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Business Analyst

Company Name Hollstadt Consulting Company Location 3425 Piedmont Road, Suite 300,
Building 7, Atlanta, GA 30305, US

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Provides BU Support, resolving issues not requiring extensive business / system knowledge.
-Communicates incident status / clarifies issues with business partner.

Escalates incidents to seniors where business process and extensive system knowledge is
required.

Resolves application incidents and problems that require app code and/or op modifications such
as lower complexity software problem resolution, training issues and documentation, and data
problems requiring moderate business analysis, extensive business, and/or system knowledge.

Responsible for a liaison role between the business and IT services providers to ensure
functional specs are understood and they have what they need to develop their tech specs.

Analyzes issues to be solved within an enterprise and helps provide solutions to meet the
desired business outcomes through the use of IT

Understands and documents business requirements and user requirements to ensure system
designs meets business needs.

Ensures knowledge transfer to the support organization occurs prior to system go-live.
-Schedules and communicates the system go-live date.

Develops and/or update documentations and training materials.

Ensures IT and SOX compliance is covered.

Documents functional requirements that describe the system, process, or product to fulfill
business requirements.

Responsible for functional design of application systems across all technologies and platforms.
Translates user requirements to process and data requirements.

Converts specifications about business problems into sequence of detailed programming

instructions to solve business problems through automation support.

Constructs program flow charts to describe the processing of data and development of precise
steps and processing logic across all platforms.
Provides broad understanding of platforms and applications across all technologies.

Functions as an IT advisor to the business units.

Oversees and guides the team of Business Analysts I, II

Apply advanced knowledge and understanding of business analysis concepts, principles, and
techniques to gather, document and manage business requirements for large, complex and
visible projects.

Manage requirement changes, ensuring traceability and auditability.

Focus on business process changes, improvements, and requirements in the course of IT

projects, ensuring that processes and procedures are considered in addition to technical
requirements.

Create and maintain current and future-state functional models, business process flows, and
wire-frame diagrams.

Collaborate with Quality Control, Project Managers, Technical Leads, and Business Subject
Matter Experts to ensure Business acceptance.

Develop use cases as a key communication tool between the business and technical teams.

Contribute to the creation of test scenarios, scripts, and data.

Interact with Project Managers from multiple organizations to track project progress, identify
risks, communicate risks and status, and assess potential impacts to the business.

Proactively develop and maintain technical knowledge in business analysis, remaining up-to-date
on current trends and best practices; leverages expertise to produce solutions that enable global
consistency and standardization and facilitate exceptional performance.

Understand supported, integrated applications and use that knowledge to ensure project scope
is complete.

Consult as needed with Enterprise Architecture, Risk and Security and other Shared Service
teams to ensure standards are met, systems are secure and proper control requirements are
included for all projects.

Participate in the audit and validation of systems as needed.

Maintain project documentation such as project lists, project status reports and budget for small
initiatives.

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Business Analyst
Company Name iWorld Professionals Company Location Rochester, New York

Analyst Information Technology Finance

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• Develop and maintain reports, dashboards, and key indicators used by the leadership team to
track key metrics using Oracle BI Suite (OBIEE)

• Conduct regular and ad-hoc analyses for key project initiatives and strategies.

• Work with various departments to review and monitor the accuracy of data for decision
making and reporting. Make recommendations so that data can be presented in the most useful
manner.

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Exercise discretion and independent judgment in identifying business and technical

requirements for business systems, cash access products, compliance products, and backend
financial systems.

Track priorities, activities, issues, and progress of assigned projects.

Review, analyze, and evaluate business systems and user needs.

Write detailed descriptions of user needs, program functions, and user interface specifications.

Develop use case based specifications to capture business requirements.

Manage functional and non-functional requirements artifacts through all development and QA
iterations.

Facilitate requirements analysis sessions with project stakeholders and project delivery teams.

Work with project managers, developers, and testers to ensure traceability of requirements
through the software delivery process.

Identify and manage changes to requirements and participate in the change management
process.

Act as liaison between user community, vendors and IT.

Act as liaison with QA and development teams during bug triage activities.

Exercise discretion and independent judgment in developing and orchestrating new application
rollout.

Support existing applications as second-level support.

Assisting QA team with development of test cases.

Create test cases and perform user acceptance testing (UAT) to validate business requirements
and document results.

Provide ideas and suggestions for new products, services, technology, and processes.

Participate in projects within the scope of expertise.

Use independent judgment in enforcing all project methodologies, including SDLC, Business
Case, and project governance.

Report project progress to management.

Use discretion in coordinating all business-related projects and activities.

Interface with vendors and execute appropriate project activities, such as business
requirements, procedures, products and technical specifications.

Work within the project team, which could include knowledge workers, applications, operations,
technical support, and vendors.

Provide ongoing support and acting as subject matter expert for various software solutions.

Perform other related duties as necessary.

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Manage and optimize a multimillion dollar budget to meet ROI goals and grow the business

Product/Ad Tech development and management. Wayfair’s approach is unique in that we build
our own technology platforms (e.g., proprietary technology that enables Wayfair to personalize
ad creative and messaging on FB, banner ads, and email).

Complete ownership over channel which includes budget, campaign execution, and revenue
growth
Develop strategy for priority initiatives and lead implementation to drive step change
improvements in performance

Analyze campaign performance, identify trends, and facilitate opportunities for improvement

Closely monitor campaign performance daily and react to deviations from plan quickly and
strategically

Cultivate and strengthen relationships with external partners and vendors

Institute rigorous test-and-learn methodology to achieve desired results

Join forces with the Data Science and Engineering teams to contribute to our continuous efforts
to improve our customer’s experience

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Analyze data to benchmark accomplishments and report on performance results

Administer logistics data by reviewing and manipulating report information to validate

information is correct

Assist in research of market condition changes and initiate corrective action to prevent increased
costs, service issues, and seek profitability opportunities

Optimize use of existing tools to support business operations

Be an excellent communicator, serve as a problem solver

Serve as project lead on small-to large-scale requirements and business improvement efforts

Ensure adherence to regulatory guidelines while producing all required project deliverables

