Senior Business Analyst, Finance Systems

Who we are:

Waltham Planning Group manages assets for more than 200,000 clients through 120 offices. Since 1926, the firm has grown through acquisitions of independent advisory practices. We started in 1926 and have grown to about 107,800 people.

The position:

Waltham Planning Group is in the middle of a NetSuite rollout and a Salesforce cleanup. You will work on both. The Senior Business Analyst, Finance Systems gathers requirements, maps current processes and works with IT and vendors to deliver the system changes the business needs. Remote position. Most of the team is in Waltham, but nobody is required to come in. Normal working hours, Monday to Friday.

Job duties:

• Prepare training materials and job aids for new processes
• Run requirements sessions with business users and document what they need
• Write user stories and acceptance criteria in Jira
• Identify gaps between the system and how people actually do the work
• Analyze data in Excel and SQL to size problems and measure results
• Present findings and recommendations to managers and executives
• Maintain a prioritized backlog with the product owner
• Document business rules, data definitions and report logic

Required qualifications:

• 7+ years as a business analyst or in a similar requirements role
• Experience writing user stories, requirements documents and test cases
• Advanced Excel skills
• Familiar with Agile and Scrum
• Jira and Confluence experience

What we offer:

Compensation: $160,000 - $195,000 per year

• Medical, dental and vision insurance
• 401(k) with 4% match
• Paid time off

This position requires a background check.

Start: Within 30 days.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Waltham Planning Group, Inc..