Retirement & Wealth - Sr. Business Analyst; Remote

Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.

We shape our values by acting with compassion, empathy, and doing what's right; cultivating trust through integrity, transparency, and accountability; aiming higher by never settling for what's expected and continually raising the standard; and winning together by collaborating inclusively to achieve the best outcomes.

Remote roles may be located in AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90‑minute radius of our Oak Brook, IL headquarters are required to adhere to in‑office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, we help the people we care about plan, save, and invest for a brighter future. We pursue better outcomes with automatic rollover services, health savings accounts, emergency savings funds, custody services, and more.

The Sr. Business Analyst reports to the Sr. Manager in the Digital Product Management department. This role identifies business needs, analyzes data, and develops data‑driven solutions by collaborating with stakeholders to evaluate current processes, uncover areas for improvement, and design effective solutions to optimize business operations. Key duties include gathering requirements, conducting data analysis, creating reports, and presenting recommendations to drive strategic decision‑making.

This position provides expertise in the preparation, analysis, design, testing, and implementation of product features and process improvements using Agile methodologies. A key purpose is to assess and evaluate current state processes and develop streamlined, automated, and standardized alternatives.

• Evaluate existing business processes, identify inefficiencies, and propose process optimization strategies to enhance productivity and quality.
• Lead the analysis of key risk areas in current and proposed product and operational processes.
• Design and lead process improvements as part of system implementations, translating them into requirements, epics, features, and stories to support development teams and process owners.
• Develop detailed functional specifications for new systems or system enhancements based on business needs and requirements analysis.
• Determine and support team structure changes as it relates to the definition of roles impacted by process changes.
• Conduct thorough needs assessments by interviewing stakeholders, gathering feedback, and documenting business requirements to understand current pain points and desired outcomes.
• Utilize data‑driven tools and methods to collect, clean, and analyze data, identify trends, patterns, and insights relevant to business objectives.
• Partner with stakeholders, product owners, scrum masters, and architects to define operations process requirements related to multiple internal and external systems.
• Create comprehensive reports and data visualizations to effectively communicate findings and insights to key decision‑makers.
• Build strong relationships with stakeholders at all levels, effectively communicating project status, addressing concerns, and aligning expectations.
• Lead the creation of process flows, process documentation, and training…