Technical Business Analyst

Senior Technical Business Analyst
Job Description, Skillset Profile, and Targeted Interview Questions
Role intent: Source and evaluate senior-level Technical BA candidates who can lead complex enterprise
implementations, migrations, data mapping, integrations, and AI-enabled analysis with minimal oversight.
Position Summary
We are seeking a highly experienced Technical Business Analyst to lead business analysis efforts across large-scale
system implementations, platform migrations, data transformation initiatives, and enterprise integrations. This role
serves as the critical liaison between business stakeholders, product owners, architects, developers, QA teams, and
vendors to ensure solutions meet business objectives while aligning with technical architecture and implementation
best practices.
The ideal candidate is a self-starter with demonstrated experience delivering complex enterprise initiatives involving
system implementations, data migrations, integrations, process transformation, and cloud-based platforms. This
individual must be comfortable driving ambiguity to resolution, challenging assumptions, influencing stakeholders, and
leading requirements efforts from discovery through deployment.
The successful candidate combines strong business analysis expertise with technical acumen, data analysis skills, and
AI-enabled productivity techniques to accelerate delivery, improve quality, and support informed decision-making.

Agile Delivery
• Author epics, features, user stories, use cases, and acceptance criteria.
• Participate in sprint planning, backlog grooming, demos, and release planning.
• Support UAT planning, execution, defect triage, and production readiness activities.
AI-Enabled Analysis
• Use Microsoft Copilot and other approved AI tools to accelerate documentation, analysis, requirements creation,
impact assessments, and status reporting.
• Apply critical thinking and validation practices to ensure AI-generated outputs are accurate and traceable.
• Identify opportunities for responsible AI adoption within BA processes and project delivery.
• Coach stakeholders and team members on effective AI-assisted analysis techniques.
Required Skills & Qualifications
Category
Required Capability
Experience
8+ years of business analysis experience; 5+ years supporting enterprise technology implementations;
proven experience leading system implementations, legacy modernization, data migration and
conversion, data mapping, integration design, and cloud platform delivery.
Technical Competencies
Strong understanding of APIs and integrations, system architecture concepts, relational databases,
SQL querying and analysis, data modeling, ETL/data movement processes, data reconciliation and
validation, and reporting/analytics solutions.
Business Analysis
Competencies
Requirements elicitation and facilitation, process analysis, user story development, gap analysis, root
cause analysis, stakeholder management, change impact assessment, UAT planning, and execution.
Tools
Experience with Azure DevOps, Jira, Confluence, Microsoft 365, and similar collaboration or delivery
platforms.
Leadership Traits
Self-starter requiring minimal supervision; ownership mindset; ability to influence without authority;
executive communication skills; ability to manage ambiguity and drive decisions; history of leading
cross-functional initiatives.
AI Enablement
Practical experience using AI tools to improve productivity and delivery outcomes; prompt
development for requirements, backlog generation, impact analysis, and documentation; awareness
of AI governance, data privacy, limitations, and validation practices.
Preferred Qualifications
• Insurance, brokerage, financial services, or enterprise SaaS experience.
• Salesforce ecosystem experience.
• CRM, ERP, and data warehouse implementation experience.
• Experience supporting global implementations, acquisitions, migrations, or platform consolidations.

Key Responsibilities
Business Analysis & Delivery Leadership
• Lead discovery, requirements elicitation, analysis, refinement, and validation activities.
• Facilitate workshops with executives, business stakeholders, SMEs, architects, and technical teams.
• Translate business objectives into actionable functional and technical requirements.
• Drive requirements prioritization, backlog refinement, story decomposition, and acceptance criteria development.
• Identify gaps, risks, dependencies, and implementation impacts across workstreams.
Technical Analysis
• Analyze system architecture, integrations, APIs, data flows, and technical dependencies.
• Create and maintain process flows, data flow diagrams, business rules, and solution documentation.
• Partner with architects and developers to evaluate solution options and trade-offs.
• Review technical specifications to ensure alignment with business requirements.
Data Migration & Conversion
• Lead source-to-target mapping activities.
• Define transformation rules, reconciliation requirements, and data quality expectations.
• Support data profiling, cleansing, validation, and migration testing activities.
• Collaborate with business and technical teams to resolve data issues and establish migration readiness.
Integration & Enterprise Systems
• Define integration requirements, inbound/outbound interfaces, file exchanges, APIs, and system events.
• Support enterprise system implementations involving CRM, ERP, finance, data warehouse, and reporting platforms.
• Ensure end-to-end business process traceability across interconnected platforms.

Desired Candidate Profile
Must Demonstrate
Evidence to Look For
Red Flags
Advanced delivery
ownership
Led BA work across full implementation lifecycle
from discovery through deployment or hypercare.
Only participated in isolated requirements
gathering without delivery responsibility.
Technical fluency
Can explain system flows, integrations, data
dependencies, and technical trade-offs in business
terms.
Data migration depth
Has created or governed source-to-target mappings,
validation rules, reconciliation, and cutover
readiness.
Relies entirely on developers or architects to
interpret technical impacts.
Only reviewed data after migration or handled
simple field lists.
Leadership and self
direction
Anticipates risks, drives decisions, escalates
appropriately, and creates structure from ambiguity.
Responsible AI use
Uses AI to accelerate analysis while validating
outputs against source data and governance
standards.
Requires detailed direction or waits for others
to assign next steps.
Uses AI outputs without verification or cannot
describe privacy and accuracy controls.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Desired Candidate Profile
Must Demonstrate
Evidence to Look For
Red Flags
Advanced delivery
ownership
Led BA work across full implementation lifecycle
from discovery through deployment or hypercare.
Only participated in isolated requirements
gathering without delivery responsibility.
Technical fluency
Can explain system flows, integrations, data
dependencies, and technical trade-offs in business
terms.
Data migration depth
Has created or governed source-to-target mappings,
validation rules, reconciliation, and cutover
readiness.
Relies entirely on developers or architects to
interpret technical impacts.
Only reviewed data after migration or handled
simple field lists.
Leadership and self
direction
Anticipates risks, drives decisions, escalates
appropriately, and creates structure from ambiguity.
Responsible AI use
Uses AI to accelerate analysis while validating
outputs against source data and governance
standards.
Requires detailed direction or waits for others
to assign next steps.
Uses AI outputs without verification or cannot
describe privacy and accuracy controls.