Business Data Analyst

lt;div class=quot;trix-contentquot;gt; lt;divgt;Our client, a lt;stronggt;Fortune 1000 financial services companylt;/stronggt;, is seeking multiple lt;stronggt;Business Data Analysts (Data Leads)lt;/stronggt; for lt;stronggt;2-year contract roleslt;/stronggt;. In this position, you will coordinate with internal stakeholders, external partners, and vendors to support platform updates and the installation of services for retirement plan clients. Candidates must have lt;stronggt;at least 3 years of financial services experiencelt;/stronggt;.lt;brgt;lt;brgt; lt;/divgt;lt;divgt;This is a lt;stronggt;hybrid rolelt;/stronggt; requiring on-site presence lt;stronggt;three days per weeklt;/stronggt;. Candidates must reside in or commute to lt;stronggt;Charlotte, NClt;/stronggt; or lt;stronggt;Frisco, TXlt;/stronggt;. You may onboard as our lt;stronggt;W2 employee or Independent Contractorlt;/stronggt;.lt;brgt;lt;brgt; lt;/divgt;lt;divgt; lt;stronggt;About the Rolelt;brgt;lt;/stronggt;lt;brgt; lt;/divgt;lt;divgt;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.lt;brgt;lt;brgt; lt;/divgt;lt;divgt; lt;stronggt;Key Responsibilitieslt;brgt;lt;/stronggt;lt;brgt; lt;/divgt;lt;ulgt; lt;ligt;Coordinate platform updates and service installations for retirement plan clients.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Manage, execute, and validate configurations supporting retirement plan service changes.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Ensure adherence to transition best practices throughout the implementation lifecycle.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Ensure procedural steps and documentation standards are consistently followed.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Perform quality checks at each stage of implementation to ensure accuracy and compliance.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.lt;brgt;lt;brgt; lt;/ligt; lt;ligt;Provide timely implementation status updates to business partners and management.lt;brgt;lt;brgt; lt;/ligt; lt;/ulgt;lt;divgt; lt;stronggt;Required Qualificationslt;brgt;lt;/stronggt;lt;brgt; lt;/divgt;lt;ulgt; lt;ligt; lt;stronggt;Minimum of 3 years of financial services experiencelt;brgt;lt;/stronggt;lt;brgt; lt;/ligt; lt;ligt;Intermediate Microsoft Excel skillslt;brgt;lt;brgt; lt;/ligt; lt;ligt;Strong verbal and written communication abilitieslt;brgt;lt;brgt; lt;/ligt; lt;ligt;Ability to learn quickly and adapt to changing prioritieslt;brgt;lt;brgt; lt;/ligt; lt;/ulgt;lt;divgt; lt;stronggt;Preferred Experiencelt;brgt;lt;/stronggt;lt;brgt; lt;/divgt;lt;ulgt; lt;ligt;Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processinglt;brgt;lt;brgt; lt;/ligt; lt;ligt;Experience with client transitions, onboarding, or plan implementationslt;brgt;lt;brgt; lt;/ligt; lt;ligt;Experience with lt;stronggt;OMNIlt;/stronggt; recordkeeping platformlt;brgt;lt;brgt; lt;/ligt; lt;/ulgt;lt;divgt; lt;stronggt;Education amp; Licensinglt;brgt;lt;/stronggt;lt;brgt; lt;/divgt;lt;ulgt; lt;ligt;Bachelor’s degree is a lt;stronggt;pluslt;brgt;lt;/stronggt;lt;brgt; lt;/ligt; lt;ligt;Series 6 or Series 7 license is a lt;stronggt;pluslt;/stronggt; (not required)lt;brgt;lt;brgt; lt;/ligt; lt;/ulgt; lt;/divgt; lt;pgt;Flexible work from home options available.lt;/pgt;