Business Analyst_Omni

Duration: 6+ Months Location: Charlotte, NC Responsibilities: • Business Analyst would be responsible for analyzing retirement plans (like 401(k), IRA, 403(b), 401(a), 457(a), etc.) defining scope, data, and setup requirements. • Collaborate with stakeholders to gather requirement details and prioritize them. • Ensure successful delivery of features that meet customer needs. • BA should have a strong understanding of agile methodologies, excellent communication skills, and strong retirement domain knowledge. • Conduct in-depth analysis of business processes, systems, and data to identify opportunities for improvement and optimization. • Partner with key stakeholders across the organization to understand needs, challenges, and objectives. • Elicit, document, and analyze onboarding requirements for new retirement plans. • Develop clear and concise user stories and functional specifications. • Write detail business requirements for setting up initial plan, contribution limit monitoring, vesting, loans, etc. as per the retirement plan contract. • Collaborate with IT teams to translate business requirements into technical specifications. • Maintain and track query clarification related to plan implementation and requirement traceability matrix. • Manage project scope, timelines, and resources, ensuring projects are delivered on time and within budget. • Collaborate with Business, and ensure right data elements are implemented as part of initial configurations • Review and validate the implementation of plan requirements on the core and peripheral systems • Evaluate potential solutions and technologies, assessing their alignment with contractual agreements, effectiveness, and impact. • Support test analyst(s) by providing inputs and clarification on various validation scenarios • Revalidate post-production functional defects (if any) • Create and maintain comprehensive documentation, including requirements documents, process maps, and user guides. • Present findings and recommendations to stakeholders in a clear and compelling manner. • Stay up to date on industry trends and best practices in retirement services. Experience: • 5-years of experience as a Business Analyst, preferably in the financial services or retirement services industry. • Deep experience/knowledge in Retirement plan offering (401(a), 401(k), 403(b), 457(a), etc.,) • Working experience on Agile, DevOps. • Experience in developing Test Plans, Test Strategy, Test Scope, Traceability Matrix • Working experience on OMNI is preferred. • Strong analytical and problem-solving skills. • Excellent communication and presentation skills, both written and verbal. • Ability to work independently and as part of a team. • Proficient in MS Office Suite, with experience in data analysis tools preferred. • Knowledge of industry regulations and standards related to retirement plans a plus. 26-00348