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    245 results for Business Systems Analyst Financial Services

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    We are offering an exciting opportunity in Baton Rouge, Louisiana for a Business Analyst in the Financial Services sector. The successful candidate will play a key role in managing critical projects, improving processes, and acting as a liaison for operational issues. As a Business Analyst, you will also ensure the smooth functioning of our core operating system.


    Responsibilities:

    • Analyze operations, determine project scope, and document results to identify project requirements

    • Develop project plans and templates, ensuring regular reporting of milestones and maintaining action lists

    • Provide assistance and consultation regarding software system setup, facilitating changes as needed

    • Lead meetings as required and form dialogues with department managers to address current issues and inefficiencies

    • Develop new and standardized processes and procedures for repeatable tasks across the organization

    • Process and notify departments affected by system updates and schedule installation as necessary

    • Assist in report writing and data analytics to support decision-making

    • Author new policies as needed, treating each as a mini project

    • Study system capabilities, analyze alternative solutions, prepare system specifications, and write programs to meet requirements

    • Monitor department budgets for variations, ensuring validation of expenses paid

    • Organize past project decisions for reevaluation when required.


    This on-site role requires a bachelor's degree and 7+ years of Business Analysis and Project Management experience with Auditing of Processes and Procedures, Review of how Systems Support Interdepartmental needs and Overall Business Efficiencies and Effectiveness. If you have a proven track record in the financial services industry with audit, accounting, systems review, analysis, project management and change agent duties, this could be a an excellent career move for you. Please apply directly and call Carrie Lewis at 504-383-0612. Thank you for your interest in Robert Half!

    • Candidate must possess a minimum of 7+ years of experience in the role of a Business Analyst, specifically within the Financial Services sector.


    • Proficiency in Business Systems Analysis is a key requirement for this role.


    • Familiarity and experience with ERP - Enterprise Resource Planning is essential.


    • The candidate needs to have substantial knowledge and experience in performing Accounting Functions.


    • Auditing skills are a must-have for this role, with the candidate expected to have a deep understanding of auditing principles and practices.


    • The role requires a strong background in Financial Planning & Analysis (FP& A).


    • Project Management skills are an essential requirement, with the candidate expected to have significant experience managing diverse projects.


    • Expertise in Project Management Process Improvement is another vital requirement for this role, with the candidate expected to bring innovative ideas for enhancing project management processes.

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    245 results for Business Systems Analyst Financial Services

