ANALYSIS SPECIALIST JOB DESCRIPTION

Numbers tell a story. An Analysis Specialist in financial services reads that story accurately - and when the role is done poorly, forecasts submitted to senior leadership carry undetected errors, budget variances go unexplained, and capital allocation decisions rest on flawed assumptions. This role owns the production and interpretation of financial analysis within a corporate finance or risk function, translating raw data into narratives that influence quarterly planning and strategic transactions. It operates within regulatory frameworks such as GAAP and enterprise stress testing requirements including CCAR and CECL, answering to finance leadership and partnering with actuarial, treasury, and investor relations stakeholders. Analytical rigor is the job.

As the Analysis Specialist, you deliver quarterly forecasts, earnings narratives, and variance analyses that give finance leadership a reliable view of business performance across product lines, expense categories, and strategic initiatives. You work within a corporate finance or risk analytics team, contributing directly to budget cycles, regulatory reporting obligations, and senior management presentations.

Career Impact: Owning forecast narratives and GAAP-based earnings models in a corporate finance setting establishes the kind of quantitative credibility that accelerates progression toward senior financial analyst and FP and A manager roles.

Business Impact: When this role functions well, senior leadership makes capital allocation and strategic transaction decisions grounded in accurate, well-explained financial data rather than assumption.

Growth Opportunity: Exposure to enterprise stress testing frameworks, multi-year forecasting, and investor relations work expands the scope of financial modeling skills in ways that translate directly into higher-seniority finance roles.

• Develop quarterly expense and headcount forecasts in collaboration with business leadership and corporate finance partners.
• Produce executive-level presentations that communicate financial results, business metrics, and variance explanations to senior management.
• Analyze earnings drivers including sales results, underwriting performance, investment returns, and expense trends to support strategic decision-making.
• Monitor model health and governance processes within risk analytics functions, proactively identifying gaps in existing analytical workflows.
• Support annual budget preparation and multi-year forecast updates, coordinating with offshore and cross-functional teams to ensure timely execution.
• Partner with investor relations on quarterly earnings narratives, translating financial results into clear, stakeholder-appropriate messaging.
• Manage ad hoc financial analysis requests and implement process efficiencies to improve reporting production timelines.

• Bachelor's degree in Finance, Accounting, Economics, or equivalent work experience.
• 2 or more years of financial planning and analysis, financial reporting, or risk analytics experience, with demonstrated exposure to GAAP accounting regimes.
• Strong ability to build and manipulate financial models, including multi-variable forecasts and scenario analyses across large data sets.
• Proven competency in variance analysis, identifying underlying business drivers, and translating quantitative findings into executive-ready narratives.
• Experience supporting budget cycles, quarterly close processes, and cross-functional financial reporting in a corporate environment.
• Effective written and verbal communication skills, with demonstrated ability to present findings to senior leadership and maintain executive presence.
• Solid organizational skills with the ability to manage competing deadlines and shifting priorities without loss of accuracy.

• Prior exposure to enterprise stress testing frameworks or regulatory capital processes such as CCAR, CECL, or equivalent requirements.
• Experience coordinating with actuarial, treasury, or investor relations functions on earnings or forecast deliverables.
• Familiarity with financial planning platforms and general ledger environments used in corporate finance or risk analytics.
• CPA candidacy or progress toward a CFA designation, signaling commitment to technical finance depth.

• Forecast accuracy rate, measured as variance between submitted forecast and actual results at close.
• Executive presentation turnaround time, reflecting speed and completeness of quarterly reporting deliverables.
• Budget cycle adherence, measured by on-time submission of annual budget inputs across assigned business units.
• Model error rate, tracking the frequency of corrections required after initial financial analysis submissions.
• Regulatory deliverable compliance rate, measuring on-time and complete submission of stress testing or GAAP reporting outputs.
• Typical tools: Financial planning platforms (commonly Anaplan or Essbase), general ledger systems (commonly Oracle General Ledger), and data analytics tools (commonly Tableau).

• Base Salary Range: $65,000 to $95,000 annually, depending on experience and location.
• Bonus: Annual performance bonus, typically 8 to 15 percent of base salary.
• Equity: Not standard at this level, offered selectively at larger institutions.
• Health Benefits: Medical, dental, and vision coverage, typically employer-subsidized.
• PTO: 15 to 20 days annually, plus federal holidays.
• Common Perks: Tuition reimbursement, CPA or CFA exam support, hybrid work schedule.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for this position. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Employment in this role is contingent on successful completion of a background check, which may include verification of credit history given the financial nature of the responsibilities. Reasonable accommodations are available to applicants and employees with disabilities throughout the hiring process and employment.

The Escrow Analysis Specialist I owns the end-to-end review, resolution, and compliance of escrow accounts, covering property tax, hazard insurance, and mortgage insurance exceptions within established investor and regulatory guidelines. Working within the escrow function and collaborating with consumer-facing teams, the role ensures accurate disbursements, timely analysis, and complete documentation that protects both the company and its customers.

Key Responsibilities

• Review, research, and resolve tax, hazard insurance, and mortgage insurance information for escrow exceptions.
• Verify and audit calculations and information to ensure accuracy.
• Prepare annual escrow analysis in accordance with state-established schedules.
• Perform escrow analysis on Chapter 13 Bankruptcy filings within established timeframes.
• Process escrow waiver and set-up requests accurately and within established timeframes.
• Respond to consumer calls, correspondence, and emails related to cancellations in accordance with investor guidelines.
• Prepare complete and accurate call notes, documentation, and update customer files in the system.
• Communicate effectively with individuals and teams to ensure high quality and timely response and resolution to customers' requests.
• Participate in activities and projects designed to improve business performance.

Required Qualifications

• High school diploma or equivalent required, some college courses or technical training in Accounting or related field preferred.
• At least one year of work experience in analyzing and reconciling accounts to ensure proper disbursement and collection of property tax and insurance.
• Title experience and additional work experience in consumer or mortgage lending, banking, or related industry preferred.
• In-depth knowledge of overall mortgage lending processes, terminology, and applicable compliance and regulatory requirements related to property tax and insurance.
• General working knowledge of state and federal debt collection laws, Federal Bankruptcy Law, and other legal situations.
• Knowledge of Standard Operating Procedures, CFPB, FCRA, and FDCPA preferred.
• Proficiency with Microsoft Word, Excel, PowerPoint, and basic internet searches required.
• Familiarity with document retention software, Blitzdoc preferred.
• Excellent verbal and written communication skills, highly organized, detail-oriented, and able to work in a fast-paced, deadline-driven environment.

Embedded within the US Centralized Businesses and Corporate Cost Optimization and Performance Measures unit of the CFO Organization, the Planning and Analysis Specialist delivers quarterly forecasts, annual budgets, and executive presentations that communicate expense and headcount results to senior management. Working closely with offshore resources, Corporate Finance, and business leadership teams, the role shapes financial transparency and supports the company's broader transformation strategy.

Core Functions

• Finance liaison between Corporate Finance and business leadership teams in the development of quarterly expense and headcount forecasts, annual budgets, and strategic analysis.
• Produce actionable analytics and executive presentations to communicate organizational results, including business metrics.
• Partner with internal leadership on financial outputs of strategic projects, including leveraging Anaplan for outcome reporting.
• Track anticipated changes to current year and multi-year forecasts and partner with appropriate teams to ensure timely updates.
• Collaborate with offshore resources on the quarterly financial close process, including review of supporting documentation and processing of chargebacks.
• Assist management in the creation of cost allocations back to businesses, including calculation of annual chargebacks and monthly processing in Anaplan.
• Manage ad hoc requests for financial information and implement efficiencies around production.

Qualifications and Experience

• Bachelor's degree in Finance, Accounting, or related field with 1-3 years of relevant experience.
• Strong analytical skills with the ability to problem solve and thoughtfully assess and challenge results.
• Demonstrated ability to foster strategic relationships with business partners and communicate financial results effectively.
• Agile and organized with the ability to prioritize and manage multiple demands within tight time constraints.
• Experience with Anaplan, Oracle General Ledger, and Essbase.
• Strong proficiency in Excel and PowerPoint, with a continuous improvement mindset.

