Senior Program Analyst

Senior Program Analyst

03 Nov 2023
California, Los angeles, 90001 Los angeles USA

Senior Program Analyst

Program Analyst in LA at Top Finance Company

This Jobot Job is hosted by: Patrick McCarthy
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Salary: $110,000 - $180,000 per year

A bit about us:

Exciting rapidly growing financial service company is adding to their high retention Salesforce team.

Why join us?

Top Benefits
Bonus Eligible
Health and Wellness Programs
Hybrid Schedule if in LA or NY, 100% remote if not.

Job Details


The position of Senior Program Analyst, Salesforce is within the Clients & Marketing Applications team of the Information Technology department. This position will be responsible for supporting the continued growth of critical business and system processes and day-to-day administration across the Salesforce platform for their global enterprise. The person filling this role will act as a project manager, business analyst and administrator with the goal of managing the lifecycle of the strategic project and enhancement work on the Salesforce platform including documentation of requirements, root cause analysis of issues encountered, configuration on the system, testing support and execution, and training material development and execution (among others). In addition, the Sr. Analyst will provide general documentation, business analysis, data analysis, and project management support. As technical capabilities on the platform grow/are developed over the course of work, or to the extent they already exist through previous experience, the Senior Program Analyst will also take on more hands-on design and configuration work within Salesforce. The Senior Program Analyst will be immersed in the technical capabilities of the Salesforce platform via project-based activities and provided training, all while working alongside other experienced, certified professionals and will be encouraged to pursue certification, if not already credentialed.

High-level Responsibilities Include:

Salesforce Support

Perform routine and basic administration of Salesforce instance including:
Manage custom fields, objects and triggers and develop custom reports, dashboards, and lists for company's Salesforce user base
Troubleshoot issues within the system
Support implementation of system configurations and customizations
Support the automation of processes to simplify and streamline administrative and reporting tasks
Support strategic CRM initiatives
Business Analysis

Gather, document, analyze and draw conclusions regarding complex data and information (including Workflow, Feasibility, Cost/Benefit, Trend and Cause-and-Effect Analysis).
Formulate, define and implement improvements to business processes and operations.
Document current state (as is) and future state (to be) processes, systems flows, and data flows.
Outline and refine business, functional, and technical requirements.
Create thorough testing scenarios, document results and develop remediation plans with IT to address unmet business requirements.
Coordinate and facilitate user acceptance tests against business requirements.
Define, develop, and execute training activities.
Project Management

Provide project management support in accordance with the standards/requirements of the Project Management Lifecycle and System Development Lifecycle
Collaborate with the Business Units to define project scope, objectives, assumptions, dependencies, value proposition / rationale, and impacted organizational functions and systems
Lead project management activities and deliverable development including preparation and management of project documents (i.e. Project Plans, Project Status Updates, Issue and Action Item Log, Meeting Agendas, Project Specific Deliverables)
Conduct project meetings and facilitate collaborative discussions;
Prepare and communicate project status updates and issue logs
Required Qualifications

3-5 years of Project and Process Management experience
Knowledge of Project Management (tools, tactics, and methodologies), operating policies, procedures and practices
Experience with large scale technology implementation, custom development and data and systems integrations
Experience with Software Development Life Cycle (SDLC) methodologies and best practices
Experience with MS Visio, Project, Excel, PowerPoint, and Access
Desired Qualifications

Understanding of relational databases & Customer Relationship Management (CRM) applications
Experience in Salesforce project and/or implementation delivery
Experience in Salesforce administration and configuration
Salesforce Administrator, Developer and/or Consultant Certification
Knowledge of the Financial Services industry, specifically the Alternative Asset Management arena a plus
Personal Attributes

The successful candidate should demonstrate strengths in:

Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
Communication; strong interpersonal and verbal/written communication skills; ability to present complex material.
Independence & Collaboration; experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
Work Ethic; focus on continual development, performance, accountability and self-motivation.
Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment.
Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies.
Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow-through.
Judgment; makes recommendations and decisions that balance a variety of factors (e.g. cost, risk, short-term vs. long-term impact) and are supported by a sound fact base to achieve an optimal outcome. Goes back to core values and key objectives when making decisions/recommendations.

A Bachelor's degree in Business Administration, Management Information Systems, Business Economics, Accounting, Finance or related field (and/or equivalent experience).

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