Business Analyst

• Responsible for measuring, monitoring, and strategically managing M&T’s balance sheet and interest rate risk position
• Manage and participate in the completion of complex processes and analysis specific to measuring the interest rate risk of the Bank’s balance sheet
• Manage the process of obtaining business line forecasts of balance sheet activities pertinent to forecasting net interest income
• Complete complex analyses to support business assumptions and decisions
• Provide feedback and make recommendations to management regarding the results and how to mitigate potential risk
• Stay abreast of trends within the financial services industry and economy
• Participate in planning, developing and implementing various projects and initiatives to improve the Division’s risk management framework
• Direct activities of participants in executing projects specific to risk management aspects of the Asset/Liability process

Lead Treasury Asset Liability Management Analyst

• Understand the entire lifecycle of a class action or similar matter, determine what data is required based on functional requirements, and define how that data and business rules will translate to internal applications.
• Develop and publish technical specifications, technical requirements, and other documentation, as required.
• Design data mappings and transformations which will be used to drive ETL procedures.
• Work with QC Analysts to design testing strategies and plans to ensure all outcomes are as expected.
• Using tools such as Excel, Access, SQL Server, and others, directly query, assess, and analyze data to ensure requirements are being met.
• Serve as liaison between Client Services (business) and Data Analysts (technical) teams to keep production work flowing smoothly.
• Work with Technical Project Managers to ensure all required steps and actions are captured in project plans, and that project timelines seem reasonable.
• Lead, conduct, or consult in user acceptance test exercises to ensure results are acceptable and meet requirements.
• Follow prescribed software development standards, processes, procedures, methodologies, etc., according to departmental policies and conventions.
• Interact and correspond professionally with team members, project management, clients, and other stakeholders.
• Account for and accurately log time against project work.

• Analyze business requests to be solved with automated systems.
• Formulate and design automated systems scope and objectives based on both user needs and a good understanding of applicable business systems and industry requirements.
• Provide expertise in identifying, evaluating and developing systems and procedures that meet user requirements and are within stated sizing estimates.
• Configure system settings and options; plan and execute business design, assist in integration and acceptance testing, where necessary; and create specifications for system to meet business requirements.
• Include analysis of business and user needs, documentation of requirements, and translation into proper system requirement specifications.
• Begins to develop working relationships with client end-users, programmers and test analysts while assisting with the analysis, design, configuration, testing and maintenance of systems.
• Maintains communications with end-users for feedback to ensure systems continually meet the client's expectations.
• Analyzes basic problems and issues (complexity varies based on data requirements and business specifications) and offers standard business solutions.
• Coordinates and facilitates client meetings.
• Develops simple business specifications and logical flowcharts that include features and functions from which programmers can create technical specifications.
• Demonstrates a basic knowledge of systems/modules to design system screens and database structures.
• Works with programmers to design and develop requirements and learns to analyze the feasibility of new systems and enhancements to existing systems.
• Prepares input for system design, including final report and screen definition, logical system flow and implementation plans.
• Provides support with the resolution of issues that may cross multiple systems and affect the business process and tracking of application incidents/issues; becomes familiar with how to identify system impact of changes in the business, user needs, external business environment and operating systems.
• Develops documentation to include, but not limited to bulletins, manuals, file layouts and application design layouts for internal, client and training purposes.
• Assists with the preparation and coordination of client training and documentation for installation of systems and upgrades.
• Tracks and learns to document changes for functional and business specifications; writes detailed, universally understood procedures for permanent records and for use in training.
• Assists with coordinating documentation and client follow-up evaluation monitoring; post-implementation problems and revision requests.
• Maintains and administers procedures, methodology and/or application standards to include payment card industry and security related compliance.
• Demonstrates a working knowledge to conduct and support testing/planning/validation by clarifying the intended functionality.
• Participates in the resolution of issues to ensure a successful implementation.
• Tests and learns to analyze possible courses of action and solutions.
• Assists with coordinating implementations including vendor and in-house testing, readiness assessment, training and hardware capacity evaluation.
• Assists with the project planning efforts on small development efforts.
• Tracks project progress, collects and analyzes information and trends, and communicates to the user community any anticipated schedule deviations.
• Maintains software deployment plans as directed.

• Serve as the primary Workday Financials administrator and day-to-day support contact for the Finance team, triaging and resolving configuration issues, user requests, and system inquiries with a high degree of responsiveness and quality
• Diagnose and resolve Workday Financials configuration issues across modules, including Financial Accounting, Accounts Payable, Accounts Receivable, Expenses, Procurement, and/or Banking & Settlement
• Partner with Finance stakeholders to gather, document, and translate business requirements into functional design specifications and Workday configuration solutions
• Support and deliver enhancements, new feature rollouts, and process improvements in Workday Financials, from requirements through testing and change management
• Participate in Workday semi-annual release cycles — reviewing release notes, assessing functional impact, coordinating user acceptance testing, and managing deployment
• Maintain accurate and up-to-date system documentation, including configuration guides, business process flows, and training materials
• Collaborate with the broader Enterprise Systems team on cross-functional initiatives involving Workday HCM, Adaptive Planning, Integrations, and third-party connected systems
• Work with Finance leadership to support strategic priorities such as process automation, reporting improvements, and scalability initiatives tied to company growth
• Act as a bridge between Finance and IT, ensuring system changes are delivered with appropriate controls, testing rigor, and minimal disruption to financial operations
• Manage support tickets and project tasks through a defined intake and prioritization process, communicating status and expectations proactively to stakeholders

Workday Finance Business Analyst

• Manage and oversee the standalone dental mailbox, including triage, routing, escalation management, and workflow coordination
• Partner with Sales to support standalone dental and vision growth initiatives
• Coordinate Gateway enhancement initiatives
• Support sales teams with RFP coordination, reporting requests, quote tracking, broker issue resolution, and strategic case support
• Support reporting and analytics related to standalone dental growth

Senior Project Management Analyst, Aetna Dental/Vision

• Analyzes complex end user needs to determine optimal means of meeting those needs
• Determines specific business application software requirements to address complex business needs
• Develops project plans and identifies and coordinates resources, involving those outside the unit
• Works with programming staff to ensure requirements will be incorporated into system design and testing
• Acts as a resource to users of the software to address questions/issues
• May provide direction and guidance to team members and serves as an expert for the team
• Lead discovery and requirements refinement sessions to uncover customers’ business, functional requirements and synthesize requirements to create clear and comprehensive high level and detail business requirements with acceptance criteria

Business Analyst III

• Concurrently manages multiple projects that impact all areas of the organization.
• Work with WM Strategic Business Solutions systems to perform analyses on large, complex data sets.
• Conduct analysis of findings and provide strategic insights, hypotheses, actionable recommendations and conclusions.
• Perform data profiling and root cause analysis to identify and understand anomalies.
• Effectively use data visualization in summaries and/or dashboards.
• Drive report automation while developing procedures and standards for data analysis.
• Address inefficiencies to improve daily functions and providing enhancements to existing processes and tools.
• Work with all members of the WM Strategic Business Solutions to help develop new processes and tools.

Technical Business Analyst

• Work directly with stakeholders to define, document, and drive business requirements
• Document business requirements using customer journeys, business context diagrams, and process flows
• Prepare business validation (UAT) plan and support business users in performing validation
• Partner closely with business stakeholders and subject matter experts

Business Solutions Analyst III

• Lead current state assessments and future state design for insurance billing and revenue operations
• Own end to end ORMB functional requirements
• Partner closely with Business SMEs and Agile Product Owners to elicit requirements
• Collaborate with QA and UAT teams to define comprehensive end to end billing scenarios
• Mentor and guide junior analysts and team members on billing domain knowledge

Senior Business Analyst – Insurance Billing, Commissions

• Lead multiple initiatives, establish and track success measures for each. Ensure delivery is met with timelines and within expectations
• Work with WM Strategic Business Solutions systems to perform analyses on large, complex data sets.
• Conduct analysis of findings and provide strategic insights, hypotheses, actionable recommendations and conclusions based upon findings to managers and leadership.
• Effectively use data visualization, in summaries and/or dashboards, to enhance translation of data and findings in brief and intelligible format, suitable for any audience.
• Perform data profiling and root cause analysis to identify and understand anomalies. As appropriate, work with management and IT to address these issues.
• Drive report automation while developing procedures and standards for obtaining and analyzing the data.
• Act as a liaison between IT and the Client Solutions team to provide support and understanding in the gathering of data.
• Address inefficiencies while interacting with members of the Client Solutions team to improve daily functions. Providing enhancements to existing processes and tools.
• Work with all members of the WM Strategic Business Solutions to help develop new processes and tools to be leveraged within the Client Solutions team and organization.

Senior Business Analyst – Vendor Ops

• Gather, document and organize requirements from CMS regulatory documentation
• Support facilitation of client discovery sessions and work stream meetings (creating materials, back-up to PO)
• Assist with creation and maintenance of workflows
• Create deliverables
• Assist PO with other program activities and deliverables such as: IRAADQ resolution / follow-up, writing features and user acceptance criteria

Business Analyst, Optum Experience

• Collaborate with business stakeholders across various departments (e.g., Underwriting, Claims, Actuarial) to identify, analyze, and document business requirements, processes, and pain points.
• Conduct in-depth analysis of existing systems and workflows to identify areas for improvement and opportunities for automation or new technology solutions.
• Translate complex business needs into clear, concise, and actionable functional specifications, user stories, use cases, and process flows for development teams.
• Facilitate workshops, meetings, and interviews to elicit requirements and validate proposed solutions.
• Work closely with IT development, QA, and project management teams throughout the software development lifecycle (SDLC) to ensure solutions meet business objectives.
• Assist in the creation of test plans, test cases, and participate in user acceptance testing (UAT) to ensure delivered solutions are high quality and meet business expectations.
• Support change management activities, including training material development and user adoption strategies.
• Act as a liaison between business users and technical teams, ensuring effective communication and understanding.
• Stay informed on industry trends, best practices, and emerging technologies relevant to the insurance sector and business analysis.

IT Business Analyst

• Assess existing Business Processes, System Landscapes, and User Pain Points to understand problem statements and recommend technical solutions
• Facilitate Requirements Gathering Sessions with Business and Technical stakeholders
• Facilitate Functional Design Sessions with Business and Technical stakeholders
• Lead the documentation of Functional Design Specifications in the form of Epics, Features, and User Stories
• Lead Scrum Team “Refinement” Sessions with Technical Stakeholders to summarize Feature’s Design, determine estimates, and prepare for Sprint Cycles
• Present live Product Demonstrations for enhancements being introduced into the solution
• Provide Support for QA + UAT Test Case Authoring and Execution Activities
• Review, Triage, and provide clarifications for System Bugs and Production Incidents
• Prepare System Release Notes to be distributed to End Users for training and change management purposes
• Assist with Sprint Planning Activities and send communications to stakeholders
• Participate in team retrospectives and help drive continuous improvement

Sales and CRM Business Analyst

• Lead the development and execution of strategic plans for leveraging the IFS finance module to meet organizational goals.
• Provide mentorship and guidance to junior analysts and finance team members.
• Conduct complex analyses of financial processes, identifying opportunities for significant enhancements in efficiency, accuracy, and compliance.
• Act as a key liaison between senior finance, IT leadership, and external partners.
• Oversee and manage large-scale IFS finance module projects, including system upgrades, migrations, and new feature implementations.
• Ensure the IFS finance system's compliance with global financial regulations and standards.
• Stay abreast of the latest trends and developments in ERP systems and financial management.

Finance ERP Business Analyst

• Lead discovery sessions to understand and document business requirements across core F&O modules
• Translate business processes into Functional Design Documents, workflows, and process maps
• Conduct fit-gap analyses to determine where standard F&O functionality meets needs and where extensions are required
• Perform hands-on configuration within F&O, including legal entity setup, chart of accounts, financial dimensions, workflows, posting profiles, and related settings
• Use Power Platform tools and Electronic Reporting to improve workflows, automation, and document outputs
• Oversee data migration activities using DIXF, ensuring accuracy and integrity throughout the migration process
• Serve as Project Lead for mid-sized ERP initiatives, including module deployments, new entities, and ISV integrations
• Manage work items, project timelines, sprints, and release cycles
• Partner with technical architects and developers to design and validate custom enhancements
• Define and execute testing strategies, including RSAT coordination and script development
• Lead User Acceptance Testing and manage cutover planning for go-live
• Identify opportunities to improve system configuration, process efficiency, and data quality.

Senior Business Analyst, ERP

• Partner with Supply Chain and cross-functional leaders to understand operational priorities, financial drivers, and decision-making needs.
• Support margin tracking, quantification, and performance monitoring by identifying and quantifying improvements to cost, revenue, and profitability.
• Work closely with the offshore Power BI team to support the delivery of dashboards, metrics, and analytical views by providing business context, validating requirements, answering functional questions, and performing business testing of reports prior to release.
• Prepare monthly operating review (MOR) materials, leadership presentations, and ad-hoc analytical content that clearly communicate performance, trends, risks, and opportunities.
• Translate evolving or loosely defined business ideas into structured analytical strategies and tactical recommendations.
• Participate in Agile delivery routines to ensure business priorities, intent, and expectations are clearly understood and represented.
• Define, refine, and validate business requirements to ensure delivered solutions meet stakeholders’ needs and intended outcomes.
• Perform business validation and user acceptance testing to confirm accuracy, usability, and alignment with documented requirements.
• Conduct root-cause analysis to identify key drivers impacting service, cost, margin, and overall supply chain performance.
• Collaborate with global analytics and data partners (including India-based resources) to ensure data quality, consistency, and readiness for analysis.
• Support continuous improvement efforts across analytics, reporting, and business processes.

Strategic Business Analyst II – Supply Chain

• Working with stakeholders to identify features and/or enhancements that would add value to your product.
• Managing the product backlog, ensuring items are relevant, prioritized, and ordered.
• Ensuring your team's backlog health meets the standards the team has agreed upon.
• Collaborating with your development team by articulating the business's wants and needs, so that they, in turn, can create well thought out backlog items.
• Proactively communicating changes, tradeoffs, and updates to the roadmap with stakeholders.
• Gathering feedback on completed work items and using that feedback to update and maintain the product backlog and negotiate when items are ready to be released.

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Lead Treasury Asset Liability Management Analyst

Business Analyst

Business Analyst

Workday Finance Business Analyst

Senior Project Management Analyst, Aetna Dental/Vision

Business Analyst III

Technical Business Analyst

Business Solutions Analyst III

Senior Business Analyst – Insurance Billing, Commissions

Senior Business Analyst – Vendor Ops

Business Analyst, Optum Experience

IT Business Analyst

Sales and CRM Business Analyst

Finance ERP Business Analyst

Senior Business Analyst, ERP

Strategic Business Analyst II – Supply Chain

Product Owner, Business Analyst