Job Description

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Analyst in Charlotte, NC (Hybrid).

ONLY LOCAL CANDIDATES WILL BE CONSIDERED AT THIS TIME.

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 12 Months

Required Skills & Experience

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
• 1 to 3 years of experience in business execution, business analysis, application support, product support, project coordination, data analysis, technology delivery, or a related function.
• Strong working knowledge of Microsoft Excel, including filtering, lookups, comparisons, data validation, and basic analysis.
• Demonstrated ability to produce accurate, organized, and audience-appropriate documentation.
• Strong verbal and written communication skills.
• Ability to work independently while collaborating effectively with Product Owners, business stakeholders, support teams, and Technology partners.
• Ability to manage priorities and deliver results in a changing environment.
• Relevant education, internships, financial services experience, or hands-on experience with enterprise applications may be considered in combination with professional experience.

Desired Skills & Experience

• Experience in Corporate & Investment Banking, Commercial Banking, lending, capital markets, treasury management, CRM, or another financial services environment.
• Familiarity with client relationship management, deal management, lending, credit, or operational workflows.
• Exposure to one or more of the following:
• Salesforce
• Microsoft Dynamics 365
• Microsoft Teams and Teams-based applications
• SharePoint
• Jira
• Power Apps or Power Automate
• Reporting or data visualization tools
• Exposure to AI-enabled productivity, analytics, or workflow tools such as Microsoft Copilot, Power Platform AI capabilities, or similar technologies.
• Experience supporting users, researching production issues, preparing requirements, or executing application testing.
• Familiarity with data mapping, data reconciliation, system integrations, or migration projects.
• Experience working in a regulated environment with established controls, access requirements, and documentation standards.
• Familiarity with Agile or other structured technology delivery practices.

What You Will Be Doing

• Provide day-to-day support for client product applications, including Salesforce, Microsoft Dynamics 365, Microsoft Teams Deal Hub, and shared services platforms.
• Research and resolve user issues, perform initial troubleshooting, coordinate with technology partners, and help maintain support documentation and knowledge resources.
• Support user access, data quality reviews, testing, release validation, governance activities, and operational processes.
• CRM Transformation & Change Delivery
• Support the migration of CIB Salesforce to Microsoft Dynamics 365 and other strategic platform initiatives.
• Perform data analysis, reconciliation, mapping validation, testing, process documentation, and readiness activities.
• Help identify risks, dependencies, gaps, and opportunities for process improvement across applications and business processes.
• Collaborate with business partners, technology teams, support organizations, and product teams to resolve issues and deliver enhancements.
• Document and communicate findings, recommendations, and decisions in a clear and concise manner.
• Identify opportunities to streamline processes, improve user experience, and reduce recurring support needs through documentation, automation, and operational improvements.

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