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.
Seeking a Junior Business Analyst-UAT to join our consulting team. The Jr. Business Analyst-UAT will be responsible for playing a crucial role in the software development and implementation process and ensuring that the final product aligns with business needs and user expectations before it goes live. The Business Analyst will be instrumental in developing innovative solutions that will drive data-driven decision-making processes across the organization.
Responsibilities:
- Collaborate with diverse teams including business, operations, technology, data engineering, and management to gather and analyze business requirements, translating them into detailed UAT plans and test cases.
- Perform documentation and reporting for the purposes of system analysis, business requirement, testing, and decision-making with the use of relevant software such as MSOffice and SQL.
- Communicating with end users to gather requirements and feedback, support the story writing process.
- Perform system analysis and software testing by leveraging SQL, JIRA, or other tools.
- Present information and ideas in a way that is engaging and easy to understand across stakeholder groups.
- Support UAT activities, working closely with end-users to ensure the testing environment is set up correctly and that all test cases are executed as planned.
Qualifications:
- Bachelor’s degree or equivalent in Computer Science, IT, Engineering.
- Financial industry experience a must.
- 1+ years of experience in business analysis with a focus on User Acceptance Testing (UAT), including developing test plans and leading UAT sessions.
- Strong analytical skills with the ability to interpret complex business requirements and translate them into actionable test cases and scenarios.
- Proficiency in SQL and JIRA, as well as other tools.
- Skilled in reporting and development using Tableau, Power BI, or other database and reporting tools.
- Experienced in system analysis and development using Salesforce.
- Financial modeling skills a plus.
- Demonstrated ability to work effectively as a member of a virtual team.
- Ability to manage to strict deadlines as well as prioritize and perform tasks in a high-pressure environment.
- Effective communication skills, written and verbal, go-getter attitude!
- Strong in multitasking, completing sprint goals and managing changing priorities.
- Ability to diagnose and solve problems efficiently and effectively.
- This hybrid position requires the ability to work effectively from a home office, even in an environment with moderate background noise.
Pay Range
$40—$60 USD
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 identify 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 [email protected], include "Applicant Accommodation" in the subject line of the email, and specify the assistance needed in the body of the email. Please note that this mailbox is reserved for job seekers who need to request an accommodation to apply for a job. Emails, for any other reason, will not receive a response.
Top Skills
What We Do
The Oakleaf Group is an advisory firm with expertise in risk analytics and financial modeling for the mortgage and financial services industries. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Our culture of client-focus and responsiveness, coupled with continual process improvement and quality, position us to deliver innovative solutions.