    Business Analyst - Financial Services <p>We are offering an exciting opportunity in Baton Rouge, Louisiana for a Business Analyst in the Financial Services sector. The successful candidate will play a key role in managing critical projects, improving processes, and acting as a liaison for operational issues. As a Business Analyst, you will also ensure the smooth functioning of our core operating system.</p><p><br></p><p>Responsibilities: </p><p>• Analyze operations, determine project scope, and document results to identify project requirements</p><p>• Develop project plans and templates, ensuring regular reporting of milestones and maintaining action lists</p><p>• Provide assistance and consultation regarding software system setup, facilitating changes as needed</p><p>• Lead meetings as required and form dialogues with department managers to address current issues and inefficiencies</p><p>• Develop new and standardized processes and procedures for repeatable tasks across the organization</p><p>• Process and notify departments affected by system updates and schedule installation as necessary</p><p>• Assist in report writing and data analytics to support decision-making</p><p>• Author new policies as needed, treating each as a mini project</p><p>• Study system capabilities, analyze alternative solutions, prepare system specifications, and write programs to meet requirements</p><p>• Monitor department budgets for variations, ensuring validation of expenses paid</p><p>• Organize past project decisions for reevaluation when required.</p><p><br></p><p>This on-site role requires a bachelor's degree and 7+ years of Business Analysis and Project Management experience with Auditing of Processes and Procedures, Review of how Systems Support Interdepartmental needs and Overall Business Efficiencies and Effectiveness. If you have a proven track record in the financial services industry with audit, accounting, systems review, analysis, project management and change agent duties, this could be a an excellent career move for you. Please apply directly and call Carrie Lewis at 504-383-0612. Thank you for your interest in Robert Half!</p> Financial Analyst Michael Gardia with Robert Half Finance and Accounting is recruiting to fill a Financial Analyst position for a gaming company in Reno. This is a great opportunity to advance through the organization and influence systems, procedures and the overall business! This position is one that truly touches all facets of the business. You will have direct interaction with General Manager, Assistant General Manager and entire C-Suite of the Company, will interface with gaming, purchasing, food and beverage, events, retail, sales and administrative staff members.<br><br><br><br>The ideal candidate will have a bachelor's degree in accounting or finance and at least 3 years of experience. They are flexible about combination of degree and experience, but the work requires the ability to produce financials. Intermediate computer skills in Microsoft office applications including Word, Excel and Outlook. SQL Experience is a plus, but at a minimum, requires experience in financial software. Analytical skills and the ability to make confident decisions are also required. Basic knowledge of procedures and principles and typing skill are a must. Business Systems Analyst We are offering a long-term contract employment opportunity for a Business Systems Analyst in Katy, Texas. As a key member of our team, you will be tasked with analyzing our business systems, documenting processes, and making necessary improvements to ensure our operations run smoothly. <br><br>Responsibilities:<br>• Utilize Atlassian Jira and Confluence to manage and track projects<br>• Conduct gap analysis to identify areas of improvement in business systems<br>• Implement AB Testing methods to validate system enhancements<br>• Work within Agile Scrum methodologies to deliver projects on time<br>• Manage CRM data and provide insightful reports to the team<br>• Conduct Backlog Grooming sessions to prioritize work effectively<br>• Document business processes and functions accurately <br>• Create comprehensive Business Requirement Documents to guide system development<br>• Collaborate with cross-functional teams to ensure business systems align with company goals<br>• Continuously monitor and adjust business systems to meet changing needs. Business Systems Analyst <p>Robert Half is hiring for a Business Analyst onsite in King of Prussia. </p><p>This Business Analyst Role requires cross-functional collaboration and cross departmental partnership in designing current and future business processes and maximizing efficiencies within the company.</p><p>**onsite 3 days a week in King of Prussia office**</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with stakeholders and Subject Matter experts to implement organizational change strategies and ensure smooth transitions.</p><p>• Utilize process improvement methodologies to design and implement streamlined processes for continuous improvement.</p><p>• Collaborate with cross-functional teams to ensure alignment and integration of processes across departments.</p><p>• Document critical business processes that impact efficiency, cost-effectiveness, and customer satisfaction.