Operations Business Analyst

  • Presbyterian Foundation
Full Time Admin-Clerical Banking Information Technology

Job Description

This position is responsible for identifying complex business opportunities which can be solved with Operations software, other automated business systems or reporting capabilities through the analysis, interface, coordination and synchronization of available resources and technical processes existing in the Foundation and Trust Company.


Acquires and maintains a detailed knowledge of the various systems including, but not limited to, the trust accounting system, client relationship management system, and the imaging system, and how these and other systems interface with each other in the Foundation and Trust Company.

 Provides instruction and training to team members and other appropriate staff to maximize the performance and utilization of all systems.

 Develops informative and accurate reports and data to develop and maintain positive relations with clients and improve operational efficiencies.

 Analyzes new software releases and insures the effective utilization of system features

insuring the integrity of data residing on the system and accuracy of information shared with clients.

 Interacts and coordinates activities with key personnel and all appropriate operating personnel and system representatives to insure clear and concise communications regarding processing schedules, outcomes, configurations and system status.

 Keeps Information System personnel apprised of ineffective automated system responses, the general status of system transactions and data interfaces to enhance the connectivity and ability to communicate with critical internal and external systems.

 Reads pertinent literature and attends workshops/seminars to keep abreast of new and innovative techniques for all systems within the Operations Department.

 Informs the Vice President of Operations of current information and data to aid in decision making.

Major Duties and Responsibilities

Provides technical assistance in identifying, evaluating and creating written documentation of user instructions and procedures for all operational transactions.

 Writes and maintains functional specifications and desk procedures for new or modified business systems.

 Consults and coordinates with systems analysts and programmers in the design and development of new features and for all Operations’ systems.

 Develops, coordinates, and implements plans to test business and functional processes during system development and quality assurance testing.

 Consults with Operations’ management and personnel to obtain additional information during system development and evaluate alternatives.

 Directs and coordinates work of others to develop, test, install and modify programs.

 Tracks and documents changes to functional and business specifications and operating procedures.

 Monitors and documents post-implementation problems and revision requests to Information Systems or other system representatives.

 Prepares time and cost estimates for completing special projects and assists in identifying and managing the budget for Operations systems.


Works closely with Operations and Information Systems staff on system interfaces within Operations.

 Required Education and Experience

  • College degree or equivalent certification
  • Minimum of 3 years’ experience utilizing business software or other software products/relational databases
  • Strong analytical skills
  • Knowledge of basic accounting software
  • Exemplary report writing skills
  • Experience working with Crystal reports
  • Excellent verbal/written communications for training and documentation purposes
  • Excellent people skills required
  • Adept at assisting others in comprehending complex functions
  • Capable of imparting knowledge to others in an informal training environment
  • Ability to plan well and to handle multiple tasks

     Physical Requirements

  • Ability to communicate orally with management, co-workers, constituents, and vendors both individually and in a group/team environment
  • Regular use of the telephone and e-mail for communication is essential
  • Sitting for extended periods is common
  • Hearing and vision within normal ranges are essential for typical conversations to receive ordinary information and to prepare or inspect documents
  • No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required
  • Good manual dexterity for the use of common office equipment such as computer terminals, calculator, telephone, and copiers.

“The Presbyterian Foundation is an Equal Opportunity Employer”

Forward résumé and cover letter to lisa.pesavento@presbyterianfoundation.org


Business Analysis-Research, General-Other: Business-Strategic Management, Systems Analysis - IT

Education Requirements

Bachelor's Degree (BA or BS)

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