Business Analyst

<p>&nbsp;</p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;"><strong>Position Summary</strong></span></p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">The Business Analyst supports the FFP IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance the client experience and operational efficiency. This role serves as a key liaison between business stakeholders and technology teams, helping to ensure clear communication, well-defined requirements, and alignment on project goals</span></p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;">&nbsp;</p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Develop business cases, process maps, and functional specifications to support effective project delivery.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Support change-management activities, including training and documentation, to promote adoption of new processes and systems.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.</span></li> </ul> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;"><strong>Qualifications</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Bachelor’s degree in business, management, or a related field</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Strong analytical, organizational, and problem-solving skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Excellent written and verbal communication skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Proficiency with business analysis and project delivery tools.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Ability to manage multiple priorities in a fast-paced environment.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Experience supporting large, enterprise-wide technology initiatives such as ERP implementations, cloud migrations, or digital transformation programs.</span></li> </ul> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;">&nbsp;</p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;"><strong>Preferred Skills and Attributes</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or a related field; an advanced degree is a plus.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Two or more years of business analysis experience, ideally in wealth management, financial services, or investment-related environments.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Strong analytical and problem-solving skills, with the ability to interpret complex data and business scenarios.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Proficiency in tools such as Visio, Excel, SharePoint, Snowflake, and Power BI, along with knowledge of Agile and Waterfall methodologies.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Hands-on experience with Asana and a strong working knowledge of the platform are important.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Knowledge of wealth management products, services, and regulatory requirements.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Strong attention to detail and organizational skills.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Ability to manage multiple priorities in a fast-paced environment.</span></li> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">Self-motivated, with a commitment to continuous learning and improvement.</span></li> </ul> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;"><strong>Work Environment</strong></span></p> <ul> <li style="font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;"><span style="font-family: arial, helvetica, sans-serif;">This role will be based in a hybrid setting. Occasional travel may be required for stakeholder meetings and project delivery.</span></li> </ul> <p>&nbsp;</p> <p style="margin: 0in; font-family: Aptos; font-size: 12.0pt;"><span style="font-family: arial, helvetica, sans-serif;">This position is an exempt position. The annualized base pay range for this role is expected to be between $65,000–$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education</span></p> <p>&nbsp;</p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>