Business Analyst

• Support CAS platforms including LogicGate, Onit and NetDocuments
• Help migrate manual, Excel-based and legacy regulatory/risk reporting processes
• Elicit and document requirements, user stories, acceptance criteria, process flows
• Support system enhancements, configuration, testing cycles, UAT, issue resolution
• Bring project discipline to small projects and enhancements
• Partner with product, legal, risk, compliance, engineering and business stakeholders

Business Analyst, Back Office Portfolio

• Provide financial information through budget projections and financial forecasting.
• Develop financial reports, statements and spreadsheets for management.
• Analyze financial and accounting data to inform management.
• Monitor and analyze budget and accounting data for compliance.
• Conduct monthly analyses to monitor spending and compliance.

Fiscal & Business Analyst I

• Responsible for strategy and planning to align business operations with the credit union’s mission and goals.
• Conduct analyses and review business, member, and marketing data to identify strategic issues and opportunities affecting growth, profitability, member engagement, and marketing effectiveness.
• Work independently to interpret and develop solutions to complex business challenges that have a significant impact on the credit union and our members.
• Within Member Communication Orchestration & Analytics, lead targeting strategy, campaign orchestration, analysis, and optimization for member communications enabled by Pega Customer Decision Hub and related marketing decisioning capabilities.
• Use member data, predictive analytics, testing, and performance insights to support Next Best Action decisioning and create more relevant, member-centric experiences across inbound and outbound channels.

Principal Business Analyst, Marketing

• Lead complex and enterprise-wide implementations with multiple integrated workstreams
• Own RCM functional track deliverables, ensuring alignment across stakeholders
• Define governance standards, implementation plans, and risk mitigation strategies
• Drive future-state workflow design across pharmacy operations and revenue cycle processes
• Manage release coordination, dependencies, and cross-functional execution
• Serve as Subject Matter Expert (SME) in medical and pharmacy billing (specialty and infusion)
• Optimize workflows to improve clean claim rate and first-pass yield
• Analyze and resolve billing discrepancies including underpayments, overpayments, and unapplied cash
• Ensure alignment between pharmacy systems, billing platforms, clearinghouses, and financial systems

Senior Business Analyst – Pharmacy, RCM, Billing & Financial Reconciliation

• Conducting organization studies that specifically assess and analyze current organization states and management systems.
• Performing gap analyses of differences between current and targeted states.
• Documenting and delivering findings and recommendations.
• Conducting surveys, focus groups, and other accepted techniques for data collection in support of organization studies that specifically assess and analyze current organization states and management systems.

Management Analyst – Veteran Suicide Prevention

• Lead and manage program management tasks, ensuring alignment with strategic goals.
• Develop and manage comprehensive project plans, schedules, and deliverables for strategic planning and MYP.
• Coordinate and facilitate meetings, briefings, and decision-making processes.
• Ensure alignment of IT strategy with directives through comprehensive reporting and analysis.
• Support the development and management of business cases, multi-year programming, and investment monitoring.
• Facilitate strategic planning sessions and workshops with leadership.
• Identify and mitigate project risks, ensuring timely resolution of issues.
• Provide regular updates on task progress, milestones, and outcomes to executive leadership.
• Maintain and manage documentation, critical artifacts, and project deliverables.

Management Analyst

• Partner with key stakeholders to facilitate financial modeling and data-driven, strategic decision-making across ERMCO
• Work cross-functionally with operations, sales, quality, safety, human resources, IT, and engineering to develop insights needed for decision-making
• Have a high level of exposure to senior leadership and directly impact ERMCO’s Mergers & Acquisitions ambition and support leadership decisions
• Perform financial analysis and corporate development
• Participate in developing 5-yr Long Range P&L Forecasts including P&L, Balance Sheet, Cash Flow Statements
• Build detailed joint venture and partnership models
• Construct internal project-level Net Present Value (NPV) and Internal Rate of Return (IRR) models
• Design, develop, and maintain automated systems, reports, and dashboards
• Drive cross-functional reporting and support ad-hoc reporting requests

Senior Business Analyst, Corporate Strategy & Analytics

• Analyzes business needs to determine optimal means of meeting those needs
• Determines specific business application software requirements to address specific business needs
• Works with programming staff to ensure requirements will be incorporated into system design and testing
• Acts as liaison with users of the software to address questions/issues

Business Analyst II

• Assist the HII Director, Faculty and Staff with financial and general administration of the Health Informatics Institute (HII)
• Provide financial analysis and projections
• Budget management
• Fiscal resource management for the institute
• Manage the day-to-day objectives of the HII
• Prepare cash balance report for Auxiliary funds
• Prepare budget forecasts and annual budgets
• Ensure compliance with statutes, regulations, and accounting principles

• 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.

