Senior Business Analyst
Typical Day in Role:
• Provide basic consulting services to business partners
• Facilitate the process optimization process by conducting interviews, leading workshops and documenting the results
• Conduct interviews with business, technology, marketing, operations, compliance and other teams from various groups to gather requirements.
• Provide and apply expertise in business analysis, data mapping, creation of process flows etc.
• Complete units of analysis work and integrate that work back into project
• Assist with preparation and maintenance of documentation
• Ensuing continuity by providing cross training at the end of the assignment
• Support decision making re: project scope and prioritization by performing gap analyses, data integrity analysis, other.
• Recommend business solutions that optimize the user experience and satisfy sponsor/stakeholder needs, continually exploring and assessing options for value-add.
• Manage the detailed business requirement phase identifying, tracking and resolving issues.
• Recommend preparation of appropriate new business process documentation and ensure adequate end-user documentation.
• Assist with the completion of the Business Case by performing & analyzing relevant data queries.
• Contribute to successful project completion within budget and on time by identifying risks and developing/recommending mitigation strategies.
Relationships & Communication
• Act as lead business analyst liaison between business lines, interfacing applications teams, 3rd party vendors, developers and Delivery Managers.
• Effectively communicate and build rapport with team members, stakeholders and business partners using a variety of techniques and collaboration from initiation to close.
• Manage relationships and expectations with Wealth Management business lines and partners such as GWMS, Support, Operations and other teams, as well as with third-party vendors and/or content providers.
• Participate in the evaluation of third-party vendors and software as relevant.
• Prepare for and participate in complex group meetings and supports in the preparation for JAD sessions and information gathering workshops.
• Prepare and deliver presentations to business partners, selecting the appropriate approach based on the audience.
• Resolve minor conflicts/issues and escalates others as appropriate.
• Collaborate with colleagues across the organization to get things done.
Candidate Requirements/Must Have Skills:
1) 5+ years of experience as a business analyst in FI
2) 5+ years of Experience in requirements documentation and business processes
3) Demonstrated superior computer skills, including MS Visio (business processes), MS Excel, PPT, Word
4) Experience with Data mapping
Nice-To-Have Skills:
1) CBAP
2) Training/Experience in Agile and Waterfall methodology
3) Experience with Financial Planning Initiatives
4) JIRA/Confluence
Soft Skills Required:
-Communication skills
-Ability to multitask
-Time management
-critical thinking
-problem-solving
Education:
• University degree, college diploma or equivalent experience.