Fintech Business Analyst

Methodic - San Francisco, CA

Hiring: Fintech Business Analyst Company: Methodic Location: San Francisco, CA Job Posted Time: 2026-09-10 13:03:18 Employment Type: Full-time / On-site Target Skills & Keywords : Agile, Jira, Product Management About the job Experience: •3+ years of experience as a business analyst or similar role in the financial services or fintech domain. Required Skills: •[data-slot=checkbox-group]]:gap-3 has-[>[data-slot=radio-group]]:gap-3 gap-3" aria-label="Role responsibilities"> •Engage with clients and prospects to gather deep insights into their operational needs and requirements when launching a financial product using Methodic. For instance, understand how a client expects the onboarding process to work, what their reporting needs are, or what specific compliance rules they must follow. •Document current and proposed workflows in detail, covering everything from how money moves through our system (e.g., funding accounts, trading transactions, fee calculations) to how exceptions are handled (fraud alerts, support escalations). •Analyze regulatory requirements in different jurisdictions that affect our platform's functionality. Translate these laws and guidelines into clear business rules or system requirements (e.g., “system must generate X report for regulatory body Y” or “users from region Z must go through additional KYC checks”). •Interface directly with the product manager to prioritize these requirements and clarify details during the design phase of new features or modules. Ensure that the intended business logic is accurately understood by the engineering team. •Assist QA in creating test scenarios that reflect real-world usage and compliance scenarios, ensuring that developed features truly meet the business needs (e.g., does the tax reporting module produce correct output for various scenarios?). •Participate in user acceptance testing, sometimes alongside clients, to validate that new features or configurations meet their business requirements before full rollout. •Continuously research industry best practices and emerging fintech trends, using that knowledge to suggest improvements or new workflows that Methodic should support. Qualifications: •[data-slot=checkbox-group]]:gap-3 has-[>[data-slot=radio-group]]:gap-3 gap-3" aria-label="Role requirements"> •In-depth knowledge of financial products and services and the typical business processes behind them. •Operational familiarity with compliance and regulatory frameworks (e.g., AML/KYC processes, financial reporting standards, consumer data protection laws) and ability to interpret how they apply to software requirements. •Excellent analytical skills and attention to detail – you can take a complex process and break it down into clear, actionable requirements. •Effective communication skills, including the ability to run meetings or workshops to elicit information, and to write thorough documentation (requirements docs, user stories, process diagrams) that developers and testers can readily follow. •A proactive mindset – you anticipate potential gaps or issues and address them before they become problems (for example, spotting a regulation change on the horizon and flagging it early for the product team). •Provide a few details and our hiring team will reach out with next steps. •[data-slot=checkbox-group]]:gap-3 has-[>[data-slot=radio-group]]:gap-3 gap-5"> Candidate details Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!