The Word & Brown Companies ยท 2 weeks ago
Sr. Financial Systems Business Analyst (1648)
Orange, CA
Full-time
Hybrid
Senior Level
7+ years expThe Word & Brown Companies is seeking a Senior Financial Systems Business Analyst to enhance Finance processes and requirements for application development projects. This role involves collaborating with Finance stakeholders and IT teams to ensure clear and actionable requirements are established for ERP implementation and process improvements.
ConsultingEmployee BenefitsHealth InsuranceInsurance
Responsibilities
Gather and elicit requirements using interviews (one-on-one, small group, and large team), workflow analysis, and process engineering techniques
Analyze, document, and maintain Finance requirements for system projects and process improvements, using approved templates and tools
Write clear, concise, and testable requirements, user stories, and supporting documentation that accurately decompose high-level business needs into actionable deliverables
Conduct gap analysis, identify core competencies, and recommend business process improvements to enhance efficiency and effectiveness
Collaborate with development teams, quality assurance, vendors, and other stakeholders to clarify requirements, support solution development, and ensure understanding across all parties
Participate in project planning, backlog grooming, sprint prioritization, daily scrum meetings, and other agile ceremonies as appropriate
Assist in the creation and execution of user acceptance tests and smoke testing scenarios to validate requirements and ensure quality objectives are met
Develop and deliver user training materials as required
Prioritize requirements, manage deliverable deadlines, and support project reporting activities
Represent the interests of business stakeholders, manage user expectations, and ensure satisfaction throughout the project lifecycle
Clear project roadblocks and facilitate open, effective communication among all involved groups
Contribute to the RFP process, including drafting documentation and analyzing proposals
On-site or remote regular attendance and punctuality are essential functions of the job
Perform other business tasks or functions as assigned
Qualification
Required
Working knowledge of financial and accounting processes; from the trial balance through month-end close to financial reporting and analysis
Thorough understanding of the inputs and outputs of a financial system's general and subsidiary ledgers, including: purchasing, billing, accounts payable, accounts receivable and cash management
Strong written and verbal communication skills - ability to document clear, unambiguous, realistic, and testable requirements
Effective at communicating technical issues to business partners and business issues to technologists
Finance systems experience is required
Proficiency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, Visio, SharePoint)
Experience with requirements management and project tracking tools (e.g., Azure DevOps, Team Foundation Server, JAMA, Rally, or similar)
Demonstrated analytical and problem-solving abilities; able to conceptualize, analyze, synthesize, and evaluate information to determine business needs and solutions
Understanding of software development life cycle (SDLC) and agile methodologies
Ability to facilitate meetings, elicit requirements, and build trust and consensus among diverse stakeholders with varying priorities
Strong planning skills with high attention to detail; capable of managing multiple priorities and deliverables simultaneously
Customer-focused attitude, proactive work ethic, and ability to work both independently and collaboratively
Flexibility to adapt to rapidly changing environments and requirements
Knowledge of and adherence to PHI and HIPAA guidelines (as applicable)
Hybrid work environment; working 2-3 days in the Orange office. Maintain regular attendance and punctuality, whether on-site or remote
Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines
Bachelor's degree in Accounting or related field or equivalent work experience required
Preferred
7+ years of recent experience in a Business Analyst role is preferred
Relevant Business Analysis certifications are a plus
Experience with MS Dynamics GP is a plus
Company
The Word & Brown Companies
The Word & Brown Companies provides health insurance solutions to individuals and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ofelia H.
Executive Assistant to the CFO
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