The Project Manager & Business Analyst will support the client by combining project delivery and business analysis functions across the end-to-end project lifecycle. This role will be responsible for managing projects from initiation through delivery and closure, while also gathering and documenting requirements, supporting solution design, and ensuring project outcomes align with business objectives, governance standards, and the company’s broader strategic direction. **PROJECT MANAGEMENT (60%)** - Manage the full project lifecycle from initiation through delivery and closure, ensuring alignment with business objectives and governance standards. - Coordinate across multiple business units and technical teams to maintain clear communication, accountability, and timely delivery of project milestones. - Plan, monitor, and report on project timelines, budgets, risks, and dependencies. - Manage competing priorities within a dynamic environment involving multiple active and upcoming projects. - Apply and promote standardized project management frameworks and processes to support consistent, high-quality delivery outcomes. - Provide regular progress updates to stakeholders and senior leadership, highlighting key risks and mitigation strategies. **BUSINESS ANALYSIS (40%)** - Analyse the current and future business environment and systems landscape. - Gather and document business and client project requirements, capturing context, current state, desired outcomes, and objectives. - Develop comprehensive Business Requirement Documents (BRDs) that are clear, unambiguous, and suitable for both technical and non-technical stakeholders. - Present detailed requirements to stakeholders to obtain consensus and buy-in. - Review and evaluate proposed solutions to ensure alignment with business and customer needs, while highlighting key risks. - Collaborate with Product teams to design and implement solutions aligned with the Company’s data-led strategy. - Assess and manage the impact of requirements on data systems and business processes. - Support development, systems testing, UAT, and implementation by working closely with solution partners, vendors, and internal stakeholders. - Validate test case scenarios against BRDs and audit test case results completed by UAT testers.

• Own deep analysis of agentic, multi-turn AI conversations to explain customer behavior, identify failure patterns, and influence AI and operational decisions for enterprise customers. • This role focuses on understanding how and why conversations succeed or break, and translating those learnings into actionable insights that reduce customer friction and improve outcomes.

We are looking for a dynamic Business Analyst to join our team . In this role, you will play a crucial part in facilitating the analysis of business needs, liaising between departments to ensure comprehensive system solutions are developed and implemented effectively. The ideal candidate will have a strong analytical mindset and be able to communicate effectively with both technical teams and business stakeholders. The Business Analyst will serve as the bridge between clients and internal teams, ensuring that the IRMS Suite is configured to meet client-specific requirements. You will lead discovery sessions, document business needs, and translate them into system configurations, supporting smooth implementations and client adoption. Responsibilities - Partner with clients to gather, document, and analyze business requirements. - Configure the IRMS Suite to support medical information workflows and compliance standards. - Translate requirements into functional specifications and collaborate with product and implementation teams. - Support validation, testing, and deployment activities to ensure successful rollouts. - Provide expert guidance to clients on best practices in medical information management. - Participate in client workshops and industry-facing engagements as needed. - Leverage AI-powered tools and workflows to streamline requirements gathering, documentation, and system configuration tasks. - Identify opportunities to integrate AI and automation into client workflows and internal processes to improve efficiency and accuracy.

