Principal Business Analyst – Operations Transformation

Job not on LinkedIn

🕒 2 days ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🔴 Lead

⚙️ Business Operations

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Simple Software Solutions Group, Inc

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

Simple Software Solutions Group, Inc. is a company committed to designing and creating elegant IT solutions that deliver real value to clients. They offer a wide range of services including web development, digital marketing, mobile app development, ERP consulting, and big data analytics. With a focus on technology and strategic business outcomes, their experienced team works to implement innovative technologies and support across various sectors from healthcare to retail.

📋 Description

• Design and implement a future-state operating model for a multi-credit-union shared-services organization • Bridge business operations, technology, data, AI/automation teams, and project leadership • Lead current-state discovery, process analysis, requirements definition, KPI baselining, future-state process design, and benefits validation, initially focused on Deposit Operations • Lead discovery sessions with credit union and shared-services subject matter experts • Document end-to-end processes, workflows, business rules, requirements, data flows, handoffs, exception paths, and manual activities • Analyze processes across participating credit unions to identify common workflows and institution-specific policies, configurations, and exceptions • Identify bottlenecks, duplicate activities, manual workarounds, control gaps, rework, and standardization or automation opportunities • Analyze ACH and share-draft exceptions, returned deposits, ACH research and reclamations, manual payroll processing, card and member-account support, remote/mobile deposit review, and exception and research workflows • Evaluate and prioritize automation opportunities using workflow orchestration, AI, document intelligence, and RPA • Translate business needs into business, functional, data, workflow, integration, reporting, and control requirements • Develop user stories, acceptance criteria, business rules, process models, and requirements traceability documentation • Partner with architects, developers, AI specialists, security teams, and business SMEs on solution design • Support configurable workflows for multiple credit unions, operating models, systems, policies, and approval structures • Establish baseline metrics including volumes, manual effort, FTE utilization, cycle time, throughput, error and rework rates, exception rates, cost to serve, and service-level performance • Develop success criteria, benefits-tracking frameworks, and fact-based implementation and expansion recommendations • Liaise with operations personnel, credit union leadership, technology, compliance, and implementation teams • Support change-readiness assessments, communications, training, knowledge transfer, and transition planning • Incorporate operational risk, compliance, privacy, security, internal controls, human-in-the-loop review, explainability, and audit trails into requirements and workflows • Support prototypes, demonstrations, requirements reviews, testing, user acceptance testing, and pre-production validation • Track requirements, assumptions, dependencies, decisions, issues, and scope changes • Prepare governance and executive/Board decision-gate deliverables and provide status, findings, risks, and recommendations

🎯 Requirements

• 7+ years of progressively responsible business analysis, business process transformation, or operational improvement experience • Demonstrated experience within credit unions, retail banking, banking operations, financial-services shared services, or another highly regulated financial-services environment • Previous Credit Union experience is a MUST HAVE • Understanding of regulatory and legal issues regarding US financial services and data security requirements affecting credit unions • Ability to comply with Gramm-Leach-Bliley data security and privacy requirements • Knowledge of SSAE 18, SOC 2 Type 2, ISO 27001, and NCUA Regulation 748 A & B • Experience analyzing complex operational processes involving multiple systems, business units, handoffs, controls, and exception scenarios • Ability to lead requirements-gathering and process-discovery workshops with business and technical stakeholders • Experience developing current- and future-state process maps, business and functional requirements, user stories, acceptance criteria, business rules, KPI and benefits frameworks, requirements traceability matrices, and process and data-flow documentation • Experience supporting workflow automation, intelligent automation, RPA, AI-enabled transformation, or digital process redesign initiatives • Ability to quantify operational improvement opportunities and measure realized business benefits • Strong analytical skills and proficiency working with operational, financial, and performance data • Excellent facilitation, interviewing, written communication, and executive presentation skills • Ability to translate between business stakeholders and technical delivery teams • Experience working within Agile, iterative, hybrid, or structured implementation methodologies • Preferred: Direct experience with credit union Deposit Operations or comparable retail banking operations • Preferred: Experience with ACH, deposit exceptions, remote deposit capture, payments, card servicing, disputes, reconciliations, or account servicing • Preferred: Experience with CUSOs, shared-service organizations, or multi-entity operating environments • Preferred: Familiarity with core banking, workflow, document-management, payment, and financial-services platforms • Preferred: Experience supporting AI, generative AI, machine learning, document intelligence, workflow orchestration, or automation implementations • Preferred: Familiarity with multi-tenant operating models and data and workflow segregation across financial institutions • Preferred: CBAP, CCBA, PMI-PBA, Lean Six Sigma, or comparable certification

🏖️ Benefits

• Remote work arrangement with travel • Opportunities to support professional transformation initiatives and work with AI, automation, and workflow technologies