Senior Business Analyst

PSG Global Solutions

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Charlotte, NC, us on site Until 8/21/2026 H-1B sponsor history First posted February 23, 2026 Last posted February 23, 2026
Job description

Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields.

Expected Responsibilities: 

  • Write Requirements documents, Functional Requirements documents
  • Actively participate in software design/grooming sessions
  • Lead/partner quality assurance efforts - system, integration and user acceptance testing - to ensure that business requirements are achieved successfully
  • Review test cases/test plans
  • Mine for data in OMNI Plus platform, to support testing – developer and QA testing
  • Write Requirements in features and user-story formats, for Agile projects 

Targeted Skills & Competencies: 

  • Excellent knowledge of retirement industry: Defined-Contributions/Defined-Benefits, 401 (k), 403 (b), Annuities, Plan set up, Trade Confirmations/10b-10
  • Excellent working knowledge of OMNI Plus for record-keeping practices
  • Working knowledge of regulatory/compliance requirements for annuities/retirement business
  • Excellent experience writing Requirements documents and/or Functional Requirements
  • Strong requirements management skills - including eliciting, gathering, organizing and documenting requirements
  • Ability to diagram and analyze complex business processes involving multiple teams
  • Excellent working knowledge of SDLC practices
  • Strong analytical and problem-solving skills
  • Strong data analysis, and process analysis skills
  • Basic project management skills - running meetings, preparing agendas, providing meeting minutes, tracking progress, etc.
  • Excellent communication skills -both written & verbal
  • Excellent partnership skills and ability to develop effective working relationships with various people in business, operations and IT development teams
  • Must be detail oriented
  • Working knowledge of Agile/Scrum methodologies
  • Ability to multi-task effectively across several projects and assignments

Suggested Experience & Qualifications: 

  • 7-10 years of relevant industry experience
  • 4-6 years of experience with OMNI products, specifically OMNI Plus
  • Exposure to databases/logical data organization a big plus
  • Exposure to Rational Team Concert/Requirements Composer, JIRA, Caliber etc. a big plus
  • Exposure to Agile/Scrum methodology a big plus
  • Exposure and ability to read OMNI Script a big plus

All information will be kept confidential.

Neil Cervantes

National Talent Advisor | TrueBridge Resources, A North Highland Company

(980) 244 3270

About this role

Summary

Analyze business processes, write requirements, participate in SDLC and Agile projects, ensure quality testing.

Job title

Senior Business Analyst

Experience level

7-10 years

Industry

financial services

Location requirements

Charlotte, NC; remote work not specified

Salary

Not specified

Visa sponsorship

H-1B sponsor history

Management role

No

Skills & keywords

Required skills

requirements documentssoftware designtestingAgileSDLCdata analysis

Preferred skills

OMNI Plusregulatory complianceJIRARequirements ComposerOMNI Script

Specializations

retirement industryrequirements analysisagiledata analysisfinancial services
Locations

Structured locations inferred from the posting.

Charlotte, NC, USA

On-site City