• Conduct training needs assessment by collecting information on end user skillsets.
• Plan, prepare, and research lessons to provide training sessions for internal subject matter experts.
• Liaise with subject matter experts regarding instructional design.
• Partner with internal and external stakeholders regarding iConnect training needs.
• Identify internal and external training programs to address competency gaps.
• Organize, develop, or source training programs to meet specific iConnect training needs.
• Develop iConnect training aids such as manuals, handbooks, and visual aids to map out training plans for new software deployment.
• Prepare lesson plans, course outlines, schedules, agendas, and assignments.
• Facilitate learning through a variety of delivery methods including classroom instruction, virtual training, and on-the-job coaching.
• Apply new technologies to deliver courses and improve the learning experience for users (e.g., distance learning, interactive self-paced courses, blended training).
• Will present iConnect training programs using recognized training techniques and tools.
• Handle logistics for training activities including venues and equipment.
• Design and apply assessment tools to measure training effectiveness.
• Track and report on training outcomes.
• Provide feedback to program participants and management.
• Evaluate and make recommendations on training material and methodology.
• Keep current on training design and methodology.

• Translates ambiguous business needs into solid business and functional requirements for small to large projects with moderate complexity.
• Effectively elicits information to create concise, organized Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) using standard, industry recognized tools and best practices.
• Manages requirements across the lifecycle of a project to ensure end user satisfaction, business stakeholder buy-in, and scope integrity.
• Identifies opportunities and contributes recommendations based on analysis of requirements and future impacts.
• Partners with business unit and IT or other departments as needed to ensure successful implementation and ongoing business and / or systems support when appropriate.
• Creates detailed Use Cases, User Stories and other documents to illustrate business needs.
• Facilitate meetings and Joint Application Development (JAD) sessions in a positive way to drive cross functional stakeholders to reach agreements and effective solutions. Meetings may include leadership.
• Conducts research and interviews subject matter experts to create "As-is" and "To-be" process flows.
• Apply critical thinking to evaluate cross functional dependencies, including upstream and downstream impacts.
• Contributes to enhancements of Business Analysis best practices and suggestions for improvements.
• Creates business facing test scenarios, test scripts/cases, and mockups of data necessary to conduct testing.
• Creates the traceability between requirements and scenarios to ensure business requirements are met.
• May monitor and report on testing activity and results.
• Consults with others in the development of appropriate training materials to support the needs of functional areas.
• May provide support to other entry and junior level Business Analysts.
• May investigate and research system problems and enhancements, working collaboratively with IT and business stakeholders to identify options and provide business and / or technical solutions.
• Other duties as assigned.

Business Analyst III

• Assists the Senior Management Analyst Supervisor and/or Audit Director in ensuring Internal Audit’s compliance with professional auditing standards and internal operational policies and procedures with the goal of producing a quality work product.
• Reviews engagement report(s) for accuracy, objectivity, clarity, conciseness, and constructiveness of recommendations.
• Verifies engagement report references are complete and adequately supported.
• In consultation with the Senior Management Analyst Supervisor and/or Audit Director, plans and conducts audits and reviews of programs, systems, controls, records, policies, procedures, performance measures, or activities within the agency or other governmental or third-party entities providing services to the agency.
• This is accomplished through establishing audit/review objectives and scope, and determining the nature, timing, and extent of work to be performed.
• Discuss findings with the Senior Management Analyst Supervisor and/or Audit Director and prepare written reports that document findings and recommendations.
• Oral presentation of reports to agency management may also be required.
• Monitors workflow and time utilization to provide for maximum effectiveness of efforts and completion of audits/reviews within budgeted timeframes.
• For audits/reviews, prepares work papers in accordance with the Policies and Procedures manual of the Internal Audit Section.
• Provides advisory services and technical assistance to agency staff and management.
• Prepares reports or recommendations, when appropriate, to document the results of work.
• Conducts special investigations of alleged violations of Statutes or Rules, mismanagement, or significant deviation of accepted management or financial practices and, when requested by the Inspector General, assists in investigating complaints related to personnel issues.
• This position serves as the audit software system administrator. System administrator duties include managing system access, training new employees in the use of the system, running reports, monitoring the system for compliance, and maintaining documentation relating to system administration to include necessary policies, procedures, and system updates.
• Audits and advisory engagements (when applicable) are performed in accordance with the Global Internal Audit Standards for and the Principles and Standards for the Office of Inspector General.

