Financial Systems Analyst implements, maintains, and updates the systems that store and process financial data. Modifies system menus, edits spreadsheets and reports, and troubleshoots system problems. Being a Financial Systems Analyst imports files to and exports files from financial databases. Generates reports and conducts analyses on financial systems data. Additionally, Financial Systems Analyst collaborates with internal teams to determine primary needs and goals and creates solutions to meet those objectives. Trains staff on the use of financial systems and acts as a liaison to the information technology department. Typically requires a bachelor's degree. Typically reports to a manager. The Financial Systems Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Financial Systems Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)
Provides technical systems expertise in support of the development, implementation and testing of multi-disciplined, cross-departmental activities to support B2B and B2C. Provides detailed technical business analysis for small to medium Enterprise technology solutions. Leverages strong knowledge of life insurance and annuity product design and sales processes to design solutions that meet stated business needs. Interviews stakeholders to create functional requirements and communicates those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Acts as a liaison between the business customers, Information Technology (IT) and third-party vendors by building relationships with internal and external customers. Brings to bear technical skills, product knowledge and data analysis to provide guidance and make recommendations to Manager on technology initiatives. Ensures IT and third-party vendors understand the business and stakeholder requirements and resolves any gaps in understanding. Responsible to make an established range of decisions, escalating to management when necessary and updating Manager on a regular basis.
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