FormativGroup
financial services
TechnicalBusinessAnalyst-Data&Analytics
Neural analysis suggests this role is
optimal for Mid candidates.
“Technical Business Analyst - Data & Analytics at FormativGroup. Skills: data analysis, SQL, Tableau, Power BI, business requirements, functional specifications, technical specifications, reporting, analytics. Elicit, analyze, and document business requirements across Finance, Accounting, and Trade Processing teams. Translate business needs into clear functional and technical specifications for data, reporting, dashboard, and analytics solutions”
Industry & Context.
analytical mindset with the ability to translate complex business problems into structured requirements and actionable insights
Candidates must be able to work onsite in either the Dallas, TX or Raleigh, NC office during onsite weeks., Applicants must be authorized to work for ANY employer in the U. S., We are unable to sponsor or take over sponsorship of an employment visa currently., Candidates residing outside these states are not eligible for consideration currently., Not open to 3rd party/C2C engagement
What They're Looking For.
Must Have
5–9 years of experience as a Business Analyst, Technical Business Analyst, Data Analyst, or similar role, Hands-on experience with data analysis using SQL, Excel, and AI-enabled productivity or analytics tools, Experience building dashboards, reports, or visualizations using Tableau and/or Power BI, documentation skills, including business requirements, functional specifications, user stories, process flows, and acceptance criteria, Experience using JIRA and Confluence in Agile or technology delivery environments, Ability to communicate clearly with both business and technical stakeholders, analytical mindset with the ability to translate complex business problems into structured requirements and actionable insights
Nice to Have
Experience working in financial services, investment operations, banking, capital markets, asset management, insurance, or related environments, understanding of Finance, Accounting, and/or Trade Processing workflows, systems, and data, Financial services industry experience, Exposure to trade processing, investment operations, finance operations, accounting workflows, or reporting platforms, Experience supporting data, reporting, analytics, or business intelligence initiatives, Ability to work with cross-functional teams across business, operations, data, and technology
What You'll Do.
and document business requirements across Finance
and Trade Processing teams
Translate business needs into clear functional and technical specifications for data
and analytics solutions
Perform data analysis using SQL
and AI-enabled tools to identify trends
and business insights
and support dashboards and visualizations using Tableau and Power BI for executive
and cross-functional stakeholders
Create and maintain high-quality documentation
including business requirements
functional specifications
and reporting definitions
and user acceptance activities to ensure delivered solutions meet business needs
Identify opportunities to streamline reporting
and enhance business decision-making
How You'll Work.
Team & Collaboration
Partner with Finance, Accounting, Trade Processing, Data, and Technology teams; Partner with business stakeholders and technology teams to clarify workflows, data sources, reporting needs, and process improvement opportunities; Ability to work with cross-functional teams across business, operations, data, and technology
Communication Scope
Ability to communicate clearly with both business and technical stakeholders
Process & Methodology
Use JIRA and Confluence to manage requirements, track delivery progress, and support project transparency
Full Job Description
Summary: The Technical Business Analyst will partner with Finance, Accounting, Trade Processing, Data, and Technology teams to define requirements, analyze business workflows, and deliver data-driven reporting and analytics solutions. This role is ideal for a business analyst who enjoys working at the intersection of financial services operations, data analysis, and technology delivery. The position offers the opportunity to translate complex business needs into clear functional and technical specifications, improve reporting and operational visibility, and support high-impact analytics initiatives using tools such as SQL, Excel, Tableau, Power BI, JIRA, Confluence, and AI-enabled analysis tools. Responsibilities: Elicit, analyze, and document business requirements across Finance, Accounting, and Trade Processing teams. Translate business needs into clear functional and technical specifications for data, reporting, dashboard, and analytics solutions. Partner with business stakeholders and technology teams to clarify workflows, data sources, reporting needs, and process improvement opportunities. Perform data analysis using SQL, Excel, and AI-enabled tools to identify trends, gaps, exceptions, and business insights. Design, build, and support dashboards and visualizations using Tableau and Power BI for executive, operational, and cross-functional stakeholders. Create and maintain high-quality documentation, including business requirements, functional specifications, process flows, user stories, acceptance criteria, and reporting definitions. Use JIRA and Confluence to manage requirements, track delivery progress, and support project transparency. Support testing, validation, and user acceptance activities to ensure delivered solutions meet business needs. Identify opportunities to streamline reporting, improve data quality, and enhance business decision-making. Qualifications: 5–9 years of experience as a Business Analyst, Technical Business Analyst, Data Analyst, or
Applying for this Technical Business Analyst - Data & Analytics role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about FormativGroup?
Real rants from real employees. Read before you apply.