Sr Business Analyst

Job Summary

Technology

Job Level: Senior Officer

Senior Business Analyst

Role Overview

We are seeking an experienced Technical Business Analyst to join our CapAssure team, supporting the complete lifecycle of our SaaS application from data analysis and system configuration to quality assurance and production support.

You will analyze and maintain critical data assets, gather and interpret database information, and track client requests and deliverables for the Product organization. This role requires hands-on technical expertise: staging SQL queries, applying database changes, and validating data and configuration updates across QA, UAT, and Production environments.

Your responsibilities include performing functional, report, and regression testing to ensure application quality, while serving as a key resource for business users requiring complex data analyses and unique dataset extractions. Youll apply these same capabilities to new client onboarding and ongoing configuration maintenance.

What We're Looking For

The ideal candidate demonstrates strong RDBMS knowledge, advanced SQL proficiency, and analytical thinking with the ability to confidently navigate complex data. You should be detail-oriented with excellent problem-solving skills, well-organized, and comfortable managing shifting priorities and tight deadlines.

Experience with the full Software Development Lifecycle and enterprise-class system testing is highly valued. Through this role, youll develop deep expertise in complex private equity fund waterfalls and carried interest plans.

What You'll Do

Data Analysis & Management

• Perform comprehensive analysis of complex financial data from private equity clients across multiple sources (General Ledger systems, Excel, proprietary/legacy platforms)
• Map and transform client data to CapAssure data formats and database structures
• Execute advanced data analysis using SQL, Excel, and Python to support business requirements and ad-hoc requests
• Extract, validate, and present actionable insights to Product and Client Service teams

System Configuration & Database Management

• Develop and maintain SQL scripts for system configuration updates based on client requirements
• Stage and validate database changes that drive system behavior, calculations, and workflows
• Manage configuration changes through development, QA, UAT, and Production environments
• Ensure data integrity and quality through rigorous validation techniques
• Work with modern data platforms including SQL Server and Databricks

Quality Assurance & Testing

• Design comprehensive test scenarios and plans for new features, functionality changes, and reporting enhancements
• Execute functional, regression, and end-to-end acceptance testing
• Create test data and develop test cases for accounting and financial workflows
• Document test results in JIRA and Azure DevOps, compare against expected outcomes, and track defects through resolution
• Validate that configuration changes produce intended impacts on data processing and system behavior

Client Support & Onboarding

• Support new client onboarding and ongoing configuration maintenance
• Investigate and document client-reported issues and system defects
• Provide end-user support for data analysis, reporting, and system change requests
• Collaborate with development teams on client-driven enhancements

SDLC & Project Management

• Contribute throughout the full Software Development Lifecycle from requirements analysis to production deployment
• Track and manage client requests and deliverables through the Product pipeline using JIRA and Azure DevOps
• Maintain documentation for system configurations, processes, and testing procedures
• Work with shifting priorities and meet tight deadlines in a fast-paced environment

Required Qualifications

Education & Experience

• Bachelors degree in Computer Science, Management Information Systems, Information Technology, or related field (or equivalent additional experience)
• 5-7 years of progressive experience in a business/systems analyst, data analyst, or related technical role
• 3+ years of hands-on experience with relational database management systems (RDBMS)

Technical Skills

• Database & SQL Expertise: Advanced proficiency in SQL coding, data normalization, and query optimization; strong experience with Microsoft SQL Server, T-SQL, SSMS, SSRS, and SSIS
• Data Management: Proven ability to handle large datasets using queries, imports, integration tools, and ETL processes
• Testing & Project Management Tools: Experience with JIRA and Azure DevOps for issue tracking, test management, and workflow automation
• Microsoft Office Mastery: Expert-level Excel skills (pivot tables, advanced formulas, filtering, VBA, Power Query); proficiency in Word, PowerPoint, and Visio
• Testing & QA: Strong foundation in functional testing, quality assurance methodologies, and quality control fundamentals; experience with TestRail or similar testing platforms is a plus
• SaaS Experience: Familiarity with Software as a Service delivery models and cloud-based applications

Core Competencies

• Strong analytical thinking and problem-solving abilities in heterogeneous data environments
• Exceptional attention to detail with ability to work independently
• Excellent written, verbal, and presentation communication skills
• Ability to effectively communicate with diverse audiences:
• Non-technical business users and clients
• Technical development personnel
• Project management and senior leadership