Reporting to the Global Risk Analytics function within Bank of America's Global Risk Management, the Risk Analysis Specialist I delivers oversight, governance, and monitoring of model health to support enterprise stress testing and capital measurement processes including CCAR and CECL. Partnering with lines of business, risk managers, model validation, and technology teams, the role advances the accuracy and reliability of analytical tools that inform critical regulatory and internal reporting.

Primary Duties

• Conduct oversight, governance, and monitoring of model health and modeling processes.
• Assist in the creation and execution of key executive reports.
• Assist in the oversight of analytical research and key business questions.
• Develop team performance monitoring and tracking processes.
• Assist in the execution of project plans for key GRA initiatives.
• Proactively identify risks and improvements to existing processes and technology architecture.
• Communicate analytical and research results to key stakeholders, including lines of business, risk managers, model validation, and technology teams.

Skills and Qualifications

• BS or Master's degree in Finance, Economics, Accounting, Math, or similar discipline.
• 2-4 years of professional experience in a related field.
• Programming experience and relevant degree or large data experience required.
• Strong knowledge of risk management frameworks and enterprise stress testing processes, including CCAR and CECL.
• Strong analytical and problem-solving skills with ability to document process steps, inputs, outputs, and identify gaps.
• Experience with data analytics tools such as Tableau and SharePoint.
• Effective communication skills with ability to present findings to both technical and non-technical senior audiences.
• Strong organizational skills, ability to manage project tasks and timelines across teams, and experience with executive-level report creation.

Sitting at the intersection of financial analysis and sales strategy, the Financial Analysis Specialist prepares, interprets, and reports on sales results across LFD product lines to provide leadership with actionable financial perspective. Operating across the LFD finance team and engaging regularly with senior leadership, the role enables informed decision-making by translating complex sales data into clear strategic messaging.

Duties

• Prepare, analyze, interpret, and report on sales results and data across various LFD product lines and the LFD organization as a whole.
• Collect, compile, and evaluate financial information to develop and deliver financial analysis and messaging aligned to strategy and results.
• Provide support to the larger LFD finance team in the preparation and delivery of financial information.
• Maintain knowledge on current and emerging developments and trends in the industry and collaborate with leadership to incorporate new findings.
• Promote and enhance organizational initiatives by positively influencing and supporting change management and departmental or enterprise initiatives.

Experience and Qualifications

• Bachelor's degree or equivalent work experience, with 1-3 years of experience in financial analysis directly aligned with the specific responsibilities of this position.
• Solid analytical skills with the ability to define problems, collect data, establish facts, draw valid conclusions, and evaluate data trends.
• Industry knowledge and experience within a sales or distribution organization preferred.
• Proficiency in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook, with intermediate Excel and PowerPoint skills.
• Experience with Tableau and MicroStrategy a plus.
• Strong written and verbal communication skills with the ability to work collaboratively and manage multiple projects in a time-sensitive, deadline-driven environment.

A key member of the Financial Reporting and Analysis team, the Business Analysis Specialist consolidates and analyzes financial data, prepares GAAP financial statements, and supports federal compliance audits within a government contracting environment. Collaborating across accounting, audit, and M and A functions, the role enables AIR to meet complex federal regulatory requirements including FAR, CAS, and Uniform Guidance standards.

Accountabilities

• Understand complex federal government regulations such as Federal Acquisition Regulations, Cost Accounting Standards, AIDAR, DCAA audit programs, and DFAR.
• Consolidate and analyze financial data including budgets, program expenses, and indirect expenses.
• Support preparation of monthly financial reports and annual GAAP financial statements, including subsidiary-standalone and consolidated financial statements.
• Assist with annual financial audit, Uniform Guidance audit, and project audits, including formulating written responses to audit requests.
• Prepare schedules for the incurred cost submission to AIR's Federal Cognizance Agency.
• Participate in IRS Form 990 preparation and state compliance filings.
• Research and resolve accounting issues, including evaluation and implementation of new accounting and tax pronouncements.
• Support accounting and financial reporting aspects of AIR's M and A activities.

