Apolis ยท 1 day ago
Conversion Analyst Requirements
Westlake, TX
Full-time
Hybrid
Senior Level
$50/hr - $60/hr
5+ years expApolis is a company focused on banking solutions, and they are seeking a Conversion Analyst to manage implementations of Deposit or Loan Systems for clients. The role involves acting as a liaison between clients and technical staff, leading the conversion process, and ensuring customer needs are met through various analytical and organizational tasks.
ConsultingEnterprise ApplicationsEnterprise Resource Planning (ERP)Information TechnologyIT InfrastructureIT ManagementMobileSoftwareWeb Hosting
Responsibilities
Develops understanding of and defines client products and services through information gathering sessions to determine how systems must be established to meet client needs
Completes product workflow documents summarizing all processing requirements and determines key challenges in converting customer to the new banking systems
Through data analysis, product mapping and interviews, gathers forms and data files from customer and assesses requirements for software utilization and discusses any software customization requirements with programming team
Creates data maps and transaction workflow documents showing exactly how every field of information will be converted. The data mapping forms the technical specification for the conversion and, in some cases, may generate code. Shares data maps with programmers, clients, and others as appropriate to ensure successful conversion. Refines mapping through iterative validation
As part of the conversion process, tests customized software against customer specific needs, shares with customer reports and application specific data that reflects how conversion data will be processed. Reviews conversion results (reports, balancing, data load, software changes) with client to refine and confirm requirements. Obtains formal customer acceptance of results
Examines client's processes, forms and reports, determines operational needs, and documents what the software will do and all related processes, forms, reports, etc. to be used after conversion is complete
May develop new procedures with client to ensure new software is used appropriately
Carefully examines data and reports to make sure conversion is proceeding correctly, runs test scripts with various data to see how new or customized transactions process through the software and verifies and validates accuracy of data through the generation of a variety of reports. Validation may include completion of prior system to balancing
Coordinates and conducts readiness review. This includes directing the customer in the preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports. The readiness review process ensures the customer training and procedures, the system, and the conversion data are correct and ready for actual conversion
Customizes new software through the use of authoring tools to meet individual customer needs - modifies screens and data fields, creates new forms, screens, product sets, tables, etc
Throughout the project, provides expertise to answer questions and guide the client in the use of the system
Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures
Acts as an on-site resource during conversion and answers questions, troubleshoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week. Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated General Ledger accounts, errors) with the customer and obtains client sign-off. Coordinates and directs the completion of post-conversion maintenance potentially including error resolution, system or data changes, and balancing adjustments
Other related duties are assigned as needed
Qualification
Required
Bachelor's Degree in Business or related field or equivalent combination of education and experience as required for the specific job level
Strong analytical, organizational, and communication skills in a fast-paced dynamic environment
Ability to manage multiple projects of varying size and complexity
Preferred
Five or more years deposit or loan operations experience
Knowledge of FIS IBS (Integrated Banking System) Deposits or Loans a plus
Company
Apolis
Apolis is a IT consultancy that offers provides ERP solutions, hosting, assessment, web and mobile, IT staffing and IT workforce solutions.
501-1000 employees
H1B Sponsorship
Apolis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (15)
2022 (15)
2021 (12)
2020 (122)
Funding
Current Stage
Late StageLeadership Team
Amar Shokeen
President/ CEO
Rita Shokeen
COO
Company data provided by crunchbase