Luna Data Solutions, Inc. · 1 day ago
Sr. Business Analyst/Investment Accounting
Austin, TX
Contract
Hybrid
Senior Level, Lead/Staff
10+ years expLuna Data Solutions, Inc. is seeking a skilled Sr. Business Analyst/Investment Accounting to support the modernization of their client's investment accounting and data management capabilities. The role involves collaborating with the Investments division to capture and document data requirements, enhance portfolio management applications, and design data visualizations to aid in financial reporting and decision-making.
Recruiting
Hiring Manager
Sandy Medley
Responsibilities
Lead the elicitation of business, data, and process requirements through interviews, workshops, document analysis, workflow reviews, and stakeholder meetings
Prepare comprehensive documentation for the Investment Accounting system and data solution including detailed front-to-back investment process workflows, data flows, source to target data maps, data definitions to ensure that processes are understood to reduce the risk of requirements gaps, and to prepare the client for an implementation
Define client-specific use cases and requirements, analyze vendor capabilities, and participate in solution demonstrations that guide target system design and configuration
Assist with system implementation tasks, including configuration support, data mapping, data validation, test script development, and execution of user acceptance testing
Enhance and optimize portfolio management applications, ensuring reliable, timely, and accurate data delivery
Contribute to the development of data governance practices, including data quality checks, metadata documentation, lineage tracking, and process standardization
Support change management activities by preparing training materials, creating user documentation, and assisting with end-user onboarding
Assist with system implementation tasks, including configuration support, data mapping, data validation, test script development, and execution of user acceptance testing
Provide advisory support to Investments leadership throughout project lifecycle, ensuring transparency, risk awareness, and alignment with strategic objectives
Design interactive dashboards, reports, and data visualizations to support investment analysis, financial reporting, and strategic decision-making
Design solutions that align with client enterprise architecture, internal controls, and information security policies
Adhere to client's standard operating procedures related to approvals, reviews, change control, and agile project governance
Complete all required information security training as administered by the client
Qualification
Required
Bachelor's degree in business, Finance, Information Systems, Computer Science, or a related field
10 years of experience as a Business Systems Analyst with a minimum of 5 years supporting data for financial systems
10 years of hands-on experience eliciting and documenting requirements, developing cross-functional maps and detailed activity level flows
5 years of hands-on experience with data analysis, data validation, and data mapping
5 years of experience in extracting data from large datasets with proficiency in writing basic to advanced SQL queries, joins, aggregations
5 years of experience with system implementations, upgrades, and integrations for top/common Investment Accounting Systems and Investment data management platforms
Preferred
Experience in the investments services industry, preferably within an asset management or asset owner environment
Understanding of investment concepts, public and private asset classes, and portfolio/accounting workflows
Strong communication, collaboration, and stakeholder-management skills
Solid organizational, analytical and problem-solving abilities with high attention to detail
Ability to translate complex technical details into clear business terms for non-technical stakeholders
Experience developing dashboards or reports using tools such as Power BI, Tableau, or similar platforms are a plus
Understanding of REST APIs, low code/no code tools, cloud-based data architectures, and modern data platforms. Optional but valuable
Professional certifications such as CBAP and CFA are a plus
Benefits
Health
Dental
Vision
STD
LTD
Voluntary life insurance
Company
Luna Data Solutions, Inc.
Luna Data Solutions, Inc. is one of the fastest growing, full spectrum recruiting and consulting firms in the country, headquartered in Austin, Texas.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase