Business Analyst Project Management bei Financial Plus Credit Union

Description

Job Title: Business Analyst  

Department: Project Management 

Reports to: Director of Enterprise Operations

Hours per Week: 40 hrs./week Salary Exempt

Company Summary

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.' 

At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. 

Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU – where you aren’t just making a living but joining a PLACE where you can REACH your goals.  

Position Summary

This position will lead cross-functional initiatives that deliver strategic value and measurable business outcomes. This hybrid role is ideal for professionals who possess a strong analytical mindset, stakeholder management skills, and the ability to drive projects from ideation through delivery. As a Business Analyst, you will be responsible for gathering and analyzing business requirements, defining solutions, collaborating with the PMO to support planning and delivery milestones and monitoring implementation delivery against business objectives. You will serve as a liaison between business stakeholders, technical teams, and external vendors, facilitating clear communication, translating requirements, and supporting alignment throughout the solution development process.

Essential Functions & Primary Responsibilities

• Engage in project, process, and vendor consultations as part of PMO governance.
• Provide strategic insights and recommendations for project alignment, methodology, and risk mitigation.
• Process/journey mapping for current and future states
• Data analysis to support decision-making
• Stakeholder interviews to gather requirements
• Design and document future state processes with an emphasis on efficiency, scalability, and user needs.
• Scope initial requirements
• Coordinate and support User Acceptance Testing (UAT), ensuring defects are documented and resolved. 
• Conduct post-implementation evaluations to assess objectives.
• Document lessons learned and identify opportunities for continuous improvement.
• Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations.
• Must be bondable. 
• Perform other duties as assigned.

Requirements

Education & Qualifications

• Bachelor’s degree in business or similar related field
• At least three years’ experience as a business analyst or similar related experience
• Experience with business process modeling (e.g., Visio)
• Familiarity with business process analysis and improvement methodologies (e.g., Lean, Six Sigma).
• Familiarity with project management methodologies (Agile, Waterfall)
• Ability to translate business needs into technical requirements 
• Proficiency in tools like JIRA, Visio, Power BI, Excel, SQL
• This position requires an understanding of basic computer skills including M365 suites.

Skills and Abilities

• Proficient in developing and presenting presentations on complex topics.
• Thorough understanding of Credit Union and Banking Regulations 
• Outstanding analytical skills and problem-solving ability
• Presents a positive and professional image to members through effective and courteous verbal and written communications.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Ability to apply logical thinking to define problems, collect data, establish facts, and draw conclusions.
• Ability to be mindfully flexible and willing to go with the flow.
• Ability to deal with difficult concepts and complex variables.

Physical Demands & Work Environment 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Sedentary work; sitting most of the time. Exerts up to 10+ pounds of force occasionally.
• The noise level in the work environment is professional and typically moderate.

This job Description is not a complete statement of all duties and responsibilities comprising this position.