We are looking for a Business Analyst - Financial Services to support operational teams and help strengthen process execution in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and cross-functional collaboration with technology and business stakeholders. The ideal candidate brings financial services experience, sound judgment, and the ability to identify process gaps, interpret trends, and recommend practical improvements.<br><br>Responsibilities:<br>• Provide analytical and processing support across multiple operations functions based on business demand, and build working knowledge of additional service areas as needed.<br>• Manage assigned Level 2 initiatives, including special projects, periodic quality control reviews, and operational audit support.<br>• Partner with operations leaders and technology teams to gather business needs, document functional specifications, coordinate project activity, and support user testing.<br>• Review operational and system-related issues, identify recurring patterns, and present improvement recommendations to management.<br>• Handle departmental service and research requests with accuracy, timeliness, and appropriate follow-through.<br>• Evaluate workflows with department managers to uncover breakdowns, improve controls, and enhance overall efficiency.<br>• Analyze reporting outcomes and performance trends to help identify training opportunities and process enhancements.<br>• Maintain readiness to perform essential responsibilities remotely when business continuity plans are activated.
<p>We are looking for a detail-oriented Data Analyst to support benefits operations and deliver accurate, timely service for clients in Chatsworth, CA. In this role, you will interpret benefits, enrollment, claims, and billing data, coordinate with internal teams and external partners, and help maintain efficient day-to-day plan administration. This position is well suited to someone who enjoys working with complex information, communicating clearly, and ensuring a high level of accuracy across reporting, documentation, and service activities.</p><p><br></p><p>Responsibilities:</p><p>• Examine claims, enrollment, demographic, and billing information to uncover patterns, validate accuracy, and support client recommendations.</p><p>• Create clear reports, spreadsheets, dashboards, and summaries for leadership teams and client stakeholders using organized and reliable data.</p><p>• Maintain benefit records across multiple platforms, perform data audits, and complete reconciliations to preserve data integrity.</p><p>• Assist with benefit plan implementation and ongoing administration, including collecting required information, coordinating carrier setup, and updating agency management systems.</p><p>• Support open enrollment activities by preparing materials, validating data files, testing plan information, and helping distribute employee communications.</p><p>• Review carrier invoices each month, investigate discrepancies, and work with carriers and payroll contacts to resolve billing or eligibility issues.</p><p>• Track adjustments, credits, and retroactive changes while ensuring records and invoices remain aligned across carriers.</p><p>• Help manage compliance-related documentation, notices, audit support, standard operating procedures, and confidential records in accordance with company policy.</p><p>• Respond to benefit-related questions from clients or members, assist with onboarding support, and contribute to special projects such as benefit communications or enrollment events.</p>