ApTask · 3 days ago

Senior Business Analyst with Retirement Plan

Irvine, CA

Full-time

Onsite

Senior Level

$120K/yr - $125K/yr

10+ years exp

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Human ResourcesInformation Technology

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Growth Opportunities

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Responsibilities

Proficiency with plan designs, fiduciary responsibilities, record keeping services, and operational compliances for various types of retirement plans

Analyze client requirements, conduct due diligence, and improve business processes and IT systems

Collaborate with technical teams to design solutions and deliver measurable improvements in business performance

Develop business requirements documents, use cases, and process flows

Support Agile practices and Scrum Master in facilitating various Agile processes

Participate in data profiling exercises and represent details visually for reporting and decision-making

Qualification

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US Retirement Plan AdministrationDefined ContributionDefined BenefitPlan DesignsFiduciary ResponsibilitiesRecord Keeping ServicesOperational Compliances401(k)403(b)PSPMPPFund ManagementLife InsuranceClient Stakeholders AnalysisBusiness Processes ImprovementIT Systems EnhancementBusiness Requirements DocumentationProcess FlowsProduct OwnershipUser StoriesScrum Team CollaborationData ProfilingVisual Reporting

Required

Senior Business Analyst/Consultant with 10+ years of experience in the area of US Retirement Plan Administration [Defined Contribution and/or Defined Benefit plans]

Proficiency with plan designs, fiduciary responsibilities, record keeping services and operational compliances for various types of plans, viz. 401(k), 403(b), PSP, MPP etc.

Well versed with processes & procedures related but not limited to contribution calculations, distribution, loan requests, accounting/valuation, nondiscrimination testing, governmental reporting etc.

Experience working in Fund Management area or Life Insurance as a plan asset can be considered

Partner with key client stakeholders, analyze requirements and conduct due diligence to assess, enhance and improve their business processes, IT systems and applications

Collaborate with multidisciplinary technical teams like Architecture, Data, Quality assurance to help shape ideas, design solutions and deliver measurable, sustainable improvements in business performance

Develop business requirements documents, use cases, process flows, and other deliverables, as needed

Help Product Owners in researching and examining epic/features needs, aid framing/slicing of requirements, establish user stories prioritize backlog and support testing of solutions

Provide subject matter proficiency in specific functional area(s) to the assigned Scrum team

Supports Agile practices and Scrum Master in facilitating various Agile processes such as Iteration / Release Planning, Backlog Refinement, Retrospective, Sprint Review, Daily Stand-up

Actively own and participate data profiling exercise along with technical SME's and represent details in a visual manner for proper reporting and decision making