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 Business Analyst at Equitable
Business Analyst
@
Equitable

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Posted on: 
October 27, 2023
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Summary of the Business Analyst job at Equitable

Equitable is hiring a Business Analyst with 3 - 5 years of experience. Based in United States - Charlotte, NC and with Onsite ways of working. The expected salary range for this role is $54,000 - $81,000
About Equitable

Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.

Business Analyst - Job Role & Responsibilities

This Business Analyst role supports the Operational Accounting team in our Finance Organization at Equitable. The primary focus of this position is to engage with members of various Finance, Business and IT teams to monitor and review the admin system processes as well as provide support for product and sales compensation testing, and resolve issues with the daily and monthly accounting feeds from these systems. To be successful in this role, the individual is required to be familiar with all of the administrative systems that contain policy transactions, and how each of those transactions interface with our general ledger system. It’s critical that the resource is capable of interpreting the translation languages and is highly experienced in querying various data sources and compiling findings that are auditable.

  • Perform ad hoc research and document findings. Be able to communicate those findings internally and externally
  • Represent policy accounting team in strategic project and product development design sessions, giving feedback on our data structure, our roles & responsibilities and requirements for sign off
  • Engage with strategic teams in regard to policy data in the subledger, and any development changes to how we store and query this data
  • Be able to support accounting decisions with applicable data, and be able to present the support to a wide audience
  • Achieve a master level understanding of our policyholder data structure and how to query and report the data for various requirements
  • Engage with our business area on the identification and resolution of system and/or reconciliation issues
  • Perform a technical validation of data conversion to ensure completeness and accuracy
  • Propose accounting modernization opportunities for presenting to funding committee
Business Analyst - Job requirements

Required Qualifications

  • Bachelor’s Degree, preferably in Accounting or Finance
  • Minimum 3 years experience in accounting or finance data analysis
  • Experience with building robust queries such as SQL
  • Successful history in mapping out procedures and documenting critical tasks in a workflow
  • Experience communicating business requirements and managing project workstreams
  • Experience with Microsoft Suite
  • Familiarity with general ledger processing

Skills

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Business Orientation: Knowledge of business concepts, tools and techniques; ability to operate with a business mindset that complements one's functional specialty and keeps it in a business context.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals

Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change

What we offer at Equitable

The base salary range for this position is $54,000 - $81,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Equitable Pay and Benefits: Equitable Total Rewards Program

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Equitable

Equitable

is hiring

Business Analyst

Website:
Posted on: 
May 27, 2024

About Our Company

Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.

Job Description & Responsibilities

This Business Analyst role supports the Operational Accounting team in our Finance Organization at Equitable. The primary focus of this position is to engage with members of various Finance, Business and IT teams to monitor and review the admin system processes as well as provide support for product and sales compensation testing, and resolve issues with the daily and monthly accounting feeds from these systems. To be successful in this role, the individual is required to be familiar with all of the administrative systems that contain policy transactions, and how each of those transactions interface with our general ledger system. It’s critical that the resource is capable of interpreting the translation languages and is highly experienced in querying various data sources and compiling findings that are auditable.

  • Perform ad hoc research and document findings. Be able to communicate those findings internally and externally
  • Represent policy accounting team in strategic project and product development design sessions, giving feedback on our data structure, our roles & responsibilities and requirements for sign off
  • Engage with strategic teams in regard to policy data in the subledger, and any development changes to how we store and query this data
  • Be able to support accounting decisions with applicable data, and be able to present the support to a wide audience
  • Achieve a master level understanding of our policyholder data structure and how to query and report the data for various requirements
  • Engage with our business area on the identification and resolution of system and/or reconciliation issues
  • Perform a technical validation of data conversion to ensure completeness and accuracy
  • Propose accounting modernization opportunities for presenting to funding committee

Requirements

Required Qualifications

  • Bachelor’s Degree, preferably in Accounting or Finance
  • Minimum 3 years experience in accounting or finance data analysis
  • Experience with building robust queries such as SQL
  • Successful history in mapping out procedures and documenting critical tasks in a workflow
  • Experience communicating business requirements and managing project workstreams
  • Experience with Microsoft Suite
  • Familiarity with general ledger processing

Skills

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Business Orientation: Knowledge of business concepts, tools and techniques; ability to operate with a business mindset that complements one's functional specialty and keeps it in a business context.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals

Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change

What we offer

The base salary range for this position is $54,000 - $81,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

Equitable Pay and Benefits: Equitable Total Rewards Program

Apply now

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