We are looking for a detail-oriented Data Analyst to join our team in Moline, Illinois. This Contract to permanent position offers the opportunity to bridge business needs with technical solutions, ensuring data-driven decision-making through effective storytelling and visualization. As a key liaison between business units and the Analytics Team, you will play a pivotal role in translating requirements into actionable insights that support organizational goals.<br><br>Responsibilities:<br>• Collaborate with business units to gather and analyze requirements for new data products.<br>• Develop and implement data visualizations and storytelling techniques to communicate insights effectively.<br>• Leverage tools like Power BI, R Studio, and Visual Studio for advanced data analysis and reporting.<br>• Serve as the primary link between business teams and the Analytics Team to ensure data solutions meet organizational needs.<br>• Utilize Apache Spark and Business Intelligence tools to enhance data processing and reporting capabilities.<br>• Conduct gap analysis and AB testing to improve data accuracy and relevance.<br>• Maintain strong working relationships with IT, Security, and other teams to protect the confidentiality and integrity of organizational data.<br>• Apply Agile Scrum methodologies to manage workflows and deliverables efficiently.<br>• Create and maintain documentation such as Business Requirement Documents to support project objectives.<br>• Identify opportunities for process improvements and proactively address challenges.
<p>Niche consulting practice is seeking a Client Benefits Analyst to join a growing team. This position will work with the following areas: asset liability management ; insurance ; risk ; nonqualified benefit programs ; client asset management strategies ; client reports ; various other benefit related items. This is a very stable employer with little to no turnover. This position reports to the Regional VP. </p>
<p>Position Summary:</p><p>We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.</p><p><br></p><p>Key Responsibilities:</p><p>Strategy & Planning</p><p>Partner with business leaders to understand strategic goals and translate them into actionable initiatives.</p><p>Identify opportunities for process improvement and technology enablement.</p><p>Requirement Gathering</p><p>Conduct detailed business analysis to capture functional and non-functional requirements.</p><p>Facilitate workshops, interviews, and documentation sessions with stakeholders.</p><p>Project Delivery</p><p>Lead cross-functional project teams from initiation through execution.</p><p>Ensure timely delivery of solutions aligned with business objectives and compliance standards.</p><p>Stakeholder Management</p><p>Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.</p><p>Build and maintain strong relationships across departments to ensure alignment and transparency.</p><p>Data Analysis & Reporting</p><p>Analyze data to uncover trends, insights, and opportunities for optimization.</p><p>Develop and maintain dashboards and reports to track project progress and business performance.</p><p><br></p>
<p>We are looking for a skilled Billing Analyst to join a prestigious accounting and advisory firm located in New York, New York. This is a Contract-to-permanent position offering an excellent opportunity to collaborate with multiple partners and contribute to the firm's billing operations. The ideal candidate will have prior experience in the detail-oriented services sector and a strong background in billing processes.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and distribute invoices in accordance with the firm's billing policies and procedures.</p><p>• Collaborate closely with partners and the Billing Manager to ensure accurate and timely billing.</p><p>• Maintain and update accounts receivable records to ensure all transactions are properly documented.</p><p>• Utilize SAP and Microsoft Excel to manage billing data and generate reports.</p><p>• Handle project billing and ensure compliance with established guidelines.</p><p>• Identify and resolve billing discrepancies to maintain accuracy and efficiency.</p><p>• Monitor and follow up on outstanding invoices to ensure timely payments.</p><p>• Provide support during audits by preparing and organizing necessary billing records.</p><p>• Suggest process improvements to enhance the firm's billing operations.</p>
