Lead Analyst at Dentsu managing customer analysis and liaising with clients. Creating advanced Marketing Cloud Intelligence dashboards and generating actionable insights from data.
About the role
- Sr. Implementation Analyst at Broadridge managing client implementations and onboarding for investment accounting. Collaborating with various teams to ensure smooth transitions and high-quality results.
Responsibilities
- Manage all aspects of BIA client implementations, conversions, and onboarding projects, ensuring timelines, budgets, and deliverables meet or exceed expectations.
- Design and execute migration plans to transition client data, accounting processes, and workflows onto Broadridge’s platforms.
- Translate client investment accounting and reporting requirements into system specifications and mapped data structures.
- Oversee and validate data mapping, testing, and reconciliation between legacy systems and new BIA implementations.
- Ensure all programs and deliverables are fully tested, documented, and approved by clients prior to production release.
- Address implementation issues proactively and lead resolution efforts to maintain data integrity and client satisfaction.
- Build and maintain strong, trusted relationships with clients, providing guidance and subject matter expertise throughout implementation.
- Interface with state treasuries, institutional investors, and related stakeholders to understand accounting and reporting needs.
- Serve as a primary point of contact during all phases of migration; ensure alignment between client objectives and Broadridge deliverables.
- Identify opportunities to expand client partnerships or introduce additional Broadridge services, collaborating with account management teams as appropriate.
- Partner with internal teams—including development, operations, accounting services, and data management—throughout the implementation lifecycle.
- Develop and document data transfer processes, access controls, testing protocols, and client training materials.
- Provide insight and feedback to enhance BIA product functionality and implementation standards.
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or Management Information Systems.
- Minimum of 3–5 years of experience in accounting systems implementation within financial services or asset management.
- Strong understanding of investment accounting principles and fixed-income instruments.
- Experience working with or implementing accounting platforms such as Geneva, Fundguard, or comparable systems.
- Working knowledge of database structures, data mapping, and reconciliation processes.
- Excellent organizational, analytical, and problem-solving skills.
- Strong verbal and written communication skills; comfortable leading client discussions.
- Ability to manage several concurrent projects in a fast-paced, deadline-driven environment.
Benefits
- Bonus Eligible
- Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits as applicable.
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