PenChecks, Inc

Business Analyst - FinTech

PenChecks, Inc La Mesa, California, United States · $80K–$120K/yr

Financial Services · 51-200 employees

3 h ago
business-analyst Mid (2-5 yrs) Full-time United States
Create a free account to apply — email only, no card. You can also save this posting or score it against your profile with AI.

About the role

The Business Analyst will bridge the gap between technical teams and financial products by analyzing data and identifying business trends. They are responsible for requirements gathering, process mapping, risk assessment, and ensuring software solutions meet business objectives.

What they look for

Data Analysis Business Analysis Financial Modeling SQL Excel Risk Assessment Regulatory Compliance Process Mapping Requirements Gathering User Acceptance Testing Agile Scrum Kanban Project Management Data Visualization Strategic Planning

Requirements

Candidates must have a bachelor's degree in Business, Finance, Economics, or a related field and proven experience in the FinTech industry. Proficiency in data analysis tools like SQL and Excel, along with strong analytical and communication skills, is required.

Full description

Description

Summary: As a Business Analyst at PenChecks, you will play a critical role in bridging the gap between our technical development team and our financial products and services. You will be responsible for analyzing data, identifying business trends, and providing insights to drive strategic decisions. Your work will directly impact the growth and success of our FinTech firm.??

Responsibilities

  • Requirements Gathering: Collaborate with stakeholders to understand business objectives, elicit requirements, and document detailed specifications for software development projects.?
  • Data Analysis: Analyze large datasets to identify trends, patterns, and anomalies, and generate actionable insights for improving financial products and services.?
  • Process Mapping: Evaluate existing business processes and propose improvements to optimize processes and reduce operational costs.?
  • Risk Assessment: Conduct risk assessments, monitor regulatory compliance, and implement strategies to mitigate financial and operational risks.?
  • Business Modeling: Develop financial models, forecasts, and projections to support strategic planning, budgeting, and decision-making.?
  • Market Research: Stay updated on industry trends, competitive landscape, and emerging technologies to identify opportunities for innovation and growth.?
  • Report Generation: Create comprehensive reports and dashboards to communicate findings, insights, and recommendations to stakeholders and management.?
  • User Acceptance Testing (UAT): Collaborate with quality assurance teams and end-users to ensure software solutions meet business requirements and expectations.?
  • Documentation: Maintain clear and organized documentation of business requirements, processes, and project progress.?
  • Cross-functional Collaboration: Work closely with product managers, developers, and other teams to ensure alignment between business goals and technical solutions.?

Requirements

Required Knowledge, Skills, and Abilities

  • Bachelor's degree in Business, Finance, Economics, or a related field.??
  • A master’s degree or relevant certifications (e.g., CBAP, CFA) is a plus.?
  • Proven experience as a Business Analyst in the FinTech industry or related financial services.?
  • Strong analytical, quantitative, and problem-solving skills.?
  • Proficiency in data analysis tools, such as Excel, SQL, and data visualization tools.?
  • Excellent communication skills, including the ability to present complex information to non-technical stakeholders.?
  • Knowledge of financial regulations and compliance in the FinTech sector.?
  • Experience with project management methodologies and tools.?
  • Familiarity with software development processes and methodologies (e.g., Agile Scrum/Kanban).?
  • Attention to detail and a strong commitment to delivering high-quality work.?

Physical Demands and Work Environment

The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions.? Work Environment: ADA compliant office building.

Other

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

salary range is $80,000 to $120,000/year.

Similar roles