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Финансовые технологии
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Текст:
Hirify AI/Оригинал
TL;DR
Senior Technical Business & Data Analyst (Wealth Management/Data): Translating business objectives into business, functional, and data requirements while supporting reporting, analytics, data migration, and transformation initiatives with an accent on wealth management data, stakeholder collaboration, and data quality. Focus on analyzing legacy and current-state data, defining source-to-target mappings, validating requirements and test cases, and resolving complex data readiness issues.
Location: Hybrid schedule with three in-office days per week, including Monday or Friday, at the St. Petersburg, Florida corporate office. Travel is less than 25%. Work visa sponsorship is not available currently or in the future.
Company
hirify.global is a financial services firm focused on wealth management, investments, banking, and related technology solutions.
What you will do
Lead discovery, stakeholder interviews, requirements gathering, documentation, and validation for financial and organizational data, reporting, analytics, and operational use cases.
Analyze current-state processes, financial data, operational data, and legacy structures to identify trends, gaps, inconsistencies, and opportunities.
Support data migration and transformation by documenting business definitions, source-to-target requirements, mappings, validation rules, data quality issues, and cleansing needs.
Act as a liaison between business operations, Product Management, application development, and delivery teams, translating technical concepts and business needs.
Partner on project planning, schedules, reporting, documentation, testing, risk management, issue tracking, and change management; may lead small to medium projects.
Collaborate with User Experience and Design resources to create prototypes and validate business functions, data requirements, and expected outcomes.
Requirements
Three to five years of Business Analyst or Data Analyst experience, or an equivalent combination of education, training, and experience; general experience is listed as three to six years.
Knowledge of business analysis, requirements gathering and validation, risk management, issue tracking, change management, SDLC, and Waterfall, Agile, and Hybrid methodologies.
Knowledge of financial services and wealth management products, processes, data, relevant standards, and practices.
Ability to analyze and document complex financial and organizational data, identify data quality issues, and apply sound analytical judgment.
Ability to communicate clearly with business and technical audiences, manage multiple priorities, collaborate across teams, and act as a liaison between Product Management, application development, and business operations.
Experience with SQL and database querying, source-to-target data mapping, transformation and validation rules, data quality assessment, cleansing, and legacy and modern data structures.
Working knowledge of Microsoft Office tools, including Excel, PowerPoint, Word, and Visio.
Completed bachelor's degree in Accounting, Business Administration, or Computer and Information Science, or completed high school education as listed.
No licenses or certifications are required.
Nice to have
Experience supporting legacy data analysis, data migration, or data transformation projects.
Broader financial services experience.
Hands-on experience with AWS data lake and analytics technologies, including Amazon S3, Redshift, and Spark; familiarity with Kafka-based streaming on AWS.
Experience with Qlik, SSRS, Tableau, or other reporting, analytics, and data visualization tools.
Familiarity with Microsoft Access.
Culture & Benefits
Hybrid-friendly work schedule combining flexibility with collaboration and required office presence.
Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, and sick leave; and parental leave.
Culture emphasizes client-first service, integrity, independence, long-term thinking, collaboration, accountability, continuous improvement, and professional growth.
hirify.global is an equal opportunity employer committed to an inclusive workplace.
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