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Business Analyst l

LERETA Careers

Pomona, California

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Billing, Business Administration, Business Analysis, Business Model, Business Processes, Business Support, Chargebacks, Cost Benefit Analysis, Customer Support/Service, Customer Training, Documentation, Finance, Financial Analysis, Financial Operations, Financial Services, Forecasting, Information Technology & Information Systems, Lean Six Sigma, Microsoft Access Database, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio, Microsoft Word, Needs Assessment, Operational Audit, Operational Support, Operations Management, Process Improvement, Productivity Model, Quality Assurance, Reconciliation, Risk, Sales, Sales Management, Tax Operations, Technical Operations, Testing, Training/Teaching
LOCATION
Pomona, California
POSTED
2 days ago

The Business Analyst I provides operational and analytical support to the LERETA Tax and Flood operations nationwide. The role is proactive, energetic, analytical, and possesses the professional acumen and skills required to interact with internal partners on a frequent basis. The position works closely with Operations, Technology, Finance, Accounting, Risk & Compliance, Sales, Account Management, Third Party Service Providers, Training and Customers to drive operational excellence.

Duplicate Bill Fee Analysis

  • Identifies all agency and 3rd party fees that are potentially eligible for charge back to customers
  • Captures and stores all necessary details about these fees in a structure that allows for the validation of charge back eligibility and ability to provide necessary supporting detail when invoicing to customers
  • Captures and stores customer servicing agreement details in a structure that allows accurate determination of charge back eligibility based on agency fee type
  • Installs reconciliation and control functions that confirm process accuracy 

Business Analysis

  • Supports business initiatives through financial analysis, operational production analysis, staffing and capacity modeling, business justification & cost benefit analysis, operational & financial forecasts and general business reporting
  • Analyzes and provides recommendations on major projects and system enhancements to the executive decision makers

Process Improvement

  • Drives business process improvement through needs assessment, business process investigation & documentation (current state), design, socialization & documentation of target state processes, and waste & control gap identification utilizing Lean, Six Sigma, etc

 User Acceptance Testing

  • Coordinates, participates and provides general guidance in the quality assurance testing of functions for technology applications, systems and projects where needed

   This position will perform other duties as assigned based on the needs of the department.

Core Competencies

  • Identification of all agency and 3rd party fees that are potentially eligible for charge back to customers.
  • Capture and store all necessary details about these fees in a structure that allows for the validation of charge back eligibility and ability to provide necessary supporting detail when invoicing to customers.
  • Capture and store customer servicing agreement details in a structure that allows accurate determination of charge back eligibility based on agency fee type.
  • Install reconciliation and control functions that confirm process accuracy.

Required Education and Experience

  • Proficiency in Microsoft Word, Excel, Visio, PowerPoint, Outlook, Access
  • Associate’s Degree or equivalent in Business Administration, Finance, and Operations Management, Computer Information Systems or related field
  • 2 years of related experience

Preferred Education and Experience

  • Bachelor’s or Associates Degree in Business Administration, Finance, and Operations Management, Computer Information Systems or related field
  • Financial Services Industry experience

Salary range: $54,678 - $60,000

 

 

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LERETA Careers

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