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Finance Business Systems Analyst

Employer
Garrison Associates, LLC
Location
New York, USA
Salary
Market
Closing date
Feb 24, 2025
View more categoriesView less categories
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
A Leading Investment Advisory Firm in Manhattan is seeking a Full-Time, permanent, employee for a highly skilled and detail-oriented Finance Business Systems Analyst to join our team. The successful candidate will work closely with finance, accounting, operations, and technology teams to optimize business systems, drive process improvements, and support the integration of financial and operational data systems. This role requires a deep understanding of financial systems, business processes, and the ability to bridge the gap between business requirements and technical solutions.

Key Responsibilities:
  • Business Process Analysis & Optimization:
    Work with stakeholders in Finance, Accounting, Investment Operations, and IT to analyze, document, and optimize business processes related to financial reporting, portfolio management, and trade processing.
  • Requirements Gathering & Documentation:
    Lead the collection and analysis of business requirements for new or enhanced financial systems, ensuring that functional and technical requirements are clearly defined. Create detailed specifications for system configuration or customization.
  • System Implementation & Support:
    Assist with the implementation and configuration of financial software systems (e.g., trading platforms, portfolio management tools, accounting systems), ensuring they meet business needs and align with best practices.
  • Data Management & Reporting:
    Design and implement data integration solutions to ensure accurate and timely flow of financial data between systems. Support the development of reports and dashboards to track performance, compliance, and operational efficiency.
  • Stakeholder Communication:
    Act as the liaison between the business and IT teams, translating business requirements into technical solutions. Communicate project status, risks, and issues to senior management.
  • Quality Assurance & Testing:
    Develop test plans and scripts to ensure system changes and enhancements meet business requirements. Perform user acceptance testing (UAT) and coordinate defect resolution with technical teams.
  • Ongoing System Support:
    Provide support and troubleshooting for finance systems, working with the IT department to resolve issues quickly and minimize downtime.

Qualifications:
  • Education:
    bachelor's degree in finance, Accounting, Business Administration, Information Systems, or related field. A CFA, MBA,CPA, or similar professional certification is a plus.
  • Experience:
    3+ years of experience as a Business Systems Analyst, preferably within the finance or investment management industry. Experience with investment management systems (e.g., Geneva, Arcesium, Bloomberg, Charles River, or similar platforms) is highly desirable.
  • Technical Skills:
    • Strong understanding of financial software systems (e.g., trading, accounting, reporting platforms).
    • Proficient in SQL and data manipulation techniques.
    • Experience with data integration tools and ETL processes.
    • Familiarity with BI tools (e.g., Tableau, Power BI) and reporting tools.
  • Business Skills:
  • Deep understanding of financial operations, including portfolio management, accounting, trading, and compliance processes.
  • Strong analytical and problem-solving skills.
  • Ability to analyze complex business problems and translate them into technical solutions.
  • Strong verbal and written communication skills.
  • Proven ability to work in cross-functional teams and with stakeholders at all levels.
  • Ability to manage multiple projects simultaneously and work in a fast-paced environment.
  • Attention to detail and accuracy.
  • Ability to work independently with minimal supervision.
  • Proactive and solution-oriented mindset.
  • Strong project management skills are a plus.
  • Communication & Collaboration:
  • Additional Attributes:

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