Business Analyst

2 days ago

Philadelphia, Pennsylvania, United States Lincoln Financial Services Full time
About the Role

We are seeking a highly skilled Business Analyst to join our team at Lincoln Financial Group. As a Business Analyst, you will play a critical role in supporting enhancements across our Sales, Administration, and Director Surrounds value stream for Retirement Plan Services.

Key Responsibilities
  • Work closely with the product manager and business stakeholders to translate the go-forward vision into requirements/user stories.
  • Leverage knowledge of the product and business processes to help define acceptance criteria on user stories, performing additional research and analysis when needed.
  • Complete business acceptance testing based on defined acceptance criteria as needed.
  • Develop requirements/user stories through gathering supporting data (current and future state process maps/flows, data, vendor requirements, etc.).
  • Represent business and customer needs with 3rd party vendors and development team to translate requirements and partner on solution alternatives.
  • Support team in planning activities, ongoing maintenance activities, testing, releases, and production validation.
  • Collaborate with business stakeholders to ensure successful implementation of regulatory fund changes.
  • Accept stories as 'done' based on pre-defined acceptance criteria, ensuring release quality.
  • Champion and enhance the evolution of our administrative processes by positively influencing and supporting change management and/or departmental/enterprise initiatives.
  • Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects.
  • Proactively identify and recommend process improvements that significantly reduce workloads and/or maintain/improve quality.
Requirements
  • 3-5+ years business analysis or related experience in financial services that directly aligns with the responsibilities.
  • Forward thinking mindset with strong analytical acumen.
  • Confident, comfortable communicator with collaborative style and strong written and verbal communication skills.
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Strong prioritization skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Preferred Qualifications
  • APS, Penfacts, RS/XNET and/or SmartDesk knowledge.
  • Retirement Plan Services knowledge.
  • Experience operating with agile framework.
About Lincoln Financial Group

Lincoln Financial Group is a leading provider of financial services, helping people to plan, protect, and retire with confidence. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.

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