<p>We are looking for a skilled Data Operations Analyst to join our team in Sarasota, Florida. This is a Contract to permanent position where you will play a pivotal role in analyzing performance data, developing dashboards, and supporting strategic decision-making processes. The ideal candidate will have strong expertise in business intelligence tools and a proven ability to manage data quality and reporting initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Lead the creation and management of Power BI dashboards to deliver data insights and support operational improvements.</p><p>• Analyze complex datasets to identify trends, gaps, and opportunities for enhancing business processes.</p><p>• Coordinate the development of performance metrics and collaborate with division managers to ensure data-driven decision-making.</p><p>• Conduct research and provide strategic recommendations to support long-term departmental goals.</p><p>• Oversee records management and ensure compliance with relevant statutes and policies.</p><p>• Develop and implement communication strategies to ensure transparency and accessibility of departmental information.</p><p>• Prepare detailed reports, presentations, and technical documents for stakeholders and leadership teams.</p><p>• Manage special projects and departmental initiatives, ensuring timely delivery and alignment with organizational objectives.</p><p>• Collaborate cross-functionally to facilitate innovation and continuous process improvement.</p><p>• Evaluate policies and procedures to enhance efficiency, consistency, and adherence to administrative guidelines.</p>
<p>We are looking for a detail-oriented Entry-Level Business Systems Analyst to join our team on a contract to hire basis 100% remote. The ideal candidate will act as a bridge between business stakeholders and technical teams, ensuring that business needs are clearly understood and articulated. This role requires a strong understanding of software development methodologies, including Agile and Waterfall, as well as excellent communication and analytical skills.</p><p><br></p><p>Responsibilities:</p><p>• Build collaborative relationships with business and IT teams to align technology solutions with business strategies.</p><p>• Facilitate the requirements discovery process and document business needs concisely for diverse audiences.</p><p>• Develop and maintain artifacts such as user stories, workflows, acceptance criteria, and traceability matrices.</p><p>• Collaborate with project teams to validate requirements through reviews and walkthroughs.</p><p>• Ensure the timely delivery of business requirements and artifacts throughout the software development lifecycle.</p><p>• Assist in creating and executing User Acceptance Testing plans to confirm solutions meet business needs.</p><p>• Identify opportunities for process improvement and create future-state process models using standard tools.</p><p>• Maintain open communication with stakeholders to assess customer satisfaction and clarify project requirements.</p><p>• Utilize techniques like process flow modeling and data mapping to support design, development, and QA processes.</p><p>• Provide leadership and expertise to ensure the successful implementation of solutions aligned with business expectations.</p>
We are in search of a Data Reporting Analyst in the legal industry, located in New York. The role involves handling and analyzing data, identifying trends, and supporting legal strategies and decision-making. The successful candidate will be expected to collaborate with various stakeholders, ensure data accuracy, and adapt to changing priorities.<br><br>Responsibilities:<br><br>• Handle and analyze medium to large datasets, extracting valuable insights to support legal strategies and decisions.<br>• Collaborate with various stakeholders to gather requirements, ensuring the maintenance of data accuracy.<br>• Develop and implement data systems and models, aiding in the identification and tracking of legal trends.<br>• Uphold compliance with data privacy and legal regulations, ensuring all data handling aligns with these standards.<br>• Regularly provide reports, ensuring the maintenance of data integrity.<br>• Adapt to changing priorities as required, demonstrating flexibility and the ability to manage multiple tasks.<br>• Utilize Apache Spark, Atlassian Jira, BusinessObjects Technologies, Erwin Data, and Gap Analysis tools effectively.<br>• Implement AB Testing, Agile Scrum, Analytics, Business Intelligence (BI), and Business Requirement Document skills in daily operations.
We are looking for a skilled Desktop Support Analyst to join our team on a contract basis in Milwaukee, Wisconsin. This role involves supporting a migration to Windows 11, ensuring compatibility and smooth transitions for client systems. The ideal candidate will have strong troubleshooting skills and the ability to collaborate effectively with IT teams and end-users.<br><br>Responsibilities:<br>• Manage the migration of client systems from legacy operating systems to Windows 11, ensuring seamless transitions.<br>• Evaluate hardware and software compatibility to meet Windows 11 requirements.<br>• Resolve technical issues and troubleshoot challenges that arise during the migration process.<br>• Configure network settings and set up endpoint devices as needed for the system upgrade.<br>• Partner with client IT staff and project managers to adhere to project timelines and deliverables.<br>• Offer guidance and support to end-users facing difficulties with the new operating system.<br>• Create detailed documentation of processes, technical configurations, and troubleshooting steps throughout the migration.<br>• Conduct testing to confirm system functionality after migration.<br>• Ensure all devices meet security and performance standards post-upgrade.
