Business Analyst

Role: Business Analyst - Banking Account Management & Decision Management

Domain: Banking / Financial Services

Location: Preferred Pittsburgh, PA or Cleveland, OH. Remote can be considered for strong candidates.

Job Summary

Seeking an experienced Business Analyst with strong expertise in Banking Account Management, Policy Rules, Decision Management, and Testing. The candidate should understand account management strategies such as CRCLI, PCLI, CLO, and CLD, policy-driven decisioning, and validation of business rules and strategies.

Basic Python and SQL knowledge, along with strong experience in JIRA, Agile, and Kanban, is required.

Key Responsibilities

• Gather, analyze, and document business requirements, user stories, acceptance criteria, and process flows.


• Analyze and support banking account management strategies: CRCLI, PCLI, CLO and CLD


• Analyze policy rules, decisioning frameworks, customer treatment strategies, and business impacts.


• Validate business rules, decision outcomes, and account management strategies.


• Develop and execute test scenarios/cases and support SIT, UAT, production validation, and post-deployment testing.


• Perform defect analysis and support root cause investigations.


• Manage requirements, stories, tasks, and defects in JIRA and participate in Agile ceremonies.

Required Skills

• Strong experience in Banking/Financial Services and Account Management.


• Good understanding of CRCLI, PCLI, CLO, CLD, customer treatment strategies, and credit risk principles.


• Strong Business Analysis, requirements gathering, documentation, and stakeholder management skills.


• Experience with policy rules, decision management platforms, and rule validation.


• Strong testing experience, including test planning, business rule validation, defect management, and production validation.


• Advanced JIRA and good knowledge of Agile/Kanban.


• SQL proficiency and basic Python knowledge.

Preferred / Nice to Have

• Experience with MongoDB, Elasticsearch, and Kibana.


• Experience with production support and post-release validation.