Work with the Continuous Improvement Director and all business units to assist in development
of metrics, reports and analyses to drive key business decisions

Transforms raw data into analysis tools that drive continuous improvement business
conversations

Evaluates current state and future state business processes for opportunities and change
implementation

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Business/System requirements gathering, validation and definition

Performing process, data and use case analysis Working closely with client, partner and
technology teams

Participating in architectural, design and product discussions

Leading test efforts - developing test plans, test cases and execution

Working in an agile environment with an excellent team of engineers

Desired Skills and Experience:

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Working with the business understand requirements; gain funding approvals, put together
business roadmaps and recommend business process changes

Serving as conduit between the User Population and Internal IT departments to integrate
systems and business processes

Helping users develop processes, procedures, and training

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Deliver ad-hoc projects, analysis, and other duties as assigned

Lead research efforts in optimizing pricing inventory analysis and models

Monitor, adjust, and report on active primary and secondary ticket markets in compliance with
Nets, Islanders, Barclays Center & NYCB pricing strategy
Supplement business intelligence and application development staff to continually enhance
current tools and technology product offerings

Use large historical and current data sets, build short-term and long-term business plans for
ticketing budgets, pricing inventory, sales reps goals and staffing models

Work closely with box office to identify trends and opportunities to relay to partners

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Confirms project requirements by reviewing program objective, input data, and output
requirements with analyst, supervisor, and client.

Communicate with colleagues, management and departments concerning requirements, project

status and issues.

Develop an understanding of corporate systems and interfaces.

Understand, Develop and Improve process flow documentation and diagrams

Provide end user support at all locations.

Support functional areas in developing and delivering their end-user training for new processes
and Epicor functionality.

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· Act as raw data collection, database management and cost optimization. Provide accurate
BOM and analyze cost information to support business projects development and operations.
Sufficient support all cost and BOM relate questions and requirements.
· Coordinate internal cross-functional teams including Business Planning, Sales, Engineering,
Procurement, Customer Operation and Logistics to collect cost

· Work with Field team to ensure customer expectations are met without risking corporate
business goals.

· Support business operation trouble shoot cost issues, remove obstacles, track issues and
make judgment calls to prevent risk to the business.

· Develop and implement processes to ensure timely cost recovery on customer programs.

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• Perform global scope strategic research to assess competitive and customer landscape,
adjacent application market opportunities, and long horizon market trends. Turn research and
data into compelling insights.

• Collaborate with cross-function management teams – leveraging their expertise - to support

the evolution of product line strategy and investment plans, incorporating market research and
market data analysis to drive better mid to long range business decisions.

• Source and organize multi-sourced competitor, customer, market and sales data to facilitate
analysis.

• Recommend improved information sources, data methods, and analysis / presentation

software technologies.

• Respond to ad hoc research requests, and plan research initiatives.

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Collaboration within a customer focused project team to provide our solutions for clients

Analyze data to evaluate the client’s current sales environment, and recommend software and
strategic solutions accordingly

Provide expertise in the delivery of Sales Performance Management (SPM) solutions and Sales
Operations Management (SOM) applications for our global client base.

Develop and grow client relationships to generate new lines of revenue

Proactively seek new opportunities to build the company’s client base

A working style that is rooted in ownership, passion, teamwork, innovation, and client
experience

Extract requirements from customers by using interviews, document analysis, onsite visits,
business process descriptions and referencing case scenarios.

Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose
high-level information into details, abstract up from low-level information to a general
understanding, and distinguish user requests from the underlying true needs.

Proactively communicate and collaborate with external and internal stakeholders to analyze
needs and business requirements and deliver the following artifacts as needed in order to
deliver.

Produce the following artifacts as needed: Functional Requirements;

Business Requirements Document

Use Cases

UI Prototypes

Successfully engage in multiple initiatives simultaneously.

Work independently with stakeholders to define concepts, review specifications, solicit

feedback, gather requirements, and obtain approval for specifications.

Work under the direction of Product Owners and/or under the direction of project managers as
needed.

Be the liaison between the business users, technology teams and supports teams.
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Expand & enhance data and analytic capabilities, continue to improve processes, explore/adopt
new tools, drive automation and scripting

Evaluate, maintain and improve pricing model performance and model governance

Collaborate with various business partners on project requests, prioritization and delivery

Use data to generate insights and provide recommendations on Product and Pricing strategies

Increase influence on decision making, actively participate in and lead strategy development,
keep track of analytics impact, ensure good understanding on how analytics output is used

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Document current processes by working closely with end users and gathering information

Build comprehensive requirements based on current processes and future needs

Organize and edit existing content and assets

Develop optimization strategies

Research and find appropriate software

Data entry

Import/Export data using excel/flat files

Create/modify flow charts

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Gather and prepare written and verbal communications that clearly convey requirements, gaps
and impacts

Define and document business and technical oriented requirements

Work with cross functional team to acquire level of effort

Learn, document and maintain system processes

Consult on all stages of the product life cycle

Consult on capabilities of software products

Monitor and identify opportunities for system improvements

Communicate key insights and findings to project team

Work closely with project managers and product development teams to understand and help
carry out new software enhancements

Develop trusted relationships with the cross functional project team

Address ways to improve monitoring, discover issues and deliver better value to the customer

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Work alongside legal teams conducting visualization and interpretation of data through reporting

Define and design data requirements for analysis

Build and maintain dashboards using tools including Tableau and/or SAP

Provide reporting support to attorneys, paralegals and clients relating to tracking the preparation
and filing of immigration petitions and applications

Assist with the ongoing development, implementation, monitoring and maintenance of client
benchmark reports

Review benchmark report data relating to an immigration process and ensure missing and
incorrect data is corrected

Communicate regularly with team supervisors regarding reporting requirements and data
integrity questions

Customize, create and format reports using Business Objects/Web Intelligence (WEBI)

Customize reports in Excel format after importing from Business Objects/Web Intelligence
(WEBI) reporting tool

Create and maintain a complete set of documentation on reports

Maintain a high sense of urgency and commitment to meet deadlines while meeting customer
requirements

Perform ad-hoc reporting and exploratory data analysis upon request

Assist in identifying problems in logic or efficiency in the data and reports

Resolve questions and ensure issue resolution as they relate to reports and reporting systems

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1. Collecting and analyzing business requirements by coordinating interviews, requirement

workshops, business and workflow analysis and general research. •Collaborate with Experience
Owners, Product Owner, Architects and other stakeholders to build and define the Product
Backlog.

