DESCRIPTION

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking an agile Business Analyst II to join our Client Reporting team. Acting as subject matter expert in client reporting, you will play a crucial role on executing strategic initiatives including enterprise-wide programs impacting client reporting processes, leading the year end reporting processes and defect reporting and resolution. You will be responsible for requirement activities on medium to large enhancements and projects, conducting business analysis with minimal guidance, collecting, and organizing data; articulating the Business needs into requirements. You will collaborate closely with stakeholders and cross-functional teams, including IT, Operations, Sales, Compliance, Legal, to analyze client reporting data, identify optimization opportunities, and provide insightful recommendations to drive business growth and compliance with reporting regulations.

• Work collectively with the various stakeholders to implement initiatives or projects
• Collaborate with IT project teams and business units to collect, and translate business requirements into documentation
• Conduct gap analysis on business requirements and documents provided by IT and the Business while communicating the needs of from a Client Reporting perspective
• Prepare business requirements and mock-ups as needed
• Ensure requirements are clearly, accurately and thoroughly documented and understood
• Pro-actively identify opportunities for improvements in client reporting process, knowledge, and efficiencies
• Instrumental in identifying deliverables, potential risks/issues and developing milestones and test plans for projects and enhancements
• Responsible for user acceptance and regression testing during the product implementation process while ensuring product rules or enhancements meet user needs as documented in business requirements
• Act as a subject matter expert, providing insights and resolving issues; pro-actively identify opportunities for improvements in both business processes resulting from ongoing support provided to the line of business
• Effectively lead and influence meetings and group discussions with project team members and stakeholders to ensure collaboration on project deliverables
• Lead Year End Process and Issues Management
• Prepare and host annual year end retrospectives
• Responsible for managing and leading response to internal and external audit, ensuring through, accurate, and timely response, with the goal of achieving a favorable resolution and minimizing potential penalties.
• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing
• Handle production enhancements/fixes related to all client reporting documents or tools
• Ensure timely delivery of client reporting documents based on regulatory requirements and client expectations
• Conduct cyclical statements/CRM2 reports/trade confirms/tax packages run and testing, if required
• Handle production enhancements/fixes related to all client reporting documents or tools
• Develop and document procedures and create reference materials for as a result of product enhancements, regulatory changes and new initiatives where required
• Monitor the Team inbox and provide research-based support to other departments on client reporting related inquiries
• Other duties as assigned