Job Description
Job Description
We are seeking an experienced Business Analyst to join our Global Philanthropy team within Corporate Responsibility at a leading financial services company.
This is an exciting opportunity to support a key software migration project, transitioning from a proprietary tool to Salesforce , which will serve as both a CRM and risk management tool .
Key Responsibilities :
- Serve as a liaison between business users and technical teams during the migration project.
- Work closely with business leaders and tech teams to ensure smooth implementation and identify any defects.
- Assist in User Acceptance Testing (UAT) and troubleshoot issues that arise during the migration.
- Develop a deep understanding of business requirements and help translate them into technical solutions.
- Support the overall project management efforts to meet deadlines and deliverables.
Why Join Us :
This role offers a unique opportunity to be at the forefront of a major software migration project, while working closely with a team dedicated to global philanthropy and corporate responsibility.
There is potential for long-term growth within the organization for the right candidate.
Apply today to become part of a team that is making a difference!
Qualifications :
- Experience as a Business Analyst in a financial services setting, specifically on software migration projects.
- Proven ability to manage projects and support business-to-tech communication .
- Familiarity with Salesforce or other CRM / risk management tools is a plus.
- Strong problem-solving and analytic skills .
- Proficient in MS Office Suite (Excel, Word, PowerPoint) and project coordination .
- Excellent communication skills, both verbal and written.
Nice to Have :
- Knowledge of Grants and Charitable giving processes.
- Familiarity with IRS laws and regulations related to charitable giving.
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