Overview

Job Family: Project Management

Oversees, develops and analyzes policies and practices related to project management and the project management office. Develops, analyzes and oversees project quality assurance and resource allocation. Enhances program and project management capabilities and operational oversight. Develops, edits and executes project plans to manage the lifecycle and operational aspects of projects. Defines, develops and deploys standardized project management tools and templates to ensure projects are completed efficiently.

Job Function: Business Analysis

Works as a strategic partner with business leaders, external vendors, clients and others to help facilitate technology and process based business solutions. Through analysis and collaboration with business partners, creates process flows and business requirements documentation for new systems as well as modifications to existing systems. Records traceability between business and technology requirements. Develops test scripts suitable for successful testing.

Summary of Responsibilities:

The Sr. Associate, Business Analysis, is primarily responsible for working with the Lines of Business (LOB) Subject Matter Experts to translate LOB problems into requirements, process changes, test cases, data mapping, etc. The incumbent manages/assists with updating/creating business requirements, process documentation, data mapping extracts and test plans and manages/assists with user acceptance testing. S/he works with the project managers to complete and update project documentation and deliverables and provides expert input and best practice guidance on areas of subject matter expertise.

Essential Functions:

  • Develops and maintains key metrics through large volume data extraction and manipulation.
  • Maintains detailed tracking of customer files for modifications.
  • Supports data integration efforts across all lines of business with hands-on technical involvement in testing, scrubbing, and cleansing of data.
  • Develops, optimizes, and maintains queries in MS SQL Server Management Studio 2008/2012.
  • Creates advanced reporting and analysis through Microsoft SQL Server Report Builder.
  • Gathers pertinent data and performs regression and other statistical analyses to help identify meaningful data relationships, Key Performance Indicators, and Key Risk Indicators.
  • Performs quality checks and provides in-depth data analysis reports to analyze key business issues, and system defects.
  • Analyzes current methods to determine efficiency gaps and areas for possible enhancements.
  • Analyzes anomalies and create an action plan for data remediation.
  • Creates ad-hoc analysis in order to analyze key business issues.
  • Troubleshoots and escalates issues and/or process gaps.
  • Identifies and recommends data improvements and opportunities to automate processes creating optimization and efficiency.
  • Ensures that documentation meets internal policy and guidelines on customer data.
  • Conducts research from internal and external sources to obtain most current information on existing customers including relationship hierarchy structure, industry codes, Tax ID, etc.
  • Documents procedures as well as offer and implement suggestions to enhance accuracy and efficiency of the processes.

Other Functions:

  • Other duties as assigned.

Requirements:

  • Education –
    • Bachelor’s Degree: in Business, Economics, Accounting, Statistics or equivalent field.
    • or equivalent work experience
  • Experience –
    • 3-5 years Experience in mathematics / statistics / computer science / accounting or related.
    • 3-5 years Experience modeling complex datasets in order to resolve an outstanding problem.
    • 3-5 years Experience researching complex problems and arriving at a viable solution.
    • 3-5 years Exposure to basic Financial Services and Project Management concepts.
    • 3-5 years Experience operating within a Project Management framework marketing automation and web analytics software packages.
  • Skills & Abilities –
    • Capacity for advanced problem solving and critical thinking
    • Demonstrated knowledge in Microsoft Excel, including but not limited to data transformation, functions/expressions, Macros
    • Proficient in MS Office applications, experience with MS Project or equivalent required
    • Familiarity with business cycles, both fiscal and calendar
    • Strong logical thinking, problem solving and decision making skills
    • Highly analytical with strong attention to detail
    • Experience creating Tableau dashboards
    • Self-directed and able to flourish in a fast-paced environment
    • Excellent written and oral communications.

Competencies:

  • Change Orientation – Flexibility:
    • Proficient – Applying and Executing
      • Adapts quickly to change and makes suggestions for increasing the effectiveness of change
      • Appropriately shifts attention and refocuses on new goals as a result of changes in priorities or competing work demands
  • Change Orientation – Innovation:
    • Proficient – Applying and Executing
      • Initiates creation or modification of procedures, policies, systems or structures to more effectively meet customer needs and requirements
  • Change Orientation – Support for Change:
    • Proficient – Applying and Executing
      • Understands rationale for change and adjusts schedules and tasks to make things work
      • Anticipates and plans for changes in work schedules and assignments
  • Collaboration – Relationship Management:
    • Proficient – Applying and Executing
      • Knows who to reach out to inside and outside of one’s team to get work done
      • Takes action to enhance working relationships needed to achieve seamless work flow
  • Collaboration – Teamwork:
    • Proficient – Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members
  • Execution – Accountability:
    • Proficient – Applying and Executing
      • Follows through to meet commitments to others
      • Takes responsibility for achieving strong results, despite balancing multiple complex demands
  • Execution – Excellence:
    • Proficient – Applying and Executing
      • Organizes and prioritizes workload and tasks for oneself and team members
      • Actively plans ahead for routine and cyclical work
  • Problem Solving – Problem Identification:
    • Proficient – Applying and Executing
      • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.