Business​/Data Analyst

Role Overview

The Senior Business / Data Analyst Capital Management Technology is a hands-on subject matter expert responsible for designing, implementing, and continuously enhancing capital management solutions within the Treasury Technology team. This role requires a blend of analytical and technical expertise to translate complex capital management business rules into scalable technology solutions. The analyst will oversee data management processes and collaborate closely with Business Systems Analysts (BSAs), technical partners, business stakeholders, and POD members in an agile delivery model.

Key Responsibilities

• Translate capital management business rules and data into detailed technology requirements, mappings, and controls, including requirement traceability matrices.
• Author user stories and acceptance criteria using JIRA and Confluence
  .
• Develop and maintain data lineage
  , catalogs, and control documentation to ensure transparency, compliance, and audit readiness.
• Prepare test cases and plans; lead triage and QA activities to validate data and system integrity.
• Conduct data discovery and profiling for critical capital data sources to ensure completeness, accuracy, and quality.
• Perform hands-on work with data platforms, integration processes, and testing methodologies.
• Create data and process flows using Visio
  , Confluence
  , and similar tools.
• Utilize SQL for analysis across large datasets and demonstrate understanding of big-data concepts.
• Maintain a strong foundational understanding of financial products and their impact on capital management.

Must-Have Qualifications

• 3+ years' experience & proven ability to translate business rules into technology requirements and maintain traceability.
• Strong experience with SQL and data analysis across large datasets.
• 3+ years hands-on expertise in data integration, testing methodologies, and process documentation.
• Proficiency in creating data/process flows and maintaining governance artifacts.
• Solid understanding of financial products and capital management principles.
• Bachelor's degree in finance, Computer Science, Engineering, or related field; advanced degree preferred.
• Strong communication and stakeholder management skills.

Nice-to-Have Qualifications

• Experience with Credit or Capital Calculation Engines
  .
• Familiarity with Axiom for capital reporting.
• 3+ years of experience in capital management technology, treasury systems, or related financial services roles