Collaborate with business stakeholders and product owners to translate and decompose high-level business requirements into detailed technical requirements and user stories that can be easily understood by development and QA teams.
Document business processes, workflows, technical diagrams, and data flows using process mapping techniques.
Effectively manage and prioritize multiple work scopes simultaneously, ensuring timely delivery and alignment with business objectives.
Work closely with cross-functional teams, including developers, product owners, QA, and business stakeholders to ensure successful implementation of solutions.
Support the development and QA teams in testing enhancements, bug fixes, and new features to ensure they meet functional requirements.
Ensure data integrity, quality, and consistency across different systems and reports.
Support the creation and maintenance of comprehensive documentation to facilitate self-service and enhance knowledge sharing across teams.
Troubleshoot and resolve technical issues in production systems to maintain optimal performance and minimize downtime.
Evaluate existing business processes and recommend automation or system enhancements to improve efficiency.

3-5 years of technical/business analysis, process mapping, and reporting in a financial services environment (preferably in retirement plan recordkeeping).
Bachelor’s degree in Business, Computer Science, Mathematics, or a related field, or equivalent work experience.
Strong ability to decompose business requirements into detailed technical specifications and user stories.
Knowledge of Jira and Confluence is a plus.
Experience with process mapping tools such as Draw.io, Visio, Lucidchart, or similar.
SQL proficiency required; knowledge of other programming languages is a plus.
Familiarity with API integrations, data feeds, and system connectivity concepts.
Proficient in Microsoft Office Suite (Word, PowerPoint, Outlook).
Experience with Salesforce is a plus.

Technical Analyst

Key skills