We are looking for a detail-oriented Travel & Expense Analyst to join our team in New York, New York. This Contract-to-Permanent position offers an excellent opportunity for a skilled individual with expertise in corporate expense management, reconciliation, and compliance. The ideal candidate will play a critical role in ensuring the accuracy and integrity of travel and expense processes while providing exceptional support to employees.<br><br>Responsibilities:<br>• Review and approve employee expense reports in Concur, ensuring adherence to company policies and compliance standards.<br>• Conduct audits of receipts and supporting documents to identify errors, fraud, or non-compliance.<br>• Resolve issues related to duplicate or incorrect transactions, working directly with employees to correct and resubmit reports.<br>• Perform regular reconciliations of corporate card transactions, ensuring all charges are accurately categorized and accounted for.<br>• Address discrepancies in transaction feeds and resolve unmatched or missing data in a timely manner.<br>• Troubleshoot system integration issues between Concur and the financial institution, collaborating with IT and external vendors for resolution.<br>• Manage the corporate card program, including issuing cards, deactivating inactive accounts, and enforcing policy compliance.<br>• Respond to employee inquiries regarding travel and expense policies, system support, and report statuses via a centralized mailbox.<br>• Analyze travel and expense trends by generating reports, supporting month-end close activities, and preparing accrual reconciliations.<br>• Contribute to process improvements by recommending updates to policies, workflows, and system configurations.
<p>We are looking for a Program Schedule Analyst to join our Program Management Office, you will work closely with Engineering and Operations teams to oversee essential aspects of Project Management, including scheduling, budgeting, and variance analysis. This is a long-term, remote contract position </p><p>Responsibilities:</p><p>• Develop and maintain integrated master plans and schedules to align with project goals.</p><p>• Collaborate with Team leads to create intermediate schedules and ensure seamless integration.</p><p>• Assist in proposal development by contributing to interim schedules and providing guidance on Basis of Estimate documentation.</p><p>• Regularly update program plans with status reports and Estimate to Complete inputs from CAMs.</p><p>• Conduct in-depth critical path and driving path analyses to identify potential risks and opportunities.</p><p>• Support Earned Value Analysts by performing scheduled and ad hoc tasks related to project metrics.</p><p><br></p>
We are in search of a Data Warehouse Analyst to join our team in the retail industry, situated in Hillside, New Jersey. In this role, you'll leverage your technical skills to simplify complex analytical tasks into understandable data-driven narratives. Collaborating with other analysts, you'll apply established analytical processes to diverse datasets to deduce insights and solve real-world business problems. <br><br>Responsibilities: <br><br>• Collaborate with Operations, Product, and Finance teams to establish KPIs and innovative methodologies for measurement<br>• Develop, manage, and scale our labor planning process, providing accurate labor targets and forecasts in conjunction with the Talent Acquisition team<br>• Analyze and understand the drivers that impact key influences on business dynamics and productivity<br>• Transform data into actionable insights for stakeholders<br>• Automate the reporting process for weekly business metrics<br>• Identify and execute opportunities to automate and scale our current processes<br>• Leverage your technical skills, such as SQL/code writing, statistics, machine learning, etc., to enhance existing processes and learn new skills<br>• Ensure all reporting and analytical responsibilities are completed competently and promptly.
