Business Analyst (Digital Access Management, BRD, FRD, Tech Writing) Contract at Austin Texas OR Sunnyvale California On Site
Austin, TX jobs
Business Analyst (Digital Access Management, BRD, FRD, Tech Writing)
Contract at Austin Texas OR Sunnyvale California On Site
Required Skills and Experience
- 5 + Years of Business Analyst experience
- 3+ years of DAM (Digital Access Management) experience
- 2-3 + years of BRD / FRD Documentation experience
- Technical Writing
- Training Material Documentation
- Work with the business to identify their data model, vocabularies and collaborate and can be translated to a working model.
- The ideal candidate will serve as a liaison between business teams, translating business needs into effective DAM solutions
- This role involves requirement gathering, feature adoption, training creation, and continuous improvement of the DAM platform to maximize business value.
- Create training materials to train users and Train the Trainer, being open for creativity in your delivery. (e.g. videos, slide decks, other tools).
- Facilitate Office Hours for business tenants to provide educational sessions on specific features.
- Identify opportunities for change and discuss for continuous improvement of the DAM platform.
- Create demo videos for OneDAM such as new features, etc.
- Create & maintain user guide for the application as well as new features in every release.
- Review existing DAM features, proactively guiding business adoption to enhance value.
- Provide ongoing support to business teams to ensure smooth operation and adoption of the DAM platform.
Insurance Business Systems Analyst
Greenwich, CT jobs
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below.
This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area.
No C2C, Third Party or Sponsorship
Title: Insurance Business Systems Analyst
Location: Hybrid (4 days onsite, 1 day remote)
Hybrid (Mon-Fri, 40 hours)
Fulltime, Permanent
Salary Range : $70,000.00- $80,000.00 10%bonus eligible)
MUST HAVE Recent Experience in the Insurance Industry!
This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals.
Responsibilities
• Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys.
• Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability.
• Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly.
• Project Work: Assist with projects and shifting priorities as needed.
• Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team.
• Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains.
• Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs).
• Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation.
• Reporting: Respond to user requests to generate reports from the system.
Skills & Requirements
• Minimum of 3-5 years of experience.
• Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial.
• Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions.
• Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams.
• Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial.
• Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage.
• Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems
Senior Business System Analyst- Finance ERP - Hybrid
Roanoke, TX jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. This is a growth-oriented position, offering consistent challenges and the support of passionate leaders who value your contributions and encourage your development.
Are you passionate about optimizing financial systems and driving creative solutions in the dynamic world of ERP? Schwab is seeking a Sr. Manager, Business Systems Analyst, to be part of an ERP Finance transformation project. You'll play a pivotal role in transforming our finance operations, partnering with both Finance and IT to deliver high-impact solutions that bridge business and technical perspectives.
Key Responsibilities
Schwab is embarking on a multi-year transformation of our core financial applications. By moving to an enterprise Cloud solution, this project will position Schwab to capitalize on advancements in AI and blockchain technologies. This role is a hands-on leadership role, getting in on the ground floor of a transformative journey. You will have the opportunity to interact with all levels in the Finance organization in this foundational stage of the project with room for growth and expanding influence as the project gains momentum.
Assess the quality of existing data and lead efforts to clean, standardize, and prepare it for migration into the new ERP system.
Analyze and map current business processes; identify gaps, inefficiencies, and opportunities for improvement.
Collect and document business requirements for the ERP system through interviews, workshops, and stakeholder engagement.
Ensure compliance with regulatory requirements and internal controls throughout the ERP implementation.
Champion change management efforts, including communication plans and stakeholder engagement.
Work with agile product owners to automate processes, resolve critical issues, and deliver results that support high-impact financial operations.
Oversee user acceptance testing (UAT), including test planning, execution, and defect management.
Provide post-implementation support, including training, troubleshooting, and continuous improvement initiatives.
Evaluate and recommend new technologies or process enhancements to optimize financial operations.
Support existing financial systems (PeopleSoft Financials) during the transition period, ensuring continuity of operations and troubleshooting issues as needed.
What you have
Bachelor's degree in finance, Accounting, Business, Information Systems, or related field.
