
Financial System Implementation Specialist
3 days ago
As a seasoned Senior Financial Systems Analyst, you will play a key role in delivering cutting-edge financial solutions to our clients. You will work closely with cross-functional teams to analyze business requirements, design and implement new systems, and provide ongoing support and maintenance.
Key Responsibilities:
- Partner with stakeholders to gather, analyze, and document business requirements for financial systems.
- Translate business needs into functional and technical requirements for development teams.
- Drive end-to-end delivery of financial system projects, including data migration, integrations, and reporting tools.
- Conduct gap analysis, process mapping, and recommend system enhancements aligned with industry best practices.
- Collaborate with financial analysts, developers, architects, and QA teams to ensure proper design and delivery.
- Configure financial features, including credit memo, collateral, document manager, covenant tracking, approval processes, and workflow automation.
- Support UAT, training, and change management activities.
- Ensure compliance with industry standards, regulatory requirements, and best practices.
Required Skills & Qualifications:
- 6+ years of experience as a Business Analyst or Financial Systems Analyst, with at least 3+ years focused on Salesforce and nCino implementations in banking/financial institutions.
- Strong knowledge of commercial lending, loan origination, treasury management, and banking operations.
- Hands-on experience in nCino modules such as loan origination system (LOS), credit memo, collateral, covenant tracking, deposit account opening, and workflow/approval processes.
- Expertise in Salesforce CRM (Service Cloud, Sales Cloud, Communities, Lightning).
- Ability to create user stories, process flows, functional specs, and test cases.
- Experience with Agile/Scrum methodology.
- Strong understanding of data migration, integrations (APIs, middleware), and reporting tools.
Preferred/Good-to-Have:
- Salesforce Certified Administrator or Business Analyst certification.
- nCino 201 or 301 certifications.
- Knowledge of Regulatory Compliance, KYC, AML, and Risk Management in banking.
Education:
- Bachelor's degree in Computer Science, Information Technology, Business Administration, or related field.
- Master's degree (MBA / MS) preferred but not required.
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