H&W Sr. Business Analyst

Fidelity Investments•Merrimack, NH

About The Position

As a Senior Business Analyst, you will join a team of Health and Welfare professionals responsible for crafting business requirements that support Fidelity’s work as a directed record keeper for plan sponsors. You will provide business analysis support for client-advised projects and help ensure systems function according to detailed business requirements. The role involves partnering with Client Delivery Portfolio Managers and Healthcare Program Managers to understand project goals and milestones, while contributing to an innovative culture and positive team environment. The position supports Annual Enrollment and ongoing projects through requirements analysis, data analysis and reporting, solution recommendations, testing and validation, root cause analysis, client data remediation, documentation, quality assurance, and associate training. The posting describes Fidelity’s transition toward a full-time onsite working model, with requirements varying by role and location and subject to change.

Requirements

  • Bachelor’s degree or equivalent years of industry experience.
  • 5–7 years of Business Analysis experience.
  • At least 5 years of direct experience within Health and Welfare Annual Enrollment.
  • 5–7 years of benefits administration, Health and Welfare outsourcing administration, or similar experience.
  • Strong organizational, time management, facilitation, and prioritization skills.
  • Ability to critically analyze complex business requirements and product issues.
  • In-depth understanding of core product mechanics, record-keeping systems, and the regulatory environment.
  • Strong critical-thinking skills.
  • Strong technical skills and ability to apply them in an analytical process.
  • Strong written and verbal communication skills.
  • Ability to develop, follow, and execute documented procedures.
  • Advanced skills in Microsoft Office applications.
  • Customer-focused approach and ability to balance customer service with sound business judgment.

Nice To Haves

  • Understanding of Fidelity’s end-to-end business process life cycle, data process flows, and plan-level provisions.
  • Experience in Agile.

Responsibilities

  • Define and analyze complex client requirement changes for Annual Enrollment and ongoing projects.
  • Perform complex data analysis and reporting to support effective client decisions.
  • Identify problems with business requirements and recommend modifications to functional solutions that may affect system design.
  • Define test scenarios for Systems Acceptance Testing and support Business Acceptance Testing through test case setup, data mining, data mocking, and test execution.
  • Participate in validation and testing to ensure results meet client and product offering requirements.
  • Collaborate on the development, execution, and transition of interim needs.
  • Perform root cause analysis when issues arise before and after code migrations.
  • Perform data and client validations and remediations for Annual Enrollment and ongoing projects.
  • Create training and reference materials for participant services.
  • Participate in procedure improvement initiatives.
  • Assist with training, mentoring, and coaching new associates.
  • Perform quality assurance validation checks on Annual Enrollment and ongoing project work.
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