Title: IT - Digital Platform Ops - Sr Business Systems Analyst - Digital Location: 8945 Cal Center Dr, Sacramento, CA 95826, USA Virtual Job Description: TITLE: SR BUSINESS SYSTEMS ANALYST - DIGITAL STATUS: EXEMPT REPORTS TO: MANAGER - DIGITAL OPERATIONS DEPARTMENT: IT - DIGITAL PLATFORM DELIVERY JOB CODE: 11624 PAY RANGE: $102,000.00 - $110,000.00 ANNUALLY GENERAL DESCRIPTION: The Senior Business Systems Analyst role is responsible for engaging with various business units to translate complex business needs into quality software solutions and assists in the design, development, and implementation of identified solutions following Agile Software development practices. This also includes the operational support for all managed enterprise-wide software solutions. In partnership with the software vendors and business units, the senior analyst will work to maximize opportunities to use technology to improve products, services, and/or business processes. An advanced understanding of the Credit Union’s enterprise-wide software solutions is required. TASKS, DUTIES, FUNCTIONS: - Oversees all aspects of the Software Development Lifecycle for enterprise-wide software solutions by reviewing, analyzing, and creating detailed documentation of business unit needs, including workflow, program functions, and steps required to implement technical business processes. - Drives efficient and effective joint business/IT requirements and solution discussions in addition to stakeholder review meetings. - Provide high-quality analytical system solutions for key stakeholders. - Proactively identifies software functional gaps and opportunities of improvement. - Collaborates with product owners to create product backlog by using Agile practices. - Creates user stories with relevant acceptance criteria. - Leads or participates with the implementation of complex projects as technical subject matter expert from beginning to completion. Delivery Focus: 10% Training and mentoring BSA I 70% Project Support 20% Department process improvement - Participate in scrum events such as daily scrums, sprint planning, backlog refinement, sprint retrospective and reviews. - Supports Agile practices and leads the improvement of service. - Designs, creates, and documents process flows, technical requirements list, specifications, diagrams, scenarios, mockups, and/or models for the development team using Visio, MS Word, Excel, PDF, SharePoint, and other like tools. - Provide Tier 3 application support to uphold day-to-day business line operations, including the resolution of all internal tickets to a timely and successful resolution for all Enterprise-wide managed software solutions. Operations Focus: 10% Training and mentoring BSA I and BSA II 20% Tickets and operational support requests 70% Manage and support software upgrades - Troubleshoots issues, assists in triage, and assesses risk and serves as escalation points for incident management. - Manage administrative functions such as, but not limited to customizations of intricate forms, fields, reports and create saved searches, dashboards, workflows, role-based access management and reporting support. - Effectively work to resolve complex business line application requests or reported issues through effective listening skills, positive action, information gathering and/or ticket escalation. - Keep application users regularly informed on progress and resolution for all application issues reported and in alignment with internal service level agreements using clear and proactive communication. - Collaborate and coordinate with third-party service providers or other internal technical teams to address software needs-based solutions and production issues with implemented resolutions and consistent follow-up. - Establish and maintain strong working relationships with business line, other internal technical teams, and third-party service providers needed to improve Enterprise-wide software solutions. - Participate in on-call support for critical response to after hour application impairments or major outages as needed. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All Credit Union Staff EXTERNAL: Vendors, suppliers, government agencies, other industry associations and peers at other financial institutions. QUALIFICATIONS: EDUCATION: Minimum four-year degree in Information Technology, Project Management or Business Administration required, or 6 years of experience. Bachelor’s degree in Business Administration, Accounting, Information Technology, Engineering, Management, or related field preferred with 4+ years of experience. Equivalent work experience may be considered in lieu of a 4-year degree. Agile certifications preferred. EXPERIENCE: Seven years or more experience in financial or health services, including technical business analysis, product development and process improvement. Experience working in an Agile environment or Azure eco system (DevOps) strongly desired. KNOWLEDGE / SKILLS: - Knowledge of commonly used financial industry concepts, practices, and guidelines. - Knowledge of existing Credit Union products, services, and overall operational guidelines, especially as it relates to various delivery channels. - Excellent oral communication, presentation, and technical writing skills. - Strong research, technical analysis, planning and organizational skills. - Ability to use logical reasoning when interpreting facts. - Experience with small to medium enterprise software systems, as well as the ability to learn new systems quickly. - Ability to analyze and document technical business processes. - Ability to make observations, examinations, evaluations, and recommendations. - Ability to participate on projects and assist team members to implement system upgrades and enhancements. - Strong PC skills. PHYSICAL REQUIREMENTS: - Carry and respond to a cell phone 7 days a week. May need to diagnose problems from home, occasionally may need to travel to site to correct problem either by car or public conveyance. - Prolonged sitting throughout the workday with occasional mobility required. - Corrected vision within the normal range. - Hearing within normal range. A device to enhance hearing will be provided if needed. - Ability to lift 20 lbs. as may be required. - Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. - Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included. - Occasionally required to change work hours or work long hours including working on weekends to accomplish tasks. LICENSES / CERTIFICATIONS: - None Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. #LI-Remote THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 10/01/2025