Business Analyst

• 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

• 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

• Lead requirements analysis across business, workflow, and operational areas
• Translate CMS policy and operational needs into clear user stories and acceptance criteria
• Ensure end-to-end traceability from requirements through implementation and validation
• Collaborate with cross-functional teams and stakeholders to define and refine requirements
• Support alignment between business needs and technical solutions
• Facilitate clarification and refinement of requirements throughout the delivery lifecycle
• Support testing and validation activities to ensure requirements are met
• Assist in user acceptance testing (UAT) and issue resolution as needed
• Provide Tier 2 functional support, including workflow and data issue analysis

Senior Business Analyst

• Support requirements elicitation, documentation, and validation for project workflows and related system processes
• Gather and refine business requirements, supporting Agile delivery teams, and ensuring alignment between CMS processes, system functionality, and user needs
• Support analysis of workflows, data structures, and user interactions to ensure accurate and effective system implementation

• 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.

• Support strategy development through analysis, insight generation, and structured problem-solving for senior leaders
• Lead defined workstreams within priority initiatives, including planning, coordination, analysis, and stakeholder-ready deliverables
• Support execution of strategic priorities through reporting, presentation development, and cross-functional coordination
• Translate complex data and stakeholder input into clear recommendations and practical next steps
• Partners across sales, wealth management, advice, and data teams to support strategic priorities and consistent execution
• Identify and support practical AI use cases that improve productivity, reporting, decision support, and workflows

Senior Business Analyst – Sales Enablement, Individual Investors

• Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications
• Evaluates enrollment materials and detailed medical records to determine underwriting actions
• Enroll new groups and members on carrier’s online systems
• Review final rates, benefit options, and underwriting requirements
• Contact agents/brokers to request additional information when a case has been reviewed
• Generate quotes based on actual enrollment to ensure accurate premiums are being sent to the carrier
• Notify agents/brokers of overdue premium payments and status of cases
• Adhere to Company confidentiality standards of information
• Assist in processing broker of record change letters and licensing for agents to assure new agents are correctly paid
• Answer necessary Broker questions
• Keep abreast of medical conditions/terminology and insurance products

• Gather, analyze, and document business and functional requirements for MFRA Branch O&M work requests and legislative change initiatives
• Design data models and BI solutions to support MFRA Branch reporting, data analysis, and stakeholder decision-making
• Develop and maintain requirements documentation in DOORS Next; trace requirements to design artifacts and test cases in IBM ETM and Jira
• Work with COBOL, ALC, and Java developers to ensure requirements are understood, technically feasible, and accurately reflected in design specifications
• Perform system and application assessments for MFRA Branch work requests (PWS 3.0)
• Analyze IRS work requests for filing season, legislative, and mid-year changes; produce impact analysis and scope definition
• Design and deliver BI reports and dashboards using Tableau, Power BI, and SQL for IRS program management and senior leadership
• Support preparation of OneSDLC/ELC artifacts including SDSR, DSR, iBSR, ICD, and TRR documentation
• Communicate complex technical requirements and system capabilities to non-technical IRS stakeholders and senior management
• Prepare and deliver briefings on MFRA project status, data trends, and technical issues to senior IRS officials
• Participate in CCB sessions — review change requests, assess business impact, and ensure requirements alignment
• Support knowledge transfer to IRS staff on MFRA system capabilities, data structures, and business rules

