Business Analyst – Brokerage Cash Analytics Implementation DLTJP00060499------------USC/GC Only--------------Hybrid Role
kannan G
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Email me if you have matching resources for the below requirement on C2C, with an expected pay rate: kan...@multivision-inc.com
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Business Analyst – Brokerage Cash Analytics Implementation DLTJP00060499
Location – Hybrid (2 Days onsite at nearby Deloitte office) ----------- Georgia - Atlanta, Texas – Austin, Dallas, Houston; Arizona – Gilbert, Phoenix; Florida – Lake Mary, Orlando, Tampa; North Carolina – Charlotte; Massachusetts – Boston.
Client: ED Jones Through Deloitte
VISA: USC/GC Only
12+ Years Only.------------------------ Profiles below 12 Years will not be considered
Max Rate: $60/hr on C2C only
Must-haves:
- Administration: Effectiveness in planning, organizing, writing user stories, and handling project priorities and execution efficiently---------- Years
- Data Analytics, Product Management and/or business analysis: Understands supporting in-house/custom built applications with varying complexities ---------- Years
- Experience using Jira, Confluence, Azure DevOps, or similar Agile delivery tools---------- Years
- Troubleshooting: Ability to troubleshoot, investigate, and escalate problems. Identifies the need for technical assistance to assist in the resolution of a problem. ---------- Years
- Analytical Thinking: Understands client issues and makes practical, timely decisions. Excellent analytical skills for data-driven reasoning ---------- Years
- Problem Solving: Diagrams complex business processes, data flow, and new data system architecture. Capability to generate complicated business cases and drive proactive system changes based on business system impact analyses.---------- Years
- Functional Lead: Strong functional Leader with experience working across multiple extremely complex business processes ---------- Years
- Tools: Proficiency in MS Office (MS Word, particularly Excel, for financial analysis, reconciliation, and data validation, PowerPoint), Visio, Project Plan, Jira, Eclipse, Git Hub ---------- Years
- Data Modelling: Proficient in understanding data warehouse concepts and evolving enterprise reporting technology platforms (Tableau, BI Tools)---------- Years
- 5+ years of experience as a Business Analyst supporting enterprise technology implementations--------- Years
- Strong understanding of financial data, data quality, reconciliation, and validation processes--------- Years
- Experience working with data integration projects, including source-to-target mapping and data analysis--------- Years
Business Analyst – Brokerage Cash Analytics Implementation
Summary
We are seeking an experienced Business Analyst to support the implementation of a third-party Brokerage Cash Analytics platform for a large wealth management client. The Business Analyst will work closely with business stakeholders, the Product Owner, technology teams, and the vendor implementation team to gather business requirements, document data and process needs, support integration activities, and drive successful testing and business adoption.
The ideal candidate combines strong analytical skills, financial services domain knowledge, and experience supporting enterprise technology implementations involving financial data, reporting, and analytics.
What You Will Be Doing
- Partner with the Product Owner and business stakeholders to understand business objectives, operational processes, and reporting needs related to brokerage cash analytics and financial data
- Elicit, analyze, document, and validate business, functional, and data requirements to support successful implementation of the analytics platform
- Translate business requirements into detailed user stories, functional specifications, process flows, and acceptance criteria to support Agile delivery
- Collaborate with business users, technology teams, data engineers, and vendor implementation teams to clarify requirements and resolve functional questions throughout the project lifecycle
- Analyze source systems and financial data to identify required data elements, business rules, transformations, and data quality requirements
- Support development of source-to-target data mappings, reconciliation processes, and data validation activities
- Document current-state and future-state business processes, identifying opportunities to improve operational efficiency and data quality
- Identify business impacts, implementation risks, assumptions, dependencies, and process changes associated with new capabilities
- Develop comprehensive test strategies, test scenarios, and detailed test cases to validate integrations, financial data, business processes, analytics, and reporting
- Coordinate and support System Integration Testing (SIT) and User Acceptance Testing (UAT), including test execution, defect management, and validation of business outcomes
- Partner with business users to validate dashboards, reports, and analytics outputs against expected financial results and business requirements
- Perform root cause analysis on data discrepancies, testing defects, and production issues, working with technical teams and the vendor to drive resolution
- Support implementation readiness activities, including business process documentation, training materials, and end-user communications
- Assist with post-production validation, issue resolution, and stabilization activities following implementation
- Contribute to continuous process improvement by identifying opportunities to streamline business processes, improve data quality, and enhance user adoption
Required Skills & Qualifications
- Bachelor's degree in Business, Finance, Accounting, Information Systems, Computer Science, Engineering, or a related field
- 3–5+ years of experience as a Business Analyst supporting enterprise technology implementations
- Experience gathering and documenting business, functional, and data requirements for complex technology initiatives
- Strong analytical and problem-solving skills with the ability to translate complex business needs into clear functional requirements
- Experience supporting Agile delivery teams, including writing user stories, acceptance criteria, and participating in backlog refinement
- Experience developing and executing test strategies, test cases, and supporting User Acceptance Testing (UAT)
- Strong understanding of financial data, data quality, reconciliation, and validation processes
- Experience working with data integration projects, including source-to-target mapping and data analysis
- Excellent communication skills with the ability to work effectively across business, technology, and third-party vendor teams
- Experience using Jira, Confluence, Azure DevOps, or similar Agile delivery tools
- Advanced Microsoft Office skills, particularly Excel, for financial analysis, reconciliation, and data validation
Preferred Qualifications
- Experience within Wealth Management, Brokerage, Banking, Capital Markets, or Financial Services
- Familiarity with brokerage cash products, cash management, deposits, liquidity, or financial analytics
- Experience supporting third-party SaaS or vendor platform implementations
- Understanding of APIs, file-based integrations, ETL processes, and enterprise data flows
- Experience with financial reporting, business intelligence, or analytics platforms
- Familiarity with Identity and Access Management concepts, including Single Sign-On (SSO)
- Experience facilitating workshops, requirements sessions, and cross-functional stakeholder meetings
- Experience supporting enterprise data governance and data quality initiatives
Kannan Ganesan
Senior Technical Recruiter
6306349688 Ext-108 | kan...@multivision-inc.com
linkedin.com/in/kannan-ganesan-938002133
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