Strategic Business Analyst: Finance, Ops & AI

ALLTECH CONSULTING SVC INC; Hamilton Township (NJ); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services consulting firm is seeking a Business Analyst to support and improve business functions, including Corporate Finance, Advisor Performance, and Onboarding. Responsibilities include leading cross-functional projects, analyzing performance metrics, and collaborating with teams to ensure operational success. The ideal candidate has experience in business analysis, particularly in financial services, and strong skills in communication, stakeholder management, and critical thinking. This role requires adaptability and a proactive problem-solving approach.

Qualifications

• Experience with defining and implementing business workflows.
• Strong communication and stakeholder management abilities.
• Competent in documenting processes related to data ecosystems.

Responsibilities

• Lead and support cross-functional projects related to corporate finance.
• Elicit, analyze, and document business requirements.
• Analyze advisor performance metrics for strategic decision-making.
• Facilitate communication among stakeholders.

Skills

Business analysis

Communication

Stakeholder management

Critical thinking

Project management

Education

Experience in financial services or wealth management

Tools

DevOps

Dynamics 365 Finance & Operations

Alteryx

Power BI

Solver

Jaccomo

Job description

A financial services consulting firm is seeking a Business Analyst to support and improve business functions, including Corporate Finance, Advisor Performance, and Onboarding. Responsibilities include leading cross-functional projects, analyzing performance metrics, and collaborating with teams to ensure operational success. The ideal candidate has experience in business analysis, particularly in financial services, and strong skills in communication, stakeholder management, and critical thinking. This role requires adaptability and a proactive problem-solving approach.