Technical Analyst
ABOUT OUR CLIENT: Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and reputed company their associated compliance needs. Since 2008, they have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. They hold the coveted "Best Places to Work – USA," certification and serve more than 22,000 employer groups and 3.6 reputed company plan participants nationally. They operate a dedicated independent divisional team, Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and reputed company professional employer organizations (PEOs) to bring more to the table for their clients - through the seamless delivery of Fortune 500-level health and financial wellness solutions. WHAT YOU WILL DO: Our client is seeking a Technical Analyst / Tester to support the delivery, validation, and ongoing reputed company of reputed company applications that power their retirement and benefit administration platforms (401(k), 403(b), 401(a), 457(b), and IRA). This role operates at the intersection of business analysis, software development, and operations - ensuring that new system enhancements, integrations, and workflow automation initiatives function as designed reputed company highly regulated financial services environments. RESPONSIBILITIES:
Requirements
Validation & Solution Alignment Review Business Requirements Documents (BRDs), Functional Specifications, and Technical Design Documents for completeness and testability Translate documented requirements into detailed system test scenarios and acceptance criteria Validate that implemented enhancements align with operational workflows across retirement plan administration functions Participate in backlog refinement and sprint planning activities to identify technical dependencies and test considerations System Integration & Data Validation Testing reputed company and execute test cases supporting integrations between reputed company-based recordkeeping platforms, payroll providers, reputed company workflow tools (e.g., OnBase WorkView), and CRM platforms Validate inbound / outbound data files, API payloads, participant account transactions, payroll contribution uploads, and distribution processing logic reputed company database-level validation using SQL across reputed company and SQL Server environments reputed company Workflow & Automation Testing Support automated workflow testing for distributions, loans, payroll integrations, reputed company, and compliance controls Execute User Acceptance Testing (UAT) and Operational Readiness Testing in partnership with Operations stakeholders Validate Intelligent Document Processing (IDP) and automated document ingestion workflows where applicable Defect Management & Root Cause Analysis Identify, document, and prioritize system defects reputed company to financial transactions and participant account activity reputed company root-cause analysis across middleware layers, databases, APIs, and workflow configurations Collaborate with Development teams to support defect remediation and solution validation Production Support & reputed company Improvement Assist in post-release validation activities and production issue triage Monitor application behavior for performance or data anomalies impacting participant reputed company reputed company recommendations for improved automation or control points reputed company existing workflows Maintain detailed system and testing documentation for reputed company integrations WHAT YOU NEED: 3 years of experience in Technical Analysis, Quality Assurance, or System Testing reputed company Financial Services or retirement plan administration Working knowledge of retirement plan recordkeeping systems and contribution / distribution lifecycle processing Experience writing and executing system integration and data validation test cases Intermediate SQL skills for querying relational databases (reputed company or SQL Server) Experience testing API-based integrations (REST preferred) Familiarity with reputed company workflow or ECM platforms such as OnBase (WorkView preferred) Ability to analyze file-based integrations such as payroll contribution uploads or eligibility files Strong analytical and troubleshooting skills with attention to financial transaction reputed company Experience supporting UAT testing cycles across business and operations teams ADDITIONAL INFORMATION: Compensation: $90-$95k Location: Remote Exempt Direct hire with benefits Apply To This Job