Retirement & Wealth - Sr. Business Analyst (Remote)

Inspira Financial is dedicated to enabling better health and greater wealth for businesses and individuals. The Sr. Business Analyst will be responsible for owning complex domain clarity across multiple workflows, collaborating with various teams to evaluate processes and design scalable solutions that optimize business performance and reduce risk.

Responsibilities:

• Own domain and rule clarity across products and workflows
• Define, document, and validate complex business rules across interconnected workflows
• Raise the quality bar for requirements, documentation, and operational readiness
• Mentor other team members on rule design, edge cases, and testability
• Anticipate impacts of rule changes, customer insights, and regulatory considerations
• Design scenario-based validation plans defining conditions for success
• Evaluate solution options for rule completeness and exception coverage
• Identify hidden operational costs and risks to inform prioritization decisions
• Establish and enforce requirements standards
• Unblock teams by clarifying rules and driving timely decision-making
• Ensure test and operational readiness activities are clearly defined and executed
• Lead root cause analysis for rule-driven defects
• Lead discussions to align stakeholders on conflicting interpretations
• Document tradeoffs, decisions, and rationale for auditability and future reference
• Facilitate working sessions across teams for shared services and journeys
• Maintain centralized repositories for domain knowledge and documentation
• Develop reusable playbooks for complex processes
• Define and standardizes operational metrics
• Define and maintain BA templates, checklists, and standardized artifacts
• Ensure consistency in tagging, linking, and documentation across tools (ADO, wiki, etc.)
• Support rollout and adoption of enterprise frameworks
• Act as product manager delegate when needed, providing continuity in decision-making, prioritization, and stakeholder engagement in the absence of the product manager
• Engage directly with external clients, demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes
• Develop and deliver training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities
• Foster a culture of clarity, accountability, and continuous learning
• Advocate for operational excellence and trust-building across teams
• Other duties as assigned

Requirements:

• Owning complex domain and rule clarity across multiple workflows or products by identifying business needs, analyzing data, and developing data-driven solutions
• Collaborating closely with other product, operations, legal, compliance, and technology teams to evaluate current processes, uncover areas for improvement, and design scalable, operationally sound solutions that optimize business performance and reduce risk
• Elevating the quality and consistency of requirements, documentation, and operational readiness while mentoring team members and driving adoption of best practices
• Providing expertise across the full product lifecycle including discovery, design, validation, testing, and implementation, with a strong focus on rule coherence, operational impact, and compliance alignment
• Defining, documenting, and validating complex business rules across interconnected workflows
• Raising the quality bar for requirements, documentation, and operational readiness
• Mentoring other team members on rule design, edge cases, and testability
• Anticipating impacts of rule changes, customer insights, and regulatory considerations
• Designing scenario-based validation plans defining conditions for success
• Evaluating solution options for rule completeness and exception coverage
• Identifying hidden operational costs and risks to inform prioritization decisions
• Establishing and enforcing requirements standards
• Unblocking teams by clarifying rules and driving timely decision-making
• Ensuring test and operational readiness activities are clearly defined and executed
• Leading root cause analysis for rule-driven defects
• Leading discussions to align stakeholders on conflicting interpretations
• Documenting tradeoffs, decisions, and rationale for auditability and future reference
• Facilitating working sessions across teams for shared services and journeys
• Maintaining centralized repositories for domain knowledge and documentation
• Developing reusable playbooks for complex processes
• Defining and standardizing operational metrics
• Defining and maintaining BA templates, checklists, and standardized artifacts
• Ensuring consistency in tagging, linking, and documentation across tools (ADO, wiki, etc.)
• Supporting rollout and adoption of enterprise frameworks
• Acting as product manager delegate when needed, providing continuity in decision-making, prioritization, and stakeholder engagement in the absence of the product manager
• Engaging directly with external clients, demonstrating a high degree of professionalism and clarity in communication to gather requirements, manage expectations, provide software demos and ensure successful outcomes
• Developing and delivering training materials and sessions to ensure stakeholders and operational teams are equipped to adopt new processes and product capabilities
• Fostering a culture of clarity, accountability, and continuous learning
• Advocating for operational excellence and trust-building across teams
• 7+ years of experience in business analysis, product operations, or related roles (fintech or highly regulated industry preferred)
• Bachelor's Degree in Business, Finance, Technology, or related field required
• Agile and Product Management certifications are a plus
• Strong analytical and problem-solving skills with the ability to interpret complex rule sets and operational processes
• Strong communication skills with the ability to influence and align stakeholders
• Proactive, engaged contributor who actively participates in discussions, drives clarity in the moment, and takes ownership to move work forward—operating with a high degree of independence and initiative
• Advanced capability in authoring high-quality user stories and scenario-based acceptance criteria that ensure clarity, completeness, and testability across complex workflows
• Ability to cut through ambiguity by structuring unclear problem spaces into defined rules, scenarios, and measurable outcomes—enabling teams to move forward with clarity and confidence
• Demonstrated ability to manage multiple projects and workstreams in a fast-paced environment, effectively prioritizing and delivering high-quality outcomes within established timelines
• Deep understanding of product development lifecycle and Agile methodologies
• Expertise in requirements definition, scenario design, and operational readiness planning
• Proven ability to lead cross-functional initiatives and drive decision clarity
• Experience with data analysis and visualization tools (e.g., Excel, SQL, Tableau)
• Proficiency with process modeling and documentation tools (e.g., Visio, Miro)
• Highly detail-oriented with a focus on quality, consistency, and scalability