2. Conduct requirements gathering sessions with Experience Owners, identify, analyze and
translate business needs into written user stories, and acceptance criteria for new application
development or enhancement requests

3. Partners with organizational leadership, sponsors and end-users on behalf of the discovery to
define the goals and deliverables and throughout the initiative.

4 Participate in various SCRUM events and actively lead sprint planning, backlog grooming
sessions

5. Documenting the acquired results of analysis as well as obtaining acceptance from the
appropriate stakeholders.

6. Collaborate with developers and subject matter experts to establish the technical vision and
analyze tradeoffs between solution options. Provide technical support to application teams
during implementations of new services and provide subject matter expertise for support
escalations.

7. Ability to communicate effectively across the enterprise and within the Digital Marketing team
to deliver project requirements.

8. Successfully engage in multiple initiatives simultaneously.

9. Performs data analysis and process validation in support of initiative.

10. Define user stories and personas (Who, what role, why they need the requirement) of the
required features or capabilities. Preparing accurate and detailed requirement specification
documents, agile user stories, and functional specification documents..

11. Communicate progress and outcomes to appropriate stakeholders..

12. Answer ad hoc questions and provide clarification/direction to development and support
teams regarding user stories and functions.

13. Supports process initiatives within the committed timelines.

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Excellent verbal and written communication skills and the ability to interact professionally with
all levels the organization.

Ability to communicate technical matters clearly in lay terms for full comprehension by non-
technical users.

Deliver informative, well-organized presentations.

Understands how to communicate difficult/sensitive information tactfully.

Possesses understanding in the areas of application programming, database and system design.

Understands Internet, Intranet, Extranet and client/server architectures.

Understands how legacy and web-based systems interface.

Strong analytical and task management skills required, including a thorough understanding of
how to interpret customer business needs and translate them into application and operational
requirements.

Excellent analytical and organizational skills, including the proven ability to adapt to a dynamic
project environment and manage multiple projects.

Identifies critical issues with ease.

Exhibits confidence and an extensive knowledge of emerging industry practices when solving
business problems.

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Project Scoping and Prioritization:

Driven by site intelligence (analytics, customer feedback, usability feedback, A/B testing results
and industry standards), prioritize project work to be coordinated with IT

Develop detailed scoping of project requirements (in JIRA ticket System)

Business User Acceptance Testing:

Manages the business side testing and feedback loop during testing and development.

Develop and execute customer experience and regression test cases for development projects.

Execute cross browser and cross device testing pre and post releases.

Manage any defect feedback (and re-testing) (in JIRA ticket System) to ensure release ready.

Manage Site Releases:

Coordinate release schedule with IT department

Assist in during deployment business validation (occasional evenings)

Monitor post release site performance (analytics and site function and feedback) to ensure clean
releases

Measure the impact of releases on site performance

Develop a communication stream and tracking mechanism for releases

Other:

Support site tag manager tool and implementation of new site tags

Assist with website A/B testing as needed

Assist with monitoring analytics, site performance, customer feedback and site monitoring as
needed to ensure site stability and opportunitie

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Prepare materials required to propose changes to our roadmap and development plan, including
financial analysis in Excel.

Work across departments to ensure all aspects of the product development and delivery process
understand the product specifications and operate efficiently. Examples include working with
the:

Product team to ensure all aspects of the roadmap are properly reflected in the specification
documents

Development team to ensure they understand product specifications fully, and act as a liaison
with the Product team to clear up any misunderstandings and solve any problems that arise

QA team to ensure they write a proper test plan

Marketing team to ensure functionality is properly reflected in training and marketing materials

Sales team to ensure they accurately reflect functionality to customers and prospects

Coordinate with the customer care team to manage actions out of our Mantis bug tracking
software

Prioritize all Mantis entries in consultation with the product team

Monitor the closing of Mantis items targeted for delivery

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Track and analyze key metrics – pipeline growth, quota attainment.

Collect, consolidate and generate weekly sales forecasts (month and quarter focus) and roll up
each week’s numbers to Sales Management.

Compile key pieces of information related to performance against sales objectives to be

reviewed by Management and report approved plans to Finance for processing.

Proactively analyzes win-loss data and reports on key findings to sales leadership.

Develop presentations that analyze sales and marketing activities and achievements from
SalesForce.com or similar SFA applications.
Reporting and analysis for the Sales and Marketing departments, including: executive reporting
of sales and marketing results, key metrics and KPIs, campaign tracking and analysis, and ad hoc
strategic analysis.

Implements and manages reports and dashboards in Salesforce.com ensuring sales reps and
leaders have access to key data required to successfully manage the business.

Monitors the accuracy and efficient distribution of sales reports and external intelligence
essential to the sales organization. Recommends revisions to existing reports, or assists in the
development of new reporting tools as needed.

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Elicit requirements using interviews, requirements workshops, use cases, scenarios etc.

Document the detailed business requirements in a traceable, testable and verifiable format,
providing recommendations and specifications to refine the business processes as needed to
achieve a positive impact to the solution

Produce work products as appropriate including Business Requirements Documentation,

Functional Specifications, workflows, use cases, business rules, process flow, data flow, test
cases, training materials, etc.

Support test strategy definition, test requirements definition, development of test scenarios, and
execution of test phases

Effectively communicate project status, issues, schedule and accomplishments to various

management and stakeholder groups, as needed

Contribute to continuous improvement initiatives across the enterprise.

Leverage subject matter expertise to advise customers on business priorities, options, risks, and
costs, and ensure solutions meet the needs of the business

Gather requirements from stakeholders

Document requirements in an effective format for consumption such as wireframe narratives,

user stories, use cases, etc.

Document business process flows

Communicate scope and requirements to various parties including executives, stakeholders,

developers, testers, etc.

