Business Data Analyst

Synergistic Systems, Inc.; Frisco (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Flexible work from home options

Job summary

Synergistic Systems, Inc. is seeking Business Data Analysts (Data Leads) for a 2-year contract with a Fortune 1000 financial services client. The role is hybrid, requiring on-site presence three days per week, with potential on-site in Frisco, TX or Charlotte, NC.

You will coordinate with internal stakeholders, external partners, and vendors to support retirement plan onboarding and updates. The ideal candidate has at least 3 years in financial services, strong Excel and communication skills,

Qualifications

• Minimum of 3 years of financial services experience.
• Proficient in Microsoft Excel
• Strong verbal and written communication abilities
• Ability to learn quickly and adapt to changing priorities
• Preferred knowledge of retirement plan administration, ERISA, IRS and DOL requirements

Responsibilities

• Coordinate platform updates and service installations for retirement plan clients.
• Manage, execute, and validate configurations supporting retirement plan service changes.
• Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
• Ensure adherence to transition best practices throughout the implementation lifecycle.
• Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
• Ensure procedural steps and documentation standards are consistently followed.
• Perform quality checks at each stage of implementation to ensure accuracy and compliance.
• Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
• Provide timely implementation status updates to business partners and management.

Skills

Excel skills

Communication

Adaptability

Education

Bachelor's degree

Series 6/7 license

Tools

OMNI recordkeeping platform

Job description

Our client, a Fortune 1000 financial services company, is seeking multiple Business Data Analysts (Data Leads) for 2-year contract roles. In this position, you will coordinate with internal stakeholders, external partners, and vendors to support platform updates and the installation of services for retirement plan clients. Candidates must have at least 3 years of financial services experience.

This is a hybrid role requiring on-site presence three days per week. Candidates must reside in or commute to Charlotte, NC or Frisco, TX. You may onboard as our W2 employee or Independent Contractor.

About The Role

Business Data Analysts partner with external vendors and internal teams to obtain and validate all necessary plan data for retirement plan transitions. They ensure data completeness and accuracy to support successful client onboarding, plan updates, and service implementations.

Key Responsibilities

• Coordinate platform updates and service installations for retirement plan clients.
• Manage, execute, and validate configurations supporting retirement plan service changes.
• Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
• Ensure adherence to transition best practices throughout the implementation lifecycle.
• Identify, escalat e, and resolve issues and risks proactively to protect plan accuracy and client relationships.
• Ensure procedural steps and documentation standards are consistently followed.
• Perform quality checks at each stage of implementation to ensure accuracy and compliance.
• Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
• Provide timely implementation status updates to business partners and management.

Required Qualifications

• Minimum of 3 years of financial services experience
• Intermediate Microsoft Excel skills
• Strong verbal and written communication abilities
• Ability to learn quickly and adapt to changing priorities

Preferred Experience

• Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
• Experience with client transitions, onboarding, or plan implementations
• Experience with OMNI recordkeeping platform

Education & Licensing

• Bachelor’s degree is a plus
• Series 6 or Series 7 license is a plus (not required)

Flexible work from home options available.