The scope of this position includes supporting and improving the development of business process modeling, documentation, and requirements gathering in order to obtain the desired tactical and strategic business goals in all levels of business initiative projects and complex requests for service. The Business Analyst will analyze user needs to identify, document and define functional/cross-functional requirements and dependencies. The business analyst role will be accountable for creating member journey maps, developing business process models, completing workflow analysis, eliciting functional and non-functional requirements in addition to facilitating the development of vendor management requirement deliverables as needed. The person in the position needs to be confident in the ability to question, inquire and interact with various users (IT, IS, Business Unit) so as to encourage open dialogue, build positive relationships, and gain the user’s confidence and trust. The person in this position needs to be a creative and critical thinker to ensure the most efficient and effective solutions are developed to meet the needs of the business unit within the organization’s operating guidelines. The position requires general knowledge of the business, project lifecycle and project approaches, industry standards in business analysis, as well as working knowledge of process, application and technology capabilities.
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of the organization in a positive manner.
1) Business Analysis Planning, Monitoring and Elicitation - 40%
a. Select, create and maintain appropriate level of business analysis deliverable(s) based on type of project and method/approach used, ensuring that an appropriate level of system, operational and process documentation/modeling exists in accordance with relevant project scope/complexity, working independently or with Project Manager.
b. Collaborate with Project Manager and Project Sponsor to identify project stakeholders and complete Stakeholder Analysis as an input to project planning.
c. Identify and document current-state and design and document desired-state business processes and technical context diagrams with business stakeholders.
d. Define and document user stories, uses cases, functional and non-functional user requirements, system requirements, and high-level functionality needs with business stakeholder team, as needed.
e. Facilitate validation and prioritization of all written requirements with stakeholders from both business and high-level technical perspectives.
2) Requirements Analysis, Solution Assessment and Validation - 30%
a. Analyze deliverables created elicitation in collaboration with Project Manager, Project Sponsor or other impacted business unit representatives, service providers, Information Technology and Internet Services to identify and agree upon the best solution to meet the business objectives and solution requirements.
b. Lead collaboration between Project Manager, business units, Information Technology and Internet Services to understand technical solutions integrated within business processes, and ensure understanding and agreement on business process ownership and on-going support model for project deliverables.
c. Guide project and technical teams to ensure that project testing script includes necessary components to test both viability of functional requirements of solution to be implemented and impact of related changes to existing operations and supporting technical infrastructure.
d. Support identification of project test cases and provide overall direction and coordination to project and technical teams within the project testing process.
3) Methodology and Process Management - 10%
a. Follow a standard delivery process for documenting and executing business analysis responsibilities within a standard project life cycle.
b. Create and maintain business analysis documentation, inventing and revitalizing tools, as appropriate.
c. Maintain working knowledge of business analysis industry trends in order to contribute improvements in business analysis standards, processes and support systems.
d. Foster a cycle of sustainability and continuous improvement by documenting procedures and checklists for repeatable business analysis activities.
e. Prioritize weekly activities and balance priorities within assignments and department, communicating change recommendations to maintain established schedules.
f. Participate in project post-mortem reviews with Project Services Team to identify potential modifications and enhancements to methodology and process.
4) Training, Coaching and Mentoring - 10%
a. Foster working-knowledge of system capabilities and emergent technologies within business units.
b. Train project team members and their reporting managers by ensuring understanding of business analysis and testing portions of project process and assigned tasks, coaching skill development, as needed.
c. Provide broad based recognition by recognizing positive behaviors, achievements, and results and facilitate periodic organization-wide “Celebrations of Success” to recognize completed business initiative work.
d. Invite and accept feedback and provide upward feedback.
e. Assume responsibility for continual self-development and improvement, and for attending training to enhance project management, technical, leadership skills and professional development.
g. Participate actively in department, Information Technology and division Huddles, working meetings and Team Teaches.
5) Internal Technology Consulting and Reporting - 10%
a. Support IT and IS staff as appropriate to find solutions to problems and concerns that cannot be resolved through first or second tier support.
b. Maintain fluency in current UW Credit Union technical environment including system ownership and support accountability.
c. Ensure that functional/technical changes to solutions/systems are documented for future reference by business units, support staff and future project teams.
d. Facilitate recognition of common data for potential corporate data governance and support corporate data management, as appropriate.
e. Recognize opportunities and facilitate requests to achieve process and operational efficiencies across organization using technical solutions.
f. Maintain target dates and status of assignments in systems and project/portfolio management reporting tools to ensure accurate reporting of project status and reliable understanding of individual capacity.
To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The individual must be able to successfully pass background checks.
-BS or BA in Project Management, Business Administration or related field is required, or equivalent professional experience.
Experience & Skills
-3+ years of Information Technology, Project Management and/or Business Analysis/Process experience/exposure in all phases of project life cycle process model.
-Experience in member journey mapping, business process modeling, requirements elicitation and documentation, and testing script development.
-Work toward or completion of Masters certificate in Business Analysis or equivalent certificate is desired.
-Exposure to “Business Analysis Body of Knowledge (BABOK Guide) and the six Knowledge Areas is desired
-Experience with process management, improvement methodologies and tools preferred.
-Financial Institution background preferred.
-Working knowledge of Microsoft Project, Word, Excel, Visio, Powerpoint and Member Journey Mapping software.
-Ability to decompose high-level information into details and abstract up low-level information to general understanding.
-Experience in facilitating meetings and facilitating decision-making.
-Demonstrated interpersonal skills, including the ability to communicate effectively (written and oral) to all stakeholder types.
-Ability to negotiate priorities, manage multiple tasks and projects simultaneously.
-Experience in the operations of a financial institution.
-Demonstrated systems-thinking, problem-solving and creative solutioning skills or experience.
-Ability to identify test cases using: use cases, functional requirements, analysis models and/or prototypes.
-Ability to define and develop test scripts.