Business Analyst Project Manager Financial Systems (Onsite)
- Raleigh, NC
- Permanent
- Full-time
Location: Raleigh, NC
Duration: 12+ MonthsJob Description:We are seeking an experienced Business Analyst / Project Manager (BA/PM) with strong expertise in requirements elicitation, financial systems, and business process documentation. This role supports the client by partnering with finance, program, and IT teams to ensure accurate, transparent, and timely financial data management.The ideal candidate will be skilled at facilitating discussions, clarifying requirements, and building consensus in dynamic stakeholder environments. In addition to business analysis, the role will provide project management oversight to help maintain alignment, track deliverables, and ensure successful collaboration between business stakeholders and development teams.Key Responsibilities
- 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).
- 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.
- Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides.
- 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.
- Provide training, knowledge transfer, and support to financial staff and end users.
- Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals.
- Apply project management discipline (scope tracking, issue management, timelines) to maintain alignment and support iterative delivery.
- Preferred certifications: PMI-PBA (Professional in Business Analysis), PMP (Project Management Professional), AgileBA, or equivalent.
- Experience with K 12 education finance (allotments, funding formulas, payroll, grants).
- Knowledge of client 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, balancing BA and PM responsibilities.