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AutoRek Financial Solutions Business Analyst - Jersey City, NJ (Hybrid)

Caliber Smart
Jersey, NJ Full Time
POSTED ON 10/4/2025
AVAILABLE BEFORE 11/2/2025
Role Name: AutoRek Financial Solutions Business Analyst

Location: Jersey City, NJ (Hybrid)

Duration: 12 Months

Key Responsibilities

Day-to-day support of implementations of the AutoRek core financial management solution

Complete the High-Level estimation tasks required during the discovery phase, including workshops

Use the output from this process to prepare meaningful input into the Bid Approval Process (including supporting the submission during the decision process)

Work With Clients To Prepare

  • An understanding of the As-Is process
  • A breakdown of the client's requirements for the solution
  • A detailed solution design that aligns to the agreed requirements

Work with Development & Test and Project Management teams to agree the solution and define the effort/duration/plan for delivery

Review the ongoing solution during development, acting as the customer's voice

Monitor progress for any deviations from the planned approach, solution and scope Challenge unnecessary deviations and raise changes with the Project Manager so that they can be documented and approved

Support the Development & Test and Project Management teams through acceptance testing, by helping with triage, defect interpretation and being alert to changes to scope being raised as defects

Support status meetings and touch points with the implementation team and the Customer providing documented key discussions, actions, risks and issues

Provide guidance to the implementation team while motivating team resources to work diligently and smartly in the best interest of the Customer and AutoRek

Support the resolution of issues and roadblocks, managing Customer queries and escalations to a positive resolution

Qualifications

Educated to degree level in a relevant subject or appropriate business analysis certification

Experience

FinTech, SaaS or Finance background

Demonstratable Experience Of Leading Customer Workshops To Gather Requirements.

Experience of oversight of defect triage and contribution of test plans.

Knowledge

Industry awareness of CASS, Payments, Banking, Asset Management or Insurance

Familiarity of documentation that would facilitate a technical and business design proposal, including (but not limited to) Business Requirements, As-Is process review, Technical Design and Fit-Gap.

Understanding of the principles of change control to capture any movement of agreed scope.

Understanding of the phases of the software development and implementation lifecycle.

Skills

Ability to produce clear and detailed solution requirements.

Excellent analytical and problem solving skills, must be able to identify solutions to customer problems and consider alternative approaches.

Strong collaborator who can work across all areas of the business from Pre-sales through to Delivery and onto Customer Success

Ability to multitask in a fast-paced environment, embracing change and new challenges

Comfortable with presenting and liaising at 'C" level with internal and external executives

Personal Qualities

Accountability of requirements to solution and build specification throughout the project lifecycle

Highly effective interpersonal, organisational, and analytical skills

Dedication to the craft with a passion for continual improvement

Strong attention to detail

Willingness to challenge the norm, both internally and externally.

A desire to offer an alternative approach to reach a shared goal

Best Regards

Vishal

vishal@smartcaliber.com

www.smartcaliber.com

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