<p><em>The salary for this position is up to $115,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this FULLY REMOTE role please send your resume to [email protected]</em></p><p><br></p><p>Summer is only a few short days away! Let’s get you into a role with a company that will ensure you get to enjoy the warm weather when it gets here.</p><p><br></p><p><strong>Job Description:</strong></p><p>• Analyze monthly financial results, investigate variances, and deliver clear, concise reporting to stakeholders. </p><p>• Support the month-end close process by ensuring timely updates to financial models and schedules. </p><p>• Support the month-end close process by ensuring timely updates to financial models and schedules. </p><p>• Support the month-end close process by ensuring timely updates to financial models and schedules. </p><p>• Support the annual budget and periodic forecast cycles by consolidating inputs, updating models, and validating assumptions. </p><p>• Enhance current Excel-based forecast tools for accuracy and efficiency, reducing manual processes. </p><p>• Work closely with business partners to ensure forecasts reflect current trends, risks, and opportunities. </p><p>• Support scenario modeling and sensitivity analysis for key financial drivers. </p><p>• Prepare ad-hoc analyses to evaluate business performance, cost structure, and investment opportunities. </p><p>• Identify trends and provide actionable insights to help drive profitability and strategic decisions. </p><p>• Conduct margin and expense analysis by project, region, or function as needed. </p><p>• Lead initiatives to streamline reporting processes, automate repetitive tasks, and standardize outputs. </p><p>• Transition legacy models and reports to leaner, more efficient formats with robust controls and transparency. </p><p>• Serve as a subject matter expert in Excel—designing scalable models and ensuring data integrity. </p><p>• Collaborate with other teams to explore reporting capabilities within Sage (ERP) and other tools. </p>
We are looking for a detail-oriented Accounts Receivable Analyst to join our team in Novi, Michigan. In this position, you will be responsible for managing and optimizing accounts receivable processes, ensuring accurate financial reporting, and supporting key accounting functions. This role offers the opportunity to work collaboratively with the accounting team to maintain compliance and contribute to the company’s financial health.<br><br>Responsibilities:<br>• Process accounts receivable transactions and prepare month-end journal entries to ensure accurate financial records.<br>• Generate and issue customer invoices promptly while addressing discrepancies and following up on outstanding payments.<br>• Accurately post customer receipts into the Sage accounting system and resolve any payment-related issues.<br>• Perform monthly bank transfer reconciliations and ensure accurate reporting of cash balances.<br>• Conduct regular reconciliations of balance sheet and income statement accounts to maintain financial accuracy.<br>• Support intercompany reconciliation efforts by providing documentation and ensuring compliance with accounting policies.<br>• Assist in the preparation of weekly cash forecasts to project cash flow needs effectively.<br>• Prepare month-end journal entries and reconcile balance sheet accounts to support financial reporting requirements.<br>• Participate in cross-training initiatives to broaden expertise across accounting functions and provide backup support when needed.
<p><strong>Robert Half’s Full-Time Engagement Professionals Practice is Expanding!</strong></p><p>We are actively hiring <strong>Payroll & Timekeeping Specialists</strong> with deep expertise in <strong>UKG Workforce Management (WFM) Timekeeping</strong> to support clients in the healthcare industry.</p><p><strong>What You’ll Do:</strong></p><ul><li>Assist clients with the transition from Kronos Workforce Central to UKG WFM</li><li>Support testing, data validation, and system accuracy checks</li><li>Partner with payroll and HR teams to ensure clean, accurate data migration</li><li>Provide subject matter expertise on UKG WFM functionality and best practices</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Hands-on experience with <strong>UKG WFM Timekeeping</strong> (implementation, testing, validation)</li><li>Strong background in <strong>payroll or workforce management within healthcare</strong></li><li>Detail-oriented mindset with experience in <strong>data validation and issue resolution</strong></li><li>Ability to work onsite with clients in the DFW area (30-mile commute radius)</li></ul><p><br></p>
We are looking for a skilled Software Developer to join our team in Plano, Texas. In this long-term contract role, you will play a key part in developing and maintaining applications, ensuring technical excellence, and supporting business needs. This position offers the opportunity to work closely with analysts and users to create scalable solutions and resolve coding challenges.<br><br>Responsibilities:<br>• Design, develop, and maintain applications, including creating and optimizing objects.<br>• Collaborate with functional analysts to gather requirements and transform them into technical specifications.<br>• Build scalable solutions using coding best practices and perform technical unit testing.<br>• Conduct code reviews to ensure quality and adherence to standards.<br>• Provide technical support to business and technical teams, addressing coding-related issues.<br>• Lead efforts to document technical processes and reduce technical debt.<br>• Develop and maintain key components like BAPIs, BADIs, iDOCs, RFCs, oData, and Web Services.<br>• Deploy solutions in service-based modules such as Insurance, SaaS, and others.<br>• Contribute to Fiori app development, ensuring user-friendly and efficient designs.