</p><p>• Establish governance over process conformity including compliance, regulations, and customer/contractual requirements.</p><p>• Support change management initiatives to complement process optimization and adoption of best practices.</p><p>• Assist Business Process Managers in process definition and analysis, identify process gaps, inefficiencies, bottlenecks, and areas for improvement.</p><p>• Identify opportunities for automation and digital transformation to enhance efficiency and accuracy.</p><p>• Participate in the development of a comprehensive business process model aligned with the organization’s goals and objectives.</p><p>• Apply strong project management principles to track process improvement initiatives with measurable outcomes.</p> Financial Systems Analyst <p>Central Jersey Supply Chain and Logistics company seeks Financial Systems Administrator to join growing team. The Financial Systems Administrator will manage all aspects of system administration for Dynamics 365 F& O, including user creation, security roles, access control, and security best practices. Perform regular system monitoring and health checks, identifying and resolving performance issues. Implement system upgrades and updates. Manage backups, disaster recovery procedures, and data security protocols and work with finance and operations teams to understand business needs and configure F& O to optimize workflows and processes. The Financial Systems Administrator should have experience as a System Administrator using Dynamics 365 F& O. For immediate consideration please contact joseph.imbesi@roberthalf.</p> Business Systems Analyst <p>We are offering a consulting opportunity for a Business Systems Analyst , remote work schedule available.</p><p>This role is pivotal in the EDI (Electronic Data Interchange) domain, where you will contribute to the design, analysis, and support of EDI solutions. </p><p>You will also play a key role in the optimization of workflows and in the resolution of EDI-related issues. </p><p><br></p><p>Responsibilities:</p><p>• Design, analyze, and support EDI solutions, ensuring they meet the needs of various trading partners.</p><p>• Collaborate with business stakeholders to gather and document requirements for EDI transactions.</p><p>• Develop data mapping specifications to ensure smooth data transformation between systems.</p><p>• Troubleshoot and resolve EDI-related problems while providing timely support to both internal and external stakeholders.</p><p>• Identify potential enhancements in EDI workflows and recommend process improvement opportunities.</p><p>• Create and maintain detailed documentation of EDI processes, data mappings, and system configurations.</p><p>Other duties as needed</p> Business Analyst We are offering an exciting opportunity in the financial services industry for a Business Analyst in McAllen, Texas. This role involves comprehensive business analysis tasks, including the elicitation, examination, and documentation of business requirements. <br><br>Responsibilities: <br><br>• Elicit business requirements through interviews, workshops, and document analysis<br>• Accurately create detailed user stories, use cases, and process flow diagrams to articulate business needs<br>• Collaborate with technical teams to convert business requirements into functional specifications<br>• Participate in testing and validation processes to ensure the designed solutions meet business objectives<br>• Manage stakeholder expectations and maintain clear and effective communication throughout the project lifecycle<br>• Identify opportunities for process improvement and propose appropriate solutions<br>• Stay informed about industry trends and best practices in banking and financial software<br>• Utilize business analysis tools and techniques such as UML and Agile methodologies<br>• Work with financial software applications including core banking, lending, and treasury management<br>• Maintain proficiency in Atlassian Jira, CRM, Gap Analysis, Microsoft Excel, Microsoft Word, AB Testing, Agile Scrum, Business Process Functions, Business Requirement Document, Claim Administration, and Fiserv. Business Systems Analyst We are offering a contract to permanent employment opportunity for a Business Systems Analyst in Dallas, Texas. This role is pivotal in managing and supporting a wide range of legacy applications, moving into the testing phase of the Odessa migration, and taking on the ServiceNow configuration project. <br><br>Responsibilities:<br>• Manage and support various client legacy applications<br>• Contribute significantly to the testing phase of the Odessa migration from SAP<br>• Take on the ServiceNow configuration project, leveraging ServiceNow Development and Implementation skills<br>• Handle and optimize SQL related tasks, including writing simple queries to retrieve information, join tables in SQL, and interpret stored procedures to extract data<br>• Monitor and support the implementation of VOIP (RingCentral)<br>• Oversee the implementation of the IVR system<br>• Manage and maintain the Fresh Desk ticketing system<br>• Utilize the WMS by Datascan effectively<br>• Perform application configuration as required. Business Systems Analyst <p>We are seeking a <strong>Business Systems Analyst</strong> to bridge the gap between business needs and technology solutions. This role involves gathering and analyzing requirements, optimizing business processes, and collaborating with IT teams to implement system improvements. You will play a key role in ensuring that business applications align with organizational goals and enhance operational efficiency.