GreenPath Financial Wellness · 6 hours ago
Business Analyst - Data and Insights
GreenPath Financial Wellness is dedicated to transforming business needs into actionable data solutions. As a Business Analyst - Data and Insights, you will lead requirements gathering for data-related initiatives, collaborating closely with stakeholders to ensure data insights and reporting align with strategic goals.
Financial ServicesNon ProfitWellness
Responsibilities
Collaborate with business leaders to understand requirements, formulate use cases, and translate them into report or dashboard requirements
Facilitate transformative requirements gathering for data visualization to enhance the clarity, impact, and usability of data insights for stakeholders
Work effectively with developers and data engineers to ensure data solutions and visualizations meet business needs
Use AI tools to automate the generation of artifacts such as requirements documents, user stories, and test cases
Analyze and document source data and mappings to the Data Warehouse
Understand and document data transformation rules required to fulfill business requirements
Perform data validation for reports and dashboards, facilitate UAT, and obtain business stakeholder signoff for production release
Create and maintain enterprise data catalogs, data dictionaries, and data flow diagrams
Contribute to enterprise data strategy, data quality monitoring, and data stewardship initiatives
Manage ad-hoc report requests and ensure timely delivery
Participate in brainstorming sessions and provide input related to data trends, patterns, and cleansing
Qualification
Required
Bachelor's degree in information technology or a related field, or equivalent experience
3–5 years of hands-on experience in data analysis and requirements gathering for operational reporting, business intelligence, and data warehouse projects
Experience with CoPilot, Word, Excel, T-SQL queries using SQL Server Management Studio, and Power BI
Strong understanding of relational and dimensional data modeling, including OLAP cubes
Experience in Agile Methodology and Azure DevOps
Excellent analytical, problem-solving, and communication skills
Ability to translate technical details for business users and vice versa
Demonstrated ability to work independently and collaboratively on multiple projects
Preferred
Experience in the financial services industry or call centers
Benefits
10 paid days off during their first year of employment
10 company-paid holidays per year
GreenPath will contribute 5% of your annual salary
Qualified employer under the federal Public Service Loan Forgiveness (PSLF) program
Paid Maternity and Parental leave benefits
Up to $2,500 in tuition reimbursement per year
Onsite gym, offering both cardio and strength training options
Showers facilities onsite
4th floor sundeck
Several discount programs through our vendors such as Microsoft, Verizon, BCBS, and more
Company
GreenPath Financial Wellness
GreenPath is a national nonprofit that supports people's lifelong financial wellness.
H1B Sponsorship
GreenPath Financial Wellness has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (2)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$1MKey Investors
USAA
2022-01-06Grant· $1M
Recent News
Press Telegram
2025-10-28
2025-04-24
Company data provided by crunchbase