Fidelity, Business Analyst

Education at Work•Covington, KY

About The Position

We are seeking a motivated and detail-oriented Business Analyst to join our team. As a Business Analyst, you will play a crucial role in analyzing data, updating transactions, storing documents, creating reports, and providing insights to drive business decisions. Your primary focus will be on completing tasks and improving processes. Other focus areas include bulk send processing and long-term record retention for our clients. You’ll be working in a team environment and sharing tasks with others.

Requirements

Strong analytical skills and attention to detail.
Organized and great time management.
Enjoys working within a team.
Experience working with spreadsheets.
Excellent communication skills to collaborate with cross-functional teams.
Self-starter to try out new things, tools, and approaches.

Responsibilities

Document Retention/Recordkeeping tasks as needed, including process improvement to these spaces.
Data Integrity/Maintenance within our recordkeeping system.
Documentation: Maintain documentation regarding various projects, processes, and operations.
Reporting: Create detailed reports by compiling data findings into meaningful documentation. Maintain the tools that we create.
Monitoring Progress: Monitor project progress by tracking activity, resolving problems, and publishing progress reports.
Recommend Controls: Identify problems and recommend improved procedures.
Bulk Send Needs for Preapproved Organization.
Data Analysis: Gather, review, and analyze business and industry data, including KPIs, financial reports, and other key metrics using data analytics tools.