Job Abstract

The IT Business System Analyst (Prospera Financial Services) is essential for successful technology implementations within the financial services department. The role involves working closely with business and IT leaders to identify needs, develop strategies, and optimize systems for enhanced efficiencies and collaboration. Candidates should have experience with Tier 3 and a strong understanding of Prospera financial services processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• System Optimization: Oversee the utilization and optimization of Tier 3 and its integration with all business applications, ensuring these systems align with our business processes and objectives.
• Strategic Planning and Change Management: Assist in executing strategic IT plans that support expansion into e-commerce and other business areas, incorporating effective change management strategies.
• Integration and Automation: Support the integration of new applications into our existing and future systems, focusing on automation and process improvement.
• Troubleshooting and Support: Provide ongoing support for day-to-day operational issues within Tier 3 and associated systems.
• Training and Development: Hold a continuous improvement mindset that allows for ongoing training and self-development as an IT team member to ensure ongoing proficiency in utilizing, supporting, and maintaining our systems.
• Vendor Management: Manage relationships with Answers and other vendors to provide day-to-day support within Tier 3.
• Project Management: Understand and support relevant IT projects to ensure they are completed on time and within budget.
• Reporting and Compliance: Ensure all IT activities comply with industry standards and company policies. Provide regular reports on the utilization, areas of opportunity, and possible growth areas of Tier 3 and applications.
• Business Process Analysis: Conduct business process analyses and needs assessments to align information technology solutions with company initiatives.
• Requirements Documentation: Write and maintain functional specifications for new and modified business systems.
• System Solutions Delivery: Participate in the delivery of system solutions, including configuration, testing, deployment, and validation.
• Training: Assist with developing, preparing, and conducting training on computer hardware and software usage.
• Support: Provide support for production and development environments and on-call support after business hours as needed.
• Team Management: Manage a team of Business Systems Analysts to coordinate support and project efforts.
• Best Practices: Ensure adherence to industry best practices for developing and sustaining enterprise applications.
• Application Design: Support application design and architecture for systems solutions to meet various business requirements.
• Stakeholder Management: Manage and engage with stakeholders to ensure successful project delivery and system implementation.
• Identify and address technology needs within the financial services department.
• Optimize financial service processes and systems for improved customer service and operational efficiency.
• Ensure the security and integrity of financial data.

POSITION REQUIREMENTS AND CONDITIONS:

Education/Experience/Skills

Required skills and qualifications

• Experience as a business analyst is preffered
• At least one-year experience working with Tier 3 and all financial services applications.
• Understanding of corporate CFO functional areas and related business applications.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional leadership, team management, communication, and interpersonal skills.
• Ability to maintain confidentiality regarding sensitive information.
• Experience in financial services and processes.

Preferred skills and qualifications

• Bachelor’s Degree in a related field and two or more years of related experience, or six years of an equivalent combination of experience and/or higher education.
• Familiarity with e-commerce platforms, finance, and change management.
• Knowledge of financial data security and integrity.
• Experience in financial services and processes.
• Knowledge of financial data security and integrity.

Physical Demands and Conditions

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Some requirements may be modified to accommodate individuals with disabilities:

• While performing the duties of this job, the employee is regularly required to sit; stand; and use the hands to handle, finger, or feel objects, tools or controls;
• The employee must frequently walk, talk or hear, and reach with the hands and arms; occasionally, the employee must crouch or kneel;
• The employee must occasionally exert or lift up to 20 pounds carrying boxes of records and forms and frequently exert or lift moderate amounts of weight;
• Successful performance requires specific vision abilities that include close vision and the ability to adjust focus.
• The job requires the ability to travel.
• The work environment is that typical of an office and retail store. The noise level in the work environment is usually quiet.

IMPORTANT DISCLAIMER NOTICE

The job duties, elements, responsibilities, skills, functions, experience, educational factors, and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.