Business Analyst | Blvd. Insurgentes

The Business Analyst serves as a key liaison between clients, business stakeholders, accounting teams, and technical resources, supporting financial services projects, process improvements, and automation initiatives. This role focuses on gathering and documenting business requirements, improving operational efficiency, analyzing data, and ensuring successful project delivery.

Key Responsibilities

Business Analysis & Stakeholder Management

• Act as the primary point of contact between business users, clients, developers, and cross-functional teams.
• Gather, analyze, and document business requirements, ensuring alignment between business needs and technical solutions.
• Facilitate meetings, workshops, and stakeholder discussions to identify priorities and project objectives.
• Coordinate information requests and support project execution across teams.

Process Improvement & Automation

• Analyze workflows, identify operational gaps, and recommend process improvements.
• Support process mapping, gap analysis, and automation initiatives to enhance efficiency, compliance, and scalability.
• Assist with the implementation and monitoring of optimization efforts.

Documentation & Reporting

• Develop and maintain Business Requirements Documents (BRDs), SOPs, process maps, and project documentation.
• Create business and technical reports to support decision-making and project tracking.
• Ensure accurate documentation of requirements, processes, and compliance activities.

Data Analysis & Financial Projects

• Analyze financial and operational data to support business initiatives.
• Utilize SQL to extract and validate data, and Excel (Pivot Tables, VLOOKUP/XLOOKUP) to develop reports and dashboards.
• Provide insights and recommendations based on data analysis.

Quality Assurance & Compliance

• Support audit, compliance, and reporting activities.
• Help implement quality assurance measures and ensure adherence to internal controls, regulatory requirements, and best practices.