Hi,
Recent Banking Exp.
Role- Business Analyst – Account Analysis (Banking / Treasury Services)
Location – Hybrid-Iselin NJ/Johnston RI/Boston MA (Hybrid)
Role Summary
We are seeking an experienced Business Analyst/SME with strong expertise in Account Analysis (Treasury Billing & Pricing) to support a leading Banking / Treasury Services transformation initiative. This role is focused on delivering functional configurations, enhancements, and support across account analysis, client billing, and treasury pricing processes.
The ideal candidate will have hands-on experience in account analysis platforms, including billing calculations, fee structures, and earnings credit rate (ECR), along with the ability to translate complex treasury requirements into scalable system solutions.
Key Responsibilities
- Work closely with business stakeholders to gather requirements related to:
- Client billing and invoicing
- Fee calculation and pricing structures
- Earnings Credit Rate (ECR) and balance offset mechanisms
- Service usage tracking and billing reconciliation
- Translate business requirements into functional specifications and system configurations
- Analyze existing treasury and account analysis processes and identify optimization opportunities
- Collaborate with technical teams for development, testing, and deployment of solutions
- Manage change requests, production support tickets, and issue resolution
- Participate in UAT, go-live activities, and post-production support
- Create and maintain detailed documentation for business processes, billing rules, and system configurations
Technical Environment
- Domain: Commercial Banking – Treasury Services, Cash Management, Account Analysis
- Tools: SQL, JIRA / ServiceNow (ticketing), reporting tools (BIRST or similar – nice to have)
- Integration: Experience working with middleware, APIs, and system integrations across banking platforms
Required Skills & Experience
- 5+ years of hands-on experience with Account Analysis or Treasury Billing platforms
- Strong understanding of account analysis processes, including:
- Client billing and invoicing
- Fee and pricing models
- Earnings Credit Rate (ECR) calculations
- Billing reconciliation and reporting
- Experience in Commercial Banking / Treasury Services domain
- Proven ability to work with cross-functional teams and stakeholders
- Strong analytical, communication, and documentation skills
Preferred Qualifications
- Experience working with large banking or financial services clients
- Exposure to payments, deposits, or treasury products
- Familiarity with reporting and analytics tools (BIRST, BI tools, etc.)
- Understanding of banking integrations, APIs, and data flows
Thanks & Regards
Shrey Sharma
Sr. Technical Recruiter
LinkedIn: https://www.linkedin.com/in/shrey-sharma-322992370/
Novia Infotech, 4421 Avenida Ln, McKinney, TX, 75070, www.noviainfotech.com
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