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Great Opportunity- Business Analyst (Financial Services,Wealth Management), Location New York (Remote) at York, New York, USA
Email: [email protected]
From:

Jatin,

Sapphire Software Solutions

[email protected]

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Candidates must have Financial Services and Microsoft Dyamics experience

Job Title: Business Analyst (Financial Services/Wealth Management)

Location: New York (Remote)

Duration: 12+ months

 Roles and Responsibilities

Lead and manage mid-sized to enterprise projects independently

Participate in design and architecture sessions with clients

Gather and document business processes (some current state, mostly future state)

Advise customers on best practices for CRM processes, user interface, and architecture

Assist technical consultants with architecting CRM or xRM system, related customizations, and reports to model the clients organizational processes

Assist in developing project budget, and ensure work is completed on-track and within budget

Write specifications for customizations, data migration, and system integrations

Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports

Configure and customize the CRM system based on design specifications

Coordinate with overseas team on custom development, complex customizations and portals

Develop test plans and scripts

Conduct system and end-to-end testing of the application

Training super users

Schedule work to be done and follows up to ensure completion within the project schedule

Guide the project along through daily communications with the customer

Conduct at least a weekly status meetings (may be more) and sends weekly status updates

Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Qualifications and Skillsets

Masters Degree in business, or computer science related field or Bachelors Degree in business, or computer science related field and 6-8 years experience

Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization

Excellent verbal and written communication

Professional demeanor

Feels comfortable talking with clients at all levels of within an organization. 

Advanced use of Microsoft Project, Excel, Word, and Visio 

Keywords:
Great Opportunity- Business Analyst (Financial Services,Wealth Management), Location New York (Remote)
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Mon Oct 07 20:11:00 UTC 2024

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