Business Analyst / Project Managerâ Financial Systems (Onsite)
Business Analyst / Project Managerâ Financial Systems (Onsite)
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Job Description
Job Title: Business Analyst / Project Manager Financial Systems (Onsite)
Location: Raleigh NC
Duration: 12 Months
Job Description:
We are seeking an experienced Business Analyst / Project Manager (BA/PM) with strong expertise in requirements elicitation financial systems and business process documentation. This role supports the client by partnering with finance program and IT teams to ensure accurate transparent and timely financial data management.
The ideal candidate will be skilled at facilitating discussions clarifying requirements and building consensus in dynamic stakeholder addition to business analysis the role will provide project management oversight to help maintain alignment track deliverables and ensure successful collaboration between business stakeholders and development teams.
Key Responsibilities
- Facilitate and lead requirement-gathering sessions to capture clear validated and prioritized business and technical needs.
- Analyze K 12 financial data (budget allotments expenditures revenues payroll and grants).
- Translate business needs into functional requirements user stories system specifications and business process documentation.
- Coordinate and support the design testing and implementation of new financial data systems dashboards and reporting tools.
- Develop and maintain business process flows requirements traceability data dictionaries and user guides.
- Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions.
- Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems.
- Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality.
- Provide training knowledge transfer and support to financial staff and end users.
- Serve as liaison between business stakeholders and technical teams to ensure clarity alignment and shared understanding of goals.
- Apply project management discipline (scope tracking issue management timelines) to maintain alignment and support iterative delivery.
Qualifications:
- Preferred certifications: PMI-PBA (Professional in Business Analysis) PMP (Project Management Professional) AgileBA or equivalent.
Preferred Skills:
- Experience with K 12 education finance (allotments funding formulas payroll grants).
- Knowledge of client financial systems allotments and reporting processes.
- Exposure to Snowflake Oracle or other cloud-based data systems.
- Familiarity with Agile/SDLC methodologies with ability to apply iterative approaches to requirements and delivery.
- Ability to work independently and manage multiple priorities balancing BA and PM responsibilities.
Skills:
Skill
Required/Desired
Amount
of Experience
Experience as a Business Analyst or hybrid BA/PM preferably in financial systems or education sector.
Required
5
Years
Strong understanding of financial data accounting principles budgets and grants.
Required
5
Years
Proficiency in SQL Excel and financial data analysis tools.
Required
5
Years
Experience with ERP data warehouses or financial management systems.
Required
5
Years
Exceptional documentation skills (requirements user stories test cases process mapping).
Required
5
Years
Outstanding facilitation communication and stakeholder management skills with ability to build consensus and guide discussions productively.
Required
5
Years
Familiarity with state or federal financial reporting requirements (preferably education/K 12 sector).
Required
5
Years
Bachelors degree in Business Administration Finance Accounting Information Systems or related field.
Required
Employment Type
Full-time
