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Confluence Financial Partners Jobs in Springfield, MO

Senior Business Analyst

Springfield, MO · On-site +1

$78K - $101K/yr

Acts as a strategic partner to stakeholders by clarifying needs, managing expectations, and ... Advanced proficiency in business analysis tools (eg., ADO, JIRA, Confluence, FigJam, Visio, and ...

Confluence Financial Partners information

See Springfield, MO salary details

$28.7K

$65.2K

$104.6K

How much do confluence financial partners jobs pay per year?

As of Aug 31, 2026, the average yearly pay for confluence financial partners in Springfield, MO is $65,154.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $83,700.00 per year, depending on experience, location, and employer.

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in Springfield, MO?

For Confluence Financial Partners jobs in Springfield, MO, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in Springfield, MO look for?

The top searched job categories for Confluence Financial Partners jobs in Springfield, MO are:

What cities near Springfield, MO are hiring for Confluence Financial Partners jobs?

Cities near Springfield, MO with the most Confluence Financial Partners job openings:

Infographic showing various Confluence Financial Partners job openings in Springfield, MO as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $65,154 per year, or $31.3 per hour.

Senior Business Analyst

Springfield, MO • On-site, Remote

$78K - $101K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago


Job description

We're looking to grow our Business Management Team!

As a Senior Business Analyst you will play a critical role as a subject matter expert and primary bridge between client operations and technology delivery, leading end-to-end business analysis on complex, high-impact P&C insurance projects. This role owns the complete requirements lifecycle—from discovery and elicitation through backlog design, sprint demonstrations, and UAT—independently manages the BA workstream for a single client engagement, and mentors’ junior analysts with an optional formal supervisory role overseeing direct reports.

The ideal candidate is a proactive problem-solver who thrives in a dynamic, consultative environment and can translate business needs into actionable insights.

Essential Duties

  • Acts as a strategic partner to stakeholders by clarifying needs, managing expectations, and ensuring solutions align with business goals, while leveraging tools and technology, including AI, to improve team efficiency and decision-making. 

  • Independently gather, analyze, and document highly complex business, functional, and non-functional requirements; maintain requirements traceability matrices linking business objectives through requirements to test cases.

  • Design Epics, Features, and User Stories in ADO or JIRA; define measurable acceptance criteria using Gherkin (Given-When-Then) methodology.

  • Maintain and manage requirements repository—requirement-level change control including impact analysis, handoff facilitation with Dev, UX and QA, and stakeholder communication.

  • Conduct deep-dive analysis to identify opportunities for process improvement, automation, and efficiency. 

  • Design and implement dashboards for strategic decision-making using tools like: SQL, Power BI, and Tableau; develop advanced analytics models to forecast demand, capacity, or customer behavior.

  • Collaborate with technology teams to design and implement solutions that enhance business operations. 

  • Lead sprint demonstrations, perform impact analysis, and translate validated requirements into a structured implementation backlog aligned with delivery timelines.

  • Plan and coordinate UAT—writing UAT plans, coordinating client testers, and tracking coverage against acceptance criteria.

  • Proactively identify risks, gaps, and misalignments in scope, assumptions, or solution design, and lead resolution efforts to minimize rework and ensure successful delivery outcomes.

  • Lead BA deliverable planning including user story mapping and backlog refinement; provide and refine effort estimates grounded in complexity and historical data.

  • Mentor and peer-review junior analysts (BA I–III) on business analysis principles, critical thinking, and Agile practices; guide workload reprioritization and foster a culture of innovation collaboration, and continuous learning.

  • Optionally supervise direct reports including performance evaluations and career development feedback; participate in recruitment activities.

Skills and Qualifications

Technical Skills:

  • Advanced proficiency in business analysis tools (eg., ADO, JIRA, Confluence, FigJam, Visio, and Lucidchart.)

  • Demonstrated experience in process modeling, workflow automation, and requirement documentation

  • Expertise in Excel, SQL, Tableau, Power BI, or similar platforms.

  • Strong knowledge of Agile, Scrum, and Waterfall methodologies.

  • Deep knowledge of the P&C insurance lifecycle including policy, billing, and claims. (Duck Creek experience strongly preferred.)

  • Familiarity with machine learning, AI, or predictive analytics.

Interpersonal Skills:

  • Demonstrated ability to mentor and peer-review junior analysts with actionable feedback.

  • Strategic problem-solving skills with a data-driven mindset.

  • Excellent communication skills—facilitates requirement walkthroughs and stakeholder workshops for both technical and non-technical audiences with a consultative mindset.

  • Sound decision-making in ambiguous situations; strong planning and coordination; collaborative and results-oriented; maintains confidentiality and high ethical standards.

Education and Experience:

  • Bachelor’s degree in Business, Insurance, Information Systems, Finance, or a related field.

  • 7+ years of business analysis experience, ideally within P&C insurance (policy, billing, and/or claims)

  • Experience independently leading the BA workstream for a client implementation.

  • Certifications such as CBAP, CCBA, PMI-PBA, SAFe POPM, CSPO, or equivalent; AINS or comparable P&C designation a plus.

Additional Requirements: 

  • This position is full-time and primarily works Monday through Friday 8AM-5PM Local Time, the ability to work outside of primary hours is required as needed  

  • This position can be remote or in one of our offices in Springfield, MO; Puerto Rico, or Honduras  

  • Ability to travel as needed 

Why Join Us?

Bring your authentic self to our team! Strategic thinker. Problem solver. Collaborator. Innovator.

If this sounds like you, we'd love to meet you. Our culture is built around partnership, continuous learning, and delivering exceptional results for our clients. We believe the best solutions come from empowered teams that share knowledge, challenge ideas, and support one another's growth.

As a Senior Business Analyst, you'll have the opportunity to work on complex, enterprise-level insurance initiatives, collaborate with industry experts, mentor future leaders, and make a meaningful impact on our clients' success. We are committed to investing in our people and creating opportunities for professional development, career growth, and long-term success.

If you're looking for a collaborative environment where your expertise is valued and your contributions make a difference, we're hiring.

The Benefits & Perks:
  • Competitive compensation package

  • Annual bonus opportunities

  • Comprehensive health, dental, and vision benefits

  • Flexible work arrangements

  • Professional development and continuing education opportunities

  • Career advancement pathways

  • Paid time off and company holidays

  • Retirement savings programs

  • Wellness initiatives and employee support programs

  • Company-sponsored events and team-building activities

  • Remote work opportunities

  • And more!