<p><em>The salary range for this position is $100,000-$105,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong>Essential Duties and Responsibilities:</strong></p><p>The ideal candidate will leverage their analytical expertise and retail knowledge to provide actionable insights, manage financial reporting, and support business decision-making. This role requires a strong understanding of retail operations, financial planning, and accounting principles used in the retail industry.</p><ul><li>Complete various reports for accounting; itemize transactions on various reports into spreadsheets.</li><li>Conduct variance analysis on retail performance, identifying trends and opportunities for improvement.</li><li>Analyze sales, margins, and inventory to provide insights that drive profitability</li><li>Assist in preparing annual budgets and financial forecasts, aligning with retail goals.</li><li>Monitor retail department budgets to ensure adherence and highlight variances</li><li>Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Manage general ledger accounting and ensure compliance with GAAP</li><li>Reconcile accounts related to retail operations, including inventory and accounts payable.</li><li>Track and analyze key retail metrics such as inventory turnover, foot traffic, and basket size.</li><li>Utilize retail POS systems to extract and analyze data.</li><li>Identify and implement opportunities to streamline accounting and reporting processes.</li><li>Enhance retail reporting systems to improve data visibility for stakeholders</li><li>Accounts Receivable:</li><li> - Process and reconcile all customer invoices and payments.</li><li> - Research and resolve customer billing inquiries and disputes.</li><li> - Maintain accurate customer account records.</li><li> - Prepare and analyze monthly accounts receivable aging reports.</li><li> - Assist in the collection of outstanding debts.</li><li>Accounts Payable:</li><li> - Process and reconcile vendor invoices and payments.</li><li> - Maintain accurate vendor records.</li><li> - Prepare and analyze monthly accounts payable reports.</li><li> - Research and resolve vendor payment discrepancies.</li><li> - Assist with vendor relations.</li><li>Sales Tax:</li><li> - Prepare and file monthly/quarterly sales tax returns accurately and on time.</li><li> - Maintain accurate sales tax records and reconciliations.</li><li> - Research and stay updated on sales tax laws and regulations.</li><li> - Assist with audits and tax examinations.</li><li>Developing spreadsheet.</li></ul><p><br></p>
<p>We are looking for a skilled Director of Product Management to join our client's team in Prattville, Alabama. In this Contract-to-permanent role, you will oversee and coordinate software and application development projects, ensuring alignment with strategic goals and business requirements. This position offers an excellent opportunity to lead a dynamic team and collaborate across departments to deliver high-quality, scalable solutions. </p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all aspects of software and application development processes, ensuring projects align with organizational objectives.</p><p>• Lead a team of developers, analysts, and other IT professionals by providing guidance, training, and mentorship.</p><p>• Collaborate with stakeholders to define detailed business requirements and translate them into actionable plans.</p><p>• Coordinate resources and serve as a liaison between development teams, vendors, and external partners.</p><p>• Design and implement systems analysis strategies to develop new applications or integrate vendor-purchased software.</p><p>• Evaluate application programs for efficiency and ensure outputs align with user needs and business goals.</p><p>• Establish and enforce software development standards and best practices for delivering scalable and robust solutions.</p><p>• Monitor project progress, manage risks, and ensure timely delivery within scope and budget.</p><p>• Utilize Agile and Scrum methodologies to optimize cross-functional project management.</p><p>• Build and maintain strong relationships with vendors and external teams to support project success.</p>
We are looking for a skilled Data Warehouse Analyst to join our team in Hillside, New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.<br><br>Responsibilities:<br>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.<br>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.<br>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.<br>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.<br>• Automate reporting processes to improve accuracy and timeliness of operational data.<br>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.<br>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.<br>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.<br>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.
