Business Analyst 1

Requirements

• Bachelor's degree in business, Finance, Information Systems, or related field or equivalent industry experience.
• 2 - 3 years previous experience
• Strong Microsoft Excel skills including advanced functions, pivot tables, and financial calculations
• Proficiency in SQL for data analysis and reporting
• Proven ability to elicit and define business requirements from diverse stakeholder groups
• Excellent written and verbal communication skills with ability to convey complex technical concepts to various audiences using appropriate visuals and information formats
• Experience creating and maintaining user stories and epics in agile environments
• Demonstrated success working with QA teams to define test scenarios based on business requirements and use case
• Strong process mapping and workflow documentation skills.
• Experience with business process modeling tools (Visio, Lucidchart, Draw.io)
• 1+ years of experience as a Business Analyst, preferably in the financial services industry
• Financial industry certifications (Series 6, 7, 63, 65, 66, CFP, CFA) are highly valued but not required
• Experience supporting financial planning software or wealth planning tools for a financial service company or organization
• Understanding of financial planning concepts such as retirement planning, insurance needs, investment strategies, risk assessment, debt management, education and goal savings,

Additional Information

Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America's Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America's Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it's like to work at "one of the best places to work in the metro Atlanta". About this Position The Financial Needs Analysis (FNA) Business Analyst will play a pivotal role in creating world-class digital tools and applications for our US and Canadian sales representatives. You'll work within a team environment to elicit and document business requirements that will be used to implement digital product features, enhancements, and innovative capabilities in a fast-paced software development environment. This role combines technical analysis with user research, data insights, and user experience optimization to drive meaningful business and user outcomes via digital product improvements. As a key contributor, you'll bridge the gap between business stakeholders and development teams while supporting feature rollouts, communications, metrics tracking, and customer support initiatives. The salary range for this role is $70k - $85k. This role is not eligible for sponsorship. This is a hybrid role in Duluth, Georgia. Responsibilities & Qualifications Requirements Analysis & Documentation Autonomously gather requirements through stakeholder meetings and subject matter expert interviews across multiple departments and teams Elicit business requirements with a diverse group of stakeholders, business partners, and users across multiple locations and departments. Drive Business Stakeholders towards strategic thinking. Advise on viable roadmaps and execution plan, without compromising long term goals. Document complex business logic, rules and requirements in a simple, intuitive format and to present findings in a clear and concise manner. Create comprehensive business requirements documentation that clearly communicates functionality specifications to a diverse audience Develop business requirements and user specifications for web-based software tools and mobile applications Maintain requirements materials and traceability matrices throughout the development lifecycle Product Development & Collaboration Partner closely with the Product Owner to create and maintain product roadmaps, epics, user stories, and use cases Communicate requirements effectively to cross-functional team members including software engineers, testers, UI developers, UX designers and IT security analysts Serve as subject matter expert regarding application business rules and functionality for integrated product teams operating within an agile Scrum process Manage key testing activities and system functionality validation prior to and post production promotes Customer Support & Analysis Provide customer support through ticket tracking systems when applicable Conduct client research activities and data analysis to identify improvement opportunities and issue resolutions Support feature rollout activities including communications, metrics tracking, and user adoption analysis Ensure compliance with applicable IT security, legal and ethical standards

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