Optomi

Business Analyst

Optomi
6 - 10 years
United States
Contract
Remote
1 month ago

About the role

Optomi, in partnership with a leading full-service financial provider, is seeking experienced Business Analysts with strong treasury and commercial banking experience to support a portfolio of business-critical initiatives.
This role is ideal for BAs who excel at requirements gathering, vendor coordination, process documentation, and User Acceptance Testing within complex financial services environments. We’re looking for candidates who can partner closely with business stakeholders, identify gaps, challenge unclear requirements, and help drive successful project delivery.
What You’ll Be Doing
  • Gather, analyze, and document business requirements
  • Partner with internal stakeholders and external vendors to support project execution
  • Translate business needs into clear functional requirements and user stories
  • Lead and coordinate User Acceptance Testing efforts
  • Develop test cases and support business-user validation
  • Create and maintain process and procedural documentation
  • Support implementation readiness, validation, and rollout activities
  • Identify risks, gaps, and process improvement opportunities

Required Experience
  • Business Analyst experience within treasury, commercial banking, or financial services

Strong background in:
  • Requirements gathering and documentation
  • Vendor coordination
  • User story development
  • UAT leadership and test case creation
  • Process and workflow documentation

Preferred Experience
Experience with one or more of the following is highly preferred:
  • Treasury products and services
  • ACH / NACHA
  • Billing platforms
  • Commercial banking operations
  • Financial services vendor integrations

Ideal Candidate
  • Own requirements from discovery through validation
  • Communicate effectively across business and vendor teams
  • Ask the right questions and challenge assumptions when needed
  • Thrive in fast-moving, coordination-heavy project environments
  • Drive detail-oriented execution across multiple concurrent initiatives

Skills

AnalystIT Services and IT Consulting
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