5+ years of experience in process automation or ERP implementations.
2+ years as a Business Systems Analyst with software development teams.
Experience leading large-scale ERP implementations in a financial services environment.
Accounting knowledge and hands-on experience with tools such as SQL, Tableau, Alteryx; advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus.
Strong problem-solving skills and ability to understand technical issues.
Proven track record of driving process improvements and delivering measurable business value.
Experience with cloud-based financial systems and integrations.
Exceptional business judgment, communication, and relationship skills.
Excellent organizational skills.
Ability to communicate complex technical concepts to non-technical stakeholders.
Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus.
Desired Attributes
Collaborative mindset, thriving in product-driven or agile environments.
Ability to inspire and motivate team members toward tactical and strategic delivery goals.
Comfortable balancing multiple, changing priorities.
Demonstrated leadership in change management and stakeholder engagement.
High level of initiative and adaptability in a fast-paced environment.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Targit Business Intelligence Analyst
Kokomo, IN jobs
Thank you for stopping by to take a look at the Targit Developer role I posted here on LinkedIN, I appreciate it.
I realized, a long time ago, that looking for work is about as fun as a root canal. So, due to that, I actually write my s from scratch. No use of Bots or AI (which I am now starting to call 'Alternative Intelligence')...just a real person. So, let's make a deal together here...let's all be humans...sound good?
I like to add humor to these things, so if you see something that gives you a chuckle, that was the intent. In addition, you won't be working with an amateur recruiter....I have been recruiting technical talent for over 23 years and been in the tech sector since the 1990s.
Here is what we are seeking in this role:
The location for this role is Kokomo, Indiana. This role is being done onsite Monday through Friday.
This role can go contract to hire if you need it to. Ideally, they are looking to hire someone who wants to be a permanent employee, so if you would like to go permanent right out of the gate, that would be great.
I can, as with most of my roles, only work with US Citizens or Green Card Holders for this role. I cannot work with H1, OPT, EAD, F1, H4, STEM Visa Holders or anyone that is not already a US Citizen or Green Card Holder for this role.
Here is what we are seeking: Before we start, just a quick note. I like to add humor to my job descriptions. So, if you see something that makes you chuckle, that was the intent.
As with just about every role I work on, social fit is just about as important as technical fit. Here are a few of those social fit characteristics:
The hiring manager for this role encourages people to try things instead of just waiting for approval. There is limited micro-management here. This can be a good thing for people who don't really need to be micromanaged.
This is not an environment where there is a lot of drama or 'ego'. So, if you believe that you are the kind of person that believes that the whole world revolves around you, you might want to go back to being a tik tok influencer, because we won't have a fit here.
You will be creating dashboards in Targit. This role is going to be a little more functional than technical however. A pretty healthy chunk of this role will be focused on working with end users on requirements, documenting what is needed in these Targit reports, and creating a roadmap on moving to PowerBI and Databricks. So, as you might imagine, you will be very user-focused in this role (primarilly working with finance and supply chain users). Another big portion of this role will be focused on stabilizing the current Targit environment. As anyone who has worked with Targit before knows, it is very user-focused and not incredibly technically-focused.
Here are the key things we are seeking:
At least 4-5 years of experience working with Targit. This experience can be more functional than technical. The experience with Targit is an absolute must have. Without experience with Targit, we will not have a fit, unfortunately. This experience will need to be described in your resume.
Experience creating roadmaps to PowerBI and Databricks. If you have created roadmaps for migrations to other data platforms, that is fine as well.
Significant experience with requirements gathering, documentation, process flow diagramming and UAT.
Junior Process Analyst
Chicago, IL jobs
Role: Junior Process Analyst
Must Have Technical/Functional Skills
The role is responsible for collaborating with multidisciplinary teams focused on designing innovative services and experiences that create measurable value to our clients while meeting business objectives.
The role uses independent judgement to determine methods and approaches to work, developing key client-facing “moment of truth” journeys that define a client's relationship, partnering with internal clients to articulate a vision for a new or different type of service.
The role makes decisions that influence department strategy, conducting research that builds empathy with the end client, deriving key insights, co-creating solutions, all with the goal of taking the service live.
