JobsBusiness & Financial AnalystCharlotteIT Business Analyst

Sunlight Financial LLC

Posted 2 days ago

IT Business Analyst

Sunlight Financial LLC · Charlotte, North Carolina, United States

Full-timeHybrid5-10 yrsListed as no visa sponsorshipFinancial Services
APPLY ON SUNLIGHT FINANCIAL LLC'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

We'll email a six-digit code to make this your free Advancemint sign-in - and a link for later. Terms · Privacy Policy

Opens the employer's own application page.

In short

The Business Analyst will partner with stakeholders to gather requirements, document process flows, and identify opportunities for AI-driven automation. They will also collaborate with developers and architects to deliver functional specifications and oversee UAT and post-deployment monitoring.

What they're looking for

MUST-HAVE SKILLS

Business analysisProcess mappingRequirements gatheringUse casesUser storiesFunctional specificationsUATSalesforce

ALSO MENTIONED

IT Business AnalystFinancial servicesProcess flowsBusiness requirementsUse casesUser storiesAI agentsAutomationFunctional specificationsQA

Candidates must hold at least a bachelor's degree in a relevant field and possess five or more years of experience as a Business Analyst within an IT team. Strong analytical skills, proficiency with Salesforce, and experience in the financial services industry are highly preferred.

About the employer

Sunlight Financial

Providing point-of-sale financing to enhance experiences, grow our partners' businesses, and improve our communities

Who We Are: Frictionless Financing for Home Upgrades

Read more

Our payment-friendly financing and industry-leading technology help contractors grow their solar and home improvement businesses and make homeowners’ dreams come true. The Sunlight Advantage We partner with contractors nationwide to offer homeowners innovative, affordable loans for modern home upgrades. With over $4 billion in funded loans, our best-in-class technology and deep credit expertise simplify and streamline homeowner finance, enabling our contractor partners to quickly and easily provide homeowners with simple access to financing at point-of-sale via phone, tablet or computer. More than just a financing provider, we’re your partner for the long-haul. For contractors and homeowners alike, experiencing the Sunlight advantage means access to flexible payment options, a frictionless home upgrade experience, and elite support – from loan approval to project completion and beyond. Sustainability and Savings with Solar Financing Growing your solar business doesn’t need to be complicated. With over 100,000 solar systems funded and installed, our simple and intuitive sales platform features self-service product selection, instant credit approvals and fast funding to keep your business moving forward. That’s why 15,000 plus professionals choose Sunlight as their preferred financing provider. Modern Home Upgrades with Home Improvement At Sunlight Financial, our home improvement financing options are designed to meet your customers’ needs and increase their buying power – all while being a natural extension of your business’ values and sales process. We fund fast to ensure your business will have working capital to grow. Letʼs make the world a brighter place

INDUSTRY
Financial Services
COMPANY
Public Company
FOUNDED
2014
HEADQUARTERS
New York , New York
SIZE
201-500on LinkedIn
OFFICES
2 on LinkedIn

Is your LinkedIn profile ready for roles like this?

A free review of your profile, scored against what Business Analysis roles ask for, and what to fix first.

GET MY FREE REVIEWFREE · A SCORED REVIEW OF YOUR PROFILE, IN MINUTES

Questions about this role

Is this Sunlight Financial LLC role remote?
Tagged hybrid.
Does it sponsor visas?
Listed as no visa sponsorship.
What experience does it ask for?
Listed as 5-10 years.

