IT Business Analyst III

About the role

The Senior Business Analyst will lead analytical and domain-driven initiatives supporting an enterprise-wide Reconciliation Platform. This platform underpins critical financial processes, including cash, position, and GL reconciliations, exception management, certification, and close activities.

Responsibilities

• Perform deep-dive data analysis using SQL and Python to investigate reconciliation breaks, data issues, and control gaps.
• Identify root causes across upstream and downstream systems, data flows, and processing layers.
• Translate complex data findings into actionable insights for business and technology stakeholders.
• Serve as a functional subject matter expert across reconciliation processes, including matching logic, exception lifecycle, and financial close alignment.
• Drive improvements in exception management, certification workflows, and operational controls.
• Partner with technology teams to define system enhancements, data models, and process optimizations.
• Apply data-driven or AI-based solutions to operational problems and translate insights into business outcomes.
• Drive the adoption of automation and AI-based process improvements to reduce manual effort and operational risk.
• Strengthen data quality, reconciliation controls, and audit readiness in partnership with Risk and Control teams.
• Act as a key liaison between business, technology, and operations teams, communicating risks and insights to senior stakeholders.

Requirements

• Functional & Domain Expertise: Experience in financial reconciliation platforms (cash, GL, position).
• Understanding of exception management, financial controls, and close processes.
• Experience working in a regulated financial services environment.
• Technical Skills: Advanced proficiency in SQL for complex queries, performance tuning, and data validation.
• Advanced proficiency in Python for data analysis and automation.
• Experience working with large data sets, ETL pipelines, and data integration.
• Leadership & Behavioral Skills: Strong ownership mindset with the ability to work independently and drive outcomes.
• Excellent problem-solving and analytical thinking capability.
• Effective communication and stakeholder management skills.
• Ability to operate in complex, cross-functional environments.

Preferred Qualifications

• Basic exposure to machine learning (ML).
• Familiarity with data visualization or Business Intelligence (BI) tools.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Employer

We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.