IT Business Analyst

Overview:

The IT Business Analyst serves as a key liaison between fund office departments and IT in supporting Taft-Hartley multi-employer benefit plans. The role ensures the accuracy and efficiency of eligibility data and systems for health, pension, annuity, and related benefits. Responsibilities include analyzing workflows, gathering and documenting requirements, developing user stories and QA deliverables, participating in system reviews and testing, and supporting user training and communication. A strong understanding of eligibility rules and trust fund operations is essential. Regular overtime is required and considered an essential function of this position.

Position Functions and Responsibilities:

• Oversee the planning, execution, and successful delivery of high-impact projects, ensuring alignment with strategic organizational goals.
• Analyze complex datasets using SQL and visualization tools to uncover trends, identify discrepancies, and deliver actionable insights through reports and dashboards
• Conduct market and industry research, assist senior team members with data compilation, and draft proposals that align client needs with strategic growth opportunities
• Communicate with clients, stakeholders, and internal teams to gather requirements, provide updates, and support project execution across all phases
• Facilitate daily project activities, manage documentation and deliverables, and use project management tools to track tasks, upload assets, and generate status reports
• Participate in meetings and agile ceremonies, take organized notes, and support special initiatives by preparing training materials and communication plans
• Design and execute test plans, perform various testing types, and collaborate with developers and analysts to validate outputs and resolve defects
• Review technical documentation, maintain detailed QA records, and ensure compliance with departmental standards through continuous improvement efforts
• Support automated testing by writing scripts, monitoring post-deployment performance, and contributing to release validation and software quality enhancements
• Analyze trust fund workflows, recommend automation opportunities, and evaluate platforms for digital transformation in benefits administration
• Collaborate with legal and compliance teams, troubleshoot system issues, and manage upgrades to ensure systems reflect trust fund structures and ERISA/HIPAA requirements
• Translate business needs into functional specifications, serve as a liaison between IT and business units, and present findings to leadership and governance committees
• Provide excellent customer service, support change management efforts, and create reports for internal stakeholders, auditors, and regulatory agencies
• Serve as the liaison between IT and business units, translating technical concepts into business-friendly language
• Support change management efforts by preparing documentation, training materials, and communication plans

Preferred Qualifications and Skills:

• Must possess a proactive and service-oriented approach to solving project related problems
• Minimum 5 years of experience in project management.
• Minimum 2 years of experience using Smartsheet.
• Experience with formal software development life cycle and business analysis methodologies
• Advanced knowledge of Microsoft Office products, including proficiency in Microsoft Excel
• Able to take strategic direction from management
• 3–5 years of experience as a Benefits Analyst, preferably in benefits administration, healthcare, or union trust fund settings
• 1+ year of SQL experience
• Experience in all phases of the systems development life cycle
• Self-motivated and driven with ability to work independently within a collaborative work environment
• Participates, and interacts professionally during meetings, company events, and seminars
• Professional phone etiquette, appearance and demeanor
• Strong analytical and problem-solving skills
• Familiarity with eligibility systems, benefits platforms, or ERP systems
• Excellent communication and interpersonal skills
• Ability to manage multiple projects and priorities in a unionized environment

NOTE:

The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similarly related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. CSAC is an equal opportunity employer and encourage applications from all qualified candidates regardless of gender, race, ethnicity, national origin, age, sexual orientation, marital status, religion, disability or any other classification protected by law.

Job Type: Full-time

Pay: $40.04 - $43.12 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Family leave
• Flextime
• Health insurance
• Life insurance
• Paid holidays
• Paid sick time
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Can you describe your experience with SQL? How have you used it to analyze data or generate reports?
• What experience do you have with Smartsheet or similar project management tools?
• Describe a project you managed from planning to delivery. What tools and methods did you use?
• What types of testing have you performed (e.g., functional, regression, automated)?
• How did you learn about this position? If someone referred you or you know someone here, please share their name.
• How comfortable are you with Microsoft Excel? Can you share examples of advanced functions or tasks you’ve performed?

Work Location: In person