M&A - Business Analyst

What You’ll Do

• Lead functional discovery during due diligence to capture high-level business processes and inform integration scope, sequencing, and resource planning.
• Identify process, data, and operational risks; develop mitigation plans and escalate critical issues to integration leadership.
• Analyze and document current-state processes across acquired firms and enterprise functions, translating findings into actionable integration plans.
• Design current-to-future-state workflow mappings aligned with the target operating model, highlighting gaps and harmonization needs.
• Drive adoption of improved workflows by collaborating with firms and shared services teams, updating SOPs and related documentation.
• Partner with technology teams to define integration requirements, evaluate solution options, and ensure alignment with enterprise systems strategy.
• Lead data migration and UAT efforts, including mapping, validation, cutover planning, test scenario design, and readiness for go-live.
• Develop training materials to support adoption of Bluespring’s technology ecosystem and enterprise platforms.
• Build dashboards and conduct data analysis to track KPI progress, identify trends or risks, and inform leadership decisions.
• Facilitate cross-firm collaboration, produce high-quality process documentation, and influence stakeholders through clear communication and structured analysis

What You Bring

• 5+ years of business analysis experience, with significant exposure to M&A integrations, transformation programs, or complex multi-entity operating environments.
• Bachelor’s degree or equivalent industry-related experience.
• Proficiency with collaboration tools (Confluence, JIRA, Smartsheet, MS Project) and standard project management approaches.
• Experience in wealth management, ideally within a growth-oriented, change-driven, or integration-focused role.
• Experience leading process harmonization, workflow redesign, or system integration efforts strongly preferred.
• Exceptional communication skills with demonstrated ability to influence senior stakeholders across merging organizations.
• Advanced analytical abilities, including strong process engineering, workflow design, and data interpretation skills.
• Highest level of organizational skills with the ability to manage multiple complex priorities in a fast-paced integration environment.
• Strong understanding of operational model design, business architecture, and cross-functional process dependencies.
• Proficiency with SQL or other analytical tools; Salesforce experience ideal.
• Ability to navigate ambiguity, provide structure, and drive clarity in fluid integration scenarios.
• Experience contributing to change management, adoption planning, and cross-firm harmonization initiatives.
• Travel up to 25%.