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Business Analyst - Senior

Job in Brookfield, Waukesha County, Wisconsin, 53005, USA
Listing for: My3Tech
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below

Business Analyst

Role Mandate:
The selected candidate will be a mat leave coverage and provide professional, knowledgeable cash management advice and support to banking partners/stakeholders and their clients to drive the achievement of cash management sales and service objectives and support the delivery of the desired customer experience.

Job Responsibilities:

  • Leads deal teams to develop, present proposals/pitches for new opportunities.
  • Leads prospecting workshops to grow business within the market.
  • Applies business development strategies and collaborates with other banking partners to grow the business and achieve goals.
  • Reviews and monitors performance of the assigned market and sales opportunity pipeline to drive results.
  • Participates in deal teams to develop, present proposals/pitches for new opportunities.
  • Develops an effective external network to support the identification of new business opportunities.
  • Delivers exceptional customer service that builds trust through expertise, responsive service and support.
  • Develops and maintains long-term, profitable relationships and expands our share of wallet with a portfolio.
  • Provides subject matter expertise and assistance with complex deal structuring.
  • Acts timely, efficiently, and independently, taking ownership of client satisfaction.
  • May include focused calling and pipeline management activities.
  • Acts as a central point of contact to answer or resolve queries.
  • Advises business clients/partners on cash management and deposits solutions.
  • Provides subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
  • Works jointly with partners and stakeholders to develop non-standard/negotiated pricing agreements for cash management customers.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Develops and manages banking relationships and plans for prospective clients.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation.
  • Analyzes financial and related data to determine the client needs of the client for proper structuring of the Bank's products and services that meet client needs.
  • Breaks down strategic problems, and analyzes data and information to provide insights and recommendations.
  • Monitors and tracks performance and addresses any issues.
  • Supports product change management initiatives with tasks typically focused on execution and sustainment activities.
  • Plans, executes and fulfills cash management product solutions sales and services activities in alignment with standards.
  • Provides product and process knowledge to stakeholders (e.g. product information, pricing, implementation time frames, requirements, etc.).
  • Identifies risks and takes appropriate actions to mitigate impacts and maintain operational integrity.
  • Stays abreast of client needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided.
  • Focus is primarily on business/group within the bank; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • 5+ years of relevant experience
  • Previous FI experience
  • Knowledge of cash flow and working capital analysis.
  • Knowledge of cash management products and services
    - In-depth.
  • Knowledge of business investment and lending products
    - In-depth.
  • Knowledge of Personal and Commercial banking products and services
    - In-depth.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills
    - In-depth.
  • Collaboration & team skills
    - In-depth.
  • Analytical and problem solving skills
    - In-depth.
  • Influence skills
    - In-depth.
  • Data driven decision making
    - In-depth.
  • Advanced Excel
  • Strong written/verbal communication and stakeholder management
  • Excel Power Query knowledge
  • SQL knowledge an asset
  • Power BI experience
Position Requirements
10+ Years work experience
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