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Role Summary:

  • Business Analyst serves as a liaison among stakeholders to understand the structure, policies and operations of an organization and recommend solutions that enable the organization to achieve its goals. The BA will:
  • Translate business needs into accurate requirements that are understood by all stakeholders, both business and technical.
  • Achieve consensus across stakeholders and drive to solution by clarifying needs, findings, gaps and mitigation measures.
  • Define, validate and deliver solutions that meet business needs, goals, objectives and budget.


  • Serve as liaison between business community and Institutional Retirement/Client Services Technology Organization.
  • Facilitate business requirement gathering and definition through various methods; including interviews, workshops, and business grooming and tollgate review sessions.
  • Analyze and interpret business requirements and perform current, target, gap and impact analyses.
  • Translate business requirements into detailed user stories that are understood by all stakeholders, both business and technical, and manage changes to specifications and process flows.
  • Analyze business partner operations to understand their strengths and weaknesses and determine opportunities to automate processes and functions.
  • Assist in business process redesign and documentation, as needed for new technology initiatives.
  • Prepare documents such as business and functional requirement documents, user stories, use cases, use case models, gap analysis, process models, workflows, and data flows.
  • Apply a broad knowledge of various business processes, functions and technical expertise to accurately anticipate organizational impacts.
  • Actively participate in wireframe, prototyping and software design sessions.
  • Negotiate deliverables by facilitating communication between business unit(s) and IT from initial requirements to final implementation.
  • Follow rigorous SDLC and project management best practices, comply with internal Sarbanes Oxley (SOX) and other compliance related processes and adhere to change control and problem management procedures.
  • Assist in quality assurance test plan and test outline review to ensure proposed testing effort is consistent with requirement definition.
  • Provide testing and debugging support to technical partners and QA resources.

Required Skills:

  • Minimum 7 years of business analyst experience within IT
  • Minimum 5 years of experience in financial systems within the retirement, banking, securities and/or brokerage industry. Experience in Institutional retirement is highly preferred.
  • Functional expertise in transaction and/or web-based business applications
  • Functional expertise with Retirement Recordkeeping or Annuity applications is preferred
  • Proficient in requirement elicitation, analysis, and documentation, workflow analysis, and process modeling
  • Proficient in creating conceptual modeling deliverables such as wireframes, process models, and other diagrams to facilitate system design and compel client understanding
  • Experience performing statistical and data analysis is desired
  • Experience leading and negotiating business solutions through collaborative discussions with business and IT partners
  • Solid analytical and problem-solving skills, especially in a cross function

Experis is an Equal Opportunity Employer (EOE/AA)

Associated topics: business advisory, business analysis, business analyst, business intelligence, business systems, crm, information technology consultant, sales, sap, senior consultant
Associated topics: business systems, business systems analyst, crm, customer, information technology consultant, market, marketing, sales, sap, senior consultant

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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