The role acts as a resource integrator, conducting primary research, synthesizing multiple data sources and research insights, and working with cross-functional teams to research and design detailed solutions.
What you'll be doing
As a member of the Process Engineering team, you'll identify and implement process improvements that enhance client experience and generate the right kind of profitability. As a Process Engineering Specialist, you'll use your experience and direct client feedback to improve the quality of key processes that make a difference for our clients. You'll assist in the planning, development, and implementation of a process strategy that will build the bank of the future.
How you'll succeed
• Conducting process assessments - Perform ongoing process reviews to identify issues early on and recommend solutions to business challenges. Stay on top of best practices and industry knowledge to identify process improvements that will create a best-in-class client experience.
• Presenting recommendations - Provide feedback and advice on projects that will improve processes and resolve systematic issues. Consider business needs and make practical recommendations for continuous improvement.
• Leadership skills - Use your expertise in process engineering methodologies and project management to lead projects and initiatives. Proactively gather data, information, and stakeholder feedback to provide informed guidance to your team.
• Maintain a collaborative work environment and support your team to resolve problems as they arise.
Who you are
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way
• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You're a certified professional. You have current accreditation and good standing in Formal Green Belt or Black Belt certification.
• You can demonstrate experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business related function (operations, strategy development, organizational design, or information t echnology).
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
• Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization.
• Collaborate with stakeholders: Work with business and technology partners to gather feedback, define requirements, and implement improvements
• Document and validate: Create detailed process maps and document future state processes. Validate solution designs and test results with business partners.
Interested candidates please share me your updated resume to *******************
Investment Management Governance Office Senior Business Analyst
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing review of Fiduciary committee charters and reporting.
Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers.
Support development of reporting associated with Fiduciary activities to appropriate governance committees.
Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree or equivalent
Minimum 5 years within or related to financial services
Additional Qualifications
Knowledge of OCC Reg 9
5 years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks .
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Sr. Business Systems Analyst
Boston, MA jobs
Business Systems Sr. Analyst
Company: Confidential (Large Investment Firm)
Position Type: Full-Time (Direct-Hire)
Responsibilities:
Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget.
Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders.
Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements.
Ensures proper data processing using data checks and reports to facilitate error free business processes.
Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing.
Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation.
Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code.
Provides application and production support as needed to the departments and systems that they support.
Provides guidance to less experienced Business Systems Analysts.
Required Experience:
Bachelor's degree or equivalent experience in a business or technology related field.
Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology.
Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes.
Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing.
Proven analytical skills and demonstrated ability to make independent decisions.
A firm understanding of systems development lifecycle and Agile framework.
Proven ability to develop creative solutions to meet business needs.
Preferred/Nice to Have:
Trading and investment exposure preferred.
Background in Trade Processing, specifically SWIFT and Heliograph, preferred.
Investment Management Governance Office Senior Business Analyst
New York, NY jobs
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing review of Fiduciary committee charters and reporting.
Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers.
Support development of reporting associated with Fiduciary activities to appropriate governance committees.
Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree or equivalent
Minimum 5 years within or related to financial services
Additional Qualifications
Knowledge of OCC Reg 9
5 years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks .
ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Senior Business Analyst
Houston, TX jobs
A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future!
Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy.
Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us?
What you'll be doing
Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours.
You'll be responsible for:
Writing user stories translating complex problems into requirements Developers can action
Working with Solution Architects to groom requirements
End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes.
Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment.
Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences.
Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity.
What we're looking for
Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role:
Able to step back, pause and think critically about the correct approach before diving in
Proven experience in prioritization and compliance-driven change delivery.
Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories
Skilled in stakeholder engagement and cross-functional collaboration
Strong Jira and Excel skills.
Data focused approach - SQL experience is a bonus!
What we offer
Competitive remuneration within a supportive and collaborative team
Flexible working arrangements to suit your lifestyle
Vibrant office environment in the beautiful, tree-filled community of The Woodlands
Health insurance options
Employee referral bonuses
Access to our comprehensive wellness program and other wellbeing initiatives
An annual bonus day off to celebrate you!
Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time.
Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
IT Security Analyst
Buena Park, CA jobs
The IT Security Analyst is responsible for developing, implementing, and managing security measures across multiple functional areas including core infrastructure, data, network, systems, and web applications. This role supports the creation and enforcement of security policies and procedures, monitors for threats and vulnerabilities, and assists in incident response and risk analysis. The analyst will collaborate with IT and business units to ensure the organization's security posture aligns with strategic goals and regulatory requirements.
DUTIES
Monitor and analyze security threats including viruses, malware, phishing attempts, and suspicious system activity across firewalls, IDS, VPN, email filters, and web filters.
Reports adverse security events and risk assessments to the Information Security Officer and Chief Information Officer
Administer and enforce security policies by managing user access, reviewing violation reports, investigating anomalies, and maintaining documentation of security controls.
Provide end-user support for security-related issues including malware infections, phishing attempts, and safe browsing practices.
Evaluate and recommend security tools, technologies, and procedures to improve protection and operational efficiency.
Educate IT staff and business units on security policies and best practices; consult on security implications of user-managed systems and applications.
Participate in IT projects to ensure the security requirements are integrated into system design and implementation.
Support the organization's IT strategic plan by delivering secure technology solutions that meet the business objectives.
Ensures compliance with internal policies, regulatory requirements, and industry standards.
QUALIFICATIONS
EDUCATION: Bachelor‘s Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience.
EXPERIENCE: 3 to 5 years of combined IT and security experience with a broad range of exposure to systems analysis, application development, database design and administration; one to two years of experience with information security.
SKILLS/ABILITIES
Strong understanding of security principles, technologies, and practices across diverse platforms.
Hands-on experience with configuring and securing workstations, laptops, mobile devices, servers, printers, switches, and other peripherals.
Familiarity with banking applications such as Fiserv, Jack Henry, or FIS.
Excellent verbal and written communication skills with the ability to convey complex technical concepts to non-technical audiences.
Demonstrated problem-solving, analytical thinking, and decision-making skills.
Strong customer service orientation and interpersonal skills.
Security certifications (e.g. CompTIA Security+, CEH, GCIH) are a plus.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses.
We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Senior Business System Analyst- Finance ERP - Hybrid
Lone Tree, CO jobs
Regular Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This is a growth-oriented position, offering consistent challenges and the support of passionate leaders who value your contributions and encourage your development.
Are you passionate about optimizing financial systems and driving creative solutions in the dynamic world of ERP? Schwab is seeking a Sr. Manager, Business Systems Analyst, to be part of an ERP Finance transformation project. You'll play a pivotal role in transforming our finance operations, partnering with both Finance and IT to deliver high-impact solutions that bridge business and technical perspectives.
Key Responsibilities
Schwab is embarking on a multi-year transformation of our core financial applications. By moving to an enterprise Cloud solution, this project will position Schwab to capitalize on advancements in AI and blockchain technologies. This role is a hands-on leadership role, getting in on the ground floor of a transformative journey. You will have the opportunity to interact with all levels in the Finance organization in this foundational stage of the project with room for growth and expanding influence as the project gains momentum.
Assess the quality of existing data and lead efforts to clean, standardize, and prepare it for migration into the new ERP system.
Analyze and map current business processes; identify gaps, inefficiencies, and opportunities for improvement.
Collect and document business requirements for the ERP system through interviews, workshops, and stakeholder engagement.
Ensure compliance with regulatory requirements and internal controls throughout the ERP implementation.
Champion change management efforts, including communication plans and stakeholder engagement.
Work with agile product owners to automate processes, resolve critical issues, and deliver results that support high-impact financial operations.
Oversee user acceptance testing (UAT), including test planning, execution, and defect management.
Provide post-implementation support, including training, troubleshooting, and continuous improvement initiatives.
Evaluate and recommend new technologies or process enhancements to optimize financial operations.
Support existing financial systems (PeopleSoft Financials) during the transition period, ensuring continuity of operations and troubleshooting issues as needed.
What you have
Bachelor's degree in finance, Accounting, Business, Information Systems, or related field.
5+ years of experience in process automation or ERP implementations.
2+ years as a Business Systems Analyst with software development teams.