Manage project scope and requirements

Participate in planning exercises defining requirements gathering effort

Review QA Test Plan and Test Cases to ensure requirements coverage

Define and document user acceptance testing scenarios

Facilitate user acceptance testing

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Analyzes and models the business domain to create a complete picture of work-flows, task
assignments and technical requirements fulfilled by existing and proposed software; including
analyzing documents and processes to establish problem areas.

Acts as liaison with system users and various stakeholders in developing usability requirements
by conducting interviews, performing surveys and administering questionnaires.

Acts as liaison with information systems staff to develop technical requirements.

Supports the Project Manager to define the business problem and primary objectives of new
projects.

Identifies and validates the key business requirements.

Conducts feasibility studies for new proposed systems.

Produces requirement definition documents and determines the cost benefit analysis as needed.

Designs dataflow diagrams for current process and new proposed system or improvements..

Evaluates potential software solutions, including off-the-shelf and open source components, and
the system architecture to ensure that they meet business requirements.

Creates functional requirements in use cases. Coordinate requirements walk-through and sign-
offs, verifying with user representatives/stakeholders that use cases and process models
accurately portray business needs.

Specifies requirements that are in line with the company's vision and mission.

Produces appropriate reports from the analysis.

Is involved in the overall HTLF roadmap for technical tools.

Assists with project management duties as needed.

Participates in the Project Management Center of Excellence.

Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-
to-date knowledge of BSA as it relates to the job function.

Performs other duties as assigned.

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Become the main point of communication for product stakeholders in terms of requirements
and product functionality

Engage in presale negotiations to define the product vision and scope of prospective work

Elicit, analyze and document software requirements

Assist stakeholders in prioritizing management of the features

Visualize workflows of the developed solution by means of Use Case and Activity diagrams
(UML) or Process and Collaboration models (BPMN)

Prepare UI wireframes and/or prototypes, assist designers in designing UI and UX

Trace the requirements

Manage changes requested by stakeholders

Act as a proxy product owner (represent stakeholders for the team)

Assist the team by clarifying the requirements and presenting requirements to the team

Deliver a presentation on the implemented solution to the customer

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Create robust excel models

Identify key performance drivers and insights through analysis

Provide guidance on how best to structure reporting and workflows to address the needs of
stakeholders

Utilized Excel and SQL skills to create reporting templates to answer ad hoc requests from
management

Utilize 3rd party data sources to build automated reports

Utilize data visualizations to express your findings and make them actionable to users

Provide evidence supported recommendations on how to move Nativo forward

QA Business Operations’ work product

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Analysis and Design:

Actively develop technical knowledge regarding Insurity’s Policy Decisions data structures, forms,
formatting, print architecture, and processing capabilities

Analyze and design requirements needed for system impact, prepare documentation and / or
specifications, and lead walk-throughs relative to forms work on routine projects

Provide design and development guidance to achieve customer objectives. Recommend efficient
and cost effective solutions.

Partner closely with Business Analyst to elicit business and technical requirements to ensure
overall implementation solution meets desired need

Customer Engagement - Responsible for contributing to a collaborative strategy relative to basic

forms development initiatives:

Provide consultative services and extract business needs

Act as advisor on the forms approach relative to system and technical capabilities

Provide training and guidance for implementation and maintenance of forms needs. This may
include a customer’s use of tools supplied by Insurity.

On-site and remote requirements elicitation

Suggest solutions to meet customer’s business needs

Discipline Advancement

Identify solutions to problems and assist with roll-out with continuous improvement as goal

Actively share and promote the exchange of ideas and best practices across the discipline

Work with fellow team members on their initiatives / projects. Anticipate the impact that their
decisions could have on the broader effort and adjusts accordingly

Seek opportunities to learn new functionality, insurance content, or general skills that directly
correlate to providing a high quality product. Actively share newly learned knowledge with
others

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Assist in identifying, supporting, and leading multiple departmental and corporate technology
initiatives that will help drive growth and profitability in the Company.

Develop new processes to assist business activities and leverage existing and new technologies
across the organization

Facilitate cross-functional teams and manage implementation of business transformation

projects.

Analyze business trends to advance the Company's objectives and to improve the business units'
understanding of company performance, key business drivers, and business opportunities.

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Apply statistical modeling or machine learning algorithms to optimize marketing efforts with
respect to customer acquisition, retention, and attrition

Use cutting edge Hadoop technologies to glean customer insights from mountains of data

Work with the marketing team to plan and analyze A/B tests

Analyze the effects of various marketing levers

Help executives monitor the pulse of the business by automating reports of key performance
indicators

Develop useful visualizations

Translate, communicate, and present results and recommendations to a non-technical audience

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Consults with functional leaders to understand business objectives in order to design optimized
data solutions

Leverages general business experience with knowledge to convert high level business objectives
into functional and technical requirements and specifications

Facilitate discussions with business team to define appropriate data metrics

Identify, analyze and interpret trends or patterns in complex data sets

Assess and document the structure, quality and compliance of source data

Document business and technical specifications ensuring documentation is kept up to date and
relevant Assist in source definition for the data warehouse attributes. Map attributes to source
including identification and documentation of transformation algorithms as necessary.

Acquire and analyze data from primary and secondary sources

Responsible for documenting report specifications and report layouts

Advises users of business systems about data availability and accuracy.

Writes detailed specifications for data models and reports for use by programming staff or writes
code to create reports.

Reviews and analyzes results of modifications or report output for conformance to specifications

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Determine operational objectives by studying business functions, gathering information,

evaluating output requirements and formats.

Design business solutions by analyzing requirements, constructing workflow charts and

diagrams, studying system capabilities and writing specifications.

Document requirements to support application design and work flow.

Improve systems by studying current practices and designing modifications.

Define project requirements by identifying project milestones, phases, and elements.

Ensure system deliverables meet business requirements by testing solutions.

Assist with the prioritization of initial feature development and ongoing change requests.

Provides references for users by writing and maintaining user documentation and training end
users.

Maintain user confidence and protects operations by keeping information confidential.

Maintain professional and technical knowledge by attending educational workshops, reviewing

professional publications, establishing personal networks, and benchmarking state-of-the-art
practices.

