Senior Analyst – Advisory Transformation
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • United States
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Job Level
About the role
- Partner with advisory professionals and IT teams to identify and implement opportunities to streamline and standardize advisory processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
- Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable advisory transformation solutions.
- Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
- Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
- Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower advisory teams with actionable insights that enhance strategic decision making.
- Support project management activities, including timelines, resource planning, risk identification, and status reporting.
- Assist with change management efforts, including user training, documentation, and communication strategies.
- Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
- Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.
Requirements
- College Degree or equivalent
- 3 years related experience
- Ability to lead and coordinate the team activities of others
- Proficient use of applicable technology
- Ability to execute and draft technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in a team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
- Ability to travel as required by business and on-call availability
Benefits
- Competitive salary
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process reengineeringworkflow technologiesbusiness requirements documentationprocess mappingadvanced analyticsautomationAI-driven solutionsproject managementrisk identificationkey performance indicators
Soft Skills
leadershipteam coordinationcommunicationcollaborationfacilitationfeedback gatheringchange managementuser trainingdocumentationcontinuous improvement
Certifications
College Degree