Business Analyst - Financial Services

We are looking for a detail-oriented Business Analyst to support operational teams within a financial services environment in Carpinteria, California. This role contributes to day-to-day business analysis activities while also taking ownership of intermediate-level projects, operational reviews, and cross-functional coordination efforts. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to identify process improvements that strengthen accuracy, efficiency, and service quality.

Responsibilities:
• Provide flexible support across operations teams by assisting high-volume work areas and adapting to shifting departmental priorities.
• Manage business analysis assignments that include quality control reviews, audit support activities, and special projects tied to operational performance.
• Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activities, and support system testing efforts.
• Investigate recurring processing issues or workflow disruptions, assess root causes, and present practical recommendations to leadership.
• Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through.
• Review existing procedures with managers to uncover inefficiencies, strengthen controls, and suggest process enhancements.
• Track operational patterns and performance trends to help identify training opportunities and support continuous improvement initiatives.
• Maintain readiness to perform essential responsibilities remotely when business continuity needs require off-site support.

Qualifications:

• 2 to 4 years of experience in financial services, preferably with a broker-dealer or similar financial institution.
• High school diploma required; additional education in finance, accounting, business administration, or a related discipline is advantageous.
• Working knowledge of business analysis practices within an operations-focused environment.
• Strong analytical and data interpretation skills, including proficiency with Excel or comparable reporting tools.
• Excellent written and verbal communication skills, with the ability to work effectively across business and technology teams.
• Highly organized and detail-oriented, with the ability to manage deadlines and competing priorities.
• Understanding of financial services regulations and compliance expectations, including familiarity with FINRA-related environments.
• Project management certification or prior project coordination experience is preferred, with willingness to pursue certification if needed.

Compensation

$68,000.00-$75,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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