Projects Analyst Job Description
Projects Analyst Duties & Responsibilities
To write an effective projects analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included projects analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Projects Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Projects Analyst
List any licenses or certifications required by the position: PMP, BA, ISEB, CBAP, ITIL, MBA, CPA, IIBA, CSM, SAS
Education for Projects Analyst
Typically a job would require a certain level of education.
Employers hiring for the projects analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Education, Engineering, Computer Science, Business/Administration, Statistics, Project Management, Economics
Skills for Projects Analyst
Desired skills for projects analyst include:
Desired experience for projects analyst includes:
Projects Analyst Examples
Projects Analyst Job Description
- Scan and upload project documents into Sharepoint
- Update project actuals tracking spreadsheets
- Help onboard and coordinate incoming co-op students
- Ad hoc financial spreadsheets and analysis
- Depending on project and operational issues, the student will at times be asked to help across various DSS teams
- Work with business stakeholders and Project Managers to define and deliver business solutions
- Understand, interpret and document project scope, objectives, benefits and risks
- Elicit, define, analyse and clearly document business processes, business and functional requirements
- Identify, analyse, manage and escalate issues and risks
- Provide leadership to a team of business analysts in terms of the best practice methodologies – this would cover best practice processes and tools
- Develop and implement various control procedures and edit checks to ensure the integrity of reported financial results, as needed
- Strong customer focus and a service-oriented culture
- Proactive in identifying opportunities for improvement within the department and taking ownership of actions
- Negotiation and influencing skills utilising a consultative approach
- Self-starter who is capable of adjusting behaviour in different scenarios and is capable of managing own time
- Ability to multitask and prioritise work to meet timeframes
Projects Analyst Job Description
- Completes complex reporting and analyses
- Leads front office-focused projects, such as process improvement efforts or strategic initiatives
- Supports governance, compliance, and control activities on behalf of the Investment Management department
- Coordinates front office activities relating to client-onboarding and new product launches
- Represents Investment Management teams on broader organizational projects
- Develops and maintains relationships with key teams and contacts within the AEGON Asset Management organization
- Month-end close requirements, including preparing monthly project status and accrual reports, prepare and post payroll allocations and charge-outs and coordinate contract and purchase order receipts/accruals
- Review, audit and approve invoices/payment applications related to project
- Running Working shops with senior stakeholders
- Data gathering and processing and support Project Managers and Head of Regulatory Projects for the delivery of regulatory projects
- Experience conducting workshops for requirements gathering including working with vendors and customers
- Experience working with technical experts business stakeholders
- Working knowledge of Use Case methods
- Top Team requirement management tool desirable
- IIBA accreditation is desirable
- A proven Lean (or Six Sigma) engineer (green belt as a minimum)
Projects Analyst Job Description
- Supporting various stakeholders and engaging E&C IST leadership, Legal, IST front office management, IT&S, Operational Excellence and other functions, on various projects
- Collaborating with Group E&C to deliver Group E&C initiatives (including Code of Conduct training roll-outs, attendance at ECL Network calls )
- Support training efforts for process and reporting changes related to projects
- Liaise with Financial Systems team to setup, configure and maintain access to test systems for projects test cycles
- Work closely with technical system owners to ensure all financial related data and mappings in financial reporting and ERP systems are setup to allow accurate, complete and timely financial management reporting
- Participate directly in project testing cycles to execute test scripts, validate data, and interface with system owners for consolidations, and solicit sign-offs from business areas
- Work with and serve as proposal team member to structure the most competitive bid possible
- Source and interpret relevant financial information for the purpose of developing overall proposal pricing
- Co-ordinate the collection of all cost estimates from each functional department
- Review estimates for completeness, omissions and reasonableness
- Project Management experience (minimum of 6 years leading)
- Experience in the design and implementation of key metrics to monitor performance
- Shape, plan and execute analysis approaches for given initiatives/opportunities
- Deliver complex analysis on a broad range of projects and initiatives
- Own analysis outcomes for both individual and team, and become the Subject Matter Expert on a range of SMSF service delivery platforms
- Provide advice or guidance on how to deliver quality analysis outcomes from complex situations
Projects Analyst Job Description
- Present and explain pricing and commercial proposal to Senior Management at review and approval sessions
- Liaison with company departments (Procurement, Legal) on commercial matters
- Prepare accompanying schedules as required by RFP, including price breakdowns, milestone payment plans, schedules of rates for extra work, expenditure forecasts, Disadvantage Business Enterprise schedules, Buy America...etc
- Prepare financial sections in Bid Pack and accompanying financial package required for corporate approval
- Prepare and coordinate foreign exchange hedging guarantees if required
- Performs special assignments as requested by the Supervisor
- Assist in annual strategic plan and final budget
- Assist in monthly Sales & Marketing actual/forecast update and variance analysis
- Assist in Trade Finance activities as requested by Supervisor
- Ensures proposal cost structure preparation is accurate and also flexible to accommodate changes
- Ensure quality delivery of the analysis function through quality assurance
- Working in large, complex environments and in dealing a diverse range of stakeholders
- Interacting with executive & senior management
- Leading and managing business projects
- Coaching Business Analysts & other project resources
- Planning for Business Analysis execution
Projects Analyst Job Description
- Must be able to run lower-level project meetings
- Gain a common understanding of the business needs through relevant stakeholder engagement and appropriate programme and project management governance structures
- Translate the needs of the business into a form that Technical professionals (PM‘s, Testers and Developers) can use to design and deliver test systems that will support and enable business capabilities in an effective manner and facilitate the realisation of the desired benefits
- Define business and operating policy
- Carry out business process modelling and analysis, and organisational design
- Carry out information / data modelling and analysis
- Analyse and define business rules requirements to specify Technical solutions
- Engage stakeholders to model the business benefits and risks associated with solution options
- Manage effective communications with stakeholders
- Engage relevant stakeholders to establish consensus on viability of solution options and the associated benefits and risks
- Facilitating business process and requirements workshops
- Experience in the SMSF industry is highly advantageous
- Understanding of Capital vs Expense charges
- Knowledge of transfer pricing and margin of financial institution products
- Access and Advanced Excel skills strongly preferred
- Minimum of 3 years experience in a business analyst role including