Business 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

• 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.

• 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

• 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.

• 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

• Tax domain & content expertise
• Interpret tax rules and translate them into implementable logic for planning calculations, rates, thresholds, phaseouts, and lookup-table driven behavior.
• Identify edge cases and scenarios that must be supported to meet practitioner expectations and compliance needs.
• Provide authoritative guidance on rule interpretation in complex or ambiguous scenarios.
• Maintain awareness of tax law and administrative guidance changes that impact planning content and tooling.
• Translate practitioner knowledge into clear functional guidance for product, engineering and QA teams.
• Partner with product and engineering to define and refine workflows for next-generation content maintenance and validate calculation logic and outcomes against real world tax scenarios.
• Surface adoption risks early and propose mitigations.
• Provide hands-on feedback from use cases to improve usability, trust, and efficiency of the tooling.
• Author clear functional requirements, user stories, and acceptance criteria that are testable and aligned to practitioner outcomes.
• Validate calculations, roll-forwards and reporting outputs to ensure accuracy and compliance.
• Assist QA teams by reviewing test cases and identifying coverage gaps.
• Serve as domain escalation point for defects discovered during testing.
• Create, review, and execute test plans (including UAT) to validate accuracy, consistency, and regression stability across releases.
• Investigate and triage defects; collaborate with QA and engineering to identify root cause and confirm fixes.
• Represent the voice of the tax practitioner and ensure alignment with real-world workflows.
• Serve as the day-to-day tax compliance representative in cross-functional discussions, balancing speed of delivery with quality and risk management.
• Communicate complex tax and workflow concepts clearly to technical and nontechnical audiences, document decisions and rationale.
• Support demos, enablement sessions, and quick-reference guidance to accelerate adoption across the analyst community.

Content Management Analyst – Tax SME

• Interpret tax rules and translate them into implementable logic for planning calculations, rates, thresholds, phaseouts, and lookup-table driven behavior
• Identify edge cases and scenarios that must be supported to meet practitioner expectations and compliance needs
• Provide authoritative guidance on rule interpretation in complex or ambiguous scenarios
• Maintain awareness of tax law and administrative guidance changes that impact planning content and tooling
• Translate practitioner knowledge into clear functional guidance for product, engineering, and QA teams
• Partner with product and engineering to define and refine workflows for next-generation content maintenance and validate calculation logic and outcomes against real world tax scenarios
• Author clear functional requirements, user stories, and acceptance criteria that are testable and aligned to practitioner outcomes
• Validate calculations, roll-forwards and reporting outputs to ensure accuracy and compliance
• Assist QA teams by reviewing test cases and identifying coverage gaps
• Create, review, and execute test plans (including UAT) to validate accuracy, consistency, and regression stability across releases

Content Management Analyst – Tax Analyst SME

• The Business Analyst is responsible for gathering, reviewing, analyzing, and evaluating business and system needs.
• Partner with stakeholders to define requirements, scope, and success criteria.
• Develop clear and concise requirements artifacts, including business requirements, functional requirements, user stories, and specifications.
• Evaluate existing business processes, identify gaps or inefficiencies, and propose improvements or optimization strategies.
• Participate in solution testing and quality assurance activities to ensure features and functionality meet documented requirements.

• Provides support to business technology managers, business partners, project analysts
• Participate in meetings with stakeholders
• Document needs & business processes
• Support the implementation of the ERP system
• Manage Enhancement Backlog

Business Analyst II – ERP, Large Projects

• Identify, map, measure, analyze and improve routine to moderately complex clinical and business processes
• Perform current and future workflow analysis and map out critical business processes
• Prepare documentation for business requirements by using case diagrams, data flow diagrams, data models, and object models
• Evaluate whether a proposed solution meets the business and clinical needs
• Translate user requirements into functional and technical design specifications
• Develop test plans, test cases, and test scripts to validate performance of all functions
• Conduct effective unit, integration, system and end-user acceptance testing through execution of the tests
• Provide client and support training through development of training materials
• Monitor system functionality and clinical and business processes instituting changes as needed

IT Business Analyst – Finance & Supply Chain

• Responsible for managing and optimizing contact center resources through forecasting, scheduling, intraday management, and performance analysis.
• Develop short- and long-term contact volume forecasts using historical data, seasonality, and business drivers.
• Build staffing and capacity models aligned to service level, ASA, abandonment, and occupancy targets.
• Adjust forecasts based on marketing initiatives, outages, promotions, and business growth.
• Maintain and update agent schedules in Genesys Cloud WFM.
• Track schedule adherence, conformance, and shrinkage assumptions.
• Monitor queues, agent status, and staffing levels throughout the day.
• Identify intraday performance variances and escalate risks to leadership.
• Produce daily, weekly, and monthly workforce management reports and performance insights.
• Partner with Operations, Training, and CC Administration teams.

Workforce Management Analyst

• 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

• Performs continuous analysis and projects if resulting metrics will increase or decrease call volume in the long-term (typically 12-18 months)
• Designs, builds and maintains databases and/or spreadsheets tracking key service statistics
• Analyzes and interprets staffing model results by isolating and analyzing trends and assessing business impacts
• Captures call baseline data, recording and removing volume-driven events, determines historical patterns, incorporates incremental drivers, and incorporates shrinkage patterns through analysis of past data
• Predicts future impact on call drivers
• Develops a long-term service level plan with specific actions based on gaps identified by the model
• Meets with management to review staffing models and to make improvements on future forecasts
• Determines long-term needs and loads the forecast into the WFM system
• Serves as expert on WFM software and may be point of contact for systems related issues

Senior Workforce Management 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

• Work alongside data analysts and strategists to build AI-powered data resources using Claude that pull all marketing data into one centralized system.
• Help expedite and streamline marketing data workflows and reporting.
• Support the development of data structures and pipelines that improve team-wide access to insights.
• Conduct research and summarize data findings for the marketing team.
• Collaborate with a cross-functional team including marketing interns across PR, SEO, Social, and Paid channels.
• Learn how data analytics operates within a regulated financial services environment.

Business Analyst, Summer Internship

• Provide oversight and support for customer service delivered by strategic TPAs.
• Develop, refine, and implement business processes to ensure TPAs consistently meet Zurich’s operational and performance standards.
• Set clear expectations for TPAs, monitor ongoing performance, and identify areas for improvement.
• Proactively address compliance issues and escalate persistent patterns to senior leadership for resolution.
• Lead improvement and standardization projects with TPAs to optimize operational delivery.
• Analyze data from multiple sources to spot trends and understand how different scenarios impact customer service and TPA performance.
• Use these insights to recommend changes that drive positive outcomes for both Zurich and our customers.
• Collaborate with stakeholders to define business needs and requirements for process or system changes.
• Lead implementation efforts that enhance business outcomes, customer experience, and operational efficiency.
• Address challenging business issues and develop tailored solutions that meet customer needs and business constraints.

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