</p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with stakeholders to <strong>gather, document, and analyze business requirements</strong>.</li><li>Assess current business processes and recommend <strong>system enhancements</strong> to improve efficiency.</li><li>Work with development teams to <strong>design, test, and implement solutions</strong> that meet business needs.</li><li>Develop <strong>functional specifications, process workflows, and system documentation</strong>.</li><li>Support system implementation, including <strong>testing, training, and change management</strong>.</li><li>Troubleshoot <strong>system issues</strong>, working closely with IT teams and vendors to resolve problems.</li><li>Conduct <strong>data analysis</strong> to support decision-making and identify areas for process optimization.</li><li>Act as a liaison between <strong>business users and technical teams</strong> to ensure successful project outcomes.</li></ul><p><br></p> CW - Business System Analyst II (E) We are offering a long term contract employment opportunity for a Business System Analyst II in Glen Allen, Virginia. In this role, you will serve as the main systems manager for assigned platforms, aligning the company's technology with business strategies. Your role will involve needs assessments, cost/benefit analysis, and transforming business and end user requests into practical solutions.<br><br>Responsibilities: <br><br>• Translate business needs into technical requirements to guide the implementation of new features, systems, and enhancements.<br>• Collaborate with vendors to ensure the system solution meets business needs.<br>• Communicate with decision makers, system owners, and end users to define business, financial, and operational requirements and system goals.<br>• Represent the business in presenting new systems/applications to the Application and Architecture Review Board.<br>• Lead design sessions for new systems or functionalities to improve business processes, operations, and information process flow.<br>• Develop and maintain design documentation, data flow diagrams, and workflows, documenting integration points between systems across the organization.<br>• Conduct systems analysis including creation of technical requirements, access framework, data flow, and operational process mapping.<br>• Improve systems and operational workflows by studying current practices and proposing modifications or enhancements.<br>• Review existing systems, analyze their effectiveness and efficiency, and develop strategies for improvement or further leveraging.<br>• Provide ongoing support structure and document Roles and Responsibilities before an application or system is approved for production readiness.<br>• Troubleshoot issues in alignment with the Problem and Incident Troubleshooting process.<br>• Represent production changes to the Change Control Board, complying with the process requirements.<br>• Participate in and lead system and unit testing for modified and new systems, providing post-implementation support. Business Systems Analyst - EDI & ERP <p>Are you a tech-savvy problem solver who loves streamlining business processes? Join a <strong>thriving manufacturing organization</strong> as a <strong>Business Systems Analyst</strong>, where you'll play a key role in integrating and optimizing <strong>EDI and ERP systems</strong>. The company culture is top-notch, the benefits are rock-solid, and they're looking for someone ready to make an impact! This is a Direct Hire opportunity with bonus potential on top of the annual salary. </p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Drive <strong>EDI and ERP integration projects</strong>, ensuring seamless data flow between systems.</li><li>Collaborate with cross-functional teams to <strong>enhance business processes</strong> through technology.</li><li>Work with <strong>SQL databases</strong> to analyze, troubleshoot, and optimize system performance.</li><li>Support <strong>reporting initiatives</strong> using SSRS (nice to have).</li><li>Utilize <strong>C#</strong> (if you have experience) to assist in system enhancements and customizations.</li></ul> Senior Valuation Analyst <p>We are in the detail-oriented services industry, based in Dallas, Texas, United States, and we're seeking a dedicated Senior Valuation Analyst to join our team. The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Engage in regular communication with clients to collect pertinent financial details</p><p>• Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data</p><p>• Detect patterns and irregularities while reviewing financial data</p><p>• Develop novel strategies for generating deliverables that answer client queries</p><p>• Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis</p><p>• Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products</p><p>• Participate in ad-hoc projects with the team as required</p><p>• Manage client inquiries and questions in a prompt and detail-oriented manner</p><p>• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform job responsibilities effectively.