Business Analyst - Financial Services - LOCAL CANDIDATES ONLY

About the role

We are seeking a Business Analyst for a project-based opportunity within the financial services industry. This role will support initiatives involving financial reporting, data reconciliation, file extracts, requirements documentation, testing, and process improvement. This is an excellent contract opportunity for someone who enjoys combining finance, data, technology, and process improvement to solve business challenges. Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Responsibilities

• Manage finance and operations projects from requirements gathering through implementation, ensuring deliverables are completed on time and within scope.
• Develop custom reports and perform financial data reconciliations and file extract projects.
• Gather and document business and functional requirements and translate them into clear technical specifications.
• Analyze financial and operational processes and recommend solutions that improve efficiency, accuracy, and risk controls.
• Partner with business, product, technology, and other stakeholders to establish priorities and move projects forward.
• Develop UAT and acceptance test cases and perform testing to ensure solutions meet business requirements.
• Identify data discrepancies, research issues, and assist in developing appropriate solutions.
• Provide guidance and training on new processes, tools, and solutions to support successful implementation.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• Minimum of 2 years of relevant experience in accounting, finance, business analysis, or financial operations.
• Ability to read, understand, and provide input on financial statements and financial reporting.

Skills

• Strong Microsoft Office skills, particularly Excel, Word, and PowerPoint.
• Experience with tools such as SQL, Access, SharePoint, Dynamics, or Copilot is beneficial.
• Strong analytical, diagnostic, and problem-solving skills.
• Ability to gather requirements, manage projects, and work effectively across multiple business functions.
• Excellent written and verbal communication skills.
• Quick learner with a curious, innovative, and solutions-oriented approach.
• Experience within investment management, wealth management, financial services, investment processing, or a data/technology-driven environment is a plus.

Benefits

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.