Business Process Analyst in Charlotte, North Carolina at AccruePartners

Date Posted: 8/1/2020

Job Snapshot

Job Description

AccruePartners values our contract and consulting employees. We offer a competitive benefits package to meet the diverse needs of all of our contractor and consulting employees and their family members. Here is a listing of what our company offers: 401(k) Medical, Dental, Vision, Life Insurance, Employee Assistance Program, Medical and Prescription Drug, Short and Long-Term Disability Insurance.

THE TEAM YOU WILL BE JOINING:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

WHAT THEY OFFER YOU:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

WHERE THE POSITION IS LOCATED:

  • Charlotte, NC

WHY THIS ROLE IS IMPORTANT:

  • This professional will partner with leaders of the investment advisory and financial planning business to support business planning, communications, and readiness activities.
  • This individual is responsible for producing and updating process and procedure documentation, including some training materials and event coordination.
  • Assignments will focus on optimizing processes, organizing documentation, and creating training/communications for operational changes.
  • Lead documentation and editing of process and procedure documents
  • Prepare periodic reports, presentations, and other documentation on program activities, progress, status or other special reports for management
  • Develop compelling graphics, infographics, icons, and visuals that reflect and extend the
  • Brand, and engage employees in communication and messages
  • Manage action items for all items related to Standard-Operating-Procedure updates and Risk/Controls activities.
  • Explore and adopt industry best practices for process oversight and governance
  • Develop and define metrics to assess business effectiveness
  • Adhere to brand, legal, and compliance guidelines

THE BACKGROUND THAT FITS:

  • 3+ years of experience in financial services
  • 2+ years of experience with process documentation

DESIRED QUALIFICATIONS:

  • Knowledge of/experience with enterprise workflow and CRM systems
  • BA/BS in Degree in Business, Marketing, Finance, Accounting, Economics
  • Experience with AdMaster or similar compliance and recordkeeping software
  • Experience with Adobe, PowerPoint, Visio, and SharePoint