Business Analyst responsible for supporting marketing campaign design and approvals at Sun Life. Collaborating with IT and business groups to ensure successful marketing initiatives.
About the role
- Business Analyst on Broadridge's Professional Services team supporting Revport applications and client project outcomes. Responsible for requirements analysis, data integration, and stakeholder collaboration.
Responsibilities
- Gather, document, and evaluate business and technical requirements through client workshops and meetings.
- Perform process modeling to validate and prove out client business scenarios.
- Ability to clearly translate complex technical concepts and system functionality into business-friendly language to ensure alignment and understanding across both technical teams and non-technical stakeholders.
- Extract, analyze, and integrate data to support reporting and business planning needs.
- Interpret and map data from multiple sources into standardized formats for Revport processing.
- Assist in preparing cleansed and mapped datasets for upstream and downstream client applications, including legacy systems and data warehouses.
- Collaborate with Development, Infrastructure, and Analyst teams to identify requirements and document functional gaps.
- Support system testing, troubleshooting, and implementation activities to ensure successful client project outcomes.
- Provide feedback and enhancement suggestions to the Product Team to improve Revport functionality.
Requirements
- Undergraduate/first-level degree (e.g., Bachelor’s) or graduate/second-level degree (e.g., MBA, Master’s) with an emphasis in finance, economics, math, programming, or a related quantitative field.
- 5+ years of relevant experience in financial services, billing, or revenue/expense management systems.
- Prior Revport experience strongly preferred; experience with other billing systems (e.g., FiServ Advantage, Quartal Fee Manager, Redi2 Revenue Manager) a plus.
- Intermediate to advanced Microsoft Excel skills.
- Intermediate SQL and/or other programming skills preferred.
- Experience in using financial technology, application of quantitative methods or database administration.
- Experience analyzing and documenting requirements and system functional specifications, including use cases.
- Experience with large/complex data sets and transforming business requirements into technical designs.
- Experience with data visualization tools (e.g., Tableau, Power BI, Qlik).
- Strong analytical skills with persistence in problem-solving.
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment, supported by strong time management and organizational skills.
- Excellent communication skills with the ability to interact with clients, stakeholders, and technical teams.
- Demonstrate initiative and enthusiasm to learn and excel in a dynamic team environment.
Benefits
- Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
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