Business Analyst Consultant, Savings and Retirement Client and Partner Operations

3 weeks ago


Waterloo, Canada Equitable Life of Canada Full time
Business Analyst Consultant, Savings and Retirement Client and Partner Operations

Tuesday, May 14, 2024

At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable today.


Position Title:
Business Analyst Consultant, Savings and Retirement Client and Partner Operations
Reports To: Director, Client and Partner Operations Savings and Retirement
Department:
Savings and Retirement
Term:
Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity: Equitable is growing We are looking for a Business Analyst Consultant to join our Savings and Retirement Client and Partner Operations Team.

The BA Consultant is the primary liaison between Client Operations and S&R IT partners on large/complex technology project initiatives. Our ideal new team member has extensive experience with IT projects and strong analytical skills that can be leveraged to assess how business problems can be solved with technology.

The BA Consultant is proficient at eliciting and documenting the actual needs of the Business. This position will focus on projects with a high complexity and/or large breadth of impact to the Business and will usually be the sole BA on the project.

Now is an exciting time to join one of the Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024

What you will do:

  • Lead and drive requirements analysis and review, identifying the most optimal requirements to meet business needs
  • Assess IT estimates and determine the MVP (Minimal Viable Product) required to meet the business benefits, while balancing project costs and timelines
  • Strategic planning through creation of feasibility studies and business cases
  • Consult with management on business needs, stakeholder needs, opportunities, and operational effectiveness with recommended solutions for process improvements
  • Document requirements and facilitate requirements review sessions with Business sponsors, project stakeholders and IT partners; Requirements include functional, non-functional, traditional and user stories/features
  • Participate in technical analysis meetings/daily stand-ups with IT partners and support Systems Analysts during the development of functional specifications
  • Closely work with developers and other IT resources to advocate for the business, to ensure user satisfaction
  • Works in partnership with Quality Assurance Analysts to ensure test strategy mitigates business risk
  • Supports and coordinates User Acceptance Testing by supporting planning, development of test cases, execution of tests and consideration of automated testing techniques
  • Creates or assists others in the writing of user documentation, instructions, and procedures
  • Supports post-implementation testing, ensuring coverage of user testing to ensure no production issues
  • Identify and escalate project risks and issues
  • Develop and execute Process Redesign implementation plan, leading and coaching the Business through the implementation ensuring strong change management
  • Provide coaching and mentorship for Business Analysts/User Acceptance Testers, at all levels (junior through senior) by assessing gaps and providing training
  • Manage project scope, schedule, reporting, issue tracking and escalation for non-IT projects


What you bring:

  • Post secondary degree or equivalent combination of education and work experience
  • 5 years as a Lead Business Analyst or Systems Analyst on Large IT Projects, in the financial services or insurance industry
  • Strong experience in Process Redesign, including data modeling, transaction flow analysis, internal control and risk analysis and modern business methods and performance measurement techniques
  • Expert level knowledge of Business Analysis, including process, tools, and techniques
  • Experience developing, coaching, and mentoring business analysts/user acceptance testers, at a junior to senior level
  • Experience with tools such as Fundserv, Ingenium, Unitrax and FASAT
  • Proven success in the development and implementation of training programs
  • Ability to write business cases, project plans, schedules, and budgets
  • Strong knowledge of systems development methodologies
  • Knowledge and experience with agile development and product ownership
  • Experience developing non-functional requirements (e.g., application performance, scalability, throughput)
  • Strong critical thinking and analytical capability, with the ability to define and resolve complex issues
  • Excellent documentation & presentation skills (written and verbal) with attention to detail
  • Strong organization and time management skills with well-developed project management skills
  • Strong interpersonal, motivational and communication skills
  • Strong conceptual skills and ability to exercise flexibility and judgement in a changing environment
  • Business Analyst Certification or significant previous experience as a BA or BSA

Technical Skills:

  • MS Office
  • SQL
  • MS Visio
  • HP ALM/Quality Center
  • Test Automation Tools are an asset

What’s in it for you:

  • A healthy work-life balance with employee wellness top of mind
  • Annual bonus program, annual vacation allowance, and company-paid benefits program
  • An additional paid volunteer day each year so you can spend time giving back to the community
  • Immediate enrollment in the company’s pension program with employer matching
  • Employee resource groups that support an inclusive work environment
  • Tuition support and specialized program assistance
  • An onsite full-service cafeteria with a variety of daily options
  • Discounts on company products and services, and access to exclusive employee perks
  • Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

  • Provide two professional references (minimum one supervisor and above)

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

#LI-Hybrid

#J-18808-Ljbffr

  • Waterloo, Canada Equitable Life of Canada Full time

    Business Analyst Consultant, Savings and Retirement Client and Partner Operations Waterloo, ON, Canada Req #2269 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work...


  • Waterloo, Canada Equitable Life of Canada Full time

    Business Analyst Consultant, Savings and Retirement Client and Partner Operations Waterloo, ON, Canada Req #2269 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...


  • Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and...


  • Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and...


  • Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations Waterloo, ON, Canada Req #2290 Monday, June 3, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to...


  • Waterloo, Canada Equitable Life of Canada Full time

    Supervisor, Savings and Retirement Operations Waterloo, ON, Canada Req #2290 Monday, June 3, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to...

  • Product Owner

    5 days ago


    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Equitable Life of Canada Full time

    Product Owner – Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the...


  • Waterloo, Canada Equitable Life of Canada Full time

    Product Owner – Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the...

  • Product Owner

    4 weeks ago


    Waterloo, ON, Canada Equitable Life of Canada Full time

    Product Owner – Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the...


  • Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...

  • Head of Technology

    5 days ago


    Waterloo, Canada Equitable CA Full time

    At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and client-responsive staff. Join Equitable...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...

  • Product Owner

    4 weeks ago


    Waterloo, ON, Canada Equitable Full time

    Product Owner - Savings and Retirement Operations Waterloo, ON, Canada Req #2268 Tuesday, May 14, 2024 At Equitable, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key...


  • Waterloo, Canada Equitable Life of Canada Full time

    At Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...