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Business Analyst II

San Diego, CA | Full Time
Expired

Job Description

Description

Overview

The Business Analyst 2 performs advanced professional duties related to the review, assessment and development of business systems and processes as well as new client requirements. The role requires demonstrated knowledge of complex client reporting as well as expertise with standard reconciliation and reporting roles. This includes reviewing existing processes to develop strong QA procedures as well as maximizing review efficiencies and internal controls through process re-engineering. The Business Analyst 2 will assist with the development of seamless solutions for unique requirements of new clients, delivered and implemented on time and within scope. This role will ensure that all activity, reconciliation, reporting, and analysis is carried out in an effective, timely and accurate manner and will look for continued process improvement and innovation.


Primary Responsibilities

  • Define and document client business functions and processes and ensure adherence to investor guidelines and contractual agreements.
  • Review procedures developed by the Business Analysts to ensure accuracy and consistency with established department protocols. 
  • Develop and flawlessly execute reconciliation and reporting through coordination with clients and internal resources that embodies the mission and policies of the company.
  • Provide training for the Business Analysts for standard and complex client reporting. 
  • Perform ongoing evaluation of process and reconciliation effectiveness for new client onboarding and portfolio updates for existing clients.     
  • Develop strong knowledge of sFTP and Sharefile interfaces and utilize tools such as Excel and Power Pivots to ensure continuous process and efficiency improvements.  
  • Build strong working relationships with clients, stakeholders, vendors, and team members through effective communication throughout client life cycle.
  • Participate in new client onboarding including new product offerings
  • Deliver analytics on the largest clients using Power BI and EDW tools and communicate results and trends to internal stakeholders. 
  • Plan, organize and conduct business process reengineering/improvement projects and/or management reviews thorough gap analysis and develop multiple solutions for identified gaps.
  • Refine tools, techniques, and standardization to ensure repeatable results, enhance company effectiveness, client satisfaction, and overall cost efficiency. 

Requirements

Position Requirements

  • Bachelor’s in business management, Finance, Computer Science, or related field and/or 2-5 years of experience in finance or related field, or combination of relevant experience and education.
  • Demonstrated knowledge of complex client reporting as well as expertise with standard reconciliation and reporting roles.
  • Ability to communicate effectively with various audiences including clients, team members, and vendors, through written and verbal means.
  • Must possess proven leadership skills with the ability to influence key decision makers and collaborate across business lines.
  • Must demonstrate strong analytical skills and ability to translate data into action.
  • Strong working knowledge of computer software including Microsoft Office and Loan Servicing Software required.  

Physical Requirements

The work is of an intellectual nature. While performing the functions of this job, the employee is required to stand and sit for prolonged periods. Specific vision abilities required include close and medium distance vision and the ability to adjust focus. Must be able to hear normal sounds, distinguish sound as voice and communicate through human speech. This position requires the ability to operate a keyboard, computer mouse, telephone, fax, copier, writing tools, and other standard office equipment. On an occasion, an employee will be asked to lift items weighing up to 35 lbs.


Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Skills for Business Analyst II

The job skills required for Business Analyst II include Analysis, Leadership, Computer science, Microsoft Office, Process Improvement,and Analytical Skills etc. Having related job skills and expertise will give you an advantage when applying to be a Business Analyst II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Analyst II. Select any job title you are interested in and start to search job requirements.

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Career Path for Business Analyst II

The following is the career advancement route for Business Analyst II positions, which can be used as a reference in future career path planning. As a Business Analyst II, it can be promoted into senior positions as a Business Systems Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Analyst II. You can explore the career advancement for a Business Analyst II below and select your interested title to get hiring information.