Business Analyst- Mid Level

• Preferred certifications: PMI-PBA (Professional in Business Analysis), AgileBA, or equivalent.

• Bachelor's degree in Business Administration, Finance, Accounting, Information Systems, or related field.
• 5-8+ years of experience as a Business Analyst, preferably in financial systems or education sector.
• Strong understanding of financial data, accounting principles, budgets, and grants.
• Proficiency in SQL, Excel, and financial data analysis tools.
• Experience with ERP, data warehouses, or financial management systems.
• Exceptional documentation skills (requirements, user stories, test cases, process mapping).
• Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively.
• Familiarity with state or federal financial reporting requirements (preferably education/K-12 sector).

• Experience with K-12 education finance (allotments, funding formulas, payroll, grants).
• Knowledge of NC DPI financial systems, allotments, and reporting processes.
• Exposure to Snowflake, Oracle, or other cloud-based data systems.
• Familiarity with Agile/SDLC methodologies, with ability to apply iterative approaches to requirements and delivery.
• Ability to work independently and manage multiple priorities.

• Facilitate and lead requirement-gathering sessions to capture clear, validated, and prioritized business and technical needs.
• Analyze K-12 financial data (budget, allotments, expenditures, revenues, payroll, and grants).
• Provide training, knowledge transfer, and support to financial staff and end users.
• Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides.
• Translate business needs into functional requirements, user stories, system specifications, and business process documentation.
• Coordinate and support the design, testing, and implementation of new financial data systems, dashboards, and reporting tools.
• Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions.
• Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems.
• Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality.
• Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals.

V-Soft Consulting