Education and Experience

• BS or BA in Accounting or related degree with 4 or more years of experience in accounting, preferably in public accounting.
• CPA or CPA candidate strongly preferred.
• Strong knowledge of U.S. GAAP, experience with preparation of consolidated financial statements, and IRS Form 990.
• Experience with government contracting organizations and consolidation accounting.
• Experience with Deltek Costpoint strongly preferred.
• Exceptional research, analytical, and problem-solving abilities with high level of initiative and ability to work with deadlines and competing priorities.
• Effective communicator demonstrating sensitivity to diversity, equity, and inclusion, with a team-oriented and collaborative approach.

Operational efficiency across Aaron's store network depends on the Workforce Analysis Specialist, who builds subject matter expertise in the company's labor model and scheduling metrics to support operators in improving store performance. Based within the Operations function and serving as a resource for multi-unit leaders, the role enables data-driven staffing decisions and process improvements that reduce OBOT and support store transitions.

Job Functions

• Assist operators with understanding how to use projected store activity to anticipate staffing needs.
• Identify stores and regions with opportunities in managing OBOT and work with them to develop an alignment plan.
• Report on data management activities around employee scheduling and forecasts.
• Generate and perform quality assurance of data models and identify data issues, developing corrective action plans to address results.
• Document and improve business processes to increase operational efficiency by recommending necessary changes.
• Perform operational root cause analysis and train multi-unit leaders on proper execution.
• Partner with L and D to develop training modules and support multi-unit leaders with content and design for monthly P and L meetings.
• Serve as a key resource for Operations to assist with low performing stores and regions and help implement new operational processes and programs.

Minimum Qualifications

• Bachelor's degree preferred with 2-4 years of relevant experience.
• Ability to think analytically, detail oriented, with excellent organizational and planning skills.
• Proficient with Excel and PowerPoint required.
• Experience with Aaron's store operations and familiarity with Aaron's performance metrics and tools, including Halo reporting preferred.
• Strong communication and interpersonal abilities with the ability to communicate effectively both verbally and in writing.
• Ability to travel to Aaron's operating markets as needed.

As the Planning and Analysis Specialist, this role develops and reviews financial analysis, forecasts, and earnings narratives under GAAP accounting regimes to support senior management and Investor Relations across ILI Finance, Actuarial, ALM, Tax, Treasury, and Corporate Planning teams. The ILI Finance team relies on this work to maintain accurate product profitability modeling, drive process automation, and deliver insightful communication of key business drivers including sales, underwriting results, and investment performance.

Role Responsibilities

• Develop and review financial analysis related to earnings, forecasts, and initiatives under GAAP accounting regimes.
• Develop and review forecasts and forecast narratives of business metrics and earnings.
• Understand, analyze, challenge, and explain financial results and business drivers, including sales, underwriting results, investment results, expenses, and taxes.
• Support business and corporate partners in strategic initiatives and strategic transactions.
• Work with Investor Relations on quarterly earnings narrative.
• Understand and review modeling of product profitability and earnings in support of strategic initiatives and pricing.
• Drive continuous automation and improvement of processes.

Professional Experience

• Bachelor's degree in Finance or Accounting with 2-3 years of experience in financial planning and analysis, financial reporting, expense management, or related field.
• Advanced Excel knowledge with proven ability to manipulate large data sets and create financial models.
• Proven ability to analyze data and the underlying drivers of financial results.
• Ability to identify opportunities to better leverage existing and emerging technologies to complete tasks more efficiently.
• Agile and organized with the ability to prioritize and manage multiple demands.
• Excellent verbal and written communication skills with ability to present to senior management and maintain a strong executive presence.

Structural Stress Analysis Specialist leads finite element modeling and classical hand analysis to predict internal loads and stresses for complex aircraft structures, ensuring compliance with FAA and military airworthiness requirements through formal reports and structural tests. The work directly supports Design Engineers, junior team members, and program bids by delivering substantiated structural analysis, labor forecasts, and test data within a DOD-cleared engineering environment.

