About GreenPath
GreenPath Financial Wellness is a national nonprofit organization dedicated to empowering people to lead financially healthy lives. We provide counseling, education, and innovative solutions to help individuals and families achieve their financial goals. Our mission-driven culture values collaboration, integrity, and continuous improvement.
Position Purpose
The Business Analyst serves as a critical liaison between business stakeholders, Product Management, data teams, and IT delivery teams. This role is responsible for leading requirements gathering and analysis across both IT application and data initiatives, ensuring business needs are translated into clear, actionable specifications for system creation, enhancements, data solutions, reporting, and analytics. The Business Analyst partners closely with Product Managers, Product Owners and stakeholders to drive high-quality, user-centered solutions that align with organizational strategy and deliver measurable business value.
Main Responsibilities & Duties
Business & Requirements Analysis
- Elicit, analyze, and document clear functional and non‑functional requirements by partnering closely with Product Managers, Product Owners, business stakeholders and technical stakeholders
- Ask appropriate curiosity questions to uncover implicit needs (e.g., performance, security, scalability, usability, compliance) to resolve ambiguity and translate complex business problems into precise, testable requirements that reduce rework and drive high‑quality delivery.
- Translate needs into clear specifications, including requirements documents, user stories, acceptance criteria, and process diagrams.
- Identify requirements interdependencies and, as appropriate, work with the Product Owner, Scrum Master and/or technical team to determine development order.
- Document data lineage, transformations, and calculations in application requirements.
Data & Analytics Requirements Analysis
- Lead requirements gathering for data initiatives, including reports, dashboards, visualizations, and analytics solutions.
- Lead the effort to document and control project scope and gather stakeholder signoff on scope and requirements
- Analyze and document source data structures, data transformations, and data warehouse mappings.
- Perform data discovery and validation to ensure reporting and analytics solutions meet business requirements.
- Create and maintain enterprise data assets such as data catalogs, data dictionaries, and data flow diagrams.
- Contribute to enterprise data strategy in collaboration with Data Engineers, Product Owners, and Data Analysts.
Solution Delivery & Collaboration
- Work closely with Developers, Data Engineers, and Infrastructure teams to ensure shared understanding of requirements and solution design.
- Incorporate usability, user experience, and human-centered design principles into solution definition.
- Support agile delivery teams by maintaining backlogs, refining user stories, and providing ongoing clarification during development.
Testing, Release & Change Enablement
- Contribute to user acceptance testing (UAT), including test case creation, execution support, and defect triage.
- Support release activities and deployments.
- Assist with training, documentation, and communication to support adoption of delivered solutions.
Continuous Improvement & Innovation
- Leverage AI and automation tools to improve efficiency in creating requirements, user stories, and test artifacts.
- Participate in brainstorming and discovery sessions related to data trends, data quality, process improvement, and innovation.
- Promote continuous improvement, quality outcomes, and stakeholder satisfaction.
- Perform other duties as assigned.
Professional Knowledge, Skills & Abilities
- Bachelor’s degree in Information Technology, Business, or a related field, or equivalent experience.
- 3–5 years of experience as a business analyst, including requirements gathering for application development, data, reporting, or analytics initiatives. GreenPath experience may be substituted.
- Experience writing clear business and technical requirements and test specifications preferred.
- Experience with Agile methodologies (Scrum, Kanban) preferred.
- Experience using tools and/or writing requirements for salesforce or PowerBI strongly preferred.
- Familiarity with tools such as Azure DevOps, Vizio, Drawio, Figma, Mural, CoPilot preferred.
- Experience documenting requirements for data projects involving SQL, Power BI, and relational or dimensional data models preferred.
- Familiarity or eagerness to learn data warehousing, operational reporting, and business intelligence concepts.
- Experience in financial services or call center environments preferred.
Qualities & Characteristics
- Strong analytical and problem-solving skills with high attention to detail.
- Demonstrated agility in critical thinking and proactive inquiry to gain deeper understanding.
- Ability to understand complex business processes and technical concepts.
- Self-motivated, dependable, and able to manage multiple priorities.
- Committed to quality, continuous improvement, and delivering value on time and within scope.
Communication Skills
- Excellent written, verbal, and interpersonal communication skills.
- Ability to translate complex technical concepts into clear, business-friendly language and vice versa.
- Skilled facilitator of meetings and workshops that drive alignment and actionable outcomes.
- Strong collaborator who builds effective relationships across business and technical teams.
Working Conditions & Physical Requirements
This position is primarily sedentary, desk-based work. On an infrequent basis, after hours/weekend work to assist with releases or project deadlines is necessary. Travel is less than 5%.
Benefits
At GreenPath, we offer a comprehensive benefits package designed to support your well-being and professional growth:
- Competitive salary and performance-based incentives
- Health, dental, and vision insurance
- 403(b) retirement plan with employer contributions
- Generous paid time off and holidays
- Tuition reimbursement and professional development opportunities
- Mission-driven work environment focused on making a positive impact
Equal Employment Opportunity Statement
GreenPath is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.