PlanMember Financial Corporation · 10 hours ago
Business Analyst II
Carpinteria, CA
Full-time
Onsite
Entry, Mid Level
$66K/yr - $75K/yr
2+ years expPlanMember Financial Corporation is a growing financial services firm headquartered in Carpinteria, California, serving clients nationwide. The Business Analyst II will support Operations desks, perform Level 2 projects and processes, and act as a liaison between Operations Stakeholders and IT on systems specifications and project coordination.
Financial ServicesFinTechInsurance
Responsibilities
Additional support and processing to listed desks based on volume and needs, SOP review and recommendations
Responsible for Level 2 Projects and Processes, which may include but are not limited to: + Ad Hoc Projects + Quarterly QC’s – fees, statements, net change reports + Responsible for yearly Operations audits + Coordinating on behalf of Operations Stakeholders, internal and external technology including documenting specs, coordination of work plan on new systems, and tracking issues on existing system and testing
Analyze and evaluate problematic trends in operations and/or systems processing and recommend solutions to management
Process department Service Request/Research Request
Work closely with department managers in evaluating processes to identify operational breakdowns and make recommendations for modifications and enhancements. Analyze, evaluate, and report trends to make recommendations for training needs and enhancements to management
Qualification
Required
2-4 years industry experience with a Broker/Dealer or other financial institution
High School Diploma required
Strong analytical and data analysis skills, including proficiency in Excel or other data analysis tools
Excellent written and verbal communication skills
Detail-oriented with strong organizational skills
Ability to meet established deadlines
Ability to work collaboratively in a team environment
Basic understanding of financial services and industry regulations (knowledge of specific regulations may be required depending on the institution)
Familiarity with process improvement methodologies (e.g., Six Sigma, Lean) is a plus but not always required for an entry-level role
FINRA LICENSE – SIE within 6-months of acquiring study materials
PMP Certification or 1 year of Project Management experience with the ability to obtain certification within 6 months
Preferred
Bachelor's degree in Finance, Accounting, Business Administration, or a related field (or equivalent work experience) is a plus
Benefits
PTO
Health
Medical
Vision
Disability
Life insurance benefits
401(k)
Profit-sharing retirement program
Much more
Company
PlanMember Financial Corporation
Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 42 regionally-based Financial Centers located across the country.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2006-05-22Private Equity
Leadership Team
Martin Adams
Financial Center President/CEO and Financial Advisor
Hamza Syed
Chief Technology Officer
Recent News
Morningstar.com
2025-11-14
Company data provided by crunchbase