Business Analyst

• Department Name Insurance Platform & Products
• Date Opened 11/14/2025
• Job Type Any
• Required Skills
  • US Financial Services & R...
• Job Location USA
• Remote Job

Exavalu is a US based consulting firm specialized in Digital Transformation Advisory and Digital Solution Delivery for select industries like Insurance, Healthcare and Financial Services. Our Headquarters is in California, US with multiple offices across US, Canada, and delivery centres in India. We were founded by industry executives and consulting principals with deep industry experience that allows us to bring advisory strength and solution expertise to clients.

We’re on a hyper‑growth trajectory growing at over 100% year on year.

Join our diverse and inclusive team where you will feel valued and motivated to contribute with your unique skills and experience.

Exavalu offers a permanent remote working model as we believe in going where the right talent is.

This is a remote position.

Role: Business Analyst – US Financial Services & Retirement Planning

Location: REMOTE

Experience: 7–10 years in business analysis, with proven expertise in US financial services and retirement planning

Engagement Type: Contract/FTE

The Business Analyst will act as a bridge between stakeholders and delivery teams for a key customer in the US retirement space. This role focuses on requirements gathering, business analysis, and solution validation
, ensuring client needs are accurately captured and effectively delivered by offshore teams.

• Engage with onshore stakeholders to gather, document, and validate business requirements.
• Deep dive into US retirement products (401(k), 403(b), IRA, pensions, annuities) and related financial processes.
• Develop business process models, user stories, and functional specifications.
• Collaborate with solution architects, developers, and QA teams to ensure requirements traceability and delivery quality.
• Conduct gap analysis, impact assessments, and feasibility studies for new features and integrations.
• Ensure compliance with US financial regulations (ERISA, IRS, SEC, DOL).
• Support UAT planning and execution, coordinating with client stakeholders.

• 7–10 years of experience as a Business Analyst in financial services/retirement planning.
• Strong understanding of US retirement services (401(k), pensions, IRAs, annuities, wealth management).
• Proven expertise in creating BRDs, FRDs, and Agile user stories.
• Familiarity with financial data models, compliance frameworks, and reporting standards.
• Strong stakeholder management skills with ability to work across onshore/offshore teams.
• Experience in Agile delivery models (POD‑based structures).

• Experience with digital platforms for financial services (portals, mobile apps).
• Knowledge of workflow automation, RPA, or AI/ML use cases in finance.
• Prior exposure to US retirement plan administrators, record‑keepers, or carriers.

Diversity Inclusion:
At Exavalu, we are committed to building a diverse and inclusive workforce. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We nurture a culture that embraces all individuals and promotes diverse perspectives, where you can make an impact and grow your career.

Exavalu also promotes flexibility depending on the needs of employees, customers and the business. It might be part‑time work, working outside normal 9‑5 business hours or working remotely. We also have a welcome back program to help people get back to mainstream after a long break due to health or family reasons.