Lead Business Analyst at Resourgenix

• Are you an experienced Business Analyst looking to bridge the gap between business needs and technology-driven solutions in a dynamic, fast-paced financial services environment?
• We’re searching for a Senior Business Analyst to join a collaborative team, with a primary focus on enhancing a national CRM platform used by financial advisers. This hybrid role offers the opportunity to make a measurable impact across strategic technology initiatives while working in a supportive and inclusive environment.

What You’ll Be Doing:

• Act as the liaison between business stakeholders and development teams to ensure alignment and clarity.
• Assess and validate development requirements before handover to developers.
• Participate in pre-development discussions and post-development testing to ensure solutions meet expectations.
• Serve as the team’s representative in cross-functional business engagements.
• Document platform functionality in a clear and consistent format.
• Assist in the preparation and execution of UAT test packs.
• Implement and improve processes for collecting and analysing business requirements.
• Create prototypes or mock-ups to visualise proposed solutions.
• Mentor junior analysts and contribute to team development.

What You’ll Need to Succeed:

• BCom / BSc degree or similar qualification.
• Minimum of 5 years' experience as a Business Analyst in the financial services sector.
• Experience working with CRM systems, preferably in wealth or financial advisory contexts.
• Agile / Scrum proficiency with a strong grasp of the full software development lifecycle.
• Excellent communication skills, both technical and non-technical.
• Ability to interpret business requirements and convert them into actionable technical specifications.
• Leadership or mentoring experience.

Key Competencies:

• Strong business acumen and analytical thinking
• Effective problem-solving and innovation skills
• Project management experience and attention to detail
• Negotiation and influencing capabilities
• Strong reporting and presentation abilities
• Change management and team coaching experience