Business Process Analyst @ Mercer Advisors | Jobright.ai
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Mercer Advisors · 1 week ago

Business Process Analyst

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Responsibilities

Conduct thorough evaluations of current business processes to identify inefficiencies, bottlenecks, and areas for improvement with a specific focus on discovering undocumented work and dependencies.
Collaborate with cross-functional teams to develop and implement new processes, procedures, and technologies that enhance organizational efficiency.
Perform process audits and performance assessments to ensure the effectiveness of new processes.
Document and present findings, recommendations, and proposed solutions for process improvements, serving as a roadmap for change.
Get executive and stakeholder buy-in for proposed process improvements.
Facilitate process workshops to engage teams in brainstorming innovative solutions for organizational success.
Communicate effectively with stakeholders, including project controllers, project managers, and senior management, to ensure alignment on process changes and mitigate potential risks.
Create and manage documentation and reports for projects, ensuring accuracy and completeness.
Performing detailed requirements analysis and documenting processes with a focus on requirements discovery, problem understanding, and customer end state vision.
Identify the goals and requirements of each project, aligning them with organizational objectives.
Conducting meetings and presentations to share ideas and findings with both technical and non-technical audiences.
Participating in user acceptance testing to ensure solutions meet business needs.
Managing projects, developing project plans, and monitoring performance to ensure timely completion.
Serving as a liaison between stakeholders, users, and the project team.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Business Process AnalysisFinancial Services IndustryBack-Office ProcessesCustodian ProcessesWealthtech CompaniesData InterpretationProcess MappingWorkflow SoftwareProject ManagementProject Management MethodologiesProject Management Tools Project ManagementDemonstrable Problem-SolvingClient ServiceTask ManagementProblem-SolvingHard WorkingClient Service MindsetOrganizedDetail Oriented CommunicationAnalyticalOrganizationalTeamwork

Required

Bachelor's degree in Business Administration, Information Systems, or a related field.
Proven experience as a Business Process Analyst or similar role within the financial services industry.
Demonstrated understanding of back-office processes including custodians like Schwab, Fidelity, etc and Wealthtech companies such as Orion, Envestnet, etc.
Strong analytical skills with the ability to interpret complex data and business metrics.
Excellent written and verbal communication skills.
Proficiency in process mapping and workflow software.
Ability to work independently and as part of a team.
Familiarity with project management methodologies and tools.
Demonstrable problem-solving experience and skills
Exceptional client service mindset
Organized and detail oriented.
Ability to manage and prioritize multiple tasks.
Excellent communication, analytical and organizational skills

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays with a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

Company

Mercer Advisors

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Mercer Advisors is a full-service wealth management firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity· Undisclosed
2023-02-28Private Equity· Undisclosed
2019-09-17Private Equity· Undisclosed

Leadership Team

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Dave Welling
CEO
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Michael Henry
Chief Financial Officer
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Company data provided by crunchbase
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Orion

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