Business Analyst supporting ERP and data solutions for a sustainability consultancy. Collaborating with teams to enhance systems and improve data processes while focusing on NetSuite and future ERP migration.
TR
Hybrid Lead IT Business Analyst – Annuity Distribution & Sales Platforms
Posted last month
About the role
- Lead IT Business Analyst managing agent-facing annuity sales platforms for Transamerica. Responsible for business analysis, stakeholder alignment, and ensuring optimal user experiences across solutions.
Responsibilities
- Lead requirements elicitation, analysis, and documentation for agent‑facing annuity sales platforms, including illustration, education, automation, and workflow tools.
- Translate annuity product rules (e.g., FIA, RILA, VA) and sales workflows into clear functional and non‑functional requirements.
- Define current‑state and future‑state process flows, system interactions, and data flows across UI, APIs, batch processes, and automation.
- Act as the primary liaison between business stakeholders and technology teams to ensure shared understanding and alignment on outcomes.
- Own the end‑to‑end business analysis for assigned GTM platforms, ensuring solutions deliver a consistent, intuitive, and efficient agent experience.
- Partner with UX, product, and engineering teams to validate usability, workflow efficiency, and functional completeness.
- Ensure alignment across multiple tools and channels used by agents throughout the annuity sales process.
- Collaborate closely with architecture and engineering teams to evaluate solution options, assess technical impacts, and support design decisions.
- Analyze and document system integrations, including REST/SOAP APIs, batch jobs, workflow automation, and data exchanges.
- Support cloud‑based solution analysis (AWS/Azure), CI/CD considerations, and production stability requirements.
- Define and support comprehensive test strategies covering manual testing, automation, regression, calculation validation, and data integrity.
- Partner with Quality Engineering teams to ensure appropriate automation coverage for agent workflows, calculations, and batch outputs.
- Validate illustration results, reports, and downstream data against business and actuarial rules.
- Ensure test cases, execution results, and traceability are maintained in enterprise tools (e.g., qTest, Jira).
Requirements
- Bachelor’s degree in Business, Information Systems, Technology, or a related field (or equivalent experience).
- 7+ years of experience in business systems analysis or IT business analysis, including experience leading complex initiatives.
- Proven experience supporting agent‑facing sales, illustration, or distribution platforms, preferably within financial services or insurance.
- Strong understanding of annuity products and sales workflows (e.g., FIA, RILA, VA).
- Demonstrated ability to analyze complex calculations, data flows, integrations, and batch processes.
- Experience working in Agile delivery environments and collaborating with cross‑functional teams.
- Excellent communication, facilitation, and stakeholder management skills.
- Ability to operate effectively in ambiguous, fast‑paced environments and lead through influence.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Business Analyst at Allianz Global Investors managing system requirements and project execution in Taiwan. Collaborating with stakeholders and vendors for effective system operations and enhancements.
Business Analyst I implementing changes to channel applications supporting TELUS and Koodo. Coordinating testing efforts and managing system releases in a fast - paced environment.
MH
Senior Materiel Release Specialist managing logistics for Army Aviation at HII. Leading material release processes, collaborating across teams in Huntsville, AL, with a focus on mission success.
Senior Business Analyst responsible for translating client needs into specifications. Supporting product implementations while collaborating with project teams and stakeholders at Equisoft.
Property and Casualty Insurance Business Analyst supporting the creation and development of Desjardins Insurance’s brokerage arm. Focus on business solutions and integration projects for enhanced coverage offerings.
Business Analyst driving initiatives for Department of Veterans' Affairs through requirements gathering and stakeholder engagement. Focusing on business processes, customer journeys, and evidence - based decision - making.
Business Analyst role focusing on improving business processes and supporting decision - making at Department of Veterans' Affairs & the Repatriation Commission.
Senior Business Analyst with Department of Veterans' Affairs analyzing business processes in Brisbane. Leading requirements gathering and stakeholder engagement with a focus on strategy development and evidence - based decision making.
Business Analyst driving requirements gathering and improvement of business processes at the Department of Veterans' Affairs. Involvement in stakeholder engagement, strategy development, and analytics.