Senior Business Analyst
Apex Systems, Westlake, TX, United States
Job Title: Business Analyst - Advisor Services (Status & Alerts Product)
Role Context
This role supports the
Advisor Services - Status & Alerts product
, a
core business platform used daily by financial advisors
. The position is
newly created due to growth
and exists to support increasing demand, new initiatives, and expanding project work.
Position Overview
The Business Analyst will act as a critical bridge between business stakeholders, product owners, and technology teams. This individual will analyze business processes, gather and document requirements, and help deliver data-driven, Agile-based solutions that improve efficiency and align with strategic business goals. The role has a strong
Agile/Scrum focus
and requires hands-on experience partnering closely with Product Owners, managing backlogs, writing high-quality user stories, and supporting User Acceptance Testing (UAT) throughout the development lifecycle.
Key Responsibilities
Product & Stakeholder Partnership (~75%)
Partner closely with Product Owners to gather, analyze, and refine business requirements Conduct stakeholder interviews, workshops, and data analysis to understand business needs Act as a liaison between business leaders and IT teams, translating business objectives into clear, actionable development requirements Ensure solutions align with product strategy, advisor needs, and broader organizational goals Agile Delivery & Backlog Management (~25%)
Actively participate in and support
Agile/Scrum practices
, including daily standups, sprint planning, backlog refinement, reviews, and retrospectives Manage, groom, prioritize, and refine the product backlog in
JIRA Write high-quality
user stories and clear UAT acceptance criteria Track work through the full development lifecycle to ensure timely and accurate delivery Requirements & Documentation
Create and maintain
Business Requirements Documents (BRDs)
, functional specifications, and process maps Ensure requirements are clearly documented, traceable, and testable Maintain strong attention to detail throughout documentation and delivery Testing, UAT & Change Management
Plan, support, and execute
User Acceptance Testing (UAT) Validate solutions against business requirements and acceptance criteria Identify gaps, risks, and issues early and communicate effectively to stakeholders Support implementation and change management activities for new systems or enhancements
Core Skills & MustHave Qualifications
Strong experience working in
Agile/Scrum environments Comfortable supporting or running Agile ceremonies and Scrum best practices Proven experience partnering with Product Owners and development teams Hands-on experience with
backlog management, grooming, prioritization, and JIRA Strong ability to write clear user stories and UAT acceptance criteria Experience serving as a liaison between business and IT teams Strong attention to detail and demonstrated UAT experience Excellent communication, collaboration, and stakeholder management skills
Desirable (Nice-to-Have) Skills
Financial services domain experience
(preferred to accelerate onboarding) Experience with
deep data analysis, data mapping, and complex data sets
Candidate Attributes
Highly adaptable, flexible, and collaborative team player Able to hit the ground running in a fast-paced, growing product area Strong analytical mindset with a proactive, problem-solving approach Comfortable balancing multiple priorities while maintaining quality and precision
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.
Apex Benefits Overview:
Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Role Context
This role supports the
Advisor Services - Status & Alerts product
, a
core business platform used daily by financial advisors
. The position is
newly created due to growth
and exists to support increasing demand, new initiatives, and expanding project work.
Position Overview
The Business Analyst will act as a critical bridge between business stakeholders, product owners, and technology teams. This individual will analyze business processes, gather and document requirements, and help deliver data-driven, Agile-based solutions that improve efficiency and align with strategic business goals. The role has a strong
Agile/Scrum focus
and requires hands-on experience partnering closely with Product Owners, managing backlogs, writing high-quality user stories, and supporting User Acceptance Testing (UAT) throughout the development lifecycle.
Key Responsibilities
Product & Stakeholder Partnership (~75%)
Partner closely with Product Owners to gather, analyze, and refine business requirements Conduct stakeholder interviews, workshops, and data analysis to understand business needs Act as a liaison between business leaders and IT teams, translating business objectives into clear, actionable development requirements Ensure solutions align with product strategy, advisor needs, and broader organizational goals Agile Delivery & Backlog Management (~25%)
Actively participate in and support
Agile/Scrum practices
, including daily standups, sprint planning, backlog refinement, reviews, and retrospectives Manage, groom, prioritize, and refine the product backlog in
JIRA Write high-quality
user stories and clear UAT acceptance criteria Track work through the full development lifecycle to ensure timely and accurate delivery Requirements & Documentation
Create and maintain
Business Requirements Documents (BRDs)
, functional specifications, and process maps Ensure requirements are clearly documented, traceable, and testable Maintain strong attention to detail throughout documentation and delivery Testing, UAT & Change Management
Plan, support, and execute
User Acceptance Testing (UAT) Validate solutions against business requirements and acceptance criteria Identify gaps, risks, and issues early and communicate effectively to stakeholders Support implementation and change management activities for new systems or enhancements
Core Skills & MustHave Qualifications
Strong experience working in
Agile/Scrum environments Comfortable supporting or running Agile ceremonies and Scrum best practices Proven experience partnering with Product Owners and development teams Hands-on experience with
backlog management, grooming, prioritization, and JIRA Strong ability to write clear user stories and UAT acceptance criteria Experience serving as a liaison between business and IT teams Strong attention to detail and demonstrated UAT experience Excellent communication, collaboration, and stakeholder management skills
Desirable (Nice-to-Have) Skills
Financial services domain experience
(preferred to accelerate onboarding) Experience with
deep data analysis, data mapping, and complex data sets
Candidate Attributes
Highly adaptable, flexible, and collaborative team player Able to hit the ground running in a fast-paced, growing product area Strong analytical mindset with a proactive, problem-solving approach Comfortable balancing multiple priorities while maintaining quality and precision
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.
Apex Benefits Overview:
Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.