What are the responsibilities and job description for the Business Systems Analyst position at CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING?
Under limited supervision, the Business Systems Analyst serves as a strategic partner between business and technology teams, supporting the optimization, enhancement, and ongoing management of enterprise business systems and operational processes. This role is responsible for eliciting and documenting business requirements, identifying system and process improvement opportunities, supporting system configurations, developing test plans and conducting testing activities with department staff, coordinating and conducting staff training on business systems, resolving business application support tickets and helping ensure business systems align with organizational goals.
This role requires strong analytical thinking, communication skills, business process analysis capabilities, and the ability to operate effectively in a fast-paced dynamic environment.
Essential Functions:
- Manages IT projects as assigned and ensures that projects are executed in alignment with project governance and adhering to SDLC processes
- Partners with business stakeholders to assist in development of IT project requests including business justifications ‘and evaluates project requests for business impact, complexity, and risk
- Facilitates requirements gathering activities through interviews, workshops, user stories, use cases, process mapping, business flow analysis and other industry standard techniques
- Collaborates with technical teams, vendors and business stakeholders with the creation of project specifications, and reviews project specifications for technical and functional accuracy
- Develops and executes testing activities, including test plans, test case coordination, UAT facilitation and defect tracking for business systems and integrations
- Works with internal stakeholders and external vendors to troubleshoot, investigate and resolve issues with the AMS platform, integrated SaaS applications, workflows, data exceptions and user-reported issues
- Provides consultative support to business units for process reviews, identifying opportunities for continuous improvement and recommending technology and process-oriented solutions to enhance efficiency and promote business change
- Assists in development and maintenance of training materials and delivers user training on AMS capabilities as required
- Supports system configuration changes and testing activities to ensure accurate and reliable AMS functionality.
- Executes database queries and data extracts of moderate complexity to support testing, reporting, analytics, operational metrics and data integrity initiatives
- Support data quality and reporting by validating data accuracy, identifying inconsistencies and helping improve the usability of organizational data
Background/Skills/Abilities Preferred:
- BA/BS required. Major in Information Technology, Information Systems, Business Administration or other degree emphasizing business analysis preferred
- 5 years’ experience in business analysis, facilitating and documenting business requirements, modeling business processes, and developing requirement specifications is required
- 5 years’ experience in documenting IT test plans and performing IT testing preferred
- Experience with Association Management System (AMS) (netFORUM preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred)
- Experience working with vendors, consultants, and cross-functional stakeholders preferred
- Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options
- Excellent interpersonal and communication skills (both verbal and written), including strong presentation skills
- Promotes collaboration and communication within project teams, to include business users and technical partners
- Ability to respond to shifting resources demands, set priorities, and meet deadlines in a fast-paced environment
- Consistently attends to details by demonstrating concern for thoroughness and accuracy
- Proven time management skills, and ability to manage multiple priorities
- Commitment to collaboration, customer service, and continuous improvement
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $135,000.00 to $155,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Salary : $135,000 - $155,000