Job Summary:
We are looking for an experienced Business Analyst to partner with Product Owners, business stakeholders, Technology teams, and support organizations to execute business operations, application support, and strategic technology initiatives. The role supports the transformation of Corporate and Investment Banking CRM capabilities to Microsoft Dynamics 365. The selected candidate will leverage hands-on Dynamics 365 experience to support requirements analysis, solution discussions, process design, testing, data validation, implementation readiness, and ongoing product support.
Key Responsibilities:
• Partner with Product Owners, business stakeholders, Technology teams, and support organizations to execute business operations, application support, and strategic technology initiatives.
• Support the transformation of CRM capabilities to Microsoft Dynamics 365 through requirements analysis, solution discussions, process design, testing, data validation, implementation readiness, and ongoing product support.
• Provide day-to-day business and application support across client, CRM, and deal-management applications while balancing production support with strategic project and transformation activities.
• Develop working knowledge of interconnected applications and business processes and serve as a knowledgeable resource for users and stakeholders.
• Independently research and troubleshoot application, data, access, workflow, and user issues.
• Perform root-cause analysis and coordinate with Technology and support teams when additional investigation is required.
• Evaluate issues across interconnected systems to determine whether the underlying cause relates to application functionality, data, integration, access, business processes, or user behavior.
• Support applications and capabilities involving Microsoft Dynamics 365, Salesforce, nCino, Microsoft Teams Deal Hub, client and lending applications, and related shared services and integrations.
• Translate business needs into business requirements, user stories, acceptance criteria, process flows, test scenarios, and supporting documentation.
• Drive assigned workstreams and deliverables through completion while proactively identifying risks, dependencies, gaps, and decisions requiring stakeholder input.
• Lead or independently execute functional testing, regression testing, user acceptance testing, defect analysis, release validation, and post-implementation validation.
• Perform data analysis, reconciliation, mapping validation, and migration-related activities supporting Microsoft Dynamics 365 and other application initiatives.
Required Qualifications:
• Bachelor's degree or equivalent demonstrated through work experience, consulting experience, training, or military experience.
• 4+ years of experience in Business Execution, Business Analysis, Application Support, Implementation, Product Support, Technology Delivery, Strategic Planning, or a related function.
• Hands-on experience with Microsoft Dynamics 365, including supporting CRM implementation, business analysis, testing, product delivery, or production support.
• Strong proficiency in Microsoft Excel, PowerPoint, Word, Teams, and SharePoint.
• Experience translating business requirements into user stories, acceptance criteria, process flows, and test scenarios.
• Experience with functional testing, regression testing, user acceptance testing, defect analysis, and release validation.
• Strong troubleshooting, root-cause analysis, data validation, and problem-solving skills.
• Ability to manage multiple workstreams, identify dependencies, and collaborate with cross-functional stakeholders.
Preferred Qualifications:
• Experience with Microsoft Dynamics 365 Sales or other Dynamics 365 CRM capabilities within a complex enterprise environment.
• Experience supporting client relationship management, lending, credit, deal-management, or other banking applications.
• Experience in Corporate and Investment Banking, Commercial Banking, lending, capital markets, treasury management, or other financial services environments.
• Experience with Salesforce, nCino, Microsoft Teams, SharePoint, Jira, Power Apps, Power Automate, Microsoft Copilot, or reporting tools.
• Familiarity with Agile or other structured technology-delivery practices.
