Business Analyst (Finance)

• We currently have a career opportunity for a Business Analyst to join our
• team.The Business Analyst will work as an embedded member of a 3-4 person BA
• team at a Wealth Management client. Day-to-day work centers on evaluating and
• improving an existing library of user stories for a new client onboarding
• system. This role requires someone who is comfortable working directly with
• business stakeholders — not just technical teams — and who can both analyze
• requirements and facilitate meaningful conversations to fill gaps and validate
• content.
• This is not a greenfield BA role. The ability to critically assess existing
• documentation, identify what's missing, and rewrite requirements with a business
• lens is essential.

• The role of the Business Consultant is for individuals passionate about
• identifying and delivering the right Business solution for each client. Our
• Business Consultants have a keen Business orientation with an understanding of
• how technology can be effectively applied to meet a variety of Business needs.

• Our Business Consultants fill a number of different roles on our project teams
• working with a variety of technologies for a wide range of clients. The specific
• responsibilities vary for each client and each project. Key to the success of
• our Business Consultants is the willingness and desire to quickly learn the
• client’s industry and the unique requirements of each engagement and to fill
• whatever role may be required to best support our client’s needs.

• A Business Consultant thrives in challenging environments and accomplishes
• difficult assignments without significant supervision and instruction. Our
• Consultants can handle the stress of being accountable for delivery and:
• complete goals on time, practice strong attention to detail, persevere through
• tough obstacles, and do not get easily discouraged.

• The Business Consultant may be involved in the strategic planning of an
• engagement or helping the client make decisions about their future IT direction.
• Once a project has begun, the Business Consultant may assist in facilitating key
• requirements with stakeholders and customers using standard and User Experience
• techniques. The Business Consultant may be responsible for functional designs,
• detailed designs and system mapping, wireframes, requirement specifications, and
• prototypes.

• The Business Consultant works with the Lead Business Consultant and Senior
• Project Managers to assist with daily operations exercising time management,
• communication and collaboration in a fast-paced environment to ensure the
• successful delivery of projects. The Business Consultant will interface with
• Perficient technical and business delivery personnel, as well as vendors and
• customers on a regular basis.

• Perficient is always looking for the best and brightest talent and we need you!
• We’re a quickly-growing, global digital consulting leader, and we’re
• transforming the world’s largest enterprises and biggest brands. You’ll work
• with the latest technologies, expand your skills, and become a part of our
• global community of talented, diverse, and knowledgeable colleagues.

RESPONSIBILITIES

• Coverage audit: Review the full existing user story library to identify gaps

• — business processes, workflows, and user needs that were not captured in the
• original documentation.

• Business alignment review: Assess each story for completeness, accuracy, and

• alignment to actual business intent; flag stories that are technically
• focused but miss the underlying business need.

• Story redrafting: Rewrite, expand, and create new user stories in clear,

• business-readable language following standard formats (As a... I want... So
• that...).

• Stakeholder facilitation: Lead and support working sessions with [Client]

• business stakeholders to review requirements, collect feedback, and drive
• toward formal sign-off.

• Documentation: Maintain organized, version-controlled requirements

documentation throughout the engagement.

• Design and implementation support: Serve as a BA resource during design and

• development phases — answering questions, clarifying intent, and reviewing
• deliverables for requirements alignment.

QUALIFICATIONS

• Bachelor’s Degree
• 3–6 years of business analysis experience in financial services, wealth

management.

• Demonstrated experience writing and reviewing user stories — not just

• gathering requirements, but producing well-structured stories that
• development teams can act on.

• Comfort working directly with business stakeholders — conducting interviews,

running workshops, and facilitating sign-off sessions.

• Strong written communication skills; ability to translate complex processes

into clear, concise documentation.

Preferred Qualification

• Experience in wealth management client onboarding / new account opening (NAO)

environments.

• Familiarity with financial advisor onboarding workflows — account opening,

compliance, suitability, platform setup.

• Prior experience rescuing or auditing requirements documentation from a prior

team or vendor.

• Exposure to process mapping / workflow diagramming (Visio, Lucidchart, Miro).
• CBAP, PMI-PBA, or equivalent BA certification.

• The ideal candidate has worked on projects where requirements were unclear,
• incomplete, or wrong — and had to figure out what was actually needed by
• going back to the business. They are not intimidated by a backlog of 200 user
• stories that need to be reworked. They can run a stakeholder session,
• identify what's missing from a story in real time, and come back the next day
• with a rewritten version that everyone agrees on.
• Financial services background is a real differentiator here. Client's
• stakeholders will expect the BA to understand concepts like advisor
• onboarding workflows, account types, compliance requirements, and the
• experience of a financial advisor navigating a new system. Candidates who
• have worked in wealth management, brokerage, or banking — even as a BA on
• peripheral systems — will ramp up faster and earn stakeholder trust more
• quickly.

• The salary range for this position takes into consideration a variety of
• factors, including but not limited to skill sets, level of experience,
• applicable office location, training, licensure and certifications, and other
• business and organizational needs. The new hire salary range displays the
• minimum and maximum salary targets for this position across all US locations,
• and the range has not been adjusted for any specific state differentials. It
• is not typical for a candidate to be hired at or near the top of the range
• for their role, and compensation decisions are dependent on the unique facts
• and circumstances regarding each candidate. A reasonable estimate of the
• current salary range for this position is $45,864 to $101,520.00. Please note
• that the salary range posted reflects the base salary only and does not
• include benefits or any potential variable compensation programs. Information
• regarding the benefits available for this position are in our benefits
• overview. [https://www2.perficient.com/candidate-resource-hub]

• Perficient, Inc. proudly provides equal employment opportunities (EEO) to all
• employees and applicants for employment without regard to race, color,
• religion, gender, sexual orientation, national origin, age, disability,
• genetic information, marital status, amnesty, or status as a protected
• veteran in accordance with applicable federal, state and local laws.
• Perficient, Inc. complies with applicable state and local laws governing
• non-discrimination in employment in every location in which the company has
• facilities. This policy applies to all terms and conditions of employment,
• including, but not limited to, hiring, placement, promotion, termination,
• layoff, recall, transfer, leaves of absence, compensation, and training.
• Perficient, Inc. expressly prohibits any form of unlawful employee harassment
• based on race, color, religion, gender, sexual orientation, national origin,
• age, genetic information, disability, or covered veterans. Improper
• interference with the ability of Perficient, Inc. employees to perform their
• expected job duties is absolutely not tolerated.

Disability Accommodations

• Perficient is committed to providing a barrier-free employment process with
• reasonable accommodations for qualified individuals with disabilities and
• disabled veterans in our job application procedures. If you need assistance
• or accommodation due to a disability, please contact us.

• Disclaimer:  The above statements are not intended to be a complete statement
• of job content, rather to act as a guide to the essential functions performed
• by the employee assigned to this classification.  Management retains the
• discretion to add or change the duties of the position at any time.

• Perficient is the global AI and technology consulting firm disrupting the
• traditional consulting model. Powered by our 7,000+ advisors, engineers, and
• designers, Perficient implements AI-first solutions that break conventions and
• deliver outcomes that matter. Proudly serving clients that represent the world’s
• most innovative brands, and in collaboration with our powerful technology
• partner ecosystem, we bring deep industry expertise and data-driven design to
• redefine how businesses run and succeed. Perficient is different. For real.
• Learn more at perficient.com.