Job Description Summary
Job Description
Lead Business Analyst, Technology
DUTIES:
- Liaise with the Business SMEs to elaborate on business requirements for regulatory reporting and credit risk management and Define Business Requirement Documents (BRDs) for functional and nonfunctional requirements.
- Define Functional Specification and Technical Design Documents to break down requirements in Technology requirements.
- Design Use Cases, Flow Charts, Data Flow Diagrams and Dash Boards to meet business requirements.
- Analyze and profile data using Oracle SQL Developer, MS SQL Server or AWS Redshift based on the source of data to develop strategies to suffice the data sourcing needs.
- Define logical database design, fact/dimension table structure, reporting process metadata, and ETL (Extract, Transform and Load) processes.
- Define system strategy, develop system requirements, design prototypes and support technology solution implementations to achieve seamless data integration between various financial applications (Peoplesoft, Financial Application Hub, One Stream, AXIOM) to use Oracle Financial Services Analytical Applications (OFSAA) as Financial Datawarehouse.
- Analyze Oracle Financial Services Analytical Applications (OFSAA) standard business rules and functionalities and perform fit-gap analysis to align to the functional and non-functional business requirements.
- Define data quality rules, data governance standards and Master Data Management (using Ab Initio) through data sourcing to processing to reporting.
- Analyze data elements needed for reporting and define data mapping and data lineage documents to map source system data (key data attributes and dimensions) to the Financial Services Data Foundation (FSDF) standard data model.
- Responsible for working with Oracle to raise Service Request for any custom data attribute change in data model.
- Assess current state lineage and business rules to identify necessary changes and customizations on standard OAS (Oracle Analytics Server) configurations to align better to the reporting requirements.
- Support with analysis of OFSAA General Ledger (GL) Reconciliation Framework and configure reconciliation business rules to perform reconciliation between enterprise operational and GL systems data.
- Support the analysis of standard OFSAA LLFP (Loan Loss Forecasting and Provisioning) application and configure business metadata, data transformation and business rules for data processing.
- Support the System Integration Test (SIT) and User acceptance test (UAT) to help access the requirement coverage of test cases to identify and log defects and propose corrective measures.
- Partner with team members to develop project schedules, project plans, effort estimation for projects under agile and waterfall methodologies.
- Collaborate with technology partners to help them understand business requirement and to help in automation processes on OFSAA and OAS platforms.
- Define user manuals for end user applications and train business users to effectively operate applications and functionalities.
REQUIREMENTS:
- Bachelor’s degree in Business Administration, Management Information Systems (MIS), Computer Information Systems or Computer Science
- Five (5) years of experience in any occupation with development, information technology experience, or related.
- Five (5) years of experience in any occupation with development, information technology experience, or related must include:
- Financial Services experience
- OFSAA (Oracle Financial Services Analytical Applications) with knowledge of OFSAA GL (General Ledger) Reconciliation Framework
- OFSAA LLFP (Loan Loss Forecasting and Provisioning) application
- FSDF (Financial Services Data Foundation)
- OAS (Oracle Analytics Server) Reporting
- Oracle SQL (Structured Query Language),
- AWS Redshift
- ETL (Extract, Transform and Load)
- Understanding of ODI (Oracle Data Integrator) capabilities
- OFSAA Data Quality Framework
- Master Data Management (MDM) – Ab Initio
- Change Management Process (Service Now)
- Control M schedule
- Basic understanding of applications like Peoplesoft, Financial Application Hub, One Stream, AXIOM for Data Integration purposes
- Excel formula-based analysis
- Working in SDLC (Software Development Lifecycle) process from Gathering Business Requirements, design, support Development & SIT, support User Testing and Release process
SALARY:
$147,000 per year
Education
Work Experience
Certifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Skills Required
- Bachelor's degree in Business Administration, Management Information Systems, Computer Information Systems, or Computer Science
- Five years of experience in development, information technology, or a related occupation
- Financial services experience
- Experience with OFSAA, including the General Ledger Reconciliation Framework
- Experience with OFSAA LLFP Loan Loss Forecasting and Provisioning application
- Experience with FSDF Financial Services Data Foundation
- Experience with OAS Oracle Analytics Server reporting
- Oracle SQL experience
- AWS Redshift experience
- ETL experience
- Understanding of ODI Oracle Data Integrator capabilities
- Experience with the OFSAA Data Quality Framework
- Master Data Management using Ab Initio
- Change Management Process experience using ServiceNow
- Control-M scheduling experience
- Basic understanding of PeopleSoft, Financial Application Hub, OneStream, and AXIOM for data integration
- Excel formula-based analysis
- Experience across the SDLC, including requirements gathering, design, development support, SIT, user testing, and release processes
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
