Business Systems Analyst - M3 Placement
Utica, NY
About the Job
Our client, Strategic Financial Services is looking for a Business Systems Analyst (BSA) who will serve as a bridge between the Business Management team and the Solutions, Relationship Management, and Growth teams, translating business needs into actionable system solutions. This role involves in-depth process analysis, technical implementation, and system configuration to enhance operational workflows and efficiency. Utilizing platforms such as Salesforce, Office 365, API integration, and new technologies, the BSA will support the alignment of system capabilities with the firm’s strategic goals and technical needs. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!
FIRM VALUES:
Business Process Analysis:
TECHNICAL SKILLS:
REQUIREMENTS:
In addition to working with a team of highly competent professionals in a growing firm, benefits include:
BASE SALARY RANGE: $65,000-$102,500 plus performance-based
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
FIRM VALUES:
- Serve | Grow | Live
Business Process Analysis:
- Evaluate and document existing business processes, identifying inefficiencies or bottlenecks.
- Recommend system or workflow improvements to streamline operations and enhance productivity.
- Assess business needs and collaborate with departments to identify opportunities for technical solutions that automate processes.
- Partner with stakeholders to gather, document, and validate business requirements.
- Translate requirements into clear and actionable technical specifications.
- System Implementation & Configuration:
- Lead or assist in system configuration, implementation, and customization of tools like Salesforce and Office 365.
- Develop, implement, and test API integrations and automated workflows to bridge systems.
- Assist in evaluating, integrating, and implementing new technologies, including AI tools, to enhance efficiency, improve workflows, and support data-driven decision-making.
- Offer suggestions for new or improved systems, software, upgrades, and modifications.
- Participate in developing strategic plans for systems and application development.
- Conduct thorough system testing, validation, and troubleshooting to ensure functionality aligns with business needs.
- Train business users on systems and tools, ensuring adoption and effective utilization.
- Engage with users to inform them about system changes and resolve questions or concerns.
- Maintain compliance with data governance policies, security protocols, and industry regulations.
TECHNICAL SKILLS:
- Relevant certifications such as Salesforce Certifications, Microsoft 365 Certifications, or other technical credentials are strongly preferred.
- Hands-on experience with Salesforce, Office 365, and API integration practices, tools, and protocols.
- Experience with RESTful and SOAP APIs, as well as JSON, XML, and SQL.
- Familiarity with API testing tools such as Postman and Swagger.
- Knowledge of workflow automation and AI tools is a plus.
- Strong analytical mindset with the ability to proactively identify and resolve process and system inefficiencies.
- Excellent verbal and written communication skills, with the ability to collaborate effectively across technical and non-technical teams.
- Strong working knowledge of project management frameworks like Agile/Scrum (preferred), Lean, Six Sigma, and/or Waterfall Methodology.
- Knowledge of financial services, investment products, or regulatory frameworks relevant to the advisory industry. (Preferred)
REQUIREMENTS:
- Bachelor’s Degree in Business, Information Technology, Computer Science, or a related field is preferred.
- An Associate Degree and relevant technical certifications.
- Equivalent professional experience in business systems analysis, technical implementations, or related areas.
- Recognized information technology certifications or approved technology-related training may fulfill some or all educational requirements.
In addition to working with a team of highly competent professionals in a growing firm, benefits include:
- Opportunity to make an impact on client’s lifelong financial goals.
- Supportive leadership team dedicated to our culture of learning and professional development.
- Career mapping and mentorship
- Opportunity to grow personally and professionally
- Competitive salary and health benefits
- 401K
- Paid time off
BASE SALARY RANGE: $65,000-$102,500 plus performance-based
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
Source : M3 Placement