Pension Business Analyst

Job summary

Acts as a liaison between pension clients and the programming team to gather requirements and ensure the delivery of quality technology solutions. Responsible for analyzing business needs, documenting system requirements, and providing ongoing client support and training.

Job details

Job Description - remote - perm - Neumo - $80,000-$100,000 CAD/yr In this role, the right candidate will work as part of a project delivery team, analyzing and gathering requirements from existing clients, enhancing configurations, training, improving business processes, and ensuring overall client satisfaction. As a liaison between our pension clients and our programing team, we are looking for individuals with the ability to work independently and collaboratively towards delivering effective and quality solutions that meet our client business needs. You will have experience and working knowledge of Pension and Benefits, specifically Canadian Defined Benefit and or Defined Contribution pension plans. Primarily looking for candidates with experience with pension plans and or a background in Actuarial Sciences. Duties and Responsibilities: Responsible for analyzing customer requirements and the analysis of information/data. Responsible for understanding the pension business needs of the client and identifying how best to meet those needs. This includes working with the business and the technology areas to gather requirements for development and management. The role leads the effort to analyze, validate and document the business and system requirements. Acts as a bridge between the business and the IT groups and is accountable for a technology solution that supports the business request or opportunity and is based on the enterprise architecture. Assists in designing, modifying and creating business processes that will be used to implement the business transformation solutions. This is done through research and fact-finding combined with a basic understanding of applicable business processes, systems, and industry requirements. Provides input to improve overall efficiency and processes. Maintain a high level of client relationship management. Act as liaison between clients, other service providers and programmers to further develop and foster the client relationship. Provide daily support to clients during system development and implementation, including telephone support / contact for clients. Participate in regular client status meetings including assisting with status reports, meeting notes, etc. as determined by client's needs. Manage multiple clients and tasks and prioritize work as required. Send correspondence to clients. Participate in upgrade or new implementation projects from beginning to end or parts of a major project. This will include estimating and quoting work in conjunction with Programmers. Participate in sessions with clients to collect business requirements (JAD). Provide client training. Analyze complex business and pension requirements, user requests for system modifications / enhancements or error corrections; propose possible solutions for review by Senior team member, and document solutions in functional specifications in conjunction with programmers. Analyze plan documents and prepare and/or peer review specifications. Draft release notes and update delivery documents. Assist with monthly support and maintenance updates if required. Follow CPAS standard practices and procedures in selecting methods and techniques for obtaining solutions and meeting deliverables. Setup client and plan rules in CPAS v5 products with support Ensure the system meets legislative compliance and accuracy standards. Formulate quality assurance standards / programs for client installations. Document and maintain problem logs. Write comprehensive test plans as needed for upgrades / changes. Test template application, custom work, defect fixes etc providing QA of the system. Enter, update defects in the CPAS Quality system Demonstrate a financial accountability to upselling and encourage clients to configure additional CPAS functions. Contribute to the client invoicing process through timely, accurate and detailed tracking in the CPAS Quality system. Required Skills & Experience - Advanced experience working with Pensions or Actuarial Science -Strong understanding of Direct Contribution methods for Canadian Pensions -Strong requirements gathering experience -Good understanding of technology/applications/SDLC -Experience with reporting tools like Jira -Excel proficiency Nice to Have Skills & Experience Coming from Telus Health or CAAT Compensation: $80,000 to $100,000 per year annual salary. 15 PTO days - 10 sick days - 2 "me" days/mental health days - flex work (the more hours you work/week you are eligible for time off) Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.

What you’ll do

Acts as a liaison between pension clients and the programming team to gather requirements and ensure the delivery of quality technology solutions. Responsible for analyzing business needs, documenting system requirements, and providing ongoing client support and training.

Requirements

Requires advanced experience in Pensions or Actuarial Science with a strong understanding of Canadian Defined Contribution methods. Candidates must be proficient in requirements gathering, SDLC, Jira, and Excel.

Benefits

• 15 PTO days • 10 Sick days • 2 Mental health days • Flex work • Healthcare insurance • Paid leave

Listed skills

• Quality assurance · Preferred
• Microsoft Excel · Preferred
• Jira · Preferred
• Business analysis · Preferred
• Client Relationship Management · Preferred
• Requirements gathering · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Pension Administration
• Actuarial Science
• Requirements Gathering
• SDLC
• Jira
• Microsoft Excel
• Business Analysis
• Defined Benefit Plans
• Defined Contribution Plans
• Client Relationship Management
• Functional Specifications
• Quality Assurance
• Test Planning
• Business Process Design
• Legislative Compliance

Job areas

• Finance & Accounting
• Technology
• Data & Analytics
• Consulting
• Government & Public Sector