Business Analyst PMO

Job Description

JOB INFORMATION

Title:

Business Analyst PMO

Officer Title:

Grade:

28

FLSA Classification:

Exempt

Date Last Edited:

4/14/2025

Reports To:

Portfolio and Resource Planning Manager

Department:

Project Management Office

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1110

PRIMARY FUNCTION

Act as a liaison between project/program stakeholders, by understanding business needs, structure, processes, policies and operations.  Capture, analyze, and document requirements; and support the communication and delivery of those requirements to the stakeholders.

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Elicit, translate, validate, communicate, negotiate and manage requirements through techniques such as interviews, walk-throughs, surveys, use cases, specifications, and modeling.  Maintain documentation relative to these activities.

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Scope a project/program to meet business needs.

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Identify, define and communicate solutions (technical, business process/procedural, etc.) that will maximize the value delivered by an organization or business unit to its stakeholders.

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Act as communication conduit between the stakeholders and the project/program team.

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Build and maintain strong relationships with key stakeholders at all levels, including business leaders, users, project managers, and technical teams to elicit feedback for new or enhanced processes.

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Translate technical and architectural issues so that project/program stakeholders can understand and make effective decisions.

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Contribute to writing user acceptance tests/cases and liaise between testing resources and stakeholders.

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Represent stakeholders on the project/program.

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Identify and model processes, data, and business rules.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree or at least 2 years equivalent experience for each undergraduate year not completed; undergraduate degree cannot substitute for minimum number of years of experience.

Business Administration, Information Systems

X

Business analysis certification (e.g., CBAP, PMI-PBA, CCBA)

X

Minimum 2 Years

Project management and quality and/or process improvement, preferably within the financial services industry

X

Minimum 2 Years

Business writing skills, including Business Requirements Documents, System Requirements Documents, Use Case Specifications and Functional Specifications.

X

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Strong analytical and problem-solving skills, with the ability to analyze and interpret complex business requirements.

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Excellent communication, negotiation, and stakeholder management skills.

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Proficiency in requirements gathering and documentation techniques.

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In-depth knowledge of business analysis methodologies and best practices.

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Experience in solution design, evaluation, and recommendation.

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Familiarity with software development methodologies (e.g., Agile, Waterfall).

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Strong leadership and mentoring abilities.

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Advanced verbal, written and presentation skills.

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Must have an advanced understanding of technology, quality tools and process design.

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Strong interpersonal skills with a proven ability to maintain collaborative working relationships with internal business partners, IT team and technology service providers.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

10

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

Frequently

Work extended hours, including evenings, weekends, and holidays as needed

WORK ENVIRONMENT

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Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 3

1. Creates a sense of accountability and personal ownership for employees and self.  2. Designs strategies to inspire peers and business unit to raise the bar of customer service delivery.  3. Monitors industry for trends in enhancing member service with special attention to financial services.  4. Establishes best practices for internal and external service excellence.  5. Systematically identifies potential problems when designing systems/processes using techniques including brainstorming and cost/benefit analyses to reduce the chances of unnecessary problems.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 3

1. Helps others adapt to changing environments and accept new situations.  2. Identifies and elevates process improvements.  3. Leverages prior experience as a help towards handling changing situations.  4. Makes progress in an atmosphere of ambiguity and uncertainty.  5. Recovers from disappointments and setbacks.  6. Works effectively with unstructured teams, situations, or environments.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 3

1.  Coaches others to develop effective techniques for producing expected results.  2. Confirms achievement and acceptance of results to ensure process closure.  3. Escalates unusual findings that could have an impact on future process cycles.  4. Mobilizes group to anticipate likely results expected in future process cycles.  5. Recognizes significant results in ways that sustain employee motivation to achieve.  6. Sets critical work standards and expectations for a group or unit.

Requirements Analysis

Knowledge of methods and techniques to elicit, analyze and record required business functionality and non-functionality requirements; ability to analyze these requirements to ensure the success of a system or software development project.

Level 3

1. Ensures the successful completion of all major activities, tasks and deliverables pertaining to the requirement analysis stage.

2. Supervises the advanced use of requirement analysis tools and services, including prototyping and use cases.

3. Produces detailed functional and information requirements models and documentation.

4. Trains others on requirements walkthroughs and quality reviews.

5. Plays an active or leading role in recording and storing requirement documents in various forms.

6. Utilizes automated diagramming tools to ensure traceability of requirements.

Problem Solving

Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.

Level 3

1. Uses varying problem-solving approaches and techniques as appropriate.

2. Develops successful resolutions to critical or wide-impact problems.

3. Organizes potential problem solvers and leads problem resolution efforts.

4. Analyzes and synthesizes information and devises alternative resolution strategies.

5. Contributes to standard practices for problem-solving approaches, tools, and processes.

6. Ensures capture of lessons to be learned from a problem-solving effort.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.