</p> Financial Analyst <p>Robyn Rosemon has an exciting opportunity for a Financial Analyst with her client's manufacturing facility. As a Financial Analyst, you will play a pivotal role in enhancing our financial performance by managing business analytics, supervising financial reporting, and maintaining accurate sales and inventory records. Your responsibilities will also include managing costs, analyzing manufacturing costs, and conducting physical inventories.</p><p><br></p><p>Responsibilities:</p><p>• Enhance profitability through the proficient management of business analytics, focusing on sales, volumes, and margins drawn from internal financial reports.</p><p>• Monitor and manage cost variations due to factors such as inflation and raw material cost increases.</p><p>• Maintain an accurate sales database and monitor contract progress.</p><p>• Conduct a detailed analysis of the gross margin per invoice to ascertain profitability per customer and product.</p><p>• Assist in implementing and maintaining costing data within the ERP for precise analysis.</p><p>• Provide support to the Sales Team in preparing for customer visits, participating in profitability aspects, and occasionally in negotiation aspects.</p><p>• Improve tools to better assess standard cost and final inventory valuation.</p><p>• Collaborate with the Customer Service, Supply Chain, and Finance Team for aged stock reviews and preparation.</p><p>• Maintain and develop the costing system, documentation, and inventory records.</p><p>• Examine changes in COGS provided by order entry to determine the impact on product costs.</p><p>• Analyze manufacturing costs and compare them to standard costs for actual product cost evaluation.</p><p>• Conduct physical inventories and monitor monthly cycle counts.</p><p>• Manage financial activities including financial planning and reporting, budgeting, policies, and accounting best practices.</p><p>• Oversee the preparation of contract negotiations and gather reliable data, mainly related to profit.</p><p><br></p><p>If interested in this role, please reach out to Robyn Rosemon via LinkedIn </p> Salesforce Developer <p>We are seeking a highly skilled Salesforce Developer/Administrator with expertise in Salesforce Service Cloud, Salesforce Financial Services Cloud, and Salesforce Marketing Cloud to join our team. The ideal candidate will have strong experience in the banking or credit union domain, focusing on implementing end-to-end Salesforce solutions that enhance customer engagement, improve operational efficiency, and meet specific industry requirements. This role will involve gathering business requirements, designing and deploying Salesforce solutions, and supporting cross-functional teams to drive customer success.</p><p><br></p><ul><li>Design, develop, and maintain custom Salesforce applications using Apex, Lightning Web Components, Visualforce pages, and integrate with external systems.</li><li>Implement and configure Salesforce Marketing Cloud features such as Journey Builder, Email Studio, Audience Segmentation, and Automation Studio to deliver personalized marketing campaigns.</li><li>Implement Salesforce Service Cloud solutions, including case management, service console, knowledge base, and omnichannel support, to optimize customer service workflows.</li><li>Configure and implement Salesforce Financial Services Cloud for client relationship management, financial planning, and account management to meet the unique needs of financial institutions.</li><li>Develop custom APIs and integrations with third-party platforms, such as banking applications, data warehouses, and marketing tool</li></ul> Director of FP&A (Fiber Division) <p>We are seeking a Director of FP& A for our growing client in the Greater Milwaukee area that is looking to build our the FPA structure. This strategic leadership role involves driving financial insights, reporting, and business performance optimization. </p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you.  God Bless.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Lead and supervise all FP& A operations for a Division, encompassing budgeting, forecasting, long-term planning, and performance scrutiny.</p><p>• Scrutinize monthly margin performance across the Division at job level and overall, collaborating with leadership to provide insight into influencing factors.</p><p>• Develop intricate financial models to assist decision-making, assess business cases, and steer strategic initiatives.</p><p>• Utilize Power BI and other business intelligence tools to produce dynamic dashboards and visualizations that augment financial reporting and operational insights.</p><p>• Design and track key performance indicators (KPIs), recognizing trends, risks, and opportunities to inform executive decision-making.</p><p>• Collaborate cross-functionally with operations, accounting, technology, and project management teams to ensure financial alignment with business objectives.