Business Process Analyst

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Process Analyst in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 months + extensions/likelihood of conversion

Required Skills & Experience

• Experience in process design, documentation, and optimization.
• Strong understanding of business process usage in customer communications.
• Strong Excel experience - creating spreadsheets, etc.
• Ability to effectively communicate with both technical and business stakeholders.
• Skilled in translating complex requirements into clear user stories, use cases, and functional specifications.
• Familiarity with regulatory and compliance requirements in financial services or advisory operations.
• Strong analytical and communication skills.
• Experience working with cross-functional teams and managing stakeholder input.
• Ability to work independently and drive initiatives forward.

Desired Skills & Experience

• Experience bridging business and technical teams to drive clarity and alignment.
• Background in operations, compliance, or business analysis.
• Experience with workflow tools or form management systems.
• Knowledge of advisory services and client documentation practices.

What You Will Be Doing:

Forms Matrix Development

• Analyze advisory-related events (e.g., account opening, allocation changes, blend switches).
• Create a comprehensive matrix mapping which forms are required for which clients under specific scenarios.
• Ensure alignment with legal and regulatory requirements.
• Identify opportunities to streamline and reduce document volume.

Forms Request & Intake Process Optimization

• Assess the current fragmented intake and request workflows across teams.
• Design and document a cohesive, end-to-end process for form creation and modification.
• Facilitate cross-functional collaboration to ensure process transparency and consistency.
• Recommend tools or frameworks to support ongoing process governance.

Legacy Process Analysis & Modernization

• Conduct a thorough analysis of existing legacy processes related to forms management.
• Clearly separate and document “how we do it today” from “how it should be done in the future.”
• Drive modernization efforts