Technical Business Analyst

Job Summary

The Techno-Functional Business Analyst role combines financial domain expertise with technical proficiency to enhance financial processes, reporting accuracy, and system integration. This position anchors its value by driving revenue optimization, ensuring compliance through Independent Price Verification (IPV), and supporting strategic decision-making with actionable insights. The role impacts financial integrity and operational efficiency across multiple systems, influencing senior management decisions and organizational growth.

Reporting to Finance Technology leadership, this position collaborates with cross-functional teams to translate business requirements into technical specifications and deliver integrated solutions.

• Conduct revenue analysis to identify trends and optimization opportunities.
• Perform P&L attribution, variance analysis, and deliver insights to stakeholders.
• Execute IPV processes to maintain compliance and data accuracy.
• Lead reconciliation across diverse financial datasets and systems.
• Gather and document business requirements; translate into functional and technical specifications.
• Define acceptance criteria for user stories and ensure alignment with business objectives.
• Collaborate with development teams for backend integration and data model alignment.
• Design and maintain financial models, dashboards, and reports for senior management.
• Support UAT and system testing to validate solutions against requirements.
• Partner with finance, operations, and technology teams to streamline processes and reporting.

• Education:
  
  Bachelor’s degree in Finance, Economics, Business, or related field (preferred).
• Experience:
  
  8+ years of experience in financial principles, data analysis, and reconciliation; hands‑on experience with JIRA and Agile frameworks.
• Technical
  
  Skills:
  
  Proficiency in SQL and Excel; familiarity with BI tools (Power BI); understanding of architectural design and integration.
• Preferred:
  Business Analysis certifications; experience with financial systems, ETL processes, and cloud‑based platforms.
• Competencies:
  
  Analytical thinking, problem‑solving, attention to detail, and effective communication in fast‑paced environments.

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at