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EY Portfolio Business Analyst in Dallas, Texas

Portfolio Business Analyst

Core Business Services

Requisition # DAL008P5

Post Date Jun 07, 2021

EY Technology:

Technology has always been at the heart of what we do and deliver at EY. We need technology to keep an organization the size of ours working efficiently. We have 250,000 people in more than 140 countries, all of whom rely on secure technology to be able to do their job every single day. Everything from the laptops we use, to the ability to work remotely on our mobile devices and connecting our people and our clients, to enabling hundreds of internal tools and external solutions delivered to our clients. Technology solutions are integrated in the client services we deliver and is key to us being more innovative as an organization.

EY Technology supports our technology needs through three business units:

Client Technology (CT) - focuses on developing new technology services for our clients. It enables EY to identify new technology-based opportunities faster and pursue those opportunities more rapidly.

Enterprise Technology (ET) – ET supports our Core Business Services functions and will deliver fit-for-purpose technology infrastructure at the most affordable possible cost for quality services. ET will also support our internal technology needs by focusing on a better user experience.

Information Security (Info Sec) - Info Sec prevents, detects, responds and mitigates cyber-risk, protecting EY and client data, and our information management systems.

The opportunity

As part of Global Tax Platform (GTP) team you will be part of a client technology organization that develops and maintains innovative solutions for our client-serving Tax professionals.

The purpose of the role, and the combined contributions of the roles of this team, is to serve the aggregate technology needs of a Tax Service Line and its products including building relationships with assigned practice areas and the various product sponsors, technical tax professionals, internal technology professionals, and third-party software vendors.

We are looking for an experienced, passionate, results-oriented business analyst who is a great problem solver with deep and proven experience in delivering innovative solutions.

Your key responsibilities

As a Portfolio Business Analyst you will be responsible for:

  • Partnering with Product Management, Solution Delivery Leads, Platform Architects and other Portfolio Analysts in the definition and delivery of long-term business and technology solutions for one or more portfolio(s)

  • Planning and managing the business analysis approach; communicating, driving and managing the business analysis effort for the Portfolio throughout all phases of the software development lifecycle

  • Leading a team of BAs assigned to assigned program/portfolio project(s), ensuring comprehensive business analysis is performed on all projects across the assigned Portfolio/Programs. Also will perform the BA role directly as needed.

  • Actively review requirements traceability for impact and coverage analysis throughout the Portfolio

  • Understand, communicate, document and track dependencies that may exist between portfolios or product groups

  • Ensure the team is delivering clear, concise and consumable functional and non-functional requirements during all phases of the software development lifecycle for the assigned portfolio

  • Manage the requirements development process through the elicitation, analysis, specification and verification of multiple levels of requirements while providing continuous improvement to the process.

  • Work with the Product Management and Analysis Community of Practice to ensure consistent application of the business analysis standards and advise on exceptions

Skills and attributes for success

How your skills and experience will make an impact, followed by sub-headings:

To qualify for the role you must have


  • Experience working effectively and building relationships with and between teams, external vendors and internal clients at varying executive levels

  • Experience leading a team of BAs to provide analysis and requirements, ensure consistency, accuracy and quality of BA deliverables

  • Ability to clearly articulate both problems and proposed solutions

  • Proactive approach to identifying issues and presenting solutions and options, and where appropriate, leading to resolution

  • Ability to prioritize personal and team workloads to best meet organizational objectives

  • Ability to reconcile unstructured input from the business into a tangible set of requirements that leads to optimized business solutions

  • Excellent organizational and project management skills as well as the ability to multitask on various projects in a fast-paced environment

  • Flexibility to adjust to multiple demands, shifting priorities, ambiguity, and rapid change based on client needs

  • Strong analytical and problem-solving skills

  • Excellent verbal and written communication skills

  • Attention to detail and accuracy

Qualifications / Technical Skills:

  • A bachelors degree (computer science, engineering, accounting, finance preferred) or equivalent work experience.

  • 10+ years of relevant business analysis experience with 5+ years of experience in enterprise/portfolio business analysis

  • Expert on industry-standard, structured business analysis techniques (i.e., user stories, use cases, UML/logical modelling, BABOK, etc.) appropriately modifying according to the decided software development methodology (i.e., Agile, Iterative, SCRUM, RUP, Waterfall, etc.) in use.

  • Deep knowledge and experience with Agile, SCRUM and/or Scaled Agile Framework (SAFe) methodologies

  • Tax or Finance domain background or experience

Ideally, you’ll also have

  • Masters degree in Information Technology/Computer science

  • CBAP or CBATL certification

  • Experience using, training and driving others to use requirements management and modelling tools

What working at EY offers

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer:

  • Support, coaching and feedback from some of the most engaging colleagues around

  • Opportunities to develop new skills and progress your career

  • The freedom and flexibility to handle your role in a way that’s right for you

EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

About EY

As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build abetter working world. That starts with a culture that believes in giving you the training, opportunities andcreativefreedom to make things better.Whenever you join, however long you stay, theexceptionalEY experience lasts a lifetime.

If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Join us in building a better working world.

Apply now.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.