We are looking for an experienced Data Warehouse Analyst to join our team in Virginia Beach, Virginia. In this contract-to-permanent role, you will play a pivotal part in optimizing database operations and supporting both virtualized and on-premises SQL Server environments. This position offers an excellent opportunity to contribute to modernization efforts while leveraging your technical expertise in data warehousing.<br><br>Responsibilities:<br>• Analyze and redesign existing SQL Server processes to enhance efficiency and reliability.<br>• Develop and implement best practices for database administration and performance optimization.<br>• Review and improve batch file execution strategies to ensure seamless operations.<br>• Collaborate with internal teams to support upgrades and modernization initiatives, including SQL Server 2025.<br>• Monitor, maintain, and troubleshoot SQL Server databases across virtual and physical environments.<br>• Document workflows and provide training to ensure a smooth transition during system upgrades.<br>• Create and manage ETL processes using SSIS to streamline data integration and transformation.<br>• Utilize T-SQL for advanced querying and database management tasks.<br>• Support virtualized environments, such as VMware or Hyper-V, to facilitate database operations.
<p>Our client is a small MSP in Hartford. We're looking for someone 20-30 hours per week to help out with project work, will revolve heavily around Windows 11 migration but may include other small projects. Very flexible on scheduling, can work with the candidate to best fit their schedule but they must have availability during business hours so can’t be side work for someone already working. May occasionally need to travel to customer sites but 90% of the work can be done remotely, this person will be doing project work and not responding to client tickets.</p>
<p>Our client is looking for a data warehouse leader in our Data Technology organization. In this role you will lead a team of 12-16 dedicated to pushing the limits of continuous improvement and innovation using data warehousing as a lever. You will be responsible for leading within the Enterprise Data Warehouse for the bank including innovating on the platform to enable next-generation capabilities. You will participate in the definition of the strategic roadmap for data technology and be responsible for executing data warehousing initiatives. You will partner with other Data Technology organizations and CDAO leads to architect and enable an effective data ecosystem as well as key leaders in business and technology to understand and support their needs.</p><p><br></p><p><br></p><p>KKey Responsibilities</p><ul><li>Lead a team of 12-16 resources, providing strategic direction, coaching, and technical oversight.</li><li>Drive agile execution, ensuring consistent velocity, transparency, and stakeholder engagement.</li><li>Execute the EDW technology strategy, ensuring alignment with enterprise goals and segment priorities.</li><li>Participate in demand management and planning, assessing impact, feasibility and estimating work effort.</li><li>Understand and translate the technical design from the Data Architect team into implemented physical data models that meet data governance, enterprise architecture and business requirements for data warehousing. Manage data within the data warehouse to ensure efficiency of platform.</li><li>Work with operational data and data acquisition teams to manage incoming sources and the down-stream systems to understand and support their needs for reporting and analytics.</li><li>Support incident resolution and continuous improvement to drive efficiency across multiple operational run metrics.</li><li>Perform other duties as assigned.</li></ul>
<ul><li>Investigates operational requirements, Data Science capabilities, and value at stake, seeking effective business solutions through informational and Machine Learning based data products. Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration. Works iteratively with stakeholders, to identify potential benefits and available options for consideration, and in defining acceptance tests.</li><li>Contributes to evaluating the factors which must be addressed in the change programme. Helps establish requirements for the implementation of changes in the business process.</li><li>Documents changes based on requests for change. Applies change control procedures.