Business Analyst

Business Analyst Remote CAD Overview: Constellation Financial Software (CFS), part of the Andromeda portfolio within Constellation Software, is currently seeking a Business Analyst to join its growing team. CFS is a leading provider of specialized software solutions for the financial services industry, supporting institutions with mission-critical systems that drive efficiency, compliance, and growth. We are seeking an experienced Business Analyst to deliver high-impact professional services to our software product client base. This role is 80% billable client-facing work—conducting virtual discovery sessions, requirements analysis, and solution design—and 20% internal support, responding to and resolving tickets from our existing client base. The ideal candidate brings deep, hands-on business analysis expertise: they can independently lead requirements workshops, produce rigorous documentation artifacts, and translate complex business needs into clear, implementable specifications. This is a client-delivery role; candidates must be comfortable as the primary point of contact in virtual engagements and confident guiding stakeholders toward sound decisions. Key Responsibilities: Client-Facing Professional Services (80%) • Lead structured virtual requirements-gathering sessions with client stakeholders at multiple levels, from end users to C-suite • Elicit, document, and validate business requirements using proven BA techniques: interviews, workshops, observation, surveys, and document analysis • Produce formal BA deliverables including Business Requirements Documents (BRDs), Functional Specifications, Use Cases, User Stories with acceptance criteria, process flow diagrams, and data mapping documents • Conduct current-state (as-is) and future-state (to-be) process analysis; identify gaps and recommend solutions within the product framework • Facilitate UAT planning and execution: develop test scenarios, track defects, and validate that delivered solutions meet documented requirements • Manage scope throughout the engagement; proactively identify and escalate scope creep with documented impact assessments • Serve as the primary client liaison during assigned project phases, maintaining clear and consistent communication with stakeholders and internal delivery teams • Present findings, recommendations, and solution designs to client audiences with clarity and professionalism Client Support (20%) • Triage and respond to support tickets from existing clients; accurately diagnose whether issues are configuration, training, or product defects • Document ticket resolutions and contribute to the internal knowledge base to reduce recurring support burden • Identify patterns in support requests that signal product improvement opportunities or training gaps; communicate findings to the product and customer success teams Required Qualifications: Business Analysis Core Skills • 4+ years of hands-on experience as a Business Analyst in a software product or SaaS environment • Demonstrated proficiency in formal requirements elicitation techniques (interviews, JAD sessions, prototyping, surveys, observation) • Expert-level ability to produce BRDs, Functional Specifications, Use Cases, User Stories, and acceptance criteria that are clear, complete, unambiguous, and independently verifiable • Experience with gap analysis, root-cause analysis, and options analysis—able to document trade-offs and provide a recommendation with supporting rationale • Solid understanding of the SDLC and experience working within both Agile (Scrum/Kanban) and waterfall delivery models • Proven ability to lead UAT: write test scenarios, coordinate testing cycles, track defects, and obtain sign-off • Experience with data analysis and requirements-related to integrations, data migration, or reporting Domain & Industry Knowledge: • Background in lending, equipment leasing, or asset-based financing industries strongly preferred • Familiarity with financial services workflows such as origination, underwriting, servicing, or collections is a meaningful advantage Professional & Communication Skills: • Ability to communicate with precision—written and verbal—with both technical teams and non-technical business stakeholders • Experienced and confident facilitating virtual meetings and workshops; skilled at keeping distributed groups engaged and productive • Self-directed: able to manage time, set priorities, and advance multiple client engagements with minimal day-to-day supervision • Strong client presence; comfortable being the named expert in the room and managing challenging stakeholder dynamics • Highly organized and detail-oriented; rigorous about documentation accuracy and version control Qualifications: • CBAP, PMI-PBA, or equivalent BA certification • Experience as a BA in a billable professional services or consulting delivery model • Familiarity with support ticketing platforms (e.g., TeamSupport, Jira Service Management, Salesforce Service Cloud)