Business Analyst Intermediate

2 months ago


New York, United States Robert Half Full time
Job DescriptionJob Description

We are seeking an experienced Business Analyst to join our Global Philanthropy team within Corporate Responsibility at a leading financial services company. This is an exciting opportunity to support a key software migration project, transitioning from a proprietary tool to Salesforce, which will serve as both a CRM and risk management tool.


Key Responsibilities:

  • Serve as a liaison between business users and technical teams during the migration project.
  • Work closely with business leaders and tech teams to ensure smooth implementation and identify any defects.
  • Assist in User Acceptance Testing (UAT) and troubleshoot issues that arise during the migration.
  • Develop a deep understanding of business requirements and help translate them into technical solutions.
  • Support the overall project management efforts to meet deadlines and deliverables.

Why Join Us:

This role offers a unique opportunity to be at the forefront of a major software migration project, while working closely with a team dedicated to global philanthropy and corporate responsibility. There is potential for long-term growth within the organization for the right candidate.


Apply today to become part of a team that is making a difference


Qualifications:

  • Experience as a Business Analyst in a financial services setting, specifically on software migration projects.
  • Proven ability to manage projects and support business-to-tech communication.
  • Familiarity with Salesforce or other CRM/risk management tools is a plus.
  • Strong problem-solving and analytic skills.
  • Proficient in MS Office Suite (Excel, Word, PowerPoint) and project coordination.
  • Excellent communication skills, both verbal and written.

Nice to Have:

  • Knowledge of Grants and Charitable giving processes.
  • Familiarity with IRS laws and regulations related to charitable giving.




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