Strategic Responsibilities

• Use classical hand analysis and create finite element models to predict internal loads, displacements, and stresses for complex structures.
• Collaborate with Design Engineers to substantiate aircraft modifications and installations and ensure designs meet airworthiness requirements.
• Document structural analysis in formal reports to show compliance with airworthiness requirements and develop structural tests to establish allowable strength data.
• Provide guidance, coaching, and training to junior level team members.
• Estimate engineering labor hours for formal bids and manage labor forecasts for a small team of engineers.

Background and Experience

• Bachelor's degree in Aerospace, Mechanical, or related engineering field with 4 years of aircraft stress analysis experience, or Master's degree with 2 years of experience.
• Five or more years of relevant aircraft structural analysis experience preferred.
• Familiarity with FAA Part 23 or 25 or military aircraft airworthiness design approach, certification process, and requirements.
• Strong knowledge of structural substantiation of aircraft structure with classical analysis and ability to generate free body diagrams and calculate internal loads and stresses.
• Finite element modeling experience with commercial software including PATRAN and NASTRAN.
• Experience with CAD and PLM software including NX and Teamcenter, and automating calculations using VBA in Excel or another programming language.
• Good computer skills including working knowledge of Microsoft Word and Excel.

The Cellular Analysis Specialist owns market-share growth for a portfolio of cellular imaging and microscopy solutions by building strong client relationships and driving sales across Pharmaceutical and Research industries. Working with cross-functional colleagues and management, the role delivers expanded pipelines, accurate sales forecasting, and effective communication of research and economic benefits that position the company's platform against competitor methods.

Day-to-Day Responsibilities

• Build and maintain strong client and customer relationships throughout Pharmaceutical and Research industries.
• Drive sales growth of the imaging portfolio and meet corporate goals by expanding sales and marketing techniques.
• Communicate the research and economical benefits of solutions versus competitor methods.
• Engage with existing and new customers via phone calls and act as the primary client contact.
• Actively participate in professional associations, meetings, conferences, and seminars to develop new target leads and build prospective sales pipelines.
• Continually improve and develop selling skills, technical knowledge, and sales forecasting.
• Gather cross-functional input from colleagues and management to meet and resolve customers' needs, problems, and complaints.

Technical Qualifications

• Bachelor's degree in a relevant field.
• 3 or more years of experience selling imaging or microscopes into the Pharmaceutical or Research industry, or selling Life Science instrumentation or consumables into the Pharmaceutical or Research industry.
• Previous knowledge of the Pharmaceutical and Academic decision-making process.
• Knowledge related to cellular imaging, microscopy, and immuno-oncology is a plus.
• Demonstrated ability and desire to learn and continually develop sales skills in a fast-paced, growing company environment.
• Strong passion for customer service with the ability to understand client needs and increase customer engagement.

Embedded within a clinical research team, the Image Analysis Specialist performs quantitative and qualitative analysis of CT, MR, and NM imaging studies and tracks tumor response according to established oncology imaging response criteria. Working closely with research investigators on grant submissions, scientific manuscripts, and presentations, the role ensures accurate image archiving, protocol-compliant analysis, and complete documentation across clinical trial projects.

Scope of Work

• Transfer and archive CT, MR, and NM imaging studies.
• Identify metastatic soft tissue lesions and pathologically enlarged lymph nodes on serial time points.
• Perform quantitative and qualitative image analysis according to the study protocol.
• Calculate and track tumor response according to imaging response criteria.
• Assist in preparation and submission of research grants, scientific papers, peer-reviewed articles, and research related correspondence.
• Prepare abstracts and presentations for scientific meetings and participate as an author in scientific manuscript submissions.
• Select, extract, reformat, and de-identify images.
• Maintain required documentation for research projects and day-to-day operational activities.

Knowledge Skills and Abilities

• Bachelor's degree in computing, biology, engineering, or pre-med, or ARRT with Massachusetts state radiologic technologist license required.
• 2-4 years of experience in clinical trials research or radiology.
• Anatomical knowledge required with ability to learn multiple image analysis applications.
• Experience with cross-sectional imaging and familiarity with imaging response criteria for oncology clinical trials preferred.
• Knowledge of computer networks, radiology information systems, and PACS from a user standpoint preferred.
• Windows experience preferred.
• Ability to effectively handle multiple tasks simultaneously with precision, adapt to changes in responsibilities and workloads, and communicate and organize effectively.

