Agile Programming Methodologies, Atlassian JIRA, Banking Services, Business Analysis, Cloud Computing, Credit Union, Cross-Functional, Documentation, Establish Priorities, Financial Services, Interviewing Skills, Loyalty Programs, Microsoft Visio, Process Flow, Quality Assurance, Requirements Management, Salesforce.com, Scrum Project Management and Software Development, Sprint Planning, Technical/Engineering Design, Technology Analysis, Use Cases, User Experience Design (UXD)
A top financial services company is seeking a Business Analyst (Salesforce) to support their growing team in Tysons, VA.
Responsibilities:
- Play a central role in bridging business stakeholders, product owners, technology teams, and third-party vendors
- Translate program requirements into clear, actionable documentation that enables efficient and accurate development and delivery.
- Capture business needs and facilitate working sessions
- Develop user stories and functional requirements and ensure that the delivery team has what it needs to execute with clarity and confidence
- Serve as a critical connective layer across business and technology, helping to ensure that loyalty program requirements are well-defined, prioritized, and delivery-ready
- Perform other duties, as needed
Qualifications:
- 5+ years of experience as a Business Analyst on technology or digital transformation programs, preferably within financial services, banking, or credit union environments
- Strong requirements gathering skills, including experience conducting stakeholder interviews, facilitation workshops, and process discovery sessions
- Demonstrated ability to produce high-quality documentation, including user stories, functional requirements, acceptance criteria, process flows, and use cases
- Experience working across cross-functional teams, including business stakeholders, product owners, UX/design, engineering, QA, and third-party vendors
- Experience with Salesforce platforms (Experience Cloud, Loyalty Cloud, or Service Cloud)
- Comfort working in Agile/Scrum delivery environments; experience grooming backlogs, supporting sprint planning, and tracking delivery against requirements
- Proficiency with standard BA and collaboration tools such as Jira, Confluence, Visio, Lucidchart, or equivalent
- Ability to synthesize complex, ambiguous information from multiple sources into clear, actionable, and delivery-ready documentation
Desired Qualifications:
- CBAP, PMI-PBA, or equivalent BA certification
- Prior experience in Financial Services or Banking environments
- Experience working within Salesforce-based programs or in a financial services organization
T
Tandym
At Tandym Group (formerly The Execu|Search Group), we’re committed to connecting talented people like you with leading companies. With our personalized approach, you’ll never feel like just a resume when you work with us. We know that every job—and every job seeker—is different, which is why we keep the focus on you and your goals. This philosophy has allowed us to help thousands of people find career success over the last three decades, and we’re here to help you do the same.
With our extensive network of companies and full suite of direct hire recruitment and contract staffing services, you’ll have access to a variety of roles. We match talent with highly curated opportunities across healthcare, professional services, tech, and life sciences—but it goes far beyond that.
When you partner with us, we’re all in. Your goals become our goals, and we are committed to helping you reach your highest potential. From matching you with your dream role to providing resume guidance and interview prep, we’re here for the entire journey. In the constantly changing world of work, you can count on us to be by your side.
100 to 499 employees
Staffing/Employment Agencies
http://www.tandymgroup.com