Business Analyst

Position Summary

The Business Analyst is responsible for identifying business needs, analyzing processes, and providing data-driven insights to help the organization achieve its objectives. The BA collaborates with stakeholders, including management, clients, and technical teams, to gather requirements, document processes, and recommend solutions that improve efficiency, productivity, and overall business performance. The role also supports the development and maintenance of automated document templates and workflows, translating business requirements and rules into reliable document-generation solutions.

Essential Duties and Responsibilities

Collaborate with stakeholders to understand business needs, integration requirements, and system dependencies.

Elicit and document detailed business requirements, functional specifications, and use cases.

• Conduct workshops, interviews, and surveys to validate business and technical needs.
• Analyze current system workflows and data exchange processes to identify inefficiencies.
• Create process flow diagrams, business process models, and technical documentation.
• Ensure all documentation is accurate, clear, and aligned with business objectives.

Collect and analyze data to identify trends, insights, and opportunities for process improvements.

Develop reports and dashboards to communicate findings to stakeholders.

Develop, code, test, and maintain automated document templates, including conditional logic, data-driven fields, calculations, and system-generated content.

Troubleshoot document-generation issues involving templates, data mapping, conditional logic, formatting, and application integrations.

• Collaborate with technical teams to ensure solution design aligns with business goals.
• Support ongoing efforts to improve business processes, systems, and workflows.

Assist with test plan creation and execution to ensure solutions meet business requirements.

• Participate in user acceptance testing (UAT) and coordinate stakeholder validation.
• Ensure all solutions are delivered on time, within scope, and meet quality standards.
• Act as a liaison between business stakeholders, IT teams, and external partners.
• Communicate project status, issues, and resolutions clearly and consistently.

Facilitate decision-making to ensure alignment between business needs and system capabilities.

• Assist project managers with timeline tracking, resource allocation, and risk management.
• Identify opportunities for process automation and continuous improvement.
• Stay current with industry trends, best practices, and emerging technologies.
• Support the implementation of solutions and ensure they align with business goals.
• Perform other duties and special projects as assigned by management.

Key Performance Expectations

• To be successful in this role, the Business Analyst is expected to:
• Deliver accurate and comprehensive documentation.
• Ensure timely completion of deliverables and adherence to project schedules.
• Maintain data accuracy and integrity across connected systems.
• Demonstrate proactive communication with technical and business teams.
• Identify and escalate challenges or risks promptly.
• Contribute to continuous improvement initiatives.

Qualifications

Education:

Bachelor’s degree in Business, Information Technology, or related field (or equivalent experience)

Experience

• Minimum 2–3 years as a Business Analyst
• Experience with case management systems or enterprise applications
• Experience with requirements gathering, process mapping, and data analysis

Familiarity with Agile methodology and Scrum framework

Experience developing and maintaining automated document templates using document automation and document assembly platforms

Experience working with conditional logic, variable/data mapping, document assembly, and template testing/troubleshooting

Technical Skills

• Experience with document automation and document assembly platforms
• Proficiency in SQL, data validation, and troubleshooting

Knowledge of project management principles and practices

Proficiency in Microsoft Office Suite, Excel, Visio, SharePoint, and ticketing/project tools

Experience with system implementation, testing, and quality assurance

Soft Skills

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills, with the ability to collaborate with cross-functional teams

Detail-oriented with the ability to manage multiple priorities

Certifications (Preferred)

Certification in business analysis (CBAP, CCBA, or PMI-PBA)

Physical Requirements

• Prolonged periods of sitting and computer use.
• Visual acuity to review data, documentation, and system interfaces.
• Ability to operate a computer, telephone, and office equipment.
• Occasional movement within the office for collaboration or equipment setup.
• Occasional travel may be required for client meetings or project support.