financial services, mortgage, banking, or capital markets industries.
• Knowledge of client, Fannie Mae, or GSE operations.
• Familiarity with Agile methodologies and tools such as Jira and Confluence.
• Experience with Power BI, Tableau, or other BI tools.
• Understanding of data governance and data quality practices.
• CBAP, PMI-PBA, CFA, CPA, or related certifications preferred.

Technical Skills:

• SQL
• Excel (Advanced)
• Power BI / Tableau
• Jira and Confluence
• Visio
• SharePoint

Thanks,

Fredric

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