Functional Analyst

Job Description

The Associate Functional Analyst role is responsible for assisting in identifying, evaluating, and designing technology-based business solutions to help solve key business problems. They support the implementation and enhancement of enterprise-wide software-as-a-service (SaaS) solutions and other enabling technologies. They work with stakeholders and subject matter experts to understand business processes, workflows, data models, compliance requirements, and other system artifacts. This role helps identify opportunities for process improvement and system enhancements and assists in documenting and reviewing functional specifications that define system requirements and articulate how systems will meet business goals.

Additionally, they provide support for SaaS for the advancement of business capabilities and issue resolution. The incumbent will assist in the configuration, set up, and updates to the applications, ensuring that systems are designed in line with global standards, business goals, and approved localizations. They document and provide suggestions to management concerning enhancements, new features, and optimal designs in application configuration, governance, usability, business processes, maintenance, and application standards to optimize business processes and mitigate potential risks.

They support training users on the applications and increase user adoption and experience. They facilitate collaboration with cross‑functional teams and client stakeholders to provide support for the enterprise‑wide applications. The incumbent is responsible for ensuring that system documentation, such as process diagrams, data dictionaries, user manuals, and training materials, are accurate and up to date.

Because this role involves access to confidential financial information, the Company has determined that a review of criminal history is necessary to protect the business and its operations and reputation and to provide similar protections for its clients and potential investments.

This role is not hybrid or remote and is located at our Cleveland, OH office.

• Assist the design and implementation of supporting solutions to advance automation and usability such as RPA, Microsoft automations, and use of a Digital Adoption Platform increasing user adoption and experience.
• Assist team with SaaS and enterprise‑wide applications by assisting in developing and identifying design considerations and business impacts needed for configuration.
• Perform entry‑level SaaS configurations in relation to software settings, workflows, form creation, automation, policy compliance.
• Perform and execute job duties with detailed supervision in moderately difficult situations; frequently take initiative to propose recommendations on how to execute tasks.

• Collaborate with cross‑functional technical teams within the organization, to ensure the integration and interoperability of enterprise‑wide systems.
• Work collaboratively with product managers, product owners, integration, data, and technical engineers, scrum masters, and other agile team members to define and implement innovative solutions for product direction, user experience, feature development, and support.
• Facilitate collaboration with client stakeholders and external vendors to provide support for enterprise‑wide applications.

• Research, propose, and implement approaches to govern standards and processes for configurations.
• Analyze and document business processes, workflows, data models, and other artifacts to assist in capturing the current and future states of business processes as it relates to software solutions.
• Provide suggestions for changes in application design, configuration, new features and functionality, maintenance, and system standards.
• Conduct research on third‑party solutions or technologies and gather insights related to their features, benefits, and drawbacks, and present findings to senior team members.
• Ensure solutions are audit and legal compliant.

• Facilitate training users on the applications.