Reporting to the Program Manager - Workforce Solutions, the Jobsite Analysis Specialist captures and analyzes onsite data to develop functional test protocols and deliver mobile testing services at client locations across multiple markets. Partnering with Test Administrators and customer program teams, the role enables accurate PDA validation, quality-assured test results, and effective deployment of new customer evaluation programs grounded in ergonomic and kinesiological expertise.

Delivery Expectations

• Workforce Solutions to arrange travel to client locations, including scheduling, booking of trips, and hotel accommodations.
• Capture and analyze onsite data to develop functional test protocols.
• Review PDA development to ensure validity of created protocols by capturing incumbent performance data.
• Provide on-site mobile testing services.
• Assist in deployment of new customer test programs, including development of test procedure instruction manuals and provider proficiency exams.
• Assist in training of Test Administrators on use of BTE equipment and how to conduct evaluation services.
• Assist with Quality Assurance services through ongoing review and grading of test results.

Position Requirements

• Bachelor's degree or higher in athletic training, physical therapy, occupational therapy, ergonomics, kinesiology, or related field.
• Minimum of 3 or more years of experience in customer service.
• Ergonomic training or certification preferred.
• Previous experience in industrial ergonomics, PDA, POET testing, or job task analysis preferred.
• Previous experience and clinical understanding of body mechanics and anatomy preferred.
• Strong computer skills including Word, Excel, PowerPoint, Outlook, and internet navigation.
• Demonstrated communication and problem-solving skills with the ability to multi-task in a fast-paced environment.
• Extensive travel required, personable, energetic, and motivated to thrive in a human-centered environment.

Samsung Electronics Home Appliances is seeking a qualified Market Quality Analysis Specialist. The Market Quality Analysis Specialist refines defect monitoring, countermeasure validation, and cross-team communication for Samsung Electronics Home Appliances by analyzing daily and weekly market defect data and coordinating field investigations to resolve product quality issues. Success in the position means delivering timely corrective actions, validated countermeasure effectiveness, and clear technical reporting that reduces market defect impact across the Contact Center, SEA, and related internal teams.

Operational Focus

• Monitor and analyze market defect data and report on a daily and weekly basis.
• Define market failure cases with technical terms and manage theme cards for improvement activities.
• Communicate with related teams regarding market issues and trends, including CASR and M+2 trend.
• Coordinate with Contact Center and SEA to better understand defect mechanisms in the market.
• Have temporary and permanent corrective actions taken in place based on discussion with related teams.
• Validate effectiveness of countermeasures by monitoring market defect trends.
• Plan and organize field investigation activities to get detailed information on market defects.

Required Qualifications

• Bachelor's degree in mechanical or electric engineering preferred.
• Strong problem-solving ability with the capability to learn new specific software and systems.
• Excellent standard office software skills including MS Office.
• Good verbal and written communication skills.
• Fluency in English and knowledge of other languages.

The Analysis Specialist delivers complex research analysis, predictive modeling, and data-driven recommendations to support business decision-making, strategic planning, and process improvement across Polytechnic and Downtown campus operations. Working with university administration, department committees, and external data sources, the role strengthens institutional reporting practices and ensures the long-term sustainability and accessibility of datasets.

Work Activities

• Perform complex and advanced research analysis to understand current performance, analyze trends, and assist in making recommendations for future project performance.
• Develop measurements and metrics for data analysis to be used for business decision-making, planning, and process improvement.
• Securely collect, cleanse, standardize, transform, and store data from various sources ensuring data integrity.
• Direct the collection of supplier data including academic, finance, and human resources data, and perform data validation, design, and maintain products for reporting and analytics.
• Use predictive modeling, statistics, trend analysis, and other data analysis techniques to collect, explore, and identify the right data from internal and external sources.
• Audit data input regularly, including researching and comparing aggregates, organization practices, and customer feedback.
• Prepare presentations to stakeholders and university administration and conduct development of long and short-range goals.