The posting, in full

Job Details: Job Location: CLT - Charlotte, NC, Position Type: Full Time, Salary Range: Undisclosed, IT Business Analyst We Are a Mission-Driven Company Sunlight Financial is a contractor-focused point of sale lender with a relentless focus on providing amazing service and delivering a best-in-class experience to our entire ecosystem. We’re rapidly growing in every home service vertical – Windows, Remodel, HVAC, Roofing, Fencing, and more – and need exceptional talent to help us reach our goals. Since inception, Sunlight has funded over $12 billion in loans with thousands of high-quality contractors nationwide—and we’re just getting started. We’re looking for passionate, driven teammates to help scale our growing home improvement business. At Sunlight, we empower our teammates to make a meaningful impact. We’re looking for A players who thrive in a fast paced, entrepreneurial environment. We're a fast-growing company which means initiatives and strategy can evolve quickly as the business scales. We need teammates who move with that agility instead of resisting it: people who live and breathe an ownership mentality and don't wait to be asked, who take initiative and execute, and who step in on what needs doing even when it's not strictly "theirs." Our salaries are competitive, our benefits are generous, and our culture is collaborative, connected, and fun. If this sounds like you and you’d like to come build with us, we’d love to talk to you. Learn more at www.sunlightfinancial.com. About the Role As a Business Analyst, you will partner with the business to gather and document process flows, business requirements, and use cases, engaging stakeholders across the company to fully understand each need and its compliance implications. For projects focused on optimizing operational processes, you will map how business functions operate today and identify where AI agents can support them. You will work closely with solution architects and developers to produce clear, concise functional specifications, then carry that work through delivery: supporting QA with test scenarios, leading UAT and sign-off with business sponsors and Compliance and measuring results after deployment. As an integral part of the IT team, you will have extensive input on projects and how best to solve business challenges. We value people who take ownership of their work, their deliverables, and the outcomes they drive. If you hold yourself accountable, follow through, and are excited about leveraging AI to elevate the quality and speed of your work, you’ll thrive here. This role is based in our Charlotte, NC office on a hybrid schedule. APPLICATION INSTRUCTIONS To be considered for this position, please include the exact job title, " IT Business Analyst” in red font at the very top of your resume. Applications that do not include this requirement may not be considered. RESPONSIBILITIES: Partner with the business to gather a clear understanding of the stakeholders’ needs. Engage various stakeholders throughout the company as needed to capture a complete understanding of the need and any compliance implications. Gather and document business requirements, use cases / user stories and process maps in order to support solution development. Document current-state business processes across functions, including decision points, exceptions, and systems used, to identify opportunities for AI agents and automation. Translate documented processes into requirements for AI agents, including review points and escalation paths, in partnership with Compliance. Work closely with the solution architects and developers to formulate and document clear and concise functional documents. Deliver clear, concise and architecturally sound documentation to the development team, conducting walk throughs as needed. Work with the Quality Assurance teams and provide test scenarios as required based on project complexity. Actively participate or lead early business validation of delivered functionality throughout the development process. Work with the development team, testing team and end user testers to ensure projects are delivered with high quality and zero defects. Following successful IT QA testing, perform UAT to confirm functionality and work with business sponsor and Compliance to obtain UAT sign-off. Document pre and post deployment steps and plans. Monitor activity post deployment and report on the project’s Measures of Success. Qualifications: At minimum, a bachelor’s degree in Business Administration, Accounting, Computer Science or equivalent Five or more years of experience as a Business Analyst within an IT team, preferably in the financial services industry. Strong analytical skills and the ability to approach problems from multiple angles to understand what the essence of the problem is. Ability to engage, work and thrive in a hands-on fast paced team environment. Excellent multitasking ability to coordinate multiple projects, meeting both scheduled and unscheduled deadlines. High-level of comfort with Salesforce and the Force.com platform. Certification is preferred. Understanding of the UX design and content processes. Familiarity with APIs, JSON, XML Experience documenting requirements for AI, automation, or workflow tools is a plus. Compensation & Benefits Competitive base salary commensurate with experience, plus an uncapped annual bonus based on personal and company performance. Benefits Include: Comprehensive health coverage: Sunlight covers an average of 85% of all premiums including medical, dental, vision, and more. Generous time off: Start with 20 days of PTO in your first year, increasing to 25 after three years. Plus, enjoy parental leave, volunteer time off, and voting leave. 401(k) with company match: We match 50% of your contributions, up to 6% of your salary—helping you plan for the future. Inclusive culture: Sunlight Financial is an equal opportunity employer and celebrates diversity in all its forms. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or any other characteristic protected by law. PLEASE READ BEFORE APPLYING WORK AUTHORIZATION Sunlight Financial does not provide immigration or visa sponsorship for this or any position, now or at any point in the future. We do not sponsor, transfer, or extend any visa status, and we do not participate in training programs that require employer enrollment, certification, or reporting. Applicants must be authorized to work in the United States for any employer, without sponsorship, on an ongoing and indefinite basis. Work authorization that is time-limited, tied to a school or training program, or that would require sponsorship or an employer-supported extension to continue does not meet this requirement, regardless of how much time remains on it. If that describes your situation, this role is not a fit and we ask that you not apply. Applicants will be asked to confirm this at the time of application. Sunlight verifies work authorization for all employees as required by federal law.

