Associate Business Analyst

Our lending business funds equipment, vehicles and working capital for small and mid-sized companies across Canada. Coastal Wealth Management manages assets for more than 200,000 clients through 120 offices. Dress is business casual, and suits come out for client meetings.

Role overview

The Associate Business Analyst gathers requirements, maps current processes and works with IT and vendors to deliver the system changes the business needs. Employment is through our payroll partner in the US. Salary is paid monthly in USD. Core hours are 9:00 AM to 1:00 PM US Eastern.

Essential duties and responsibilities

• Prepare training materials and job aids for new processes.
• Evaluate vendor software against requirements.
• Identify gaps between the system and how people actually do the work.
• Work with developers and vendors to clarify requirements during the build.
• Run requirements sessions with business users and document what they need.
• Analyze data in Excel and SQL to size problems and measure results.
• Maintain a prioritized backlog with the product owner.

What you need

• 0-2 years as a business analyst or in a similar requirements role.
• Experience writing user stories, requirements documents and test cases.
• Jira and Confluence experience.
• Advanced Excel skills.
• Bachelor's degree in business, information systems or a related field.
• Comfortable leading workshops with people who disagree.
• Familiar with Agile and Scrum.

Preferred

• Power BI or Tableau.
• Salesforce Administrator certification.
• Process improvement training such as Lean Six Sigma.

Compensation and benefits

• Monthly internet allowance.
• 20 days paid time off.
• Paid sick days.
• Paid parental leave.
• Health insurance through our employer-of-record partner.
• Wellness allowance.

Coastal Wealth Management provides equal employment opportunities to all employees and applicants.

Apply with your resume. A cover letter is optional.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Coastal Wealth Management Ltd..