• Work closely with the Head and COO of the Private Client, Endowments and Foundations Business to support strategic planning, business priorities, and leadership initiatives.
• Support annual and long-term planning activities, including business reviews, growth priorities, and strategic decision-making.
• Conduct business analysis, research, and modelling to support leadership recommendations and strategic initiatives.
• Help leadership assess opportunities, risks, dependencies, and business considerations across key priorities and initiatives.
• Support business and office leadership on annual and multi-year planning, including tactical plans and long-range business priorities.
• Lead and coordinate complex, cross-functional strategic initiatives across the business.
• Help structure and drive projects from concept through execution, including establishing workplans, coordinating stakeholders, tracking milestones, and maintaining momentum across workstreams.
• Operate independently in ambiguous environments, proactively identifying next steps, resolving issues, and advancing initiatives with limited oversight.
• Support strategic initiatives such as business expansion, new offerings, platform development, strategic hires, and other growth priorities.
• Identify risks, dependencies, and operational considerations across initiatives and proactively support alignment and resolution.
• Prepare executive presentations, briefing materials, business updates, and communications for leadership meetings, business reviews, board meetings, and other leadership discussions.
• Strengthen the management information suite so leadership receives strategic, timely, and decision-useful reporting.
• Develop clear recommendations, presentations, and materials to support executive discussions and strategic planning activities.
• Respond to ad hoc requests for information, analysis, and presentations, often under tight timelines and competing priorities.
• Build and maintain strong working relationships across teams, offices, and functions throughout the firm.
• Partner closely with Finance, Compliance, Legal, Technology, Operations, Information Security, HR, and business teams to support coordination and execution across strategic initiatives.
• Facilitate communication, alignment, and follow-through across complex and cross-functional priorities.
• Support the integration of merger/combination activity; help embed effective operating models, governance, and collaboration across combined teams.
• Demonstrate sound judgment, professionalism, discretion, and a collaborative approach when working with stakeholders across the business.
• Contribute to the effectiveness and cohesion of the broader business and to a collaborative, high-performing culture.

Senior Business Analyst, Private Client Endowments – Foundations

• Quickly develop understanding of eRA system functionality
• Serve as primary coordination interface for assigned federal partners
• Establish and maintain effective working relationships with partner representatives
• Coordinate onboarding discussions, implementation reviews, and operational readiness activities
• Prepare executive briefings for eRA Leadership
• Analyze and communicate coordination gaps and operational risks
• Maintain onboarding milestones and issue resolution status
• Support eRA Product Owners and Team Leads in project planning and monitoring
• Maintain requirements traceability following agile principles

• Controls the efficient flow of goods, services, and information between point of origin through customer placement in order to meet customer requirements.
• Ensures that customer service and time objectives are achieved within existing financial constraints in order to meet marketing and financial objectives.
• Ensures the execution and continuous improvement of standard logistics processes, such as the replenishment system, data interchange systems, demand management, electronic data systems administration and related functions.
• Builds relationships with strategic customers through logistics initiatives.
• Integrates learning from customers, competitors, operating entities, distribution, transportation, customer service, other industries, industry groups, and professional training to continuously improve competitive position.

Logistics 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.

• Performs a variety of project administration support services involving data review, reporting, project coordination, budget review, and other related duties in support of the Project/Program Manager
• Provides support to the Project/Program Manager in planning, managing, and monitoring projects through its life cycle
• Works on overall project planning through reporting on project schedules and deliverables
• Briefs management on the status of action items and metrics to track contract performance
• Coordinates projects; develops system for data collection, reporting criteria and records; researches and compiles statistics and data for projects; may assist in writing narratives for reports
• Monitors project timeline; tracks document submissions; creates, monitors and maintains audit files
• Identifies, communicates and resolves risks
• Identifies and resolves issues to eliminate or mitigate the occurrence of consequences that may impact the success of the project
• For program compliance, designs and implements procedures to fulfill project objectives and criteria; may prepare memorandums; works with agencies to resolve concerns and issues
• Prepares monthly variance reports with associated footnotes
• Evaluates and monitors the performance and efficiency of programs to ensure that program implementation is on target

Senior Program Management Analyst

• Serve as the primary liaison between business stakeholders and technology teams to deliver ERP and enterprise application solutions
• Lead business process discovery, requirements gathering, solution design discussions, and implementation activities for assigned projects and functional areas across sales, finance, manufacturing, supply chain, customer service, and/or enterprise operations
• Act as Product Owner for an agile scrum team, managing and prioritizing backlog activities, facilitating sprint planning, supporting quarterly PI planning, and driving delivery execution in a SAFe environment
• Partner with business subject matter experts to identify opportunities for process standardization, automation, simplification, and continuous improvement across enterprise operations
• Support ERP modernization, system enhancements, acquisitions, plant rollouts, and enterprise transformation initiatives across global business segments
• Analyze upstream and downstream impacts of system and process changes across integrated ERP and enterprise platforms
• Create and maintain business requirements, functional specifications, process flows, test scenarios, training documentation, and implementation support materials
• Collaborate with technical teams to translate business needs into scalable and supportable technology solutions while ensuring alignment with enterprise standards and architecture
• Utilize data analysis and business insights to identify operational improvement opportunities and support business decision-making
• Leverage modern technologies, including AI-enabled tools and automation capabilities, to improve business analysis activities, accelerate delivery, and enhance team productivity
• Facilitate communication between technical and non-technical stakeholders, ensuring clarity, alignment, and timely execution of deliverables
• Drive accountability and momentum across initiatives by proactively identifying risks, resolving blockers, and coordinating cross-functional activities
• Provide guidance, mentorship, and support to business analysts while contributing to a collaborative and high-performing team environment
• Maintain strong knowledge of enterprise business processes, ERP capabilities, digital technologies, and agile delivery methodologies
• Demonstrate ownership, initiative, adaptability, and independent problem-solving in a fast-paced environment with multiple stakeholders and competing priorities
• Demonstrate a learning mindset by pursuing training and continuous improvement opportunities related to business analysis, enterprise platforms, AI capabilities, and agile methodologies

