Job Summary 

We are seeking a highly analytical and detail-oriented Technical Analyst to translate business needs into detailed technical requirements, process maps, and user stories. This role requires strong problem-solving skills, the ability to manage multiple projects simultaneously, and exceptional communication abilities to collaborate across teams. The ideal candidate will drive process improvements, optimize system integrations, and ensure high-quality technical documentation to support the organization’s operational goals.

Job Responsibilities 

• Collaborate with business stakeholders and product owners to translate and decompose high-level business requirements into detailed technical requirements and user stories that can be easily understood by development and QA teams.
• Document business processes, workflows, technical diagrams, and data flows using process mapping techniques. 
• Effectively manage and prioritize multiple work scopes simultaneously, ensuring timely delivery and alignment with business objectives.
• Work closely with cross-functional teams, including developers, product owners, QA, and business stakeholders to ensure successful implementation of solutions.
• Support the development and QA teams in testing enhancements, bug fixes, and new features to ensure they meet functional requirements.
• Ensure data integrity, quality, and consistency across different systems and reports.
• Support the creation and maintenance of comprehensive documentation to facilitate self-service and enhance knowledge sharing across teams
• Troubleshoot and resolve technical issues in production systems to maintain optimal performance and minimize downtime.
• Evaluate existing business processes and recommend automation or system enhancements to improve efficiency.

• Experience: 3-5 years of technical/business analysis, process mapping, and reporting in a financial services environment (preferably in retirement plan recordkeeping).
• Education: Bachelor’s degree in Business, Computer Science, Mathematics, or a related field, or equivalent work experience.
• Analytical & Technical Skills:
• Strong ability to decompose business requirements into detailed technical specifications and user stories. Knowledge of Jira and Confluence is a plus.
• Experience with process mapping tools such as Draw.io, Visio, Lucidchart, or similar.
• SQL proficiency required; knowledge of other programming languages is a plus.
• Familiarity with API integrations, data feeds, and system connectivity concepts.
• Proficient in Microsoft Office Suite (Word, PowerPoint, Outlook).
• Experience with Salesforce is a plus.

Soft Skills:

• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across technical and non-technical teams.
• Strong attention to detail and the ability to ensure high levels of accuracy in technical documentation.
• Proactive problem-solving skills with a solution-oriented mindset.
• Facilitate and lead effective meetings, ensuring clear agendas, productive discussions, and timely follow-ups to drive project progress and team alignment.
• Demonstrated ability to work independently, taking initiative to manage tasks, solve problems, and drive projects forward with minimal supervision.
• Scrum & Agile Methodology:
• Knowledge of scrum practices and ceremonies. Experience as a Scrum Master a plus.
• Experience working in an Agile environment.