Business Systems Analyst

Manages IT projects as assigned and ensures that projects are executed in alignment with project governance and adhering to SDLC processes

Partners with business stakeholders to assist in development of IT project requests including business justifications ‘and e valuates project requests for business impact, complexity, and risk

Facilitates requirements gathering activities through interviews, workshops, user stories, use cases, process mapping, business flow analysis and other industry standard techniques

Collaborates with technical teams, vendors and business stakeholders with the creation of project specifications, and reviews project specifications for technical and functional accuracy

Develops and executes testing activities, including test plans, test case coordination, UAT facilitation and defect tracking for business systems and integrations

Works with internal stakeholders and external vendors to troubleshoot, investigate and resolve issues with the AMS platform, integrated SaaS applications, workflows, data exceptions and user-reported issues

Provides consultative support to business units for process reviews, identifying opportunities for continuous improvement and recommending technology and process-oriented solutions to enhance efficiency and promote business change

Assists in development and maintenance of training materials and delivers user training on AMS capabilities as required

Supports system configuration changes and testing activities to ensure accurate and reliable AMS functionality.

Executes database queries and data extracts of moderate complexity to support testing, reporting, analytics, operational metrics and data integrity initiatives

Support data quality and reporting by validating data accuracy, identifying inconsistencies and helping improve the usability of organizational data

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER TM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP ® certification is held by more than 107,000 in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The salary range for this position is from $98,000.00 to $115,000.00, which reflects the organization's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience and qualifications. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.