Program Manager Lead-BA-SME

BA/Tech SME – (USA)

Key Responsibilities:

Technical & Strategic Expertise:

• Highly skilled and experienced Technical Business Analyst SME 
• Serve as the SME for technical systems, tools, and platforms, providing guidance on their capabilities and limitations.
• Collaborate with IT and development teams to design and implement scalable, sustainable solutions that meet business needs.
• Stay current with emerging technologies, industry trends, and best practices to drive innovation and continuous improvement.
• Evaluate and recommend new tools, technologies, and methodologies to enhance business processes and outcomes.
• A strategic thinker with deep expertise in business analysis, technical systems, and process optimization
• Act as a trusted advisor to senior leadership, providing insights and recommendations on business processes, technology solutions, and strategic initiatives.
• Lead and mentor a team of business analysts, fostering a culture of collaboration, innovation, and continuous improvement.
• Define and implement best practices for business analysis, requirements gathering, and solution design across the organization.
• Collaborate with cross-functional teams to ensure alignment between business goals and technical capabilities.

Business Analysis & Solution Design:

• Conduct in-depth analysis of business processes, systems, and data to identify gaps, inefficiencies, and opportunities for improvement.
• Translate business requirements into detailed technical specifications, ensuring clarity and feasibility for development teams.
• Work closely with stakeholders to prioritize requirements and manage expectations throughout the project lifecycle.
• Develop and maintain comprehensive documentation, including business cases, process flows, use cases, and user stories.

Stakeholder Management:

• Build and maintain strong relationships with key stakeholders across the organization, including business leaders, IT teams, and external partners.
• Facilitate workshops, meetings, and presentations to gather requirements, communicate progress, and drive decision-making.
• Act as a liaison between business and technical teams, ensuring clear communication and alignment throughout projects.

• Oversee the delivery of business analysis activities within projects, ensuring timely and high-quality outcomes.
• Monitor project progress, identify risks, and implement mitigation strategies to ensure successful delivery.
• Ensure that solutions are delivered on time, within scope, and within budget.

Technical Skills:

• Proficiency in business analysis tools (e.g., JIRA, Confluence, Visio, Lucidchart).
• Strong knowledge of Insurance products, data analysis, SQL, and database concepts.
• Familiarity with ERP, CRM, or other enterprise systems.
• Understanding of API integrations, cloud technologies, and data analytics platforms.

Soft Skills:

• Exceptional communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels.
• Strong problem-solving and critical-thinking abilities.
• Leadership and team management skills, with a focus on collaboration and mentorship.
• Ability to manage multiple priorities in a fast-paced, dynamic environment.

Key Competencies:

• Strategic Thinking
• Stakeholder Engagement
• Technical Acumen
• Leadership & Mentorship
• Problem Solving
• Communication & Presentation
• Project Management

Techno-Functional BA

• • Gathering Client’s Requirements from an overall Finance and Accounting perspective.
  • Creating and having the knowledge to communicate business required documents with varies work streams.
  • Working with Client to obtain approved business required documents.
  • Knowledgeable in setting up the general ledger and understanding the controls at each step.
  • Knowledgeable in policy accounting transaction flow.
  • Knowledgeable in Life and Variable annuity balance sheet and profit and loss account value and clearing impact.
  • Establish and create policy level finance and accounting controls.
  • Lead and drive the General ledger implementation team and facilitate them on integration and solution definition.
  • Help to outline functional, non-functional and development requirements.
  • Work with team members on Finance and Accounting -related tasks and provide guidance to the business on the appropriate use of the clients accounting system.
  • Successful planning for policy implementation includes ensuring that those involved understand the policy’s goals, documenting the inputs and resources used, and documenting the roles and responsibilities of those involved.
  • Establish Tax withholding reporting requirement and procedures.
  • Create and Define Pre-Escheat procedures and controls.
  • Work with Client to establish bank vendor requirements, support configuration within administration platform, and support end to end user acceptance testing.
  • Create standard operation procedures for operation areas.
  • Create and Test use cases to support implementation

Qualifications:

Education & Experience:

• Bachelor’s degree in Business Administration, Computer Science, Information Systems, or a related field. Master’s degree preferred.
• 10+ years of experience as a Technical Business Analyst on Insurance Products and Platforms, with at least 5 years in a leadership or SME role.
• Proven experience working in complex technical environments, with a strong understanding of software development lifecycles (SDLC), Agile methodologies, and enterprise systems.
• Experience in industries such as finance, healthcare, technology, or consulting is highly desirable.