Financial Systems Manager jobs in Santa Ana, CA

Who We Are

What We Do

Seeking a techno functional Product Analyst for our wealth management value streams and technologies.  In this role you will utilize your strong financial literacy and knowledge of securities, investing, trading and brokerage processes to contribute to our fast-growing team. You will evaluate business processes and create technology solutions to help high net worth individuals reach their investment goals.  This role includes analysis of opportunities & issues, understanding current state business and technology processes, identifying/evaluating proposed solutions, and partnering across multiple teams to deliver new and enhanced capabilities to meet the evolving needs of our customers. You will perform and support knowledge sharing on value-add solutions, enabling business colleagues to fully utilize system capabilities and enable growth of our client base.

What You'll Do

You will be an active participant in our continuous learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued.  In this hybrid remote role, you will be required to be on site frequently at our headquarters location.

You will contribute your business systems analyst skills and experience, to enhance the capabilities our Wealth Management processes and systems. Your strong client focus and agile mindset will help you to deliver on these key responsibilities:

• Build strong relationships with internal partners (such as Wealth Management stakeholders, Product Portfolio Management, Product Delivery Teams, Product Support, Compliance/Risk, Information Security, etc.)
• Review and understand technology products, configurations, customizations and release notes in order to:

o Elicit and capture business requirements

o Document and map current and future state business processes

o Notify partner teams of impacts related to pending vendor product releases

o Work as a team to create and deliver functional user stories (specifications) based on architecture/design/business processes

o Manage implementation of product updates and maintain related application configurations

o Identify opportunities for cross-training support teams for ongoing process improvement

• Analyze large data sets and share insights.
• Perform manual data uploads on a recurring basis and identify continuous improvement opportunities.
• Manage work items within the product backlogs, collaborating with vendor and in-house teammates on delivery
• Build subject matter expertise for our business process optimization platforms, providing the highest level of support to diagnose issues and provide resolution
• Establish and enhance support procedures
• Perform quality assurance to ascertain compliance to requirements and assist the business areas in their execution of acceptance testing
• Work with internal teams on completing internal and external audit requests
• Determine top use cases and synergies across teams to drive continuous delivery of value

What You'll Bring

• Bachelor of Science degree in a technical discipline, business, or related field
• 7 years of Information Technology experience in a business systems analyst or similar function
• Strong financial literacy and 5 years of experience working with securities, investing, trading, brokerage and settlement processes
• Strong understanding of business process optimization and automation concepts
• Experience working with FIS Addvantage and FIS Investor’sView
• Experience documenting business cases and/or business requirements
• Experience working with, analyzing and sharing analysis related to large data sets
• Ability to discern complex explicit and implicit needs and requirements of various business and technical stakeholders
• Ability to convey complex business and technical information in a concise manner
• Ability to create effective visualizations of processes and workflows
• Working knowledge of SQL
• Intermediate to Advanced Excel experience
• Ability to quickly learn the objectives, structures, processes, and policies of a business area
• Experience in incident management, triaging issues and implementing resolutions
• Excellent critical thinking and analytical skills
• Excellent written and verbal communication

• Craves knowledge and enjoys learning new skills
• Enjoys planning, organizing, and coordinating activities within a team
• Enjoys collaborating with team members, sharing skills, and learning from others

Preferred Skills

• Experience working with Salesforce CRM platforms in an analyst role.
• Good understanding of and experience working with Agile development methodologies, techniques, and tools
• Good understanding of the SAFe methodology
• Business Analysis certification (CBAP or similar)

Pay Range: $87,900-$135,300

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.  Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location

What We Offer