Experience leading large-scale ERP implementations in a financial services environment.
Accounting knowledge and hands-on experience with tools such as SQL, Tableau, Alteryx; advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus.
Strong problem-solving skills and ability to understand technical issues.
Proven track record of driving process improvements and delivering measurable business value.
Experience with cloud-based financial systems and integrations.
Exceptional business judgment, communication, and relationship skills.
Excellent organizational skills.
Ability to communicate complex technical concepts to non-technical stakeholders.
Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus.
Desired Attributes
Collaborative mindset, thriving in product-driven or agile environments.
Ability to inspire and motivate team members toward tactical and strategic delivery goals.
Comfortable balancing multiple, changing priorities.
Demonstrated leadership in change management and stakeholder engagement.
High level of initiative and adaptability in a fast-paced environment.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Auto-ApplySenior Business System Analyst- Finance ERP - Hybrid
Westlake, TX jobs
Regular Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This is a growth-oriented position, offering consistent challenges and the support of passionate leaders who value your contributions and encourage your development.
Are you passionate about optimizing financial systems and driving creative solutions in the dynamic world of ERP? Schwab is seeking a Sr. Manager, Business Systems Analyst, to be part of an ERP Finance transformation project. You'll play a pivotal role in transforming our finance operations, partnering with both Finance and IT to deliver high-impact solutions that bridge business and technical perspectives.
Key Responsibilities
Schwab is embarking on a multi-year transformation of our core financial applications. By moving to an enterprise Cloud solution, this project will position Schwab to capitalize on advancements in AI and blockchain technologies. This role is a hands-on leadership role, getting in on the ground floor of a transformative journey. You will have the opportunity to interact with all levels in the Finance organization in this foundational stage of the project with room for growth and expanding influence as the project gains momentum.
Assess the quality of existing data and lead efforts to clean, standardize, and prepare it for migration into the new ERP system.
Analyze and map current business processes; identify gaps, inefficiencies, and opportunities for improvement.
Collect and document business requirements for the ERP system through interviews, workshops, and stakeholder engagement.
Ensure compliance with regulatory requirements and internal controls throughout the ERP implementation.
Champion change management efforts, including communication plans and stakeholder engagement.
Work with agile product owners to automate processes, resolve critical issues, and deliver results that support high-impact financial operations.
Oversee user acceptance testing (UAT), including test planning, execution, and defect management.
Provide post-implementation support, including training, troubleshooting, and continuous improvement initiatives.
Evaluate and recommend new technologies or process enhancements to optimize financial operations.
Support existing financial systems (PeopleSoft Financials) during the transition period, ensuring continuity of operations and troubleshooting issues as needed.
What you have
Bachelor's degree in finance, Accounting, Business, Information Systems, or related field.
5+ years of experience in process automation or ERP implementations.
2+ years as a Business Systems Analyst with software development teams.
Experience leading large-scale ERP implementations in a financial services environment.
Accounting knowledge and hands-on experience with tools such as SQL, Tableau, Alteryx; advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus.
Strong problem-solving skills and ability to understand technical issues.
Proven track record of driving process improvements and delivering measurable business value.
Experience with cloud-based financial systems and integrations.
Exceptional business judgment, communication, and relationship skills.
Excellent organizational skills.
Ability to communicate complex technical concepts to non-technical stakeholders.
Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus.
Desired Attributes
Collaborative mindset, thriving in product-driven or agile environments.
Ability to inspire and motivate team members toward tactical and strategic delivery goals.
Comfortable balancing multiple, changing priorities.
Demonstrated leadership in change management and stakeholder engagement.
High level of initiative and adaptability in a fast-paced environment.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Auto-ApplyBusiness UAT Analyst I - Campaign Testing - BILINGUAL SPANISH REQUIRED
Wilmington, DE jobs
JobID: 210683645 JobSchedule: Full time JobShift: : Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online.
As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives.
Job responsibilities
* Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives.
* Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation.
* Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed.
* Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance.
* Ensure proper version control and configuration management of all test objects developed and test environments used.
* Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team.
* Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows.
* Identify process gaps and streamline processes to improve efficiency.