</p><p>• Prepare and present financial reports, board decks, and executive summaries with clear, significant insights and suggestions.</p><p>• Play a pivotal role in M& A activities, conducting financial due diligence and supporting post-acquisition integration efforts.</p><p>• Continuously refine and optimize FP& A processes, tools, and systems to improve accuracy, speed, and strategic value.</p><p>• Mentor entry-level analysts and build an FP& A team capable of scaling with the business, positioning yourself to lead FP& A across all divisions.</p> Sr. Financial Analyst We are embarking on a search for a Sr. Financial Analyst to join our team in the manufacturing industry based in Goose Creek, South Carolina. In this role, you will be tasked with the critical responsibility of monitoring business systems, managing customer relations, and conducting extensive data mining. This role offers an exciting opportunity for those adept in financial analysis and keen on applying their skills in a dynamic setting.<br><br>Responsibilities:<br>• Overseeing and managing the company's CRM to ensure efficient customer service<br>• Utilizing data mining techniques to analyze financial data and inform business decisions<br>• Employing tools such as Crystal Reports and Confluence to generate comprehensive financial reports<br>• Collaborating with the accounting department to streamline accounting functions and auditing processes<br>• Assisting in the management of capital and ensuring adherence to budget processes<br>• Utilizing SAP for managing business operations and customer relations<br>• Keeping up-to-date with the 'About Time' project management system to ensure timely completion of tasks. Business Systems Analyst <p>Robert Half is in search of a Business Systems Analyst to join our client's team in Appleton, WI. This role involves the use of data analysis, technical systems analysis, and technical support skills, particularly in the ERP domain. The primary responsibilities include gathering and categorizing information, creating visual tools for business analysis, and providing technical leadership in a manufacturing setting.</p><p><br></p><p><strong>This is a Direct Hire role that will require an ONSITE work schedule.</strong></p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Gather and categorize detailed information to determine the most suitable resolution methods.</p><p>• Develop visual tools using data from ERP and other sources to aid business analysis.</p><p>• Carry out level I system administration tasks.</p><p>• Collaborate with external vendors to impart understanding of the system setup and work environment.</p><p>• Exercise detail-oriented judgment in problem analysis to either attempt a hardware/software solution or determine the level of maintenance needed.</p><p>• Provide technical leadership and training for entry level technical support analysts when necessary.</p><p>• Conduct technical support and systems administration tasks.</p><p>• Demonstrate agility, sound judgment, independent thinking, follow-through, and initiative in solving moderately complex issues.</p><p>• Communicate effectively, demonstrating solid computer proficiency.</p><p>• Demonstrate a results-oriented approach with the ability to multi-task, respond quickly to needs, and meet deadlines.</p><p>• Display good organizational skills and the ability to work well both independently and as a member of a team.</p><p>• Undertake other projects and activities as assigned.</p> Systems Analyst <p>We are seeking an experienced Systems Analyst to join a manufacturing client and play a pivotal role in optimizing Sales & Distribution processes. This role requires a professional with a solid background in SAP Sales Distribution (SD) and various sales tools, who can bridge the gap between complex technical solutions and business needs. As a Systems Analyst, you will work closely with international teams to enhance SAP HANA S4 Sales & Distribution functionality, including integration with Finance and Supply Chain Management modules.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support, configure, and optimize the SAP S4/HANA Sales & Distribution (SD) module, focusing on order-to-cash processes.</li><li>Collaborate with cross-functional teams, providing technical and functional support to align SAP SD functionalities with business needs.</li><li>Analyze, troubleshoot, and resolve issues in SAP SD, leveraging user-exits, debugging, and SAP customization where necessary.</li><li>Assist in the development and deployment of solutions that integrate with SAP Finance and Supply Chain Management.</li><li>Serve as a point of contact for technical inquiries, offering insights into SAP user-exits and customization concepts.</li><li>Act as a liaison between technical teams and business users, effectively translating complex technical concepts.</li><li>Contribute to international, cross-functional projects, collaborating with teams from diverse backgrounds.</li><li>Assist in the design and implementation of solutions for manufacturing processes, with an emphasis on SAP WM and TM integration where applicable.