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Business Analyst

2 months 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.

Our team is focused on driving efficiency, reducing expenses, and enhancing the customer experience through the modernization of our administrative technology. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization.

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
  • 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
  • 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
  • 5+ years business analysis or related experience in financial services that directly aligns with the specific responsibilities of the position
  • 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
  • RS/XNET system 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.

We offer a comprehensive benefits package, including competitive pay, health insurance, retirement savings, and paid time off. We also provide opportunities for professional growth and development, including training and education programs.

If you are a motivated and detail-oriented individual with a passion for business analysis, we encourage you to apply for this exciting opportunity.