John Levine
Business Analyst with 25+ years of experience
- Role
- Business Analyst at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About John Levine
I’m a Business Analyst with an MBA and 20+ years of experience helping financial services, PBM, and government organizations deliver better systems, stronger processes, and compliant solutions. My work centers on requirements elicitation, user stories, acceptance criteria, workflow analysis, and UAT — all supported by deep experience with Jira, Confluence, Visio, and enterprise content/document management platforms.I’m at my best when partnering with cross‑functional teams to solve complex problems, clarify requirements, and ensure that technology solutions align with regulatory and operational needs. I’m known for being detail‑oriented, collaborative, and able to ramp up quickly on new systems and domains.
Experience
Business Analyst
Feb 2025 — Present · San Diego, US
Liaison between Legal/Compliance departments and technical teams for regulatory reporting (FINRA, SEC, litigation, internal audits) • Document business requirements and apply technical specifications from knowledge base for 7+ report types; collaborate with developers and program manager to create developer instructions for custom reporting needs • Manage full SDLC workflow in Jira: story/epic creation, sprint planning, backlog grooming, and stakeholder communications • Facilitate SME-specific backlog sessions and conduct requirements clarification to ensure regulatory compliance standards
Education
Westfield College, University of London
None, Abroad Program
Suffolk University - Sawyer Business School
MBA, Business Administration and Management, General
Curry College
Bachelor's degree, Business Management
Skills
- Requirements Analysis
- Vendor Management
- Problem Solving
- Troubleshooting
- Disaster Recovery
- Enterprise Content Management
- Kofax
- Technical Support
- Business Analysis
- Image Capture
- Software Documentation
- Sdlc
- Customer Svc & Support
- Mockups
- Jama Connect
- Data Extraction
- Outsourcing
- Automation
- Systems Analysis
- Defect Tracking
- Capture
- Business Process Improvement
- Technical Documentation
- Sharepoint
- Testing
- User Acceptance Testing
- Workflow Analysis
- Information Technology
- Analysis
- Document Imaging
- Integration
- Document Management
- Software Project Management
- Itil
- Function Specifications
- Forms Processing
- Pmp
- Waterfall Project Management
- Agile Methodologies
- Records Management
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