What are the responsibilities and job description for the Technical Business Analyst position at Storm2?
Technical Business Analyst
Contract‑to‑Hire | Onsite | New York, NY
Applicants MUST be located a commutable distance from Manhattan.
This role is not eligible for Visa sponsorship.
Overview
We’re looking for a Technical Business Analyst to join an organization operating in the private markets space. This is a hybrid role that sits at the intersection of technology, finance, and accounting.
The ideal candidate is someone who has a strong accounting foundation (often candidates with CFA coursework or similar education), but who intentionally pursued a more technical, systems‑focused career path.
Key Responsibilities
- Act as a technical partner to the finance team, quickly understanding and mapping their end‑to‑end requirements
- Lead requirements gathering for complex finance and accounting workflows, with the ability to step into meetings (including senior‑level forums) when leadership is unavailable
- Translate business and accounting needs into clear, structured technical requirements, user stories, and functional documentation
- Work closely with developers and engineering teams to support solution design, story creation, and delivery
- Support and evaluate third‑party finance tools, with a focus on how they integrate into the existing infrastructure and systems landscape
- Help design and define integration points across platforms and internal systems
- Serve as a technical escalation point for finance‑related system questions and challenges
- Mentor and guide junior business analysts, setting best practices for documentation, stakeholder engagement, and delivery
Required Experience & Skills
- Senior‑level Technical Business Analyst experience
- Strong understanding of finance and accounting concepts (e.g., general ledger, financial reporting, close processes, private market workflows)
- Background in private markets, fintech, or financial services is required
- Proven experience working closely with software engineers and technical teams
- Hands‑on experience with story creation, backlog grooming, and delivery in Agile environments
- Experience supporting or integrating third‑party tools into an existing systems ecosystem
- Ability to communicate confidently with senior stakeholders (SVP, finance leadership, managers)
- Comfortable operating independently and adding value immediately
Nice to Have
- CFA (completed or partially completed), or equivalent financial education
- Experience bridging finance teams and technical teams in a hybrid BA/technical role