Business/Financial Analyst

Paradigm Information Services, a staffing company, is recruiting a Business/Financial Analyst to support securities and antitrust class action settlement administrations. The role analyzes and validates financial and transactional data, translates settlement requirements into business specifications, and collaborates with technical teams and stakeholders to ensure accurate settlement calculations.

Responsibilities:

• Financial and Securities Analysis: Analyze securities, financial instruments, trading activity, and transaction data to support settlement calculations and claims administration. Review SEC filings and other financial documentation as needed
• Business Requirements: Review and interpret Plans of Allocation and translate settlement requirements into business rules, functional specifications, and calculation requirements
• Claims Review and Validation: Investigate complex, high-value, potentially fraudulent, or invalid claims. Review supporting documentation, transaction histories, and financial records to verify accuracy and eligibility
• Documentation: Develop and maintain functional requirements, technical specifications, data mappings, and procedural documentation. Support electronic filing processes, including data submission requirements for institutional filers
• Data Analysis: Use Excel, SQL, and relational databases to query, analyze, reconcile, and validate financial and transactional data. Identify discrepancies and ensure data meets business requirements
• Testing and Quality Assurance: Lead or participate in testing and validating calculation modules to ensure accurate application of business rules, financial calculations, and settlement requirements
• Cross-Functional Collaboration: Serve as a liaison between business and technical teams to communicate requirements, resolve issues, and support project execution
• Stakeholder Communication: Provide guidance on financial data, claim deficiencies, institutional filer requirements, and settlement calculations. Communicate findings and recommendations to project teams and other stakeholders
• Team Support: Share expertise and provide guidance to less experienced Business Analysts
• Project Administration: Maintain accurate project documentation and record time against assigned project activities

Requirements:

• Bachelor's degree in Finance, Economics, Accounting, Business, Information Systems, or a related field
• Minimum of 3 years of experience as a Business Analyst, Data Analyst, Financial Analyst, Process Specialist, or similar analytical role
• Experience working with financial data, securities, investment products, or complex transactional data
• Experience gathering, analyzing, and documenting business requirements and translating them into functional specifications
• Proficiency in Microsoft Excel, including the ability to analyze and manipulate large data sets
• Experience with relational databases and the ability to write and interpret moderately complex SQL queries
• Understanding of data modeling, data organization, and mapping external data sets to relational database structures
• Strong analytical, problem-solving, and critical-thinking skills with excellent attention to detail
• Excellent written and verbal communication skills, including the ability to explain complex information to both technical and nontechnical audiences
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Experience in financial services, investment banking, brokerage operations, securities administration, or related industries
• Experience with securities class action settlements, antitrust settlements, or claims administration
• Familiarity with Plans of Allocation, settlement calculations, or financial reconciliation processes
• Experience with SQL Server or Oracle databases
• Experience reviewing institutional securities transactions, trading histories, or supporting financial documentation
• Experience testing and validating financial calculations or business applications