</li></ul><p><br></p> Loan Operations Analyst <p><em>The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m</em></p><p><br></p><p>The new year is here! Want to be with a company that will ensure you get to enjoy it? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Maintain the Reconciliation and Control functions within the Operations group</p><p>• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled</p><p>• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger</p><p>• Enter trades into Wall Street Office (“WSO”) and trade capture systems</p><p>• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services</p><p>• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.</p><p>• Ensure all loans are rolled and correct rates are set for the next accrual period</p><p>• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams</p><p>• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed</p><p>• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems</p><p>• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation</p> Business Systems Analyst We are offering a contract to permanent employment opportunity for a Business Systems Analyst in New York. The role is within the insurance industry and requires a comprehensive understanding of front-to-back Calypso derivatives solutions. The successful candidate will be expected to train and transfer knowledge to business and technology stakeholders.<br><br>Responsibilities<br>• Implement and support the Calypso Back-Office system, focusing on post-trade processing areas including Trade validation, Cross-Asset Accounting, Settlements, Reconciliations, and Regulatory and Internal reporting.<br>• Demonstrate functional experience in support of various Asset Classes, such as Foreign Exchange (FX), Fixed Income and Money Market (FI/MM), Interest Rate Derivatives (IRD), FX Derivatives (FXD), Credit Derivatives, Equities and Equity Derivatives, and Commodities and Commodity Derivatives.<br>• Leverage knowledge of Market Risk, FRTB, VaR (Parametric, Monte Carlo, Historical simulation), Back Testing, Stress testing, Sensitivities and Scenario analysis.<br>• Utilize data analysis tools such as Excel, SQL, or similar to manage and analyze data.<br>• Configure Standard & Custom Interfaces within Calypso, set up Quote Feeds from Bloomberg, establish Interest Rate Curves & other market data, and set up Dividend Curves for Custom Index.<br>• Translate Historical Volatility of Volatility-controlled indexes to a Volatility Surface to be used in Calypso, and set up pricing configuration & pricing parameters.<br>• Monitor end-of-day processing. Business Systems Analyst (Anaplan) <p>We are offering an exciting opportunity for a Business Systems Analyst with expertise in Anaplan. As part of our team, you will be responsible for utilizing your analytical skills and knowledge of financial modeling to build and develop complex financial models using Anaplan. The preference is for someone in the Greater Boston are who can come onsite 2-3 days a week but remote is also an option for this role.</p><p><br></p><p>Responsibilities:</p><ul><li>Strong Anaplan model building capabilities with a variety of use cases with focus on FP& A</li><li>Apply your analytical skills to solve business challenges.</li><li>Use analytical software to enhance the efficiency of financial modules.</li><li>Regularly update and monitor customer accounts.</li><li>Process customer credit applications with precision and speed.</li><li>Ensure the maintenance of accurate customer credit records.</li><li>Take necessary actions based on the monitoring of customer accounts.</li><li>Develop complex financial models to aid business decision-making.</li><li>Handle customer inquiries and resolve them effectively.</li></ul> Systems Analyst We are looking for a Systems Analyst to join our team in Tallahassee, Florida. In this role, you will be responsible for analyzing business rules and functional requirements, updating system documentation, and evaluating enhancement requests. This role offers a long-term contract employment opportunity. <br><br>Responsibilities:<br>• Analyze and interpret business rules and functional requirements<br>• Maintain up-to-date system documentation, ensuring it reflects the current system version<br>• Evaluate enhancement requests and provide timely and accurate estimates<br>• Design technical solutions utilizing the Visual Vault SaaS product<br>• Develop and execute test plans and test scripts to ensure system modifications are error-free and perform as designed<br>• Facilitate user acceptance testing and document the results of testing activities<br>• Deploy software updates in a timely and efficient manner<br>• Utilize strong interpersonal skills to establish and maintain effective working relationships <br>• Communicate business information effectively to users and information technology personnel<br>• Apply knowledge of business principles, practices, and procedures in all aspects of work. Systems Analyst We are offering an exciting opportunity for a Systems Analyst in Marana, Arizona. In this role, you will be essential in gathering business requirements, interfacing financial systems with other operational systems, and aiding in the implementation of new financial systems. You will also be expected to identify opportunities for process improvements and stay current on new platforms and tools.