Required qualifications, capabilities, and skills
* Possess Bilingual Spanish capabilities
* Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills
* Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills.
* Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models
* Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies
* Proven ability to manage and prioritize multiple, diverse projects simultaneously.
* Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps.
* Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented
Auto-ApplyBusiness UAT Analyst I - Campaign Testing - BILINGUAL SPANISH REQUIRED
Wilmington, DE jobs
Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online.
As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives.
Job responsibilities
Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives.
Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation.
Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed.
Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance.
Ensure proper version control and configuration management of all test objects developed and test environments used.
Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team.
Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows.
Identify process gaps and streamline processes to improve efficiency.
Required qualifications, capabilities, and skills
Possess Bilingual Spanish capabilities
Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills
Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills.
Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models
Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies
Proven ability to manage and prioritize multiple, diverse projects simultaneously.
Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps.
Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented
Auto-ApplyClinical Application Coordinator
Billings, MT jobs
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: • Technical Competency involving Electronic Health Record systems. • Planning and Evaluation of software implementation • Problem Solving • Template Creation • RPMS/EHR • Vista Imaging • Communication
Minimum Job Qualifications: • Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. • Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
Clinical Application Coordinator
Billings, MT jobs
Job DescriptionSalary: DOE
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: Technical Competency involving Electronic Health Record systems. Planning and Evaluation of software implementation Problem Solving Template Creation RPMS/EHR Vista Imaging Communication
Minimum Job Qualifications: Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
AI Business Analyst & Functional Lead
Oklahoma City, OK jobs
The AI Business Analyst and Functional Lead will be the liaison between technology and the business, providing guidance for the overall AI and Generative AI program. The role will provide oversight on the collection, review and prioritization of AI use cases within the Bank. As the functional lead, the position will interact with senior leadership to administer the AI program and strategy.
Manage and oversee the enterprise AI program, working with business and technology leadership to evaluate use cases. Make regular updates to policy and procedure documentation ensuring the program is appropriately governed for AI success and safety.
Provide oversight for the AI program including the collection and approval of projects in collaboration with the Bank's business units and risk management teams. Provide regular updates and performance metrics to stakeholders, identifying key achievements and areas for approvement.
Collaborate with business, risk, technology and executive stakeholders and provide leadership for all aspects of the AI program. Maintain relationships with stakeholders to ensure effective communication and alignment with organizational goals.
Maintain a working knowledge of existing and upcoming AI advancements, staying current with the ever-evolving work in the work of machine learning and AI. Through the lens of banking and regulatory oversight, work with the business, technology, risk and executive stakeholders to educate and collaborate for emerging technologies.
Bachelor's degree in Accounting, Finance, Entrepreneurship, Economics, MIS, Math, Computer Sci, or Engineering will be accepted.
Perform miscellaneous job-related duties as assigned.
Position Requirements:
5 - 8 years of the following work experience and/or skills to perform the position:
- Familiarity with programming languages (Python, SQL) and data visualization tools
- Experience with project management tools (e.g., JIRA, AdaptiveWork) and analytical tools (PowerBI)
- Proficiency in data analysis, process mapping and requirements gathering
- Knowledge of industry-specific regulations and compliance standards
- Excellent communication, analytical and problem-solving skills
- Experience as a business analyst, functional lead, or similar role in AI or technology-driven initiatives
#LI-DNI
Oracle Process Manufacturing Techno Functional Business Analyst
Boston, MA jobs
Must Have Technical/Functional Skills Oracle Process Manufacturing (OPM) EBS 12.2.x in OPM Product Development, OPM Process Execution, OPM Financials (Costing), INV, Procurement, Barcoding, MES integrations. Integrations across Oracle ERP (Financials, SCM, P2P, OPM and OTC applications)
Experience in OPM Month end close support.
Experience in implementing and supporting Oracle EBS OPM in Life sciences industry; exposure to GXP environment
Troubleshooting the production issues on various applications and providing timely resolution for issues faced by
end users.
