via Workable
$110K - 150K a year
Lead reporting transformation by evaluating current processes, designing solutions, managing delivery, and collaborating with cross-functional teams.
5-10 years combined BA and PM experience, strong business analysis and project management skills, technical knowledge of SQL and BI tools, and experience working in PMO and financial services preferred.
28Stone is a full service custom solutions firm. We offer a wide range of services - from ‘tip of the spear’ advisory, application design, system architecture to implementation, testing and deployment. We partner with the world’s leading financial institutions to design and build robust financial applications that improve their business performance while reducing system risk, cost and time to market. We develop technology of value: we are proud of our proven track record of delivering quality results and the trust our clients place in us with ongoing, repeat engagements. We celebrate winning the Top 1% Workplace Awards 2023 in the “Best Workplace for Technologists” category and are always seeking to expand our team with positive, open-minded, and motivated individuals who are eager to learn as well as share what they know. Your Impact Zone Transform a leading investment management firm’s reporting capability as part of their Technology PMO team. Evaluate and streamline the current reporting landscape, identifying opportunities to automate manual, time-intensive workflows and deliver scalable reporting that empowers executive decision-making. Document current-state processes, identify operational gaps, and define a clear and actionable future-state vision for the reporting function. Define solution architecture across systems and data flows, identifying dependencies across automation, orchestration, and data enrichment. Create and deliver ad hoc executive-level reports and custom data analysis while designing opportunities to automate recurring reporting. Collaborate daily with cross-functional partners including offshore development teams, reporting SMEs, business stakeholders, and C-Suite leadership. Groom and prioritize backlog items to support development activities and ensure alignment with business objectives. Manage end-to-end delivery of reporting solutions, ensuring existing BAU reporting remains stable throughout the transformation. Proactively surface risks, dependencies, and blockers across technical and business teams and ensure they are addressed before impacting delivery. Experience & Knowledge 5–10 years of combined Business Analyst and Project Manager experience. Strong business analysis skills including requirements gathering, solution design, process mapping, and backlog creation/grooming. Demonstrated project management ability to plan and coordinate across multiple teams in complex reporting and data environments. Excellent stakeholder management skills with the ability to communicate effectively with technical teams, business partners, and executive leadership. Experience working within PMO structures and knowledge of capital markets or broader financial services (highly preferred). Technical & Systems Knowledge Data analysis expertise using Excel and SQL. Familiarity with BI and data platforms such as PowerBI and Snowflake (or comparable tools). Experience with Agile delivery using Jira and Confluence. Key Attributes Self-sufficient operator capable of independently driving initiatives from conception to delivery. Strong communicator across all organizational levels - from engineers to C-Suite executives. Proactively identifies risks and dependencies early, ensuring smooth project execution. Collaborative problem-solver who thrives in cross-functional and globally distributed teams. Highly adaptable with the ability to balance fluid BA/PM responsibilities. Medical, dental, and vision insurance 401(k) Flexible Spending Accounts Compensation $110,000 – $150,000 per year, depending on skills, qualifications, and experience. Job Location Hybrid role - 3 days per week onsite at the client office in Midtown New York. We are flexible and take an individualized approach with each candidate we meet, so we encourage you to apply even if you do not meet every listed requirement. Only candidates who have the right to work in USA are considered for this position.
This job posting was last updated on 12/8/2025