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

• The Senior Business Analyst combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team
• The Senior Business Analyst is a liaison for the Shareholder Reporting business team to the systems groups
• This role also includes general application support, issue documentation, project representation, and portfolio management
• Thus, the business analyst performs many sub-roles as business analyst, systems analyst, and project coordinator for the Shareholder Reporting team

Senior Business Analyst – Private Markets

• Partner with Sales, Solution Consultants, and Professional Services Delivery to scope, shape, and position services offerings.
• Translate customer requirements into clear solution approaches, effort estimates, and high-quality Statements of Work (SOWs).
• Lead discovery with prospects/customers to understand business objectives, current-state processes, constraints, and success criteria.
• Develop effort estimates and resource models in partnership with Delivery Managers and Technical Consultants.
• Draft and refine Statements of Work (SOWs) and supporting proposal content to ensure clarity, completeness, and alignment with commercial and delivery standards.
• Partner with Account Executives and Solution Consultants on services strategy, proposal positioning, and customer presentations.
• Maintain services pipeline hygiene by updating scoping artifacts, assumptions, and approvals in a timely manner.
• Coordinate Sales-to-Delivery handoffs so project teams receive complete scope context and supporting documentation.
• Communicate complex technical and delivery concepts in a clear, customer-friendly manner, tailoring detail level to the audience.

Senior Service Solutions Analyst

• Build relationships with customers, conducting needs assessments to identify organizational EHR requirements
• Map customer workflows to software
• Confer with customers regarding software needs and develop creative solutions to customer user requirements and problems
• Coordinate with the customer and staff for updates to the customer environment, responsible for testing the application environments, ensuring that the environment is functioning
• Develop, document, and revise new application design procedures, test procedures, and quality standards, including testing of new build designs
• Create training materials, prepare and compile training presentations to facilitate learning and conduct training sessions with new users, helping them learn the application

Billing Business Analyst

• Utilize consulting, analysis, and domain skills for optimal client outcomes
• Provide business analysis support for client advised projects
• Serve as requirements expert
• Collaborate with Director- Client HealthCare Consulting to define client-specific configurable variations
• Conduct analysis and document findings
• Execute procedures and improve processes
• Validate and/or test efforts to ensure results meet requirements
• Create training materials and assist in coaching virtual team

Health and Welfare Business Analyst – Benefit Implementations

• Assist the Configuration Management CoE, with a strong focus on Common Service Data Model (CSDM) implementation
• Support CMDB updates and analysis, and drive CSDM adoption across IT configuration data
• Engage with strategic projects to ensure Configuration Management can deliver required functionality within project timeframes
• Mentor the organization on CM services, concepts, policies, and procedures

Principal Configuration Management Analyst – CSDM

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

Federal Business Analyst, Technical Writer

• Responsible for being the domain expert for Defined Benefit Plans
• Support from a customer and participant perspective
• Handle highly complex issues to resolution
• Engage with other lines of business on projects
• Provide leadership, technical support, and workflow management
• Evaluate requests from other areas of the firm
• Manage multiple projects of medium to high complexity
• Own and analyze operational issues and recommend business solutions
• Support DB’s interests in collaborating with the cross product/functional SMEs

Business Analyst – Defined Benefit

• support the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO)
• serve as a vital conduit between the product delivery teams and stakeholders
• ensure we meet the differentiated needs of Private Markets structures and requirements
• work with various internal teams to allow for the efficient functioning of this key line of business in our firm
• interact daily with internal stakeholders, legal/compliance, and others
• develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization
• influence systems and architecture solution design based on complex requirements
• lead initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization
• collaborate with business partners to assess complex business requirements and translate them into effective solutions
• support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users

Business Analyst, Private Markets

• 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

• Work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support product capabilities across the TEM ecosystem.
• Drive complex product initiatives forward within the TEM Product Area, translating business needs into actionable requirements.
• Lead end-to-end business analysis across multi-team epics and sub-initiatives.

Consultant, Business Analyst – Tax Exempt Market

• 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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