Qualifications and Experience

• Master's degree in Statistics, Computer Information Systems, Business Information, or a related field with 5 years of related administrative and data analysis experience, including 1 year of supervisory experience, or equivalent combination of education and experience.
• Experience writing advanced SQL queries and ability to prepare, evaluate, and clean data using SQL, Alteryx, Tableau, or DBeaver.
• Experience with Excel, Power Query, and Power Pivot.
• Experience in higher education data analysis and computing and data analysis techniques and reporting strategies.
• Experience in quantitative data analysis, interpretation, and managing multiple tasks with high accuracy and attention to detail.
• Evidence of effective communication skills with ability to interpret data for determining appropriate action.

The Analysis Specialist produces requirements documentation, UAT coordination, and project charters that enable IT partners to implement system changes and resolve business application performance gaps across assigned business units. Working with IT resources, business unit stakeholders, and executive management, the role improves quality, efficiency, and effectiveness of core business processes through structured analysis, testing, and change management support.

Key Deliverables

• Work with assigned business unit stakeholders to define scope and objective of business needs through an understanding of business processes, systems, and identification of gaps and limitations.
• Coordinate with IT resources to develop and document specific business requirements and functional specifications to develop or modify business systems.
• Identify requirements risks and mitigations, and validate system functionality with end users through data and functional testing.
• Participate in all pre-deployment activities to ensure successful launch, including coordination of UAT and resolution of escalated issues.
• Track change requests, assess impacts of changes, communicate changes to stakeholders, and obtain approvals as necessary.
• Support organizational change management by defining communication and training plans customized to impacted stakeholder groups.
• Create end-to-end test scripts, coordinate user acceptance testing, and manage all test inputs for IT modification.
• Develop a project charter and ROI for identified business needs, and provide BSO estimates for business unit and executive management approval.

Skills and Qualifications

• Undergraduate degree or 4 or more years of comparable work experience with 1-3 years of experience in Business Analysis directly aligned with the responsibilities of this position.
• Proficiency with Business Analysis frameworks including IIBA and BABOK, User Acceptance Testing, Project Management, and Process Improvement.
• Proficiency with Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
• Strong written and verbal communication skills with ability to read, analyze, and interpret technical procedures, governmental regulations, and standard operating procedures.
• Excellent organizational and project management skills with the ability to coordinate and balance multiple projects in a time-sensitive, deadline-driven environment.
• Strong interpersonal and collaborative style with ability to influence outcomes without directing or commanding, and sound judgment regarding confidential information.

Embedded within a global organization, the Analysis Specialist develops current-state documentation, compliance gap analysis, and business process remediation plans that translate business strategies into actionable requirements for designated business lines. Working closely with legal and compliance stakeholders, technology teams, and global partners, the role advances cost-benefit decision-making and supports implementation efforts including testing, training, and rollout.

Areas of Ownership

• Construct documentation of current state, requirements definition, business and compliance gap analysis, business process remediation and improvement, and contribution to implementation efforts including testing, training, and rollout.
• Translate business strategies and objectives into business requirements and develop inventories of policies, processes, templates, tools, and data repositories.
• Drive requirements elicitation process via review of legal and compliance guidance and input from business and technology stakeholders.
• Perform strategic gap analysis on current ecosystems against business needs and lead analysis and documentation of new or remediated policies and processes for a designated business line.
• Assist with development of testing approaches, use case development, and business process testing.
• Undertake comprehensive cost and benefit analyses to determine whether an idea or opportunity is worth investing in.

Background and Experience

• Continuous improvement training and certifications preferred.
• Voluntary Benefits work experience and Group Universal Life work experience including regulatory elements preferred.
• Demonstrated strong business analysis and process design skills with proven ability to document current state environments and design to a future state.
• Demonstrated expertise with Microsoft Office products including Visio and Excel, and work management applications such as Azure and JIRA.
• Strong communication, planning, and organizational skills with ability to manage and influence multiple stakeholders toward a common objective.
• Demonstrated problem solving, conflict management, and evidence-based decision-making skills, with experience working with global teams and flexibility for non-standard work hours.

Reporting to product and eCommerce leadership, the Analysis Specialist shapes a long-term product roadmap and manages end-to-end requirements for complex web applications built on eCommerce strategy, from user stories and wireframes through release planning and stakeholder presentations. Partnering with UX, engineering, analytics, and executive teams, the role guides the software development lifecycle to ensure business and customer interests are represented and measurable web success metrics are established and monitored.

