Position Description

Business Analyst (3 Month Contract)
Province Ontario
Location Ontario - Head Office Mississauga
City Mississauga
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Business Analyst

Reporting to Director, Business Analysis & Project Management

Contract Position (3 Months)


At Knowledge First Financial (KFF), we’re on a journey to create an entirely new student experience. One that is built on instilling confidence in students around the paths they are choosing and their ability and agency to achieve their goals for the future. As enablers and orchestrators of students’ success, we will create access, affordability and agency for students and their champions across our services and solutions. This will provide them with guidance and support in all aspects of planning and saving for post secondary education - giving them a future-ready advantage and help them thrive well past their educational journey.


What makes us qualified to do this?

In business since 1965 and owned and operated by a not-for-profit organization, everything we do is in service to our students. We are a diverse and passionate community of experts that firmly believes in the benefits of education, priding ourselves on helping to shape their future and empowering them to reach their full potential.

As we move forward, we will leverage and build upon our unmatched expertise in the RESP space to propel both our students and our company forward, ensuring a better tomorrow. Our vision is set, our future is bright, and we’re just getting started.



We are looking for a Sr. Business Analyst with digital expertise that ensures the needs of the customer (internal and external) are the prime focus.

  • To gather and analyze the business needs to help identify solutions to business problems
  • To translate business needs into system whats; use cases and functional/non-functional high-quality requirements in a User Story, Storyboard, or Business Requirements Document
  • To anticipate and focus on customer's needs
  • To follow Change Management Process
  • To communicate issues and remove obstacles/barriers by identifying mitigation strategies
  • To follow project management disciplines to deliver project tasks on time and within scope



  • Able to switch between Waterfall, Agile and Hybrid Methodologies
  • Executes JAD sessions to elicit business functional & non-functional requirements
  • Gathers, analyzes and documents business, and functional/non-functional requirements
  • Shape’s business requirements by making recommendations, communicating trade-offs and suggesting alternatives to proposed solutions
  • Works with business and delivery teams to prioritize requirements
  • Identifies and documents a business solution that most effectively and feasibly meets business requirements
  • Attends all ceremonies i.e., Daily SCRUMs, Sprint Planning, Sprint Retrospective etc.
  • Works with Scrum Master/Product Owner/Project Manager to build backlogs, define deliverables and achieve targeted outcomes
  • Ensures compliance with BA processes and checklists, drive project decision makers to resolve issues / make decisions in a timely manner
  • Liaise between business and technical teams by facilitating communication and determining objectives that align with stated and unstated business needs
  • Provides two-way communication with all levels of stakeholders on a regular basis
  • Supports design, development and testing phases
  • Review’s system test cases and support other types of testing if needed
  • Follows Change Control process when needed
  • Other duties as required.



  • Strong customer-centric view
  • Proven dedication to the internal/external customer’s needs
  • Proven experience in both waterfall and agile techniques, methods and approaches
  • Honest, ethical and trustworthy attitude
  • Flexible and able to adapt to change
  • Demonstrates focus on results and business/operational improvements
  • Proven ability to set and achieve objectives/goals
  • Ability to quickly learn the objectives, structures, operations and policies of a new business area
  • Desire to work in a team environment, in multiple different capacities
  • Post-secondary in information technology / computer science / business discipline or equivalent
  • Working towards CBAP certification an asset
  • 3 to 5 years of business systems analysis experience in the Financial Industry
  • 1 to 2 years of Project Management Life Cycle knowledge and experience
  • Expertise in requirements and functional design facilitation and documentation, including modeling tools and methods
  • Experience with various business requirements gathering techniques and leverages agile analysis techniques to drive clear value propositions
  • BA formal training
  • Strong business acumen; understand the link between business need and application of technology
  • Ability to solve problems and issues that arise
  • Attentive to detail and multitasking skills
  • Excellent analytical and organizational skills, including ability to adapt to a dynamic environment
  • Communicates (verbally and written) effectively with stakeholders and management
  • Strong working knowledge of Microsoft Office including, but not limited to:
  • Microsoft Project/Trello or other planning tools (able to follow and understand)
  • Microsoft Access / Excel / Outlook / PowerPoint / Word / Visio
  • Snagit, MockPlus screen mock-up tool or similar software
  • Experience with Agile Planning tools
  • Intermediate to Strong query analysis skills
  • Strong oral and written skills
  • Knowledge of Microsoft SQL is an asset
  • Ability to take initiative
  • Proven ability to deliver project deliverables on time and in scope
  • Proven track record in working with multiple initiatives and projects at the same time
  • Ability to organize and prioritize work
  • Ability to be proactive and has problem resolution, negotiation, and influencing skills
  • Promote a collaborative team environment and can work independently
  • Manages key stakeholder interests in a constant changing culture while at the same time managing conflicting priorities and business interests.


Work Model

We have adopted a hybrid model, leveraging the best of remote and in-person work.


COVID-19 Vaccination

All Knowledge First Financial employees are required to be fully vaccinated as a condition of hire in accordance with the Company's Mandatory Vaccination Policy.

Accommodation Individuals Who Cannot Be Vaccinated

The Company is committed to a workplace free from discrimination and harassment in accordance with Ontario human rights laws. Candidates who provide a medical or religious reasoning for not having received a COVID-19 vaccine, will be assisted by the Company in developing and implementing an appropriate accommodation. Accommodations will be granted where they do not cause the Company undue hardship or pose a direct threat to the health and safety of others.


Equal Opportunity Employer
We at Knowledge First Financial, are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a culture that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.


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