Critical analysis of ways of working through BU tasks, projects and initiatives through effective stakeholder engagement to assess risk, determine viability and manage expectations to improve efficiency, productivity and achieve the objectives of the business
Facilitate workshops, interviews, and working sessions to gather requirements and validate solutions.
Identify, document, and prioritize functional and technical requirements across projects and initiatives.
Contribute to enterprise architecture planning by assessing business structures and systems alignment.
Analyze large data sets using tools such as Excel (including pivot tables) to uncover insights and support decision-making.
Develop charts, tables, and other data visualizations to communicate findings effectively.
Designing and implementing reporting and allocation strategies for data gathering, reviewing, and visualizing for BAU, project and initiatives
Create financial models to evaluate business scenarios and support strategic planning.
Support forecasting, budgeting, and variance analysis to guide financial and operational decisions.
Provides a combination of guiding, facilitation and design of test plans and criteria for acceptance testing of system changes, ensuring that overall testing effort represents business and system requirements
Conducts research and utilizes data, relationships and industry trends to make informed decisions and recommendations

Degree in Business Administration and/or Business Analyst certification and/or Lean Six Sigma certification required
3+ years in a either or combination of business analyst, change management, process improvement and/or strategic delivery related role.
Proven experience with data visualization and process mapping tools and concepts
Ability to break down complex situations, identify and resolve root causes
Experience in a project QA environment preferred, with understanding of testing principles and methodologies is preferred
Demonstrated ability to positively affect change through influence and partnership
Strong analytical, troubleshooting, problem-solving and follow-through abilities
Must be self-motivated, organized and able to multi-task in an environment of changing processes and priorities
Ability to rapidly acquire new knowledge and skills, and apply creative thinking to solve problems
Knowledge of Workflow and ETL processes and architecture is beneficial.
Certification in project management and/or Agile nice to have

Senior Business Analyst – Wealth Systems Support

Key skills