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Business Analyst
Location
Canada
Posted
76 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Business Analyst
EXL
1. Requirements Gathering & Business Analysis - Conduct detailed requirement‑gathering sessions with underwriting, claims, actuarial, operations, and product teams. - Analyze insurance business processes (e.g., new business, renewals, endorsements, billing, claims FNOL to settlement). - Create BRDs, FRDs, user stories, workflows, data dictionaries, and acceptance criteria. - Translate regulatory, operational, and product needs into actionable technical requirements. 2. Insurance Domain Expertise - Work with SMEs to understand insurance products like annuities, Life , Mutual funds etc. - Support initiatives involving: - Policy administration systems (PAS) - Distribution - Claims management systems and similar - Understand key insurance data entities such as policy, risk, premium, coverages, claims, exposures, and loss history. 3. Data Mapping & Data Analysis - Perform source‑to‑target data mapping across policy, claims, billing, or underwriting like systems. - Map data lake columns / table to salesforce fields / objects, define transformation logic, - Validate transformations and data quality during data migration or integration. - Support analytics teams with insurance data interpretation 4. SQL & Data Crunching - Write SQL queries to support Data validation, Root cause analysis etc - Identify discrepancies in policy or claims data and work with tech teams to resolve them. 5. Stakeholder Engagement - Serve as a trusted advisor to business stakeholders, product owners, underwriters, claims managers, and operations - Communicate complex data/technical findings in clear business terms. - Conduct requirement walkthroughs, demos, and documentation reviews. 6. Offshore Coordination - Liaise with offshore development and QA teams in multiple time zones. - Explain requirements, clarify functional queries, and ensure consistent understanding. - Support delivery planning, sprint grooming, and defect triage. 7. Project & UAT Support - Collaborate in Agile/Scrum ceremonies (sprint planning, backlog grooming, retrospectives). - Prepare UAT scenarios based on insurance workflows.
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The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The Technology Execution Management Performance Office (TEMPO) supports Technology, Data, & Operations (TD&O) by coordinating core business management activities such as strategy, demand, funding, delivery, workforce, and cost management. While divisional leaders define their strategies, the Business Transformation Lead is accountable for turning those strategies into execution—shaping, launching, and scaling transformation efforts. This role partners with leaders and cross-functional teams to translate strategy into current-state assessments, target states, roadmaps, and delivery artifacts, while establishing repeatable execution playbooks. Ultimately, the role ensures disciplined delivery, dependency management, and benefits realization, enabling teams to focus on outcomes while driving enterprise-wide transformation at scale. This role partners closely with TEMPO Horizon leadership to drive product and service transformation by prioritizing initiatives, modernizing processes, and aggregating offerings into a unified product portal. It focuses on advancing maturity through automation, repeatable launch playbooks, and AI-enabled services while coaching teams and facilitating transformation initiatives. The role ensures successful adoption through change management, tracks value realization against business cases and key results, and ultimately elevates TEMPO Horizon’s CMMI maturity over time. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop, enhance, and run ET demand process that aligns resources and activities with enterprise and technology priorities. 2. Oversee and monitor the health and effectiveness of the overall ET portfolio of change, including intake, planning, business readiness, and execution. 3. Provide direct leadership to teams of internal and external resources to ensure their ability to effectively deliver appropriate project management, business analysis, business readiness, and client and teammate communications. 4. Engage with various partners, including Risk partners, to ensure project review, oversight, and mitigation plans are in accordance with enterprise standards. 5. Contribute to short and long-term project prioritization and planning for the overall ET portfolio and ensuring coordination of planning of initiatives in other areas. 6. Establish and maintain relationships with key leaders to ensure coordination, support and buy-in of delivery plans within the assigned portfolio. 7. Manage effective Organizational Change Management (OCM) to guide organizational, process, and technology change to a successful resolution by focused preparation, implementation, and follow-through of change readiness efforts for teammates. 8. Provides portfolio level dashboards and executive summaries to keep leaders abreast of the health of the line of business portfolios. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Advanced degree in a relevant field, or an equivalent combination of education and work experience. 2. Nine to eleven (9-11) years progressive related experience in managing enterprise technology organizations or similar organizations combined with overall twelve years progressive related experience in project/program/portfolio management. 3. Three to five years (3-5) of manager experience. 4. Demonstrated experience in technology organization management, financial management, risk management, people management, issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables. 5. Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies PREFERRED SKILLS: - 15+ years progressive related experience in managing large, complex transformations. - Experience at a super-regional or larger financial institution performing a similar role, either internally or as a consultant. - Demonstrated experience in management consulting with a focus on transformation. - Demonstrated experience in process re-engineering and automation - Superior understanding of business and technology organization, resources, priorities, needs, and processes. - Executive level verbal and written communication skills. - Experience managing cross-functional teams, focused on business management or technology initiatives. - Advanced Business Degree (MBA, MS, MA, etc.) or commensurate experience with a lens on financial acumen. - Management consulting background preferred. - Management of Agile & Product organizations, with preferred experience participating in product transformation. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting Constantly (More than 50% of the time) Standing Occasionally (Less than 25% of the time) Walking Occasionally (Less than 25% of the time) Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 25% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
• Ensure that your team has a good understanding of business needs • Articulate problems and processes in ways understood by all stakeholders • Facilitate the analysis and design of cost-effective software solutions • Work as part of a diverse, ambitious team that celebrates creativity and collaboration
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BMOAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO Careers .
Application Deadline: 04/07/2026 Address: 2465 Argentia Road Job Family Group: Retail Banking Sales & Service Work Schedule: Candidates must be available and flexible to work from Monday to Sunday, from 8am-9pm Understands customer needs and provides small business banking sales and service to BMO customers or prospects. Advises customers on small business banking strategies and products (including credit cards) that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups as needed. - Handles customer inquiries in an informed, professional, and efficient manner. - Probes to understand customer needs and provide advice related to small business banking and credit card strategies that meet their objectives. - Manages all transactional outcomes of customer calls or defers to appropriate internal business groups. - Escalates complex or unresolved customer situations to senior managers as required. - Performs any required documentation to ensure customer’s requests are accurately processed. - Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations in a professional manner. - Integrates marketing promotions and programs into customer conversations where appropriate. - Maintains the confidentiality of customer and Bank information. - Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. - Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions. - Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. - Analyzes issues and determines next steps. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.Qualifications: - Completed high school education, or equivalent work experience. - Knowledge of small business and credit card products. - Term Investment Qualified (as required). - Specialized knowledge. - Verbal & written communication skills - Good. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. Salary: $38 500,00 - $71 000,00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Business Analyst / Product Owner, fluent in German
EUROPEAN DYNAMICS"{ engineer; innovate; excite; }"
• Participate in business analysis and collaborate closely with client stakeholders and the development team; • Analyze, refine, and document user and system requirements; • Communicate with clients and internal stakeholders; • Lead workshops and support decision-making processes; • Perform software testing, deliver user training, handle third-level support requests, and maintain documentation; • Take part in project management and reporting activities.



