Business Analyst

• Conduct interviews and facilitate group sessions with business and technology partners to elicit, analyze, and document business requirements as well as change management
• Provide consultative support to stakeholders to help them to achieve desired changes and outcomes
• Document and manage requirements traceability matrix and confirm solution meets requirements
• Utilize modeling techniques to produce diagrams, and models that illustrate system and data relationships, and business process flows for both current and future states
• Analyze the business requirements and validate potential solutions/approaches with business and finance technical staff to identify potential improvements in functionality and processes, and ways that technology can help to achieve organizational goals
• Perform the project manager role in conjunction with the business analyst role on appropriately sized requests or projects to ensure all project tasks are planned and executed based on the project requirements
• Support business and technical partners in all aspects of testing including test script development, acceptance criteria, integration testing, test data creation, user acceptance testing, etc.
• Proactively facilitate conversations between functional and technical teams to ensure common and thorough understanding of business needs and solution capabilities to achieve better outcomes
• As needed participate in dialog with vendors and SNHU staff to understand vendor solutions and obligations, confirm vendor offerings, and monitor vendor performance towards SNHU requirements.
• Other duties and responsibilities as assigned.

Senior Business Analyst, Finance Technology

• Execute balance sheet and revenue forecasting models, ensuring accurate, timely, and well-documented outputs
• Deliver month-end financial reporting, including balances, revenue, and key performance metrics
• Perform variance analysis (actuals vs. forecast, forecast vs. prior) and provide clear, actionable commentary on key drivers
• Analyze trends in balances and revenue to identify risks, opportunities, and emerging business patterns
• Partner with finance and business stakeholders to validate assumptions and interpret financial results
• Support forecast cycles through model updates, overlays, and continuous process improvements
• Provide ad hoc analysis and reporting to support business performance and decision-making

Senior Business Aligned Finance Analyst

• Lead Business Acceptance Testing for assigned releases, capabilities, and initiatives.
• Use business requirements, process risk, and release goals to define test strategy, coverage priorities, scripts, and expected outcomes.
• Analyze system, asset, configuration, and process changes to identify BAT impacts, risks, and readiness needs.
• Validate pricing information and related business outcomes to confirm accuracy, identify issues, and support strong provider experience.
• Partner with cross-functional teams to resolve defects, remove blockers, and support implementation of new programs.

Operations Lead Analyst – Business Acceptance Testing

• Lead complex real estate financial analysis supporting strategic initiatives and senior management decision-making
• Develop, enhance, and maintain advanced financial models to evaluate transactions including lease vs. buy, sale-leaseback, acquisitions, and dispositions
• Serve as a strategic advisor to senior leaders, delivering clear, concise insights on financial impacts, risks, and tradeoffs
• Assess P&L and NPV cash flow implications of real estate strategies to support disciplined capital allocation decisions
• Partner with CPG stakeholders including strategic planners, relationship managers, and transaction executives to deliver actionable analysis
• Independently lead discussions and present financial recommendations to senior and executive-level audiences
• Ensure adherence to Wells Fargo’s risk and control framework, including governance around transaction approvals and modeling standards
• Participate in due diligence activities, evaluating financial implications tied to acquisitions, divestitures, and contractual obligations
• Own and drive portfolio-level financial governance, including AFE tracking, forecasting alignment, and model coordination
• Act as a process owner for financial modeling and forecasting standards, promoting consistency, efficiency, and continuous improvement
• Provide informal leadership through mentoring, knowledge sharing, and guidance on complex analyses
• Influence outcomes in leadership forums through strong financial acumen, risk awareness, and business partnership

Lead Business Aligned Financial Analyst

• Review, label, classify, and validate data according to detailed project guidelines
• Ensure **accuracy, consistency, and quality** across assigned tasks
• Apply instructions objectively when evaluating or categorizing content
• Identify edge cases, discrepancies, and annotation issues
• Escalate unclear or inconsistent cases when needed
• Perform quality checks and provide clear feedback where required
• Meet productivity and quality expectations in a remote work environment
• Work independently while following project standards and timelines

LLM Business Analyst

• Support the pricing process at the corporate level
• Develop and maintain price books used in the CPQ
• Timely and accurate documentation of price changes
• Implement and test pricing changes with IT teams
• Support pricing for all segments
• Gate keeper for new projects with price changes
• Supports reporting/metrics/audits for mix/inclusion shifts
• Respond to customer service inquiries about price irregularities
• Analyze competitive pricing information against Pella’s pricing
• Maintain competitive pricing information and trends

Business Pricing Analyst

• Document business processes
• Prepare executive communications
• Develop reports and presentations
• Support strategic planning efforts
• Facilitate stakeholder meetings

Federal Business Analyst, Technical Writer

• 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

• Build and maintain analytical models for asset selection, relative value assessment, spread analysis, cash flow projections, deployment planning, and scenario analysis
• Conduct sector, issuer, and market research to support portfolio construction, rebalancing, and capital allocation decisions across liability-backed portfolios
• Support medium-term plan development, strategic asset allocation execution, and deployment projections through data preparation, quantitative analysis, and presentation materials for senior leadership and board audiences
• Monitor portfolio positioning against investment mandates and approved guidelines, track risk limit utilization and flag deviations from the strategic asset allocation framework
• Assist in the preparation of investment memos, due diligence materials, and governance documentation for new and existing fixed income investments
• Support identification, evaluation, and selection of external investment managers, including investment and operational due diligence, documentation review, track record analysis, and reference calls
• Monitor external manager performance, attribution, and compliance with fund terms; maintain manager tracking tools and reporting dashboards
• Develop working knowledge of insurance regulatory capital frameworks, including National Association of Insurance Commissioners (NAIC), risk-based capital, statutory accounting, International Financial Reporting Standards (IFRS) and General Accepted Accounting Principles (GAAP)
• Coordinate with actuarial, risk, accounting policy, and derivatives teams on investment approvals, pricing strategy inputs, cash flow testing, and governance requirements
• Build and maintain portfolio analytics, dashboards, and tracking tools using Excel, Bloomberg (including BQL), Aladdin, Clearwater, and available data platforms
• Contribute to process improvement and documentation initiatives

Portfolio Management Analyst

• 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.

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