- Correspondence and other customer communication output
- Changes to the system User Interface (business or production configuration requires partnership and coordination with other delivery teams and external vendor)
- Production support triage and fixes for defects and production incidents
- Tax features – tax testing, tax form build out and test (requires partnership and coordination with other delivery teams)
- Feature delivery – partial Roth conversion solution, UI (User Interface,) role changes for AML (Anti Money Laundering), Secure Act changes, Inherited IRA solution for example
- Business-related enhancements – could require product or business configuration or changes to base code
- Finance and accounting related configuration and validations
- BPM tool updates for task routing
- Team Methodology: Agile / Scrum
- Team Makeup: Product Manager, Product Owner, Scrum Master, Enterprise Architects, Developers across multiple capabilities, Quality Assurance, Business Analysts, Business Process Analysts, Product Calculation Analysts, and external vendor partners.
- What You Do:
- This role is the liaison between key Business Stakeholders and IT in the analysis and delivery of system changes to support Fixed or Variable Annuities on the platform. Responsible for elicitation, assessment and documentation of project scope, business risks, business and technical requirements and the overall testing strategy with test cases. Facilitates requirements gathering sessions with key stakeholders and is responsible for business requirement documentation and traceability to technical requirements. Develops user acceptance and validation test plans. Leads execution of user acceptance testing and ensures business readiness. Creates user stories and acceptance criteria. Delivers demos of completed features and user stories.
- Key Responsibilities:
- Lead building the business case, outlining scope, identifying stakeholders, facilitating and documenting As Is, To Be flows including gap analysis
- Elicit, analyze and document clear concise detailed business and technical requirements via user stories and acceptance criteria
- Plan User Acceptance Testing (UAT) to validate the solution delivered meets the business needs.
- Provide input into business readiness plans, including communication, training and production validation.
- Ensure issues are identified, tracked, and resolved in a timely manner
- Ensure status is updated and tracked appropriately in the single source of truth.
- Qualifications:
- 6-7 years Business Analyst Experience
- Strong analytical and project management skills
- In-depth knowledge of the financial services industry, with specific long term care experience preferred
- Self-starter who can work independently
- Excellent written, verbal, communication and presentation skills
- Ability to work across delivery team, to coordinate delivery and implementation
- Experience with external vendors
- Preferred:
- 8-10 years Business Analyst Experience
- Strong leadership ability, with experience coaching other analysts
- Six Sigma, and/or Business Analyst training or certification a plus (CBAP, BABOK)
- Experience with the Agile framework (SAFe, Scrum, KanBan)
- Knowledge of Jira and/or Polarion (epics, user stories, tasks, subtasks)
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Description
Business Analyst ** C2H, Must be Local to Minnesota **
Retirement Solutions Platform (RSP)
Job Purpose / Role
We are in the process of building out and delivering on a backlog comprised of features for the Inforce Annuity operations teams. The work spans across multiple areas and requires coordination across delivery teams (product configuration, integrations, digital for example). Inforce is defined as everything occurring post-issue on an annuity contract; policy administrations, benefit payout, death claim, accounting, tax forms and feeds, and customer communications.
Examples of work include:
