Business Analyst - Automation

This position plays a key role in evaluating, designing, implementing, and optimizing technology-enabled business solutions across the credit union. The role partners with stakeholders to identify operational challenges, document business and technical requirements, improve processes, and deliver solutions that support strategic objectives. Focus areas include business process analysis, requirements elicitation, robotic process automation (RPA), workflow automation, Microsoft Power Automate, and emerging artificial intelligence capabilities, including agentic AI. The role leads technology projects, user acceptance testing, organizational change, and helps establish governance and best practices for automation and AI-enabled solutions.

Schedule

40 hours per week; Monday – Friday; 8:00 AM – 5:00 PM

Responsibilities

• Partner with business units to understand operational needs, identify opportunities, and translate requirements into clear, testable solutions.
• Analyze and document current-state processes and design future-state workflows that improve efficiency, accuracy, member and employee experience, scalability, compliance, and risk management.
• Identify, assess, and prioritize opportunities for process automation, workflow automation, low-code solutions, and artificial intelligence.
• Design, configure, test, deploy, and support automated workflows using Microsoft Power Automate and related Power Platform capabilities.
• Perform data analysis, business value, risk, and implementation assessments to support automation and process improvement decisions.
• Support automation governance, including security, Enterprise Risk Management, Compliance, and Legal requirements.
• Develop business cases and recommendations outlining expected benefits, costs, risks, and success measures for proposed solutions.
• Create and maintain documentation, including requirements, process flows, testing materials, and operational procedures.
• Lead or support small technology projects while managing scope, schedule, budget, quality expectations, and stakeholder communication.

Requirements

• Experience in business analysis, process improvement, automation, or a related technology-focused role.
• Strong ability to gather business requirements, analyze processes, and translate business needs into effective technology solutions.
• Experience with Microsoft Power Automate, Power Platform, workflow automation, or similar low-code/no-code technologies.
• Strong analytical and problem-solving skills with the ability to evaluate data, business value, risks, and potential solutions.
• Experience creating process documentation, workflows, business requirements, and testing materials.
• Ability to collaborate effectively with business partners, project managers, technology teams, and other stakeholders.
• Strong organizational and project management skills with the ability to manage multiple priorities and deadlines.
• Understanding of automation governance, security, compliance, and risk considerations.
• Strong communication skills with the ability to explain technical concepts and solutions to both technical and non-technical audiences.

About the Organization

Bay Federal Credit Union was started in 1957 when local school teachers pooled their money together to start a credit union. This original vision and investment has grown into the area’s largest locally-owned financial institution, with nearly $1.6 billion in assets. Today, Bay Federal provides full-service financial products and solutions to individuals and businesses in Santa Cruz, Monterey, and San Benito counties. As a local, member-owned, not-for-profit financial cooperative, we are passionate about contributing to the community and being an integral part of its incredible story.

Each year, our employees volunteer their time and donate their money to local non-profits, schools, and events. Our managers serve on local non-profit Boards of Directors to be involved, understand challenges, and make a real difference in the communities we serve. From our founding as a teacher’s credit union, Bay Federal has continued our commitment to education. We offer annual student scholarships for members and provide a comprehensive array of solutions to support our members' financial wellness. Through online financial education course offerings, solutions for teachers and students, as well as special programs for youth, our financial wellness programs are free and available to the public.

Benefits

• 401(k) Matching: Dollar-for-dollar match up to 5% of your pay.
• Annual Bonus Eligibility: Share in our success through our annual bonus plan.
• Health Coverage: Choose from quality Medical, Dental, Vision, Life Insurance, and Long-Term Disability options.
• Employee Assistance Program: Up to six face-to-face sessions per person, per reason, for you and your household.
• Wellness Program: Holistic support for your physical, financial, and emotional health.
• Rocket Lawyer Legal Services: Company-sponsored program providing legal documents, advice, and attorney assistance.
• Additional Options: Customize your coverage with Pet Insurance and Aflac supplemental plans.
• Paid Holidays: 11 paid Federal Holidays each year.
• Career Growth & Development:
  • Access to industry-standard webinars and LinkedIn Learning courses.
  • Leadership partnership with Cabrillo College – a 12-week program designed for emerging supervisors and managers.
  • $1,500 Mac McCormac Employee Scholarship to support your education goals.
• Hybrid Work Environment: Flexibility with remote work opportunities and biannual in-person All-Staff Meetings.

Pay

For Santa Cruz, CA, the pay scale for this position is $70,304 - $85,246. Salaries are based on the geographic location in which you live if working remotely.