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Senior Functional Analyst – Client Management
First American. Build relationships with business and technology partners across Sales, Relationship Management, Banking Operations, New Accounts, Client Services, Compliance/Risk, Information Security, and technology teams .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in analyzing complex business processes and translating requirements into actionable technical solutions, with a strong focus on cloud-native applications and vendor platforms. Proficient in facilitating stakeholder discussions, managing dependencies, and ensuring quality assurance throughout the project lifecycle.
Highest-signal resume keywords
Functional AnalysisBusiness Process MappingCloud-Native ApplicationsAgile Software DeliveryVendor Software Configuration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Requirements AnalysisWorkflow OptimizationData MappingAPI TestingIncident ManagementQuality AssuranceSQLMicrosoft ExcelTroubleshootingUser Acceptance Testing
Soft Skills
Analytical SkillsCritical ThinkingProblem-SolvingCommunication SkillsInterpersonal Skills
Tools & Technologies
SalesforceDocuSignFiserv DNAMicrosoft AzureJiraConfluenceProductboardCursorCodexChatGPT
Certifications & Qualifications
Business Analysis CertificationCBAPAzure Fundamentals (AZ-900)
Industry Keywords
Financial ServicesDigital Customer OnboardingWorkflow AutomationDocument Management SolutionsScaled Agile Framework (SAFe)
Tech Stack
Tools & technologiesAzureCloudSQL
About the role
Key responsibilities & impact- Build relationships with business and technology partners across Sales, Relationship Management, Banking Operations, New Accounts, Client Services, Compliance/Risk, Information Security, and technology teams
- Understand business objectives, processes, policies, and operational challenges and translate needs into functional and technical requirements
- Lead discovery and analysis of complex business processes
- Document current-state and future-state workflows
- Recommend solutions that simplify customer onboarding, reduce manual effort, improve data quality, and enhance customer experience
- Evaluate solution alternatives, challenge assumptions, identify dependencies, and recommend approaches balancing business value, technical feasibility, operational efficiency, and risk
- Develop an end-to-end understanding of cloud-native applications and vendor platforms including Salesforce, Prelim, DocuSign, and Fiserv DNA
- Analyze and troubleshoot APIs, system interfaces, data mappings, vendor configurations, and integration behaviors
- Clarify integration requirements, evaluate solution designs, troubleshoot issues, and support system interoperability
- Coordinate application enhancements, vendor updates, and configuration changes
- Lead functional analysis for complex features and workflows
- Refine backlog items, clarify requirements, define business rules and acceptance criteria, and identify scenarios, edge cases, and dependencies
- Perform functional validation and quality assurance activities
- Support integration, regression, and user acceptance testing
- Assess release impacts, manage dependencies, support implementation readiness, and validate delivered solutions
- Investigate production issues and incidents and support root-cause analysis and resolution
- Identify opportunities to improve onboarding workflows, automate repetitive activities, strengthen reliability, and prevent recurring issues
- Maintain functional and technical documentation, workflow diagrams, system and data-flow mappings, integration requirements, user guides, and training materials
- Support internal and external audit requests with process documentation, system information, and control evidence
- Facilitate stakeholder discussions, explain solution options and trade-offs, and drive decisions and action items to closure
- Manage analysis deliverables, identify risks, coordinate dependencies, and keep stakeholders informed
- Collaborate within a remote, cross-functional Agile environment
- Share knowledge, mentor colleagues, embrace new technologies, and improve team practices and delivery effectiveness
Requirements
What you’ll need- Bachelor's degree in Business, Information Systems, Computer Science, or a related discipline, or equivalent relevant professional experience
- 5+ years of experience as a Functional Analyst, Business Systems Analyst, Product Analyst, or similar role supporting enterprise applications and business technology solutions
- Experience understanding complex business processes and translating business requirements into actionable technical solutions
- Strong analytical, critical-thinking, and problem-solving skills
- Experience in process mapping, workflow optimization, requirements analysis, and evaluating solution alternatives
- Technical experience with internally developed applications and SaaS platforms
- Experience with vendor software configurations, system integrations, published APIs, data mapping, troubleshooting, and application enhancements
- Experience working in Agile software delivery environments
- Experience with functional and non-functional requirements, backlog refinement, user stories, acceptance criteria, quality assurance, and user acceptance testing
- Experience with incident management, issue triage, root-cause investigation, and coordinating implementation and validation of resolutions
- Excellent written and verbal communication, facilitation, and interpersonal skills
- Ability to independently manage complex assignments, anticipate risks, and follow through on commitments
- Intermediate proficiency in Microsoft Excel
- Working knowledge of cloud application fundamentals, such as Microsoft Azure or a comparable cloud platform
- Preferred: Experience with Salesforce CRM
- Preferred: Experience with digital customer onboarding, account opening, workflow automation, or document management solutions
- Preferred: Familiarity with Prelim, DocuSign, or Fiserv DNA
- Preferred: Experience within financial services or related industries
- Preferred: Working knowledge of SQL, data analysis, API testing tools, or Microsoft Azure technologies, including Azure Fundamentals (AZ-900)
- Preferred: Experience using AI-assisted tools such as Cursor, Codex, ChatGPT, or Microsoft Copilot
- Preferred: Experience with Scaled Agile Framework (SAFe) methodologies and Jira, Confluence, or Productboard
- Preferred: Business Analysis certification, such as CBAP, or a comparable professional certification
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
- Inclusive workplace culture
- Equal opportunity employment