Senior Business Analyst – Focus on Financial Well-Being

Sicredi

. Identify opportunities and propose solutions that promote members’ Financial Well-Being by connecting user needs, business strategies, and the cooperative purpose .

Posted 9/22/2026full-timePorto Alegre • BrazilSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Well-Being strategies, utilizing data analysis and market insights to drive improvements and develop value propositions. Proficient in collaborating with multidisciplinary teams and stakeholders to implement user-centered solutions and enhance financial education.

Highest-signal resume keywords

Data AnalysisFinancial Well-Being StrategyAgile MethodologiesCo-CreationBusiness Requirements Gathering

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisFinancial Markets KnowledgeProcess Value ChainsAgile MethodologiesDesign ThinkingScrumKanban

Soft Skills

CollaborationCommunicationProblem-SolvingStakeholder Engagement

Industry Keywords

Financial Well-BeingConsumer BehaviorMarket TrendsChange ManagementFinancial Education

About the role

Key responsibilities & impact

Identify opportunities and propose solutions that promote members’ Financial Well-Being by connecting user needs, business strategies, and the cooperative purpose
Use data, research, and performance indicators to conduct analyses, validate hypotheses, identify opportunities for improvement, and support decisions related to Financial Well-Being journeys
Map and monitor market trends, consumer behavior, regulations, and innovations to develop value propositions and healthier financial experiences
Prepare executive presentations, reports, and monitoring materials, communicating results, insights, and recommendations to stakeholders
Work in multidisciplinary teams, contributing business expertise, prioritizing demands, and defining requirements
Collaborate with internal departments, cooperatives, and external partners to co-create solutions and drive the Financial Well-Being strategy
Support the development and maintenance of materials, methodologies, content, and tools focused on financial education and healthy financial behavior
Participate in the development, implementation, and continuous improvement of Financial Well-Being initiatives and programs
Monitor performance, adoption, engagement, and impact indicators, proposing continuous improvements and new metrics
Support change management processes to drive the adoption of new user-centered solutions, services, and experiences
Gather, document, and manage business requirements
Monitor projects and suppliers, supporting delivery execution and the achievement of expected results

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Engineering, Economics, or related fields
Knowledge of financial markets, including business and operations, is desirable
Knowledge of agile and co-creation methodologies, such as Design Thinking, Scrum, and Kanban, is desirable
Knowledge of process value chains, preferably in the financial or cooperative sector, is desirable

Benefits

Comp & perks

Profit-sharing program, according to seniority
Health and dental insurance with no co-payments
Wellness programs through Wellhub (formerly Gympass), including nutrition, psychology, workplace exercise, massage, running group, and local gym benefits
Food and meal allowance, with flexible allocation percentages between the Food and Meal cards, with no co-payments
Extended maternity and paternity leave
Daycare or nanny allowance for children up to 6 years and 11 months old
Support for children with disabilities, with no age limit
Life insurance
Private pension plan with employer contributions of up to 6% of salary
Training platform – Sicredi Aprende, with a wide range of courses
40-hour workweek, using a time-banking system
Remote work allowance, except for positions that are 100% on-site