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Methodic
Open role
Fintech Business Analyst
San Francisco, CA (On-site)
As a Fintech Business Analyst, you will help ensure that Methodic’s platform aligns with real-world financial business requirements and regulatory demands. You’ll work with clients and internal teams to gather detailed requirements, map out financial workflows, and translate them into specifications for our product.
By analyzing both the business processes and the rules that govern them, you will play a key role in shaping features that make our platform comprehensive and compliant for a variety of financial products and services.
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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 (using flowcharts, use cases, etc.), 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 (Australia, New Zealand, Brazil, Hong Kong, US, etc.) 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”).
Work 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.
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3+ years of experience as a business analyst or similar role in the financial services or fintech domain.
Strong understanding of financial products and services (banking operations, trading systems, payments, etc.) and the typical business processes behind them.
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.
Experience working in an Agile development environment is a plus (writing user stories, working with Jira or similar tools).
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).
Submit your application
Provide a few details and our hiring team will reach out with next steps.
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