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> Provide timely, accurate and insightful reporting and analysis on monthly and quarterly results
against prior year, budgets and forecasts

> Monitor key performance indicators specific to individual business units and provide high
impact analysis to Business leaders

> Assist with tracking and measuring performance and providing management reporting

> Coordinate/Implement Data Analytics for Division

> Advanced Excel skills and analysis to support strategic initiatives, and identify trends, risks and
potential areas for improvement

> Prepare reports by collecting and analyzing information

> Coordination of Meetings as needed

> Special projects and ad-hoc requests as required (ex: cell phone management, billable bonus
spreadsheets, proposal data requests

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Meet with decision makers, business owners and end users to define business requirements and
identify and resolve systems issues based on business needs.

Collaborate with business users and other development group resources in the planning, design,
development and deployment of new applications and enhancements to existing applications.

Assist in prioritizing requirements based on business benefit/impact and cost.

Responsible for identifying requirement and scope related issues and risk.

Act as the liaison between business/user group representatives and system development
personnel during development efforts.

Assist with testing as needed

Display a professional attitude in dealing with supervisors, coworkers, members, and others
inside and outside the credit union

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Ownership of backlog, in conjunction with the product team, ensuring that all stories are
supported by acceptance criteria that support test automation

Liaise with all project stakeholders and translating all stakeholder needs to stories in support of
development and testing

Perform technical writing and business report writing

Actively participate in client workshops and presentations to gather and validate user
requirements

Work with the UI/UX team to create the necessary prototype, wireframe and use cases
Assist in the development and quality assurance activities and test plans

Perform research and analysis of new product features/requirements

Perform systems analysis related to development tasks

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Understanding key business drivers and designing actionable reporting for the business. (You will
work with software developers to create the actual reports.)

Includes drawing insights from financial data, website analytics, advertising spend analysis,
customer segmentation, and operational data

Detecting and correcting errors in our data, determining root causes, and working with various
internal and external resources (operational and technical) to remediate and correct them.

Collaborating with various teams, such as accounting, compliance, product development,

logistics, marketing, software integration, and order fulfillment to implement corrective actions
and operational improvements.

Performed a comprehensive return rate analysis on our products, then worked with engineering,
manufacturing, and fulfillment to put a plan in place to reduce it.

Worked with our accounting, compliance, and software integration teams to audit our domestic
and international tax reporting data. This would have required you to learn the tax methodology
of each jurisdiction, understand the integration between our various systems, and implement
necessary corrective actions and quality checks to make sure that the process runs correctly
(with minimal intervention) in the future.

Created a monthly operations calendar to ensure that all key procedures are performed in a
timely and effective manner.

Defined your own improvement projects based on your insight into the business, and produced
measurable outcomes (increased revenue, profits, or efficiency).
Worked with our accounting team to attribute operational costs in a way that gives us the most
accurate financial insight into our business

Worked with our fulfillment operations team to audit fulfillment costs and ensure that they are
correct on an ongoing basis.

Worked with our marketing team to analyze customer data to inform social media marketing
campaigns

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Liaison between the Implementation Technical Teams, Digital Operations and the Brand
Stakeholders.

Provides Technical infrastructure platform support across multiple verticals

May participate in strategic application/technology discussions to determine long range business

solutions.

Point person for escalation of digital support related items for the business units

Contact for in-depth Business and Technical Platform support

May perform ad-hoc production support by responding to user requests.

May perform analyst role by documenting and analyzing business requirements.

Point Person for internal and external production support special projects

Monitors, analyzes, and evaluates system utilization to ensure appropriate and efficient use of
applications; audits system entries and takes remedial action as deemed appropriate.

Analyze current business processes and makes recommendations for improvements where
appropriate.

In-Depth Brand and technical infrastructure platform knowledge

Participate in Product Status meetings; Active member of Project Teams

Identify / document support needs

Coordinate all relative DOC setup and artifacts (DL, HipChat, SLACK)

Provide Post Mortem Updates / Next Steps / May conduct meetings

Assist with monitoring and analyzing service levels.

Ensure that Knowledge (i.e. processes, procedures, troubleshooting guides, etc.) are developed
and maintained for the team.

Associate Incidents with other records (i.e. Incidents, Changes, Problems, Knowledge Articles,
Known Errors, etc.)

Escalate Incidents at risk of breaching Service Level Agreement

Ensure that activities within a process are being performed at a high level of quality and that it
meets its associated Service Level Agreements or Operational Level Agreements

Determines if an incident needs to be escalated according to priority and severity of issue.

Participate in Incident review following major Incidents

Identify potential problems and/or increasing trend of repetitive Incidents

Provides ongoing support as needed and training for DOC

Liaison between Major Incident Manager and the Technical Team during a Major Incident where
the Priority is 1-Critical, and the impact involves a Critical Business Application or Core
Infrastructure Service

Responsible to review Change Schedule (CS) for conflicts

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Functions as a liaison between the client, community, and internal IT and/or external software
vendors to develop system solutions to processing systems or business problems.

Develop data solutions in conjunction with key initiatives within the organization.

Analyze and revise existing system logic difficulties and documentation, as necessary.

Reviews project proposals, including gathering facts, analyzing data, and preparing project
overview which compares alternatives in terms of cost, time, availability of equipment, and
personnel, etc. Recommends course of action.

Prepare detailed specifications from which programs will be written.

Identifies and assesses probable interactions of related computer systems and predicts impact of
a change in assigned system.
 Ensures data quality and integrity across data-specific application implementations.

