Lead Systems Business Analyst

Responsibilities

• Build relationships with business stakeholders and other operational areas to ensure complete understanding of processes.
• Create and support static and ad-hoc report requests generated by business users.
• OCC Compliance reporting, including data quality and audit support for HMDA and Reg.
  
  B.
• Financial Analysis & Reporting.
• Intra-month and month-end general ledger reconciliation and reporting for CMG revenue.
• Resolution of loan-level revenue variances between source systems and general ledger.
• Reconciliation and analysis of CMG warehouse line activity and balances, and related interest income and funding charges.
• Reconciliation of CLOSER system with Tableau and results published by Finance.
• Quarterly regulatory reporting for warehouse activity and balances; support of related audit requests.
• Revenue projection support and maintenance.
• Expense analysis.
• Provide first level of assistance for production support requests.
• Verify support issues are properly documented and clearly defined.
• Work with system manager to determine priority and resolution method.
• Assist operational areas with systems components of special projects.
• Provide business expertise relative to products, systems and specifications for customizing software applications, interfaces, reports, screens, etc.
• Identify the business needs of the users, outline potential solutions, and translate to an appropriate format for technical requirements.
• Collaborates with users, vendor, and development team members to deliver the best technical solution which meets the business requirements.
• Assist with testing, implementation and training for new technology and enhancements to existing technology.

• Bachelor’s degree in Accounting or Finance; additional coursework in management information systems preferred.
• Minimum three to five years of accounting or comparable experience.
• Familiarity with general ledger posting and reconciliation processes, as well as revenue recognition principles.
• Ability to research and resolve financial reporting variances.
• Ability to self-teach software packages.
• High-level understanding of interface mechanics, relational database theory and basic programming concepts.
• Strong background working with on-line information systems including PC-based systems and thorough knowledge of PC spreadsheet software.
• Excellent verbal and written communication skills, as well as a high degree of analytical skills.
• Excellent organizational skills, ability to prioritize responsibilities and meet deadlines.
• Exposure to loan servicing and commercial real estate principles a plus.
• Experience in each stage of the software development lifecycle.
• Familiarity with CLOSER, KART, Workday (General Ledger), Crystal Reports, SQL, Tableau.