Senior Business Analyst - Client Account Master(CAM) & Data Analytics - Atlanta, GA - C2C Role
Zodiac Solutions
Role- Senior Business Analyst Client Account Master(CAM) & Data Analytics
Location: Atlanta, GA (3-4 days onsite)
Duration: Contract Opportunity
Suggested experience level: Senior BA, 7+ years
Domain: Capital Markets / Client & Account Data Management
Primary technical skills: SQL, Power BI/Tableau, data profiling, data mapping and reconciliation
Below is a job description tailored specifically for the Client Account Master (CAM) initiative, with a stronger-than-traditional BA emphasis on data analysis, data quality, reconciliation, and visualization .
Internal CAM material describes the target state as a centralized Single Source of Truth (SSOT) for Capital Markets client/account data, with capabilities around a "Golden Copy," downstream integration, end-of-day reconciliation, operational reporting, and data stewardship. The architecture also includes client onboarding, legal hierarchy, market identifiers, trading accounts, client/account updates, and downstream distribution.
Position Summary
We are seeking an experienced Senior Business Analyst to support the Client Account Master (CAM) initiative. The ideal candidate will combine strong business analysis capabilities with deep data analysis, data quality, and reconciliation skills .
The CAM initiative is focused on establishing a trusted, centralized source of client and account information and improving integration, reconciliation, reporting, and data management across the Capital Markets ecosystem
This role requires someone who can work across business, operations, data, and technology teams , analyze complex datasets, identify data-quality issues and patterns, translate findings into actionable business requirements, and build meaningful dashboards and reporting using tools such as Power BI or Tableau .
Key Responsibilities
Business Analysis & Requirements
- Partner with Product Owners, Operations, Technology, Client Onboarding, and downstream application teams to understand business processes and data requirements.
- Elicit, document, and refine business requirements, functional requirements, user stories, process flows, data requirements, and acceptance criteria .
- Translate business needs into detailed requirements that developers, data engineers, and QA teams can implement and validate.
- Analyze current-state versus target-state processes and identify gaps, dependencies, risks, and opportunities for automation.
- Facilitate requirements workshops and support solution-design discussions.
Data Analysis
- Perform detailed analysis of client, legal entity, account, product, regulatory, and reference data .
- Analyze large datasets to identify data-quality issues, missing attributes, duplicates, inconsistencies, anomalies, and reconciliation breaks .
- Perform source-to-target analysis and help define data mappings and transformation rules.
- Analyze data across source and downstream systems to identify synchronization and integration issues.
- Define business rules for data validation, matching, reconciliation, exception management, and remediation.
- Perform root-cause analysis of data discrepancies and work with technology teams to drive resolution.
Reporting & Data Visualization
- Define KPIs and metrics for:
- Data quality
- Reconciliation
- Client/account completeness
- Exception volumes
- Data synchronization
- Operational trends
- Convert complex datasets into clear visualizations that allow business and technology stakeholders to quickly identify trends and exceptions.
- Develop drill-down reporting to support investigation and root-cause analysis.
- Partner with stakeholders to define reporting requirements and establish appropriate data definitions.
Advanced Data Analytics
- Use data analytics tool to explore, query, validate, and analyze large datasets.
- Work comfortably with relational and semi-structured datasets.
- Write and interpret SQL for data profiling, reconciliation, validation, and investigative analysis.
- Collaborate with data engineers to validate data pipelines, transformations, mappings, and business rules.
- Assist in validating historical data migration and ongoing data synchronization.
Required Qualifications
- 7+ years of experience as a Business Analyst, Data Analyst, Technical Business Analyst, or similar role.
- Strong hands-on data analysis and data-profiling experience.
- Advanced SQL skills with the ability to independently analyze large and complex datasets.
- Strong experience with at least one major visualization/BI platform:
- Power BI
- Tableau
- Strong understanding of:
- Data mapping
- Data lineage
- Data quality
- Data reconciliation
- Master/reference data
- Source-to-target analysis
- Data validation and exception management
- Ability to convert complex data findings into understandable business insights.
- Strong requirements elicitation and documentation skills.
- Experience writing user stories and acceptance criteria .
- Strong analytical, problem-solving, communication, and stakeholder-management skills.
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