▶ READ THE FULL POSTING

Job Details: Job Location: CLT - Charlotte, NC, Position Type: Full Time, Salary Range: Undisclosed, IT Business Analyst We Are a Mission-Driven Company Sunlight Financial is a contractor-focused point of sale lender with a relentless focus on providing amazing service and delivering a best-in-class experience to our entire ecosystem. We’re rapidly growing in every home service vertical – Windows, Remodel, HVAC, Roofing, Fencing, and more – and need exceptional talent to help us reach our goals. Since inception, Sunlight has funded over $12 billion in loans with thousands of high-quality contractors nationwide—and we’re just getting started. We’re looking for passionate, driven teammates to help scale our growing home improvement business. At Sunlight, we empower our teammates to make a meaningful impact. We’re looking for A players who thrive in a fast paced, entrepreneurial environment. We're a fast-growing company which means initiatives and strategy can evolve quickly as the business scales. We need teammates who move with that agility instead of resisting it: people who live and breathe an ownership mentality and don't wait to be asked, who take initiative and execute, and who step in on what needs doing even when it's not strictly "theirs." Our salaries are competitive, our benefits are generous, and our culture is collaborative, connected, and fun. If this sounds like you and you’d like to come build with us, we’d love to talk to you. Learn more at www.sunlightfinancial.com. About the Role As a Business Analyst, you will partner with the business to gather and document process flows, business requirements, and use cases, engaging stakeholders across the company to fully understand each need and its compliance implications. For projects focused on optimizing operational processes, you will map how business functions operate today and identify where AI agents can support them. You will work closely with solution architects and developers to produce clear, concise functional specifications, then carry that work through delivery: supporting QA with test scenarios, leading UAT and sign-off with business sponsors and Compliance and measuring results after deployment. As an integral part of the IT team, you will have extensive input on projects and how best to solve business challenges. We value people who take ownership of their work, their deliverables, and the outcomes they drive. If you hold yourself accountable, follow through, and are excited about leveraging AI to elevate the quality and speed of your work, you’ll thrive here. This role is based in our Charlotte, NC office on a hybrid schedule. APPLICATION INSTRUCTIONS To be considered for this position, please include the exact job title, " IT Business Analyst” in red font at the very top of your resume. Applications that do not include this requirement may not be considered. RESPONSIBILITIES: Partner with the business to gather a clear understanding of the stakeholders’ needs. Engage various stakeholders throughout the company as needed to capture a complete understanding of the need and any compliance implications. Gather and document business requirements, use cases / user stories and process maps in order to support solution development. Document current-state business processes across functions, including decision points, exceptions, and systems used, to identify opportunities for AI agents and automation. Translate documented processes into requirements for AI agents, including review points and escalation paths, in partnership with Compliance. Work closely with the solution architects and developers to formulate and document clear and concise functional documents. Deliver clear, concise and architecturally sound documentation to the development team, conducting walk throughs as needed. Work with the Quality Assurance teams and provide test scenarios as required based on project complexity. Actively participate or lead early business validation of delivered functionality throughout the development process. Work with the development team, testing team and end user testers to ensure projects are delivered with high quality and zero defects. Following successful IT QA testing, perform UAT to confirm functionality and work with business sponsor and Compliance to obtain UAT sign-off. Document pre and post deployment steps and plans. Monitor activity post deployment and report on the project’s Measures of Success. Qualifications: At minimum, a bachelor’s degree in Business Administration, Accounting, Computer Science or equivalent Five or more years of experience as a Business Analyst within an IT team, preferably in the financial services industry. Strong analytical skills and the ability to approach problems from multiple angles to understand what the essence of the problem is. Ability to engage, work and thrive in a hands-on fast paced team environment. Excellent multitasking ability to coordinate multiple projects, meeting both scheduled and unscheduled deadlines. High-level of comfort with Salesforce and the Force.com platform. Certification is preferred. Understanding of the UX design and content processes. Familiarity with APIs, JSON, XML Experience documenting requirements for AI, automation, or workflow tools is a plus. Compensation & Benefits Competitive base salary commensurate with experience, plus an uncapped annual bonus based on personal and company performance. Benefits Include: Comprehensive health coverage: Sunlight covers an average of 85% of all premiums including medical, dental, vision, and more. Generous time off: Start with 20 days of PTO in your first year, increasing to 25 after three years. Plus, enjoy parental leave, volunteer time off, and voting leave. 401(k) with company match: We match 50% of your contributions, up to 6% of your salary—helping you plan for the future. Inclusive culture: Sunlight Financial is an equal opportunity employer and celebrates diversity in all its forms. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or any other characteristic protected by law. PLEASE READ BEFORE APPLYING WORK AUTHORIZATION Sunlight Financial does not provide immigration or visa sponsorship for this or any position, now or at any point in the future. We do not sponsor, transfer, or extend any visa status, and we do not participate in training programs that require employer enrollment, certification, or reporting. Applicants must be authorized to work in the United States for any employer, without sponsorship, on an ongoing and indefinite basis. Work authorization that is time-limited, tied to a school or training program, or that would require sponsorship or an employer-supported extension to continue does not meet this requirement, regardless of how much time remains on it. If that describes your situation, this role is not a fit and we ask that you not apply. Applicants will be asked to confirm this at the time of application. Sunlight verifies work authorization for all employees as required by federal law.

APPLY ON SUNLIGHT FINANCIAL LLC'S CAREERS SITE ↗
SAVE THIS JOB

We'll keep this job - the posting's full text, even after it closes. Free.

We'll email a six-digit code to make this your free Advancemint sign-in - and a link for later. Terms · Privacy Policy

Similar roles open now

All 7 Business & Financial Analyst roles in Charlotte

This listing comes from Sunlight Financial LLC's own careers site. Apply links go to the employer. Company facts are from Sunlight Financial's public profile. Last checked 29 Oct 2026.