<br><br>Responsibilities:<br><br>• Translate business requirements into functional designs and solutions<br>• Collaborate with various operational units, such as HRIS, work order management, and CRM to interface the financial systems<br>• Facilitate the implementation of new financial systems and reporting to meet growing business needs<br>• Identify and implement opportunities for system or process improvements<br>• Develop and maintain stored procedures, packages, and other database components using PL/SQL<br>• Troubleshoot and resolve application problems, data anomalies, and software bugs<br>• Develop reports using Crystal, Jasper Reports, or explore new technologies for reporting<br>• Work closely with the Senior Programmer/Technical Lead to troubleshoot performance issues and improve optimization<br>• Monitor system, data, applications, processes, and user errors, taking corrective action where necessary<br>• Stay updated with new platforms and tools to ensure business solutions are current and following best practices<br>• Adhere to internal Quality Assurance protocols for managing custom software. Salesforce Implementation Project Manager <p>Sr. Salesforce Implementation Project Manager / Business Systems Analyst</p><p><br></p><p>Hybrid onsite 2-3 days a week just outside of Boston. There is no chance this role becomes fully remote, you must live a commutable distance from Boston. The team would like someone who can interface face to face in-person with the business and technology teams at least 2-3 times per week.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a highly skilled <strong>Salesforce Business Systems Analyst (BSA) / Project Manager</strong> to join our dynamic team of 40 professionals, which consists of 9 full-time employees and many contractors. The primary focus of this role is to serve as the <strong>Salesforce expert</strong> for the organization, acting as a liaison between business users and the development team. You will gather business requirements, translate them into actionable items for developers, and ensure the successful delivery of Salesforce solutions.</p><p>This role is critical for supporting various departments across the organization that utilize different Salesforce modules, with a current focus on <strong>Service Cloud</strong> and <strong>Experience Cloud</strong>. The ideal candidate will possess a deep understanding of Salesforce, excellent project management skills, and the ability to collaborate effectively with both technical and non-technical stakeholders.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Serve as the organization's Salesforce expert with a focus on Service Cloud and Experience Cloud (preferred but not mandatory).</li><li>Facilitate conversations with business users to gather and document requirements, ensuring clarity and alignment between stakeholders.</li><li>Work directly with developers to translate requirements into actionable user stories for sprints, ensuring goals and priorities are well-defined and met within deadlines.</li><li>Manage and oversee multiple Salesforce-related projects simultaneously, ensuring successful execution from initiation to delivery without people-management responsibilities.</li><li>Act as a trusted advisor to the business by understanding their struggles and identifying Salesforce-based solutions to drive impact and efficiency.</li><li>Provide training or user support when necessary, ensuring the seamless adoption of solutions.</li><li>Collaborate with internal teams to prioritize, strategize, and align project objectives with organizational goals.</li><li>Ensure standard practices for no-code Salesforce development are followed, aligning with existing framework and solutions.</li></ul><p><br></p> Business Systems Analyst <p>Robert Half is hiring! We are in the process of recruiting a Business Systems Analyst for our team based in South Carolina. This role involves becoming an expert in our business applications, processes, and data relationships, as well as providing high-quality assurance and facilitating effective communication with partners.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Develop expertise in our business applications, processes, data relationships, and integration.</p><p>• Establish yourself as a trusted expert partner for our internal Business Stakeholders.</p><p>• Define business analysis requirements and configuration specifications.</p><p>• Conduct quality assurance activities, including creation of user stories, test scripts, and system integration testing.</p><p>• Assist our business partners in conducting User Acceptance Testing.</p><p>• Maintain and enhance relationships with partners, working with them to optimize our solutions.</p><p>• Lead the design, documentation, and maintenance of system processes.</p><p>• Identify common sources of technical issues or questions and make recommendations to our technology teams.</p><p>• Effectively communicate key insights and findings to our technology teams.</p><p>• Continually seek ways to improve our monitoring processes, discover issues, and deliver better value to our customers.</p>