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Implementation Analyst

Company: Digital Intelligence Systems, LLC
Location: Chapel Hill
Posted on: August 10, 2019

Job Description:



Generally, as narrow Subject Matter Expert (SME) contribute to implementation projects at the direction of Implementation Managers.

More specifically:

* Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.

* Platform Implementation Activities to include participation and contribution for the following:

* Discovery sessions with client and internal stakeholders

* Define configuration options to meet accounting, operations and reporting needs

* Define approach to user reporting hierarchies

* Define approach for custom user work flows

* Conduct End-user training

* Recommend custom reports based on client needs using advanced data analysis skills

* Implement interfaces to third party systems using data mapping skills

* Oversee client unit/integration/acceptance testing

* Assist in new features specification and functional enhancements to the Platform

* Ability and willingness to travel 1-2 weeks per month


* Finance, Accounting degree or CPA

* 1-2+ years implementing portfolio management and/or investment accounting systems

* Basic knowledge in:

* Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments

* Investment and accounting reports design

* Demonstrated experience in:

* Project consultant for 5-15 person internal/client teams of material size and duration

* User requirements definition and formal report preparation

* Application testing

* User training

* Issues resolution

* Strong math and logic skills

* Exceptional skills in MS Excel - pivot table, vlookup, financial formulas, table/query functions

* Strong record of academic achievement and clear demonstration of leadership in a work environment

* Moderate to strong communication skills and ability to communicate complex ideas effectively

* Comfortable with significant client interaction and interest in building relationships

* Ability to adapt and prioritize changing project priorities, tasks and timelines

* Ability to work both collaboratively and independently, as well as under pressure of deadlines

* Rigorous attention to detail

Digital Intelligence Systems, LLC (DISYS) will consider for employment all qualified applicants in a manner consistent with the requirements of applicable state and local laws, and an arrest or conviction will not automatically disqualify a qualified applicant from consideration from employment.

Keywords: Digital Intelligence Systems, LLC, Chapel Hill , Implementation Analyst, Professions , Chapel Hill, North Carolina

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