Business Analyst

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November 15

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Exavalu

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B2B • Banking • Healthcare Insurance

Exavalu is a business advisory and technology consulting firm that partners with enterprises to deliver high-impact digital transformation. Run by former CIOs, CXOs, and consulting principals, Exavalu offers strategic advisory, core systems transformation, systems integration, data & analytics, innovation and privacy/compliance solutions across regulated sectors. The firm focuses on Insurance, Banking & Financial Services, and Healthcare & Life Sciences, providing industry-tailored technology implementations and program leadership using partners like Guidewire, Salesforce, MuleSoft, PegaSystems and AWS.

201 - 500 employees

Founded 2018

🤝 B2B

🏦 Banking

⚕️ Healthcare Insurance

📋 Description

• 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.

🎯 Requirements

• 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).

🏖️ Benefits

• Diversity Inclusion: At Exavalu, we are committed to building a diverse and inclusive workforce. • We nurture a culture that embraces all individuals and promotes diverse perspectives. • 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.