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Multiple Urgent Positions on Business Analyst at Remote, Remote, USA
Email: [email protected]
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=1996305&uid=

From:

Minu,

infotechspectrum

[email protected]

Reply to:   [email protected]

Position No:- 01

Role:- Business Analyst (Commercial Lending and   Salesforce)

Location:-
 Onsite in Woburn, MA or New Hampshire (
locals only)

(USC Only)

Job Description:-

Must have commercial lending experience

Must have Salesforce experience

Ncino experience is good to have

Five or more years of experience in analytics and systems development

Responsibilities

Partner with stakeholders across business units (ex: Commercial Lending, Finance, Operations, Security and Compliance) to develop analyses and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams

Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of monthly status reports to all appropriate parties

Author and update internal and external documentation, and formally initiate and deliver requirements and documentation

Conduct daily systems analytics to maximize effectiveness and troubleshoot problems

Develop meaningful and lasting relationships with partners for optimized systems integration, and respond to questions and concerns from managers and executives with supporting research and recommendations

Position No:- 02

Role:- Business Analyst    

Location:- Charlotte, NC    Hybrid  - Prefer but can consider perfect for remote  

Must have skills:

1. Retirement plans (401K, 403B, etc.)

2. Recordkeeping functional knowledge

3. BA

What type of education is needed for this position: Bachelor Degree

Work location: Charlotte, NC

Will this role work remote/In Office/Hybrid: Hybrid

Does this role require vaccination mandate: N/A

Does the resource have to be Local: Local Preferred

Does this role have any Visa Restrictions: Valid work Visa

Will the client pay for travel and expenses: No

What Is the budgeted bill rate for supplier and is there wiggle room: Bill rate is within * and *

Is industry experience needed for this role and why: For retirement record keeping business

Years of experience required for each skill: 5+

What are some nice-to-have skills:

1. Java/J2EE, microservices, selenium

2. Functional Validation

3. Status reporting and Project Management

What are the chances for extension: Very Likely

- Primary skill: Domain Business Analyst

- Must-have skills: Retirement/Group Insurance/Institutional Banking, Recordkeeping, JIRA

- Good-to-have skills: Money Movement, Plan Management

Responsibilities:

- Business Analyst would be responsible for analyzing retirement plans (like 401(k), IRA, 403(b), 401(a), 457(a), etc.) defining scope, data, and setup requirements. Collaborate with stakeholders to gather requirement details and prioritize them. Ensure successful delivery of features that meet customer needs. BA should have a strong understanding of agile methodologies, excellent communication skills, and strong retirement domain knowledge.

Key Responsibilities:

- Conduct in-depth analysis of business processes, systems, and data to identify opportunities for improvement and optimization.

- Partner with key stakeholders across the organization to understand needs, challenges, and objectives.

- Elicit, document, and analyze onboarding requirements for new retirement plans.

- Develop clear and concise user stories and functional specifications.

- Write detail business requirements for setting up initial plan, contribution limit monitoring, vesting, loans, etc. as per the retirement plan contract.

- Collaborate with IT teams to translate business requirements into technical specifications.

- Maintain and track query clarification related to plan implementation and requirement traceability matrix.

- Manage project scope, timelines, and resources, ensuring projects are delivered on time and within budget.

- Collaborate with Business, and ensure right data elements are implemented as part of initial configurations

- Review and validate the implementation of plan requirements on the core and peripheral systems

- Evaluate potential solutions and technologies, assessing their alignment with contractual agreements, effectiveness, and impact.

- Support test analyst(s) by providing inputs and clarification on various validation scenarios

- Revalidate post-production functional defects (if any)

- Create and maintain comprehensive documentation, including requirements documents, process maps, and user guides.

- Present findings and recommendations to stakeholders in a clear and compelling manner.

- Stay up to date on industry trends and best practices in retirement services.

Skill / Experience:

- 5-years of experience as a Business Analyst, preferably in the financial services or retirement services industry.

- Deep experience/knowledge in Retirement plan offering (401(a), 401(k), 403(b), 457(a), etc.,)

- Working experience on Agile, DevOps.

- Experience in developing Test Plans, Test Strategy, Test Scope, Traceability Matrix

- Working experience on OMNI is preferred.

- Strong analytical and problem-solving skills.

- Excellent communication and presentation skills, both written and verbal.

- Ability to work independently and as part of a team.

- Proficient in MS Office Suite, with experience in data analysis tools preferred.

- Knowledge of industry regulations and standards related to retirement plans a plus.

Financial Knowledge:

- Types of retirement accounts: IRAs, 401(k)s, Roth IRAs, pensions, and health savings accounts (HSAs).

- To have good knowledge and experience in US Retirement Services.

- Offer Selection and Mgmt (Onboarding (plan/sponsor/participant, setup & change).

- Tax implications: Understanding of tax laws and regulations related to retirement savings and distributions.

- Products and Services: understanding of Retirement product offerings, including annuities, investment accounts, life insurance, and retirement planning tools.

- Plan rules and regulations: Knowledge of plan specific rules, enrollment procedures, contribution limits, withdrawal options, and loan features.

Best Regards,

Minu Roy

Sr. Technical Recruiter || InfoTech Spectrum Inc.

Email : 

[email protected]

|| Web:

www.infotechspectrum.com

2060, Walsh Ave, #120, Santa Clara, CA 95050

Keywords: business analyst information technology microsoft California Massachusetts North Carolina
Multiple Urgent Positions on Business Analyst
[email protected]
http://bit.ly/4ey8w48
https://jobs.nvoids.com/job_details.jsp?id=1996305&uid=
[email protected]
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10:38 PM 09-Dec-24


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