SQL, PL/SQL, Integrations, Reports, Data conversions, Forms, XML, OAF etc
Roles & Responsibilities
Strong expertise in Functional and Technical aspects of Oracle Process Manufacturing (OPM) EBS 12.2.x in
OPM Product Development, OPM Process Execution, OPM Financials (Costing), INV, Procurement, Barcoding,
MES integrations, MSCA, Label printing & Mobile Scanners and OPM Quality.
Liaison with other teams, Coordination with Offshore Teams for custom development.
Experience with integrations across Oracle ERP (Financials, SCM, P2P, OPM and OTC applications)
Experience in OPM (Oracle Process Manufacturing),
Experience in OPM Month end close support.
Experience in implementing Oracle EBS OPM for Life sciences industry; exposure to GXP environment
Troubleshooting the production issues on various applications and providing timely resolution for issues faced by
end users.
Solution Evaluations and Recommendation - Lead the team in coming out with solution alternatives and
takes the recommended solution alternatives to the customer, reviews the solution options and suggests
improvements in order to get customer buy in the suggested alternatives.
Sound knowledge of the Oracle EBS architecture and how it can be interfaced with all the upstream and
downstream systems.
Should and must have strong experience in Oracle OPM Implementation, Maintenance Support Projects,
Upgrades and Migrations.
Troubleshoot and work with Oracle Support to resolve problems.
Must have the ability to create Oracle AIM documentation, both technical and end user.
Salary Range: $90,000 - $130,000 a Year
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
#LI-SP1
INFORMATION TECHNOLOGY - DATA PROCESSING - DATA ANALYST
Mission, KS jobs
Please Note: In order to be eligible for this role you must reside in the Kansas City area or be willing to relocate. Has responsibility to meet or exceed the required expectations of our "ESP" (Exceptional Service Provider) program (refer to the Employee Handbook).
The Data Analyst is a key part of the data processing and project management team that helps to improve the efficiency and effectiveness of the Bank. The role of a Data Analyst is to work closely with project management and data processing to develop ongoing programs, strategic analyses, and provide actionable data to departmental and senior management.
KNOWLEDGE, SKILLS & PERSONAL CHARACTERISTICS REQUIRED:
Demonstrated proficiency in interpersonal communications, verbal and written, is mandatory. This position requires daily interaction with employees, management, and vendors; concise communication, translation and interpretation of various concepts are critical.
Demonstrated strength in issues of process, problem resolution, presentation skills and ability to manage multiple projects.
Prior knowledge of bank core system applications, ancillary applications, and Microsoft desktop applications is highly desired.
Experience with FIS products and services is a plus.
Proven analytics skills, including mining, evaluation, analysis, and visualization.
Minimum 3 years experience in data analysis
Minimum 3 years experience with DOMO, Tableau, Power BI, or other analytics system (preferred)
Minimum 3 years experience with SQL or equivalent certification
Certified Analytics Professional or similar in specific data application
Familiarity with one or more project management software packages.
Minimum 3 years of work experience with a financial institution or third-party core systems provider.
Financial institution report writing and data experience preferred.
The position requires daily interaction with employees throughout the Bank and the ability to create cross-departmental working relationships is essential.
PRIMARY RESPONSIBILITIES / EXPECTATIONS (Weighting cannot exceed 100%; Each % represents the value of the job, not time spent):
Job Performance Behaviors: Contributing to organization success, job effectiveness, relationships, and customer satisfaction.
(Weighting Percentage: 20%)
Build and maintain Key Performance Indicators (KPI's), dashboards, reports, and data related products in a supportable and extensive way using organizationally accepted tools and methods. (Weighting Performance 15%).
Support analytics platform development through participation in data engagements to understand current and future state data driven requirements or opportunities, including any gaps and documenting needs in a way that can translate into work requirements or actionable plans.
(Weighting Percentage: 15%)
Identify patterns and trends in data sets to support process improvement efforts or revenue opportunities. Analyze results of data reports for anomalies, accuracy, and applicability to business lines. (Weighting Percentage: 10%)
Train others in basic data gathering techniques using existing ancillary software and Microsoft Office tools. Develop/ support/ train others on processes for proper handling, processing and cleansing of data (Weighting Percentage: 15%)
Maintain the retention schedule for bank data and ensure proper disposal and deletion of data when appropriate. (Weighting Percentage: 10%)
Act as backup and partner to system administrator. (Weighting percentage: 15%)
The above statements are intended to describe the general nature and level of work being performed by the person assigned to this position. Primary responsibilities are intended to describe those functions that are essential to the performance of this job. This position description does not state or imply that these are the only duties and responsibilities assigned to this position. Employees holding this position will be required to perform other job-related duties requested by management.
