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Business Analyst
Ref No.: 18-05204
Location: San Francisco, California
Job Description:
Join the agile project team of Accounting Operations, Financial Reporting, Planning & Budgeting subject matter experts and business analysts to thoroughly analyze, decompose, and document the current state as-is highly manual business processes and technology solutions to prepare for the 2019 systems replacement initiative.

  • Bachelor's degree in Economics, Finance, Accounting, Computer Science, a related field, or equivalent work experience, required.
  • Minimum of five years of business analyst systems experience partnering with business and IT teams in a highly regulated financial services (preferably banking) environment.
  • Ability to decompose and diagram business processes using tools such as MS Visio required, BPMN skills preferred.
  • Expertise with complex MS Excel workbooks required. MS Access and basic SQL knowledge desirable.
  • Data mining skills is a plus.
  • Excellent verbal and written communication skills and strong analytical and problem-solving skills.
  • Knowledge of financial accounting, financial reporting, and/or planning and budgeting business processes required.
  • Working knowledge of fixed income and derivative instruments is highly desirable.
  • Previous experience with Atlassian issue tracking and collaboration products, Jira and Confluence, is a plus.
  • Experience with Workday's Financials modules at a financial services organization is desirable.
  • Experience with agile project teams and an understating of scrum team roles is desirable.
  • Demonstrated proactiveness with the ability to take initiative and pursue assignments, responsibilities, and requests to their logical completion.
Responsibilities include:
  • Work with the agile project team and upstream/downstream stakeholders to assess all financial accounting, monthly, quarterly, and annual financial reporting, and planning and budgeting business processes impacted by the 2019 initiative.
  • Work with IT Solution Delivery staff to assess existing technology solutions and all system integrations related to the impacted business processes, including our client's primary accounting system for accounts payable and the general ledger, and all upstream/downstream technology solutions and reports.
  • Interview SMEs, conduct and facilitate working sessions and reviews, and perform analysis and research activities to document and diagram existing business processes and technology solutions.
  • Assist the business teams as they prepare to consolidate and restructure our client's existing chart of accounts, including assessing the impact of such change to all upstream/downstream business groups and technologies.
Participate in the planning and preparation for the 2019 systems replacement initiative.