Lead 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

• Facilitate Agile Scrum ceremonies like stand-ups, sprint planning, release planning, backlog refinement, and retrospective
• Track and report team performance metrics
• Experience coordinating and driving Agile projects
• Ability to understand a project's technical details and uncover and assess project risks
• Knowledge and understanding of web architecture, technologies, and applications
• Ability to address, research, elevate, provide feedback, and resolve issues related to IT portfolio management
• Ability to coach the team to improve collaboration and self-organization

• Migrate Atlassian tools to Salesforce to meet organizational requirements.
• Keep Salesforce environment updated with the latest features and plugins.
• Create and manage user accounts, groups, and permissions, ensuring proper access control and security compliance.
• Design, develop, document, and maintain workflows, templates, custom fields, screens, and other configurations within Salesforce tools
• Collaborate with stakeholders and cross-functional teams including IT, finance, operations, and senior management to align business needs with technology solutions.
• Monitor system performance, troubleshoot issues, and optimize Atlassian applications for reliability and efficiency.
• Identify operational, financial, and technological risks and opportunities for improvement.
• Provide end-user support and training, including creating documentation and conducting training sessions.
• Integrate Atlassian tools with other systems.
• Stay current with Atlassian product updates, features, and best practices, recommending improvements and upgrades.
• Work with vendors and support teams to resolve technical issues and manage system upgrades and migrations.
• Collaborate with teams to identify and understand their needs and translate them into Salesforce workflows.
• Develop and present reports, dashboards, and insights to stakeholders and senior leadership.
• Analyze and document business processes end-to-end to identify risks and opportunities for efficiency improvements.
• Build a trusting, open, and communicative relationship with clients and stakeholders.

• Collaborate with mission stakeholders to identify operational challenges and opportunities for AI/ML integration.
• Document functional and non-functional requirements for AI/ML solutions, ensuring clarity and alignment with agency objectives.
• Conduct gap analysis to determine where automation and predictive analytics can enhance mission workflows.
• Work closely with data scientists and architects to translate business requirements into AI/ML models and workflows.
• Validate proposed solutions against business objectives and compliance standards.
• Assist in defining success metrics and performance indicators for AI/ML initiatives.
• Analyze existing mission processes and recommend AI-driven optimizations, such as predictive risk assessments or automated incident classification.
• Support change management efforts to ensure smooth adoption of AI/ML tools across operational teams.
• Support user acceptance testing (UAT) for AI/ML solutions to confirm functionality and usability.
• Document findings and coordinate with technical teams for refinement.

• Support the development and enhancement of various AI/ML products for partner Blues plans to help process claims
• Work in an Agile Scrum environment
• Utilize technologies such as Snowflake, AWS Bedrock, and Amazon SageMaker
• Work from 7 or 8 am to 5 PM EST core business hours

• Be mentored by a professional full-time staff member within the project team.
• Gain hands-on exposure to healthcare IT initiatives and federal systems.
• Assist in gathering, analyzing, and documenting business and functional requirements.
• Support requirements traceability, user stories, and acceptance criteria development.
• Analyze system workflows, data flows, and process diagrams.
• Participate in requirement walkthroughs, and technical discussions.
• Assist with validating solutions to ensure business needs are met.
• Collaborate with cross-functional teams in a fast paced, agile environment.
• Demonstrate eagerness to learn both business and technical aspects of system delivery.

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