Performance Expectations

• Define a long-term product roadmap while identifying key opportunities and strategic partnerships.
• Demonstrate and develop deep domain expertise, competitive landscape awareness, and provide consulting on best practices and emerging trends.
• Define and manage requirements for capabilities, including business solution concepts, user stories, test case input, and business case documents.
• Engage UX on concept work, wireframes, comps, and prototypes, and participate in release and sprint planning.
• Establish business and web success metrics with the analytics team and monitor results throughout the software development lifecycle.
• Communicate project status and demos to stakeholders and executives, and serve as a trusted expert advisor to both internal and external stakeholders.

Experience and Qualifications

• 2-5 years of experience in a product management or SaaS and eCommerce Product Owner environment.
• Experience with Agile, Scrum, or other product methodologies, and working knowledge of XML, HTML, JavaScript, data feeds, and web services and APIs.
• Excellent problem solving and decision-making skills with ability to deal with ambiguity in a fast-paced e-business environment.
• Strong communication and partnering skills with ability to work cross-functionally, across time zones, and effectively build and deliver presentations to all levels of management.
• Excellent English skills, self-directed and proactive with a clear sense of accountability and ownership.

A key member of the business analysis team within the insurance sector, the Analysis Specialist coordinates requirements elicitation, solutions documentation, and operational recommendations to support business operations and project initiatives across departments. Collaborating with management, peers, and stakeholders on projects of low to medium complexity, the role builds cost-effective solutions that improve current practices and advance the company's products, services, and strategic goals.

Accountabilities

• Collaborate with stakeholders to plan and conduct working sessions where business requirements are elicited and reviewed.
• Prepare requirements, solutions documents, and supporting documentation.
• Determine best practices and suggest improvements to current practices.
• Develop recommendations to solve problems and issues related to business operations.
• Analyze, plan, and prepare procedures that provide operational and technical support to business operations to achieve specific objectives.
• Ensure necessary research is performed to fully understand business issues and develop innovative, cost-effective solutions.
• May perform special projects upon request and guide less experienced Business Analysts.

Education and Experience

• Bachelor's degree in a related discipline or equivalent with a minimum of 4 years of related work experience.
• Knowledge of the insurance industry and understanding of the company's products, services, goals, and objectives.
• Solid business analysis, analytical, organizational, and planning skills with solid knowledge of project management and change management principles.
• Proficiency in Microsoft Office Suite, Atlassian JIRA, Guidewire, Service Now, and other business-related software systems.
• Good communication, interpersonal, and presentation skills, with ability to work on multiple projects concurrently with little or no direction.
• Proficient in working a hybrid working model with ability to facilitate meetings of low to medium complexity.

Analysis Specialist executes requirements documentation, multi-level testing, and change management coordination for approved process improvements across Windows 10, Dynamics 365, SAP-CRM, and SAP ECC environments. The work directly supports operations teams by monitoring daily processes, managing backlog priorities, and delivering optimization recommendations that reduce errors and improve system reliability.

Engineering Responsibilities

• Document requirements for approved process improvements and comprehensive end-to-end test cases at application and multi-application level.
• Perform unit testing, integration testing, and regression testing for approved process improvements.
• Coordinate the implementation of approved process improvements in accordance with change management policies.
• Monitor support tickets and facilitate resolution in a timely manner, and assist with managing and prioritizing backlog of change requests.
• Monitor daily processes ensuring any errors are identified and resolved in a timely manner.
• Provide recommendations for potential changes to optimize existing processes.

Technical Qualifications

• Bachelor's degree in computer science or related field.
• 6 or more years of experience in a BA role.
• 2 or more years of experience with Windows 10 and PowerShell Script.
• 2 or more years of experience with Dynamics 365 or SAP-CRM and SAP ECC, and experience with SQL Query.
• 3 or more years of experience with Application Lifecycle Management Software such as Client ALM or JIRA.
• Strong verbal and written communication skills, highly organized with the ability to prioritize team focus and strong problem solving, analytic, and critical thinking skills.