</li><li>Facilitates scoping and business priority-setting for DS initiatives of medium size and complexity. Contributes to selection of the most appropriate means of representing business requirements in the context of a specific DS initiative, ensuring traceability back to source. Discovers and analyses requirements for fitness for purpose as well as adherence to business objectives and consistency, challenging positively as appropriate. Obtains formal agreement by stakeholders and recipients to scope and requirements and establishes a base-line on which delivery of a solution can commence. Manages requests for and the application of changes to base-lined requirements. Identifies the impact on business requirements of interim (e.g. migration) scenarios as well as the required end position.</li><li>Implements stakeholder engagement/ communications plans, including, for example; handling of complaints; problems and issues; managing resolutions; corrective actions and lessons learned; collection and dissemination of relevant information. Uses feedback from customers and stakeholders to help measure effectiveness of stakeholder management. Helps develop and enhance customer and stakeholder relationships.</li><li>Manages Agile backlog and Sprint Planning, including reports for Portfolio Management</li></ul><p><br></p>
<p><strong>Job Title:</strong> Senior CRM Business Analyst</p><p><strong>Location:</strong> Hybrid (3 days onsite in Woodland Hills, CA)</p><p><strong>Salary Range:</strong> $120K – $140K + Comprehensive Benefits</p><p><br></p><p><strong>Position Overview:</strong></p><p>We are seeking an experienced <strong>Senior CRM Business Analyst</strong> to join our Business Solutions team. This role will focus on leveraging <strong>Microsoft Dynamics 365 CRM</strong> to deliver impactful, scalable solutions that optimize both user experience and business value. You will work closely with cross-functional teams across Sales, Marketing, Operations, and other departments to define requirements, design customized solutions, and manage the development lifecycle.</p><p>We are looking for someone who is a <strong>strategic problem-solver with hands-on technical expertise</strong>. This is a hybrid position that blends business analysis responsibilities with technical configuration and administration to ensure solutions are both efficient and user-centered.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design, configure, and optimize <strong>Microsoft Dynamics 365 CRM</strong> solutions tailored to business goals.</li><li>Collaborate with cross-departmental stakeholders to translate business needs into clear technical requirements and acceptance criteria.</li><li>Write and manage detailed business and functional specifications to guide development and testing teams.</li><li>Configure Dynamics 365 CRM components, including workflows, entities, forms, dashboards, and business rules.</li><li>Utilize <strong>SQL</strong> and tools like <strong>Power BI</strong> for advanced data analysis and performance reporting.</li><li>Act as the primary liaison between stakeholders and technical teams to ensure seamless communication and delivery.</li><li>Support Agile project lifecycles, including requirements gathering, testing, and solution implementation.</li><li>Lead workshops, provide project updates, and ensure smooth knowledge transfer across teams.</li><li>Mentor junior analysts and facilitate knowledge sharing within the team.</li></ul><p><br></p>
<p>We are seeking a technically curious and detail-oriented Business Analyst to support a cutting-edge project involving the use of AI and Large Language Models (LLMs) to extract and process data from high-volume paper freight invoices.</p><p>This role is ideal for someone who thrives at the intersection of business analysis and emerging technology, especially in the realm of AI, OCR, and prompt engineering. You’ll work closely with a technical product manager and development teams to define requirements, craft LLM prompts (in pseudo-code), and help guide the buildout of an AI-powered invoice processing system.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze paper freight invoices (up to 100 pages each) and understand key data patterns and structures.</li><li>Collaborate with the team to refine OCR data extraction logic and LLM prompts that clean and transform data.</li><li>Write pseudo-code prompts to guide LLM behavior in pulling specific data fields (e.g., Bill of Lading numbers) across various document types.</li><li>Participate in defining rules and flows for prompt execution within operational pipelines.</li><li>Gather, document, and manage business and functional requirements in Agile environments.</li><li>Populate and manage stories and requirements in project boards (e.g., Jira, Azure DevOps).</li><li>Partner with technical leads to translate business needs into structured inputs that LLMs can act upon.</li><li>Help define roles, rules, and operational logic related to AI and prompt management.</li></ul><p><br></p>