Supports the testing team and business users in validating that the programs meet the
requirements

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· Acquiring and interpreting data from primary or secondary data sources and analyzing results
using statistical techniques and providing ongoing reports to facilitate decision-making;

· Maintaining and reporting key indicators for internal customers;

· Identifying, analyzing, and interpreting trends or patterns in complex data sets;

· Filtering and “cleaning” data by reviewing computer reports, printouts, and performance
indicators to locate and correct code problems;

· Supporting initiatives for data integrity, quality of information and normalization;

· Developing, implementing and maintaining databases, data collection systems, data analytics
and other strategies that optimize statistical efficiency and quality;

· Locating and defining new process improvement opportunities;

· Providing system ownership for Microsoft Vision 360, including ETL, analysis cubes, reports and
dashboards;

· Training end users on new reports and dashboards

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Performing analysis and trending of key performance indicators to identify opportunities for
performance improvement and to assist in the budgeting and forecasting process;

Supporting all scheduled and non-recurring information needs of the business users, from front
line employees to executive leadership;

Conducting any necessary research as needed to ensure data integrity in the reporting provided
to business users, while being transparent and clearly communicating any changes to standard
measures;

Directly working with Data Analysts to create data driven reports and presentations identifying
trends and occurrences in data and translates findings into various mediums including text,
charts, graphs, displays, tables;

Identifying, comparing, and analyzing variances from expected results and communicating
explanations;

Being transparent and communicating any key performance indicator changes in a clear and
concise manner;

Creating benchmark reports and interpreting results in order to improve overall operations;

Preparing detailed reports and presentations for review by all levels of management, including
departmental sales performances;

Making recommendations based on data for process improvement and strategic business
decision making;

Researching, developing, and providing executive level reporting at the direction of

Management;

Making recommendations based on data for process improvement and strategic business
decision making;

Gathering, compiling, organizing, consolidating, analyzing and interpreting data and

documentation relevant to financial information;

Forecasting Sales, Channel Sales, and Budgets;

Backup for Financial Analyst team;

Gathering, compiling, and organizing, consolidating, analyzing and interpreting data and
documentation relevant to statistical reviews of departments, projects, and marketing
campaigns;

Following and enforcing the Company’s policies and procedures, including the EEO guidelines
and safety, at all times;

Performing any miscellaneous department duties as needed.

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Create project approach/delivery executions of medium- to high-complexity

React positively to changing demands and difficult timelines

Analyze complex situations and pivot quickly when needed

Understand requirements needed to create efficient, thoughtful outcome

Communicate skillfully with a professional demeanor

Project manage effectively and be highly organized

Facilitate engagement with stakeholders

Effectively use waterfall and agile/scrum frameworks and CMS platforms

Translate user experience and visual designs into concrete functional requirements

Deliver highly technical programs and projects (i.e. enterprise work)

Provide core project management expertise for the full lifecycle of initiatives

Develop project roadmap and help define the vision, goals and functionality requirements

Develop technical and functional specifications

Conduct discovery work and translate results into business objectives

Serve as a scrum master when appropriate

Develop direct relationships with senior-level technical clients and vendors

Facilitate strategy, creative, technical and other internal reviews and discussions

Lead and manage technical meetings with clients

Maintain documentation

Write acceptance criteria and QA test plans

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Collect and analyze the business requirements and transferring the same knowledge to the
development team.

Provide suggestions to the development team during the development stage of product to meet
the business needs.

Prepare accurate and detailed specification documents, user interface guides, and functional
specification documents.

Communicate effectively with the customers and internal teams to deliver functional system
requirements.

Train end users via on site training classes, online web training, phone, and face-to-face.

Test, validate, evaluate new application functions, and determine issues in services and software.

Assist with daily support calls.

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Define and gather requirement specifications and conduct business analysis of the same.

Analyze internal and external data, quantitative research

Collaborate with developers and subject matter experts to establish the technical vision and
analyze tradeoffs between usability and performance needs

Provide leadership for BPR related discussions focused on new work strategies, process design
activity, and the implementation of change for people, process and technology

Prepare detailed requirement specifications documents, user interface guides, and functional
specification documents

Perform quality assurance

Report on common sources of technical issues or questions and make recommendations to
product team

Constantly be on the lookout for ways to improve monitoring, discover issues and deliver better
value to the customer

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Implement advanced strategies for gathering, reviewing and analyzing data requirements.

Assist in the design and development of the Data Report Systems.

Participate in product design reviews to provide input on functional requirements, product

designs, schedules, or potential problems.

Document projects and develop user instructions for training purposes and other duties as
assigned.

Demonstrate accuracy, thoroughness and attention to detail at all times and looks for ways to
improve and promote quality.

Strong logic and analytical skills required for both business analysis and report testing.

Assist in business case development.

Conducting cost/benefit analysis, both directed and self-actuated.

Participate in development and analysis teams with other managers (including managers of
other organizations).

Ability to communicate with clients independently.

Develops innovative approaches and ideas and present information in a manner that gets other’s
attention.

Good inter-personal relationship and demonstrated ability to work in a team.

Determine if requirements are clear, concise, and testable as well as meeting customer
expectations.

Work closely with Product Owners to understand product specifics and to create corresponding
test strategies.

Ensure project managers impacted areas are fully informed of test status and deviations from
documented requirements.

Builds relationship with stakeholders.

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Troubleshoot enterprise applications, including managing the support process, documenting

and implementing resolution

Document all business processes

Build reports within business applications (Apprise, WMS, SQL)

Assist with day-to-day reporting responsibilities, including Month End reporting, Sales reporting,
etc.

Data administration -- assist in ensuring and maintaining integrity of data throughout the
organization.

Track and report all system changes and enhancements

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Actively participates with other members of the delivery team (Product Manager, Technical
Product Managers, Business Analysts, Development and QA Analysts) to create solutions that
meet business needs in an Agile setting (i.e., scrum ceremonies, collocated team, etc.)

Works with the team to decompose requirements into stories, uncover associated workflows,
data and business rules as well as define acceptance criteria based on real world scenarios.

Analyzes enhancement requests and bugs to determine solutions that do not negatively impact
other product features.

Conducts design walkthroughs, demos and functionality feedback sessions with internal and
external stakeholders.

Determines and produces just-enough documentation for the functionality being delivered in
iterations, but also compiles a running specification that serves as a functional specification for
the final deliverable.
Partners with internal stakeholders such as Integration and Documentation on operational
readiness activities by sharing subject matter expertise on features and functions and uncovering
operational requirements.

Helps build BA standards and best practices.

Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk;
escalates appropriately.

