Project Manager/Business Analyst

Position: Project Manager/Business Analyst

Location: Taunton, MA

Status: Full Time

Summary:

This shared role will split responsibilities between Business Intelligence and Innovation & Strategy. The successful candidate will work with all departments across the enterprise to create efficiencies through process improvement and strategic deployment of new technology solutions, help to drive the Bank's culture around data-driven decision making, and support administration of critical systems, including the Finastra Phoenix core.

Specific Duties and Accountabilities:

• Work collaboratively with various Business Unit Owners to identify, plan, and implement processes to improve business efficiencies and increase profitability.
• Manage the planning and execution of enterprise projects from start to finish, ensuring deliverables are satisfied on schedule and on budget.
• Monitor the status of key project milestones using Jira and other project management tools.
• Work with various business partners in development, management, testing, delivery, and installation of new/enhanced procedures, products, services, and internal systems.
• Manage data integration for AnalyzerIQ, a self-service reporting and market research tool.
• Work with Marketing and Customer Experience to maximize adoption of AnalyzerIQ while investigating other avenues for market research, segmentation, and behavioral analysis.
• Acquire and extract primary or secondary data from various data sources that house key data to provide business units with data necessary to monitor operations and make informed decisions.
• Function as primary system administrator for the Bank’s training application. Responsible for creation of training support tools.
• Coordinate training content, synthesizing policies, procedures, and other documentation from subject matter experts and working with the Digital Media Specialist to continuously produce engaging course materials.
• Ensure that training content is organized and trackable with the approval of the First VP of Human Resources. Prepare and deliver daily, weekly, monthly, and quarterly standard reports; generating ad hoc reports, as necessary.
• Function as primary or secondary system administrator for critical applications along with the 1st VP of Business Intelligence, ensuring that all administrative changes are performed in alignment with the Bank’s change management policies and under dual controls where necessary.
• Create, maintain, and distribute monthly board reports.
• Provide training and support to staff who produce their own reporting using Power BI or other tools.
• Provide ongoing user support for datasets and dashboards in Power BI.
• Prioritize requests for new dashboards and datasets.
• Perform validations on dashboard data in both Power BI and AnalyzerIQ to ensure accuracy and relevance.
• Onboard Phoenix core system users. Add, change, and remove, as needed.
• Prioritize and facilitate requests for new Phoenix Workflow processes.
• Must have a valid driver’s license, vehicle registration and automobile personal liability insurance.
• Must have possession of a mobile phone required to perform multifactor authentication on system applications and as a method of contact.
• Follow all procedures pertaining to the Bank's policies of BSA, USA Patriot Act, and OFAC. Attend training when available, and to keep abreast of all information regarding changes and updates. Reporting to Management any acts of disregard to these policies.
• Ensure confidentiality within all areas of responsibility.
• Successfully complete all company required and job specific training.
• Perform additional duties as required.
• Must be able to lift up to twenty pounds.

Additional Responsibilities as Backup:

• Coordinate user access across the enterprise in Phoenix Workflow.
• Execute development of new Workflow automations.
• Maintain existing Workflow processes to ensure that they stay up to date with new Phoenix releases.
• Support implementation and administration of data integration tools, such as Monarch.
• Create engaging learning content in video, SCORM, and other formats.
• Gain a working knowledge and understanding of other Innovation & Strategy tools and processes to be able to serve in a backup capacity, including but not limited to board reporting procedures and Power Automate processes.

Knowledge/Skills Required:

• A minimum of 5 years of experience in a financial institution with a strong knowledge of data, operations, technology, systems, policies, and procedures
• Track record of managing large-scale projects with numerous stakeholders, ensuring that deliverables are completed on time and under budget
• Experience Jira, Confluence, or similar project management and tracking tools.
• Working knowledge of the Agile project management framework
• Advanced problem-solving skills requiring collection, interpretation, and analysis of data from diverse sources to find solutions to problems that are technically complex
• Experience with business intelligence platforms such as Microsoft Power BI. Additional experience with advanced reporting tools and methods, including general knowledge of structured query language (SQL) as well as SQL Server and related tools, is preferred.
• Deep understanding of data elements within the core system and ancillary systems to assist with the implementation of processes to improve business efficiencies.
• Technical skills to effectively perform and guide new system’s testing/implementation activities and tasks in a manner that consistently achieves high quality standards or benchmarks
• Experience with Learning Management Systems (LMS) is preferred, with an emphasis on generation of quality course content
• Proficient in MS Word, Excel, Access, PowerPoint, and the Bank’s query engines.
• Technical skills required to create advanced queries and reports
• Excellent oral and written communication skills
• Strong knowledge of industry’s processes, procedures, and workflow
• Must be able to relate to other people beyond giving and receiving instructions
• Must be able to get along with coworkers or peers without exhibiting behavioral extremes
• Display a willingness to receive and respond appropriately to criticism from a supervisor
• Ability to effectively communicate information and respond to questions in person and in group settings with customers, vendors, and employees