Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

We are looking for a experienced Business Systems Analyst. The ideal candidate will:

  • Partner with key stakeholders to understand, elicit and document the business processes and needs through brainstorming sessions and user elicitation sessions developing both written and visual depiction of process flows.
  • Function as a liaison between users, business units and IT to groom requirements and facilitate User Acceptance Testing during the development cycle
  • Write requirements, conduct follow-up sessions with users to refine, finalize, and obtain approval of requirements from identified key stakeholders.
  • Design new business functionality by analyzing requirements, constructing workflow charts and diagrams, studying system capabilities, and writing specifications.
  • Serve as the ultimate facilitator between business and IT in truly understanding the business needs and plays a key role in the overall management and success of the effort through the project lifecycle.
  • Effectively communicate and work with team members, other departments, and business leadership.


    • Pay Range: 87k to 97k annually

    Minimum Qualifications:

    • 5 or more years of Business Analyst experience
    • Business and technical experience and expertise
    • Prior experience in a Financial Service setting highly desirable
    • Experienced analyst who can partner effectively with all levels of the organization, lead others, drive results, proactively identify and resolve problems.
    • Understanding of business analysis principles, processes, and techniques
    • Exceptional written and verbal communication skills, including presentation and negotiation skills to clearly articulate technical designs and business concepts
    • Strong analytical, critical thinking, problem-solving and time-management abilities
    • Ability to author and prepare Business Requirements document (BRD), Functional System Design documents (FSD), user stories, functional specifications, technical requirements, use cases, and UAT plan
    • Strong project management and organizational skills
    • Proficient in Atlassian Jira
    • SQL knowledge and skills preferred
    • Industry knowledge within Financial Services preferred
    • Ability to explain the logic behind analysis and express ideas clearly and concisely
    • Previous success working in a dynamic environment with the ability to adapt to changing priorities
    • Intermediate to Advanced MS Office skills (Word, Excel, PowerPoint, Visio

Top benefits or perks:

As a team member at Retirement Clearinghouse, you’ll enjoy:

  • A culture that fosters a positive work life balance.
  • Hybrid work opportunities.
  • Competitive hourly rate with Bonus potential.
  • 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
  • Paid holidays
  • Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
  • 401k eligibility and 100% vesting with employer matching on day 1 of employment.
  • Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.

Apply Now!

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