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Learn about a process end-to-end, assess impact to various partners and understand scope /
limitation

Design and implement processes that are simple to follow, compliant and fulfills all requirements

Drive adoption of new processes and standard methodologies

Conduct data analysis to inform decisions and report on metrics

Communicate changes to affected parties via change management efforts and hands-on training

Tight collaboration with other teams and ability to project management

Document new or amended process

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Gather, analyze and synthesize information to support executive decision making

Serve as proxy to the Co-CEO in meetings

Build financial models to support budgeting and fundraising

Develop and build presentations to support fundraising, operations, and business development
initiatives

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Process design and documentation with functional knowledge (1 to 3 years’ experience).

Analyzes the business requirements.

Detailed Requirements elicitation (facilitation, documentation, enumeration, requirements

traceability).

Document and validate assigned deliverables (e.g. Use Cases, Business Rules and Business Rules,
Glossary, Non-Functional Requirements).

Preparing documentation for management review.

Provides weekly updates on the status of his/her work assignments.

Process modeling and expertise in one or more business/technical processes.

Facilitate stakeholder review sessions of the solution requirements.

Identification and resolution of issues and risks through the required processes.

Identify and manage cross-team interdependencies.

Deliver the solution requirements on time and within budget.

Work with the business stakeholders to sign-off on the solution requirements.

Effectively and succinctly communicate to development teams to ensure business requirements

are met.

Work with testing teams to build effective test plans, test scenarios, and test cases.

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Coordination of small to large internally-focused projects like data management, data analysis
and report writing.

Self- starter and ability to executing projects without oversight.

Timeline and project plan creation and tracking.

Note-taking and task management including tracking next steps, assigning tasks, and following
up to ensure completion.
Attending meetings taking notes and organizing them into a useful set of key ideas and actions
after the meeting.

Spur of the moment research requests to support last minute company needs.

Drafting, proofreading or formatting documents, presentations, proposals and other materials as

assigned.

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Understanding, elicitation and documentation of clients business needs around prescription

benefit plan design

Translating client needs and requirements to internal CVS teams such as Benefits Coding, Testing
and Quality Analysis

Building relationships with key client stakeholders through a consultative approach to fully
understand client benefit plan design needs

Facilitating internal and external meetings and presentations to provide status updates and make
decisions relative to client benefit setup

Operate in a fast-paced environment with tight deadlines and make key decisions

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Work as part of project teams implementing business solutions across the Investment Division

Create comprehensive business requirements used in the development of new processes or

technology solutions

Work closely with the internal client teams to ensure understanding and proper implementation
of requirements

Manage small projects and/or sub-teams of a project. Estimate, plan, manage and execute
projects or parts of projects

Create test cases, conduct acceptance testing and verify production completeness

Properly document and transition support of new business technology processes to IT

Create and monitor reports to identify issues, trends, opportunities.

Extract and analyze data to support business initiatives (e.g. profitability, performance and
variance analysis).

Present and share data with other team members.

Recommend improve related to business profitability or processes.

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Reviews, analyzes, and evaluates business processes and associated IT requirements

Works closely with Operations, IT and the appointed project team to define and document
business and IT system processes

Documents AS-IS and TO-BE processes

Conducts and facilitates JAD sessions to develop and coordinate the requirements,
specifications, and design for projects

Analyzes business workflow and system needs for new and existing business processes

Conducts gap analysis and uses analytical skills to identify root cause and assist with problem
management

Prepares high level user documentation and training materials

Leads and/or mentors other business leaders with regard to business process(es) related to the
overall project

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Independently and proactively lead/facilitate efforts to identify opportunities to leverage

technology to enable business success and alignment with strategic vision.

Gather, evaluate, and document requirements for complex new systems or system
enhancements based on business user input, technical requirements and constraints.

Utilize Customer Experience and Design Thinking techniques to evaluate, analyze and streamline
solution processes.
Document requirements using Structured Analysis Techniques such as Use Cases, Entity
Relationship Diagrams, Process Decomposition Diagrams, Workflows and Wireframes.

Analyze proposed system changes to identify strategies for meeting business objectives and
impacts, including costs and effort required to implement.

Develop innovative strategies for meeting business requirements, including leveraging the
capabilities of existing technology tools or acquiring/developing new technology tools.

Present strategy and findings orally in meetings and presentations with key users and agency
executives.

Act as a liaison between the business partners and the technical staff.

Design complex automated and manual solutions to solve business problems and achieve
business objectives.

Facilitate business owners and other technical staff in the development of innovative solution
designs.

Coordinate with business users, technical staff and Software Quality Assurance Manager to
develop test data and test procedures to verify application functionality.Oversee testing within a
given project.

Monitor implementation activities and ensure appropriate user support is provided during
production ramp-up

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Application Management

Manage execution of approved change requests for enhancements, and prioritize bug fixes.

Work with business lead to define business requirements, and convert them into functional
and/or technical specifications (including technical design recommendations) for new reports,
interfaces, enhancements and form.

Investigate and employ root cause analysis techniques to determine and advise on solution
design.

Define and coordinate the related testing, including unit and integration through user
acceptance of all related enhancement and programming changes.

Collaborate with business lead defining and implementing operational excellence initiatives
Functional Support

Oversee the support process (incidents, questions…) and documentation of resolutions for the
WMS functional area.

Work with Microsoft Support to resolve system issues.

Keep informed about application direction and features of new releases of the core application
and related ISVs.

Perform periodic assessment of fit to standard for Warehousing functionality.

Provide support for warehouse applications to affiliates around the world.

Project Management

Follow defined methodologies for managing and completing projects.

Assist on projects such as optimizations, upgrades, integrations and system rollouts.

Leverage global resources, skills and competencies as needed to effectively manage warehouse
applications

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Utilize syndicated data, account-specific data, consumer and shopper insights to identify
opportunities

Update weekly & monthly tracking reports

Ad-Hoc business reporting necessary to answer time sensitive questions

Conduct projects involving sales, pricing, marketing, packaging, category management, trade
marketing, forecasting, promotional activity, merchandising, & retail execution

Work with revenue specialists to anticipate, review and manage deductions

Manage customer contracts

Support all customer related shopper merchandising initiatives

Address all supply/customer service related requests as needed

Perform regular store/market pricing surveys & maintain competitive pricing survey reports

Perform other duties as necessary

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Participate in business requirements gathering activities by working with subject matter experts
in business areas and IT to document and review requirements in accordance with defined
organizational standards.