SPECIFIC DUTIES
Develop, implement, and maintain reporting and analytics as requested.
Identify, collect, clean, analyze, interpret and improve current reports and reporting needs.
Create easy-to-understand visualizations and inferences for front line, management, executives, and others.
Utilize data to identify trends and opportunities for growth or improvement.
Create analytics to encourage innovation across the organization to align with organization strategy.
Create appropriate documentation for projects including task plans, Gantt charts, resource plans, status reports, risk logs, etc.
Act as an operational and core application support resource to all departments within the bank.
SECONDARY RESPONSIBILITIES:
Other duties as assigned or deemed necessary by Division Manager to ensure a continuous workflow of daily operations.
CONTACTS:
Internal: all Bank employees
External: vendors, Bank clients
PeopleSoft Functional Business Analyst
Day, NY jobs
Assured Guaranty is seeking an experienced PeopleSoft Functional Analyst focused on providing functional support and analysis for PeopleSoft Financials applications, specifically for the General Ledger, Accounts Payable, Asset Management and TR-Cash Management / Financial Gateway modules. The analyst will be responsible for troubleshooting, maintenance and support of Oracle PeopleSoft applications as well as designing, implementing and testing customizations, special projects and upgrades. This position requires strong analytical skills and the ability to communicate effectively with stakeholders.
Key Responsibilities:
Requirements Gathering and Documentation:
Collaborates with stakeholders to understand business requirements and translate them into functional specifications.
Identifies opportunities for process improvement and optimization within PeopleSoft applications.
System Configuration and Optimization:
Implements and enhances software, including configuration, testing, and issue remediation of PeopleSoft Financials application, including General Ledger, Accounts Payable Treasury-Cash Management and Asset Management modules.
Knowledge
Demonstrates in-depth knowledge of the installed PeopleSoft modules (GL, AP, AM, TR-CM) and system configuration.
Possesses a deep understanding of the end-to-end processes from a functional perspective.
Testing and Quality Assurance:
Creates test scripts and plans with a focus on risk and end user requirements.
Coordinates and executes testing and quality assurance activities of customizations, upgrades, and patches across multiple environments to ensure system stability.
Problem Solving and Support:
Provides functional consulting and support to users, troubleshooting issues and offering solutions to system problems.
Provides guidance to and assists others in the administration and use of business applications.
Implement, and administer software, tools, and procedures to monitor, alert, report on, and remediate issues within business applications
Designs and develops nVision reports and SQL queries to facilitate reporting, application troubleshooting, and application enhancements.
Works successfully with team members to execute complex initiatives
Self-manages required tasks, with an awareness of efficiency and risk management.
Possesses strong verbal, written and interpersonal communication with management
Candidate Requirements
Bachelor's degree in accounting or business preferred OR an equivalent combination of education and experience.
Two to four years of accounting experience in general ledger and/ or accounts payable.
At least five years of experience in PeopleSoft Financials Management with specific knowledge of GL, AP, AM and TR-CM modules.
Expertise in troubleshooting and supporting Oracle PeopleSoft applications.
Strong experience in writing Business Requirement, Fit Gap Analysis, and Functional Design documents.
Proficient in PS Query, SQL and understanding of key transactional tables.
Strong written and oral communication skills.
Knowledge of PeopleSoft Security, PeopleTools, Application Designer, PeopleCode, PeopleSoft Test Framework (PTF) a plus
Compensation
Annual base salary for the position is expected to be from $115,000 per year to $135,000 per year. The actual salary will depend on various factors, including but not limited to a candidate's experience and credentials, salary expectations of applicable candidates, and other applicable market conditions. This position also provides applicable employee benefits, as well as eligibility for an annual discretionary bonus.
Auto-Apply