Under limited supervision, the Business Systems Analyst manages IT projects; elicits and documents requirements from staff; works with partners to develop specifications; develops test plans and coordinates and conducts testing in conjunction with department staff; ensures the organization is optimizing its use of business applications; provides recommendations on system improvements to enhance staff efficiency; coordinates and conducts staff training on business applications; resolves business application tickets.

Essential Functions:

Manages IT projects as assigned and ensures that projects are executed using organizational SDLC processes
Assists departments in development of IT project requests including business rationale, as requested, and evaluates project requests for business impact, complexity, and risk
Elicits requirements from staff using industry standard techniques, including interviews, document review, business flow analysis, use cases/user stories, and flowcharts
Assists development partners with the creation of project specifications, and reviews project specifications for technical and functional accuracy
Assists business users with development of test plans for IT projects, conducts IT testing, and coordinates and facilitates user acceptance testing
Works with departments and external partners to investigate and resolve issues with the AMS or integration with other SAAS systems including software bugs, exception handling, user error, automated process failures, and others as required
Provides consultative analysis services to business units for process reviews; identifies opportunities for continuous improvement and actively promotes business change
Assists in development and update of standard curricula for staff training on AMS modules, and delivers training on AMS as required by staffing changes
Guides and assists staff in changes to and testing of configuration to ensure accurate configuration of AMS
Performs database extracts and queries of moderate complexity as required for business process analyses, metrics, and selection of test records

Background/Skills/Abilities Preferred:

BA/BS required. Major in Information Technology, or other degree emphasizing business analysis preferred
Minimum of 3 years’ experience in business analysis, eliciting and documenting requirements, modeling business processes, and developing requirement specifications is required
Minimum of 3 years’ experience in documenting IT test plans and performing IT testing preferred
Experience with Association Management System (AMS) (netFORUM preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred)
Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options
Excellent interpersonal and communication skills (both verbal and written), including strong presentation skills
Promotes collaboration and communication within project teams, to include business users and technical partners
Ability to respond to shifting resources demands, set priorities, and meet deadlines in a fast-paced environment
Consistently attends to details by demonstrating concern for thoroughness and accuracy
Proven time management skills, and ability to manage multiple priorities

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by over 100,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $95,000.00 to $115,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING

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Business Systems Analyst