Develop business process documentation such as process flows, capability maps and functional
decomposition documents.

Develop test plans, test scenarios, and test cases.

Develop and implement analytical approaches that help clients meet business requirements

Ensure the released software delivers true value to our customers and satisfies all success
criteria

Communicate complex, technical concepts to diverse audiences, orally and in writing

Work closely with Project Manager and Senior staff to facilitate project support

Interface with client personnel at various levels

Coordinate test execution activities with IT or external vendor(s) and business area experts.

Document test defects and resolve defects or issues. Escalate issues as needed.

Assist in the development and documentation of training material and user guide
documentation.

Participate in Agile Teams

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* Oversee development of requirements throughout the project evolution; from high level idea,
to well-documented business requirement, to technical requirement.
* Challenge current state procedures and technology to identify potential areas of improvement.

* Solve complex problems by designing optimal solutions to best satisfy business requirements.

* Step into a leadership role within projects where required.

* Facilitate demos to stakeholders.

* Participate in steering committee meetings and guide executives through decision processes.

* Perform pre-User Acceptance Testing to ensure that documented business requirements are
met.

* Serve as liaison between end users and development team.

* Provide limited support for end users on applications that are already in production.

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Set deadlines and assign responsibilities while motivating project team members to
accomplish tasks. Ensure project deadlines are communicated and understood by all team
members.

· Monitor and summarize the progress of projects. Prepare status and summary reports for
the Senior Leadership Team.

· Use analytical skills to solve problems that arise in projects. Analyze information to make
decisions that affect the project.

· Understand specific requirements and support multiple projects in tandem.

· Ability to work with project stakeholders and members of project teams to develop, edit,
and revise project requirements.

· Coordinate collection and dissemination of requirements and related information with

various teams and partners.

· Maintain current knowledge base of existing and emerging product specifications,

procedures, and guides where needed.

· As part of the project team, create needed documentation, quick reference guides, FAQ’s,
and PowerPoint presentations for stakeholders.

· Utilize document formats that are standard internally and introduce best practice versions
where there is opportunity.

· Maintain an organized archive of all documentation and processes with revision control as
well creating templates for common tasks.

· Coordinate with business teams to prioritize needs and promote communication between
key stakeholders.

· Work with business teams, Internal IT, and third-party vendors to coordinate and solve
functional issues within the systems.

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Determines operational objectives by researching, documenting and updating business

functions; eliciting information; validating that output meets requirements.

Works independently but may look for guidance from senior level business requirements
analysts when engaged in larger more complex projects.

Work independently with users to define concepts and needs under direction of project
managers where applicable.

Possesses excellent verbal and written communication skills and the ability to interact
professionally with a diverse group, executives, managers, and subject matter experts. Technical
documents need to be clear and concise.

Collaborates with IT teams by analyzing requirements, including creating user interface mockups
and wireframe models; constructing workflow charts and diagrams; studying system capabilities;
writing specifications.

Analytical Thinking and Problem Solving. Collaborates with developers and subject matter
experts to establish the technical vision and analyze tradeoffs between usability and
performance needs.

Leadership - Ability to provide leadership and project management support for enterprise-wide
improvement projects.

Presents findings and recommendations from current state to future state.

Influencer - ability to influence stakeholders to achieve results and ensure long term objectives
are met.

Business Knowledge - streamlining and standardizing business processes.

Negotiator/Mediator - act as the liaison between technology teams, business teams, and
consultation with stakeholders.

Create use case scenarios and manage user acceptance testing to validate the results match
requirements delivered.

Contributes to the overall team effort by accomplishing related results as needed and on time.

Ability to manage and run alignment meetings with the business and IT and help prioritize
projects.

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Responsible for creating business requirements and system documentation, as well as

contributing to end-user and project documentation

Represent business interests and ensure that all technical designs meet business needs

Work directly with management and users to gather configuration project requirements and
documents as needed

Act as the liaison between the business units, and technology teams, relaying information in an
easily to understand manner
Research and extract data from various sources to build business cases for proposed projects

Works closely with Sr. Business Systems Analyst and Project Managers to ensure project issues
and risks are identified, and develops the plan to mitigate each

Possesses solid understanding of SDLC, application programming, and database systems

General understanding of project management principles

Helps with prioritizing projects in their area

Uses good judgment in what and how to communicate with stake holders

Accurately completes and submits status reports in a timely manner

Values internal and external customers and responds to their needs as they arise

Prepares frequent project updates to the Sr. Business Analyst and/or Project Manager

Proposes solutions to problems and considers timeliness, effectiveness, and practicality in

addressing customer needs

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• Effectively manage timely communication and interactions with key PMO stakeholders,
including information technology (IT) stakeholders.

• Apply proficient organization skills to manage, track, prioritize, report, and complete all
assigned tasks on time

• Ensures that all project information is captured and accurately reported in PMO reports

• Provide meeting facilitation as required (prepare meeting agenda, schedule and set up
meetings, prepare meeting materials, draft detailed meeting minutes, and follow up on open
actions)

• Identify and communicate potential risks and issues that would have substantial program
impact

• Design high level processes and policies in support of the PMO programs

• Support content management by assembling and organizing key PMO artifacts on client portal
(Sharepoint)

• Pro-actively support strategic PMO initiatives to maturate the PMO organization, processes,
and tools

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Maximize performance for all programmatic revenue sources to achieve and exceed revenue and
margin goals

Assist with setup and management of existing and future third party partners

Contribute to the evolution of overall revenue strategy with A/B testing and analysis

Monitor and maintain ad quality across our portfolio of partners

Collaborate across departments to build and test custom ad revenue programs

Further the development of existing reporting tools and create new tools to optimize and test
product changes and revenue impacts

Design metrics and build, monitor and maintain dashboards to track key monetization metrics
for executives

Assist with financial budgeting and regularly scheduled forecasting

You Have:

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