Job Description

Business & System Analyst (Hermanus) IT - Analyst, Data Management
Cape Town - Western CapeENVIRONMENT:An exciting opportunity has opened for a Business and Systems Analyst at a leading cross-border financial services provider based in Hermanus, known for its innovative solutions. This role centers on analyzing and interpreting business requirements to ensure that developed systems and software align with organizational needs. The ideal candidate will apply a strong understanding of Salesforce implementation, configuring solutions effectively without the need for coding. A relevant tertiary qualification, such as a degree or postgraduate degree, is required, along with certification in Salesforce Administration and/or Business Analysis (certificate or diploma). Business analysis experience, ideally within the financial services sector, is advantageous but not essential. This position offers a unique opportunity to influence impactful business solutions in a forward-thinking environment.DUTIES:Analysis

• Analyse and plan goal driven business requirements
• Provide data-driven insights to support business decisions
• Participate in grooming sessions with business users to define Acceptance Criteria
• Participate in planning sessions to ensure goal driven configuration to provide an optimal solution
• Facilitate configuration and development by providing business context and detailed requirements on request, answering questions from developers
• Manage and present backlog for prioritisation to business owner
• Data visualisation using LucidChart

Testing

• Sandbox environment testing of full solution
• Keep track of bugs logged, status of resolution and retest success

Training

• Train super-users and end-users in efficient utilisation of information system
• Provide continuous CRM support to end-users

Development

• Salesforce configuration changes, including (but not limited to): Flow, assignment rules, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports

System Management/Health

• All aspects of user and license management including new user setup/deactivation, roles, profiles, permissions, public groups, OWD, sharing rules
• Monitor and work towards fully resolving any system/flow errors and resolve immediately to prevent business delay
• Check specific report(s) to ensure process health and resolve immediately to prevent business delay

System Support/Administration

• Daily administrative duties
• Salesforce technical user support across all business units

Compliance

• Comply with all company standard operating procedures (SOPs), policies, guidelines and procedures
• Comply with all regulatory rules including but not limited to FSCA, FAIS and SARB (where relevant and applicable)

REQUIREMENTS:It is recommended that the candidate possess any combination of the following:

• Tertiary qualification (e.g. Degree and/ or Post Graduate degree)
• Qualification in Salesforce Administration and/ or business analysis (e.g. certificate or diploma)
• Business analysis experience, preferably in the financial services industry is not required, but will be advantageous
• Experience in information systems (IS) and project management training is not required but will be advantageous
• Ability to manage and influence change and to provide practical guidance on implementation of new requirements/initiatives
• Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence with a broad range of people at all levels and the ability to overcome resistance
• Demonstrated ability to apply well developed analysis and research skills to solve complex problems and/or deliver innovative solutions
• Demonstrated ability to analyse and categorize data and provide information on trends and business impacts
• Proven ability to build a rapport with stakeholders at all levels across the business
• Demonstrated experience in outbound engagement within a high volume customer service environment
• Proven ability to be self-motivated and work autonomously, while also working successfully within a team
• Demonstrated solid skills in stakeholder management and developing trusted and enduring relationships with business customers
• Demonstrated ability to distil complex issues into succinct and easily understood language that convey key messages successfully at all levels of the organisation
• Excellent collaboration skills with proven experience in drawing together multiple parts of a business to deliver a cohesive outcome.

ATTRIBUTES:

• Strong interpersonal skills coupled within a resilient yet enthusiastic life disposition, including the ability to remain calm in dynamic situations and project with sunny poise and aura
• Organising, facilitating and co-facilitating workshops to extract business requirements and define new or improved business processes
• Proven ability to take direction, work independently under pressure, handle competing priorities, meet deadlines that are externally imposed, overcome barriers and manage activities through to completion
• Strong attention to detail and follow through
• Proven Organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved
• Highly developed communication skills, including the ability to effectively communicate and negotiate in writing and verbally with business and technical personnel
• Sound judgement with well-developed conceptual, analytical and problem-solving skills
• High degree of initiative, motivation and resilience

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