Commonwealth Financial Network

CRM Business Data Analyst

Job Locations US-MA-Waltham
Job ID
W-2020-019
# of Openings
1
Category
Technology- Application Solutions
Type
Full-Time

Overview

Do you enjoy finding creative technical solutions to business problems? Are you adaptable, flexible, and comfortable working in a fast-paced environment? If so, you may be the right fit for our expanding Application Solutions Development team.

 

As a CRM business data analyst, your strong analytical skills will be put to work analyzing existing transactional databases and defining the data migration path from the existing CRM systems to an enterprise CRM system. In this role, you will also help to analyze data feed paths from various data vendors to our future data warehouse. This is an exciting time to join Commonwealth’s Technology team, as we are building a modern digital platform.

 

Key responsibilities

  • Analyzing and evaluating CRM data needs to support overall CRM strategies
  • Documenting data requirements
  • Defining the data cleansing and data quality scope and objectives
  • Analyzing system functionality to identify risks and gaps; providing alternative solutions and recommendations
  • Communicating CRM data requests to technical integration teams
  • Analyzing system data inputs and outputs using Microsoft SQL to advise on system anomalies and assist with requirements definition
  • Converting requirements into various types of models or diagrams, such as process mapping, decision tables, value streams, and data flows
  • Translating business and functional requirements into technical data requirements
  • Facilitating business analytics user group meetings and translating business requests to data management
  • Meeting with subject-matter experts to identify and document data requirements
  • Collaborating on root cause analysis, application of business rules, workflow issues, and internal/external interfaces for system and data impact analysis
  • Collaborating with data engineers, developers, and QA testers on solution functions; verifying and validating code updates and data fix changes
  • Reviewing test results for quality assurance to confirm acceptance criteria is met for user acceptance testing
  • Working with vendors to implement new systems and/or modify and maintain toolsets

Core strengths

  • Knowledgeable of all stages of a project life cycle, including planning, analysis, design, development, and testing
  • Demonstrated experience with troubleshooting systems and participating in defining resolution strategies
  • Experienced in Agile/Scrum development methodologies
  • Possess dual business competence and technical expertise
  • Familiarity with reporting tools and Azure platform
  • Adaptable, flexible personality
  • Comfortable working in a fast-paced environment
  • Excellent written and verbal communication and presentation skills
  • Detail oriented with ability to multitask and meet deadlines
  • Strong organizational and analytical skills

Additional skills and knowledge

  • 3+ years of experience performing data/systems analysis and subsequent requirement documentation for IT solutions
  • 3+ years of experience working with MS SQL; fluent in SQL queries
  • Financial services background a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

 

About Commonwealth—and Our Anything but Common® Culture

 

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

 

That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

 

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

 

Commonwealth Financial Network is an equal opportunity employer that is committed to a diverse workforce.

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