Business Analyst Manager, DT&I

Job Summary:

The Business Analyst Manager (Manager), Digital Transformation & Innovation (DT&I) plays a pivotal role in driving the strategic initiatives that enhance the firm's digital capabilities. The Manager analyzes business processes, identifies opportunities for digital innovation, and implements solutions that align with the strategic goals of our Tax practice. This role has a strong understanding of technology, process, and data.

The Manager coordinates with the tax practice, DT&I, and National IT to create and implement technology tools to meet the needs of our clients and professionals. 

Job Duties:

• Creates prototypes and low code solutions, as required
• Creates reports, dashboards, and visualizations, as required
• Gathers requirements from business stakeholders and translate them as features and user stories
• Grooms requirements for architects and developers
• Prepares/reviews technical documentation for assigned products
• Develops relationships with key business partners
• Performs functional product testing
• Prepares and/or reviews test plans
• Designs and tests business processes and recommends improvements
• Analyzes process issues and bottlenecks to make improvements
• Identifies automation opportunities
• Gathers and analyzes data related to assigned product and projects
• Communicates insights and findings to product managers and technical leaders
• Performs data discovery, analysis, and modelling
• Facilitates process design, requirements gathering, and product design workshops
• Assists with project management, as required
• Coordinates with National IT to schedule required reviews and deployment of tools
• Other duties, as required

Supervisory Responsibilities:

• Acts as a direct supervisor to team members, as assigned 
• Acts as a mentor, as assigned

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's Degree, required; focus in Computer Science, Information Technology, Accounting, Management, Finance, or Engineering, preferred

Experience:

• Five (5) or more years of experience as a business analyst, project coordinator, project manager, business manager, technical writer, technical support, or systems analyst, required
• Tax experience, preferred
• Public accounting experience, preferred

License/Certifications:

• Certification in business analysis, process design, project management, product management, CPA or EA, required

Software:

• Knowledge of documenting requirement using Azure DevOps or Jira, required
• Strong Microsoft Power Platform (Power BI, Power Automate, Power Apps, Dataverse) skills, preferred
• Fundamental knowledge of SQL Server skills, preferred
• Foundational knowledge of Alteryx, preferred

Language:

• N/A

Other Knowledge, Skills, & Abilities:

• Process design and optimization skills
• Strong technical writing skills
• Strong analytical, critical thinking and problem-solving abilities
• Strong presentation skills
• Strong organizational skills
• Ability to work in a fast-paced environment and balance multiple priorities
• Knowledge in generating process and technical documentation
• Willingness to learn and stay current with emerging technologies
• Data analysis and analytics skill
• Knowledge of creating technical product documentation
• Strong negotiation skills
• Strong management skills
• Strong facilitation skills