Business Data Analyst

Synergistic Systems Inc•Frisco, TX

2h•Hybrid

About The Position

Business Data Analysts partner with external vendors and internal teams to obtain and validate all necessary plan data for retirement plan transitions. They ensure data completeness and accuracy to support successful client onboarding, plan updates, and service implementations.

Requirements

Minimum of 3 years of financial services experience
Intermediate Microsoft Excel skills
Strong verbal and written communication abilities
Ability to learn quickly and adapt to changing priorities

Nice To Haves

Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
Experience with client transitions, onboarding, or plan implementations
Experience with OMNI recordkeeping platform
Bachelor’s degree is a plus
Series 6 or Series 7 license is a plus (not required)

Responsibilities

Coordinate platform updates and service installations for retirement plan clients.
Manage, execute, and validate configurations supporting retirement plan service changes.
Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
Ensure adherence to transition best practices throughout the implementation lifecycle.
Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
Ensure procedural steps and documentation standards are consistently followed.
Perform quality checks at each stage of implementation to ensure accuracy and compliance.
Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
Provide timely implementation status updates to business partners and management.