Senior Management Analyst II – SES

• Participate in meetings with business stakeholders to identify goals and system requirements.
• Collaborate with business and IT stakeholders in planning, design, and deployment of applications.
• Facilitate design sessions to prototype new systems.
• Review effectiveness of user experience for existing systems and develop improvement strategies.
• Conduct analysis to suggest alternatives for existing operating systems and processes.
• Collaborate with project team to establish project timeline and delivery milestones.
• Coordinate testing of application systems and provide documentation for end users.

Senior Business Analyst, P&C Insurance

• Coordinate and conduct audits, advisory services, special projects, and reviews of Department operations
• Develop assignment scopes, methodologies, and audit programs
• Design, research and prepare evaluations of Department programs
• Analyze supporting evidence, drawing logical conclusions, and developing appropriate findings and recommendations
• Coordinate the work of other team members when occasionally assigned to a specific project as the project lead
• Prepare thorough, complete, and accurate documentation of work performed

Senior Management Analyst II

• 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.

• Provide analytical and project management support to various corporate and business line strategic initiatives
• Work independently but receives assistance/coaching from more senior levels
• Coach other team members, as appropriate, within area of expertise
• Identify, develop, and maintain key linkages with business partners
• Help senior management by giving insightful and pro-active reporting and analysis
• Work with line of business team members to resolve issues and problems as necessary
• Work cross-functionally to drive strategic initiatives and improve processes
• Add financial value to company by analyzing data and recommending initiatives that positively impact the financial results.

• 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

• Perform various analysis and interpretation to link business needs and objectives for assigned function
• Map provider source documents to directory outputs to ensure accurate data display
• Conduct Excel‑based reconciliation and validation of source‑to‑output data
• Support business initiatives through data analysis, identification of implementation barriers and user acceptance testing of new systems
• Identify and analyze user requirements, procedures, and problems to improve existing processes
• Perform detailed analysis on assigned projects, recommend potential business solutions and assist with implementation
• Identify ways to enhance performance management and operational reports related to new business implementation processes
• Develop and incorporate organizational best practices into business applications
• Lead problem solving and coordination efforts between various business units

Business Analyst II – Provider Data Operations

• Collaborate with stakeholders across the firm to gather, document and analyze business and functional requirements to support initiative definition, solution design, and process improvement and automation
• Work with stakeholders to clarify and define business problems and opportunities, ensuring initiatives address root causes and deliver measurable value including identifying opportunities for automation where applicable
• Evaluate current business processes and workflows to identify opportunities for optimization, efficiency improvements, automation and enhance service delivery
• Conduct feasibility reviews and analysis, including cost-benefit analysis, to support decision-making and prioritization of initiatives
• Facilitate stakeholder workshops, interviews and working sessions to understand business needs and translate them into clearly defined requirements
• Develop and maintain process maps, business requirements documentation and supporting analysis to ensure initiatives are well understood prior to delivery, including maintaining full traceability of requirements throughout the project lifecycle
• Support the development of initiative proposals and business cases by providing structured analysis and documentation
• Conduct system and data analysis to support the evaluation of technology solutions that leverage AI and meet business and stakeholder needs
• Provide insights and recommendations to all levels of stakeholders throughout the organization to support effective decision making and alignment with portfolio priorities
• Support usability testing, pilot cycles, user acceptance testing and validation activities to ensure designed solutions meet agreed business requirements
• Produce clear documentation, analysis and status reports for review and digestion by all levels of stakeholders throughout the organization
• Conduct impact analysis to assess up and downstream effects of new processes, technology or automation and ensure stakeholder readiness

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