Business Systems Analyst - Technology
Core
Liaison between business and IT to provide technical solutions, analyze requirements, and improve business performance for financial advisors.
Role type
Business Systems Analyst
Builds
Operational playbooks, procedural documentation, and user manuals for technology implementations
Domain
Financial Services / IT Operations
Deliverable
dashboards & analysis
Required skills
Requirements elicitation, incident management, relationship management, problem-solving, documentation, customer support
Preferred skills
Microsoft technologies (Windows, M365, Azure AD, Power BI), cloud computing, networking, AI concepts
Technologies
Microsoft 365, Azure Active Directory, Power BI, Windows
Responsibilities
Capture and document business requirements, oversee critical technology incidents, develop corrective actions for recurring issues, create operational playbooks and user manuals, drive technology adoption initiatives
Seniority
Mid-level, hands-on IC