Accounting Business Analyst

Reports To: Head of Product | Revision Date: October 2023 | Department: Product

Job Summary: Work with the Head of Product to refine and develop one of Mortgage Automator’s functional or industry specific products

Required Education and Experience:

  • CPA required
  • 1+ years of related experience in Business Analytics
  • Knowledge and/or experience with SAAS an asset
  • University/College education in related fields.
  • Experience with one of the following;
    • CRM/Marketing tools and operations in a financial services environment
    • Mortgage lending/brokerage industry
    • Loan servicing/origination

Essential Functions:

  • Plan, develop, and help prioritize product feature backlog.
  • Work as part of a cross-functional team to achieve product and business objectives
  • Act as the Product Owner and work with the development team on implementation.
  • Ensure the product features and requirements are communicated with teams effectively.
  • Identify product requirements based on a deep understanding of customers; business practices and needs
  • Work with the Head of Product to analyze the user’s problems and needs and ensure you’re articulating product value proposition and product positioning to clients
  • Gather and analyze user feedback and other sources of customer intelligence.
  • Define and monitor KPIs to ensure the product goals will be achieved.

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