Job Description

NCDPI is seeking two experienced Business Analyst / Project Manager (BA/PM) with strong expertise in requirements elicitation, financial systems, and business process documentation.

***The max rate for this position is -.

**This position is onsite in Raleigh, NC.

Job Title: Business Analyst / Project Manager Financial Systems (NC DPI)

Overview

We are seeking an experienced Business Analyst / Project Manager (BA/PM) with strong expertise in requirements elicitation, financial systems, and business process documentation. This role supports the North Carolina Department of Public Instruction (NC DPI) by partnering with finance, program, and IT teams to ensure accurate, transparent, and timely financial data management.

The ideal candidate will be skilled at facilitating discussions, clarifying requirements, and building consensus in dynamic stakeholder environments. In addition to business analysis, the role will provide project management oversight to help maintain alignment, track deliverables, and ensure successful collaboration between business stakeholders and development teams.

Key Responsibilities

• Facilitate and lead requirement-gathering sessions to capture clear, validated, and prioritized business and technical needs.
• Analyze K 12 financial data (budget, allotments, expenditures, revenues, payroll, and grants).
• Translate business needs into functional requirements, user stories, system specifications, and business process documentation.
• Coordinate and support the design, testing, and implementation of new financial data systems, dashboards, and reporting tools.
• Develop and maintain business process flows, requirements traceability, data dictionaries, and user guides.
• Support compliance reporting (state and federal) by ensuring accuracy and integrity of data submissions.
• Partner with developers and data engineers to ensure business rules and calculations are properly implemented in systems.
• Identify opportunities for process improvements and recommend solutions to product teams to improve efficiency and data quality.
• Provide training, knowledge transfer, and support to financial staff and end users.
• Serve as liaison between business stakeholders and technical teams to ensure clarity, alignment, and shared understanding of goals.
• Apply project management discipline (scope tracking, issue management, timelines) to maintain alignment and support iterative delivery.

Qualifications

• Bachelor s degree in Business Administration, Finance, Accounting, Information Systems, or related field.
• 5 8+ years of experience as a Business Analyst or hybrid BA/PM, preferably in financial systems or education sector.
• Strong understanding of financial data, accounting principles, budgets, and grants.
• Proficiency in SQL, Excel, and financial data analysis tools.
• Experience with ERP, data warehouses, or financial management systems.
• Exceptional documentation skills (requirements, user stories, test cases, process mapping).
• Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively.
• Familiarity with state or federal financial reporting requirements (preferably education/K 12 sector).
• Preferred certifications: PMI-PBA (Professional in Business Analysis), PMP (Project Management Professional), AgileBA, or equivalent.

Preferred Skills

• Experience with K 12 education finance (allotments, funding formulas, payroll, grants).
• Knowledge of NC DPI financial systems, allotments, and reporting processes.
• Exposure to Snowflake, Oracle, or other cloud-based data systems.
• Familiarity with Agile/SDLC methodologies, with ability to apply iterative approaches to requirements and delivery.
• Ability to work independently and manage multiple priorities, balancing BA and PM responsibilities.

Required/Desired Skills

Skill Required /Desired Amount of Experience
Experience as a Business Analyst or hybrid BA/PM, preferably in financial systems or education sector.	Required	5	Years
Strong understanding of financial data, accounting principles, budgets, and grants.	Required	5	Years
Proficiency in SQL, Excel, and financial data analysis tools.	Required	5	Years
Experience with ERP, data warehouses, or financial management systems.	Required	5	Years
Exceptional documentation skills (requirements, user stories, test cases, process mapping).	Required	5	Years
Outstanding facilitation, communication, and stakeholder management skills, with ability to build consensus and guide discussions productively.	Required	5	Years
Familiarity with state or federal financial reporting requirements (preferably education/K 12 sector).	Required	5	Years
Bachelor s degree in Business Administration, Finance, Accounting, Information Systems, or related field.	Required	0

Questions

No. Question
Question1	Absences greater than two weeks MUST be approved by CAI management in advance, and contact information must be provided to CAI so that the resource can be reached during his or her absence. The Client has the right to dismiss the resource if he or she does not return to work by the agreed upon date. Do you agree to this requirement?
Question2	All work must be completed on-site. Do you agree to this requirement?
Question3	Your candidate must be able to attend an in-person interview. Do you agree to this requirement?
Question4	What is your candidate's email address?
Question5	How soon can your candidate start if selected for this opportunity?
Question6	Vendors are encouraged to submit candidates that are available for the duration of the assignment. Do you anticipate your candidate being able to work until the proposed end date listed on this VectorVMS req?
Question7	Vendors must disclose to the agency if the candidate will be subcontracted at the time of submission. Is your candidate an employee of your company or a subcontractor? Please be sure to notify a CAI Account Manager if your candidate's employee status changes.
Question8	Vendors must notify the agency if any portion of the requirements listed in this task order will be outsourced to other countries. Do you anticipate outsourcing any work being done for this assignment to another country?
Question9	Candidates submitted above the hourly Vendor Rate of - may not be considered for this assignment. Do you agree to this requirement?
Question10	Payment for all approved hours will be paid at the straight hourly rate regardless of the total hours worked by the engaged resource. It is the responsibility of the Vendor to adhere to any applicable compensation laws including payment for overtime hours. Do you agree to this requirement?
Question11	Have you thoroughly validated, and attest to the accuracy of, the credentials listed throughout your candidate s VectorVMS profile and resume pursuant to Section 5.2.5 of ITS-009440?

Job Tags

Hourly pay, For subcontractor,

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