Financial Business Analyst

The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds. We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client's short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.

Oakleaf's Talent Solutions team is seeking a Financial Business Analyst to support one of our large financial services clients. You will be part of an Agile team which supports a whole-loan valuation system and a single-family guarantee asset/obligation application.

Responsibilities:

1. Manage the requirements and work with developers/testers to work out the details from the requirement.
2. Use Jira to capture user stories, working closely with product owners.
3. Utilize Jira/SQL/AWS, process flows, diagrams, and Visio.
4. Work with Product Owners, Developers, and Testers.

Qualifications:

1. Bachelor's degree in Finance or Business is preferred; or commensurate experience. A PMP or PMI certification is a plus.
2. 4+ years relevant experience with 2+ years experience in the financial services industry required.
3. Previous experience/education in financial theory, credit risk, market risk, or mortgage finance preferred; basic understanding of modeling, economics, and accounting is a plus.
4. Jira and Agile experience required. Fundamental knowledge of SQL, Tableau, and Excel required.
5. Exposure to AWS or other cloud technologies.
6. Experience gathering requirements and managing scope/features for business applications.
7. Working knowledge of the data, models, and applications.
8. Understanding of SDLC process and deliverables.
9. Strong verbal and written communication skills with the ability to present complex, technical concepts to both technical and non-technical audiences.
10. Demonstrated success in developing and maintaining strong relationships with stakeholders and counterparts across the organization.
11. This is a remote position; must be comfortable working east coast hours and able to effectively work in a home office environment surrounded by moderate home noise.

Compensation & Benefits

The Oakleaf Group offers a competitive compensation based on the candidate's skills and experience. Oakleaf offers healthcare benefits to include health, dental, and vision plans as well as other benefits in accordance with applicable Federal or State law.

Equal Employment Opportunity

The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. The Oakleaf Group does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status or any other basis prohibited by applicable law.

Accommodations

Oakleaf is committed to providing equal employment opportunity to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. Individuals with a disability that are unable to use our online tools to search and/or apply for jobs should email , include "Applicant Accommodation" in the subject line of the email, and specify the assistance needed in the body of the email.