Business Analyst IV

Job Description Summary

Job Description

Under limited direction, uses specialized knowledge and skills obtained through education and experience to serve as a liaison between the business community and the IT organization in order to provide solutions to meet user needs.  Provides business analysis support for larger and more complex applications, including analyzing and documenting business processes and translating user requirements to software development teams. Provides training and plans, assigns, monitors and leads the work of others.  Leads large and/or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with some latitude for unreviewed actions or decisions. Recommends or provides comprehensive solutions to complex problems. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Extensive contact with internal customers is required to identify, research, analyze, and resolve complex issues.

Essential Duties and Responsibilities:

• Adheres to established standards and maintains currency in business analysis practices, procedures and techniques.
• Consults with users to identify, analyze, refine and document business requirements.
• Coordinates project scheduling with appropriate entities. 
• Develops and maintains project schedules and produces project reports and documentation. 
• Develops conceptual design documents, including project definition, alternative solutions, scope of work, functional specifications and logical skeletons for new systems.
• Follows up with internal clients about completed tasks to ensure client satisfaction.
• Identifies requirements for testing, develops test plans and scripts and coordinates test transmissions, as required.  Tests software.
• May determine appropriate actions in emergency situations to ensure data is secure and available for use as soon as possible.
• May prepare project proposals and project plans.
• Provides training and leads the work of others, as required.
• Reviews operational procedures and methods; maps current business processes; defines and analyzes business activities; identifies best practices; and recommends improvements. 
• Serves as a liaison between end users and software development teams, including functioning as a subject matter expert (SME) in translating requirements to software development teams. 
• Maintain currency in analyst skills.  
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

• Functional, operational and technical requirements of assigned project(s).
• Concepts of risk management, issue tracking, change management and requirements gathering.
• Concepts, practices and procedures analyzing business processes.
• Investment concepts, practices and procedures used in the securities industry.
• The use of technology in business.
• The relationship between IT and business.
• Core business competencies such as finance, management, accounting, operations, and marketing.
• More complete awareness of the business context of a technical solution, including understanding overall organizational strategy, how the project fits in, the political context, and the various stakeholders.
• General financial industry knowledge and expertise in supported business area. 

Skill in:

• Advanced Business Analysis tools:  Microsoft Office suite (Word, Excel, PowerPoint, and Outlook), Software Engineering Methodology (SEM) process, Change Management, Project Management tools (MS Project), project management through risk analysis, resource loading, and critical path analysis, advanced database query language usage, time tracking tools, Use Case / UML, advanced quality assurance (QA) tool usage for test case development, execution, and defect tracking/issue tracking software.
• Driving change at a team level.
• Formally presenting ideas and information to the client or within the team.
• Creating and interpreting process maps and flowcharts.
• Preparing various reports, summaries, surveys and written recommendations.
• Developing and maintaining project plans.
• Developing conceptual design documents, including devising logical skeletons for new systems.
• Conducting usability testing of software applications.
• Operating standard office equipment and using required software applications.

Ability to:

• Focus on root cause analysis of client issues.
• Analyze a business process within a functional area and derive business requirements to satisfy a general request.
• Actively communicate technical and business aspects of work efforts to team members.
• Actively mentor team members.
• Cultivate a positive attitude within the team. 
• Decide and act on a direction, then report immediately.
• Champion non-technical project and product improvement effort.
• Lead a project meeting. 
• Provide a high level of customer service.
• Establish and maintain effective working relationships with others.
• Exhibit a positive attitude when dealing with others.
• Follow all internal procedures for handling customer requests.
• Communicate timely and through proper channels to keep customer and upper management informed of the progress of an issue.
• Take personal ownership of issues, following through to issue resolution.
• Attend to detail.
• Analyze and solve logic problems.
• In emergency situations, determine appropriate actions to protect critical systems and data.
• Meet all deadlines created by management or clearly communicate to management the reasons the deadlines are not possible.
• Effectively organize and prioritize all tasks and responsibilities.
• Participate in team projects and activities.
• Demonstrate flexibility in accepting and adapting to change.
• Clear, concise, grammatically correct oral and written communications, including SEM documentation.
• Demonstrate appropriate frequency and level of detail in communications.
• Escalate unresolved issues to others.

Educational/Previous Experience Requirements:

• Minimum of a bachelor’s degree
• Requires a minimum of five (5) years of relevant work experience.

                                         ~or~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Education

Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

 

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.