Job#: 3043587 Job Description: Business Analyst - Financial Operations & Securities Analysis (Remote)Location: Remote (Must reside in the USA) Role OverviewWe are seeking an experienced Business Analyst with a strong background in Securities, Banking, or Financial Accounting. This role requires a professional who can investigate financial transactions, identify data discrepancies, perform reconciliation activities, and support business and system improvement initiatives. The ideal candidate will be comfortable working independently and collaborating with business stakeholders in a remote environment. Key ResponsibilitiesAnalyze pending claims involving financial assets and securities.Review financial records, account activity, transactions, and statements.Investigate data discrepancies and perform root cause analysis.Analyze exception reports to identify missing or inaccurate data.Perform reconciliation activities and data corrections.Support business process improvement initiatives.Assist with documenting business requirements and functional specifications.Participate in testing efforts related to system enhancements.Provide status updates to management and project stakeholders.Document issues, risks, and recommendations.Conduct research and analysis to support operational initiatives.Maintain accuracy while working with sensitive financial information.Required Qualifications4+ years of experience in Securities, Banking, or Financial Accounting.Experience performing business analysis within a financial environment.Experience with data reconciliation, exception report analysis, and financial transaction analysis.Strong analytical and problem-solving skills.Advanced Microsoft Excel skills.Experience creating functional specifications and process flow diagrams.Strong written and verbal communication skills.Bachelor's Degree or equivalent professional experience.Ability to work independently in a remote work environment.Preferred QualificationsExperience with Unclaimed Property programs.Experience reviewing securities account statements.Experience with securities transfers or re-registration activities.Experience examining financial claims.Experience with Kelmar KAPS.Experience with SimCorp Dimension.Experience with financial accounting systems.Experience with enterprise document management platforms.Work EnvironmentThis is a 100% remote position operating during standard business hours (8:00 AM – 5:00 PM CST). The role is part of a collaborative team environment with significant independent responsibilities.Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policyEverforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.VEVRAA Federal Contractor.We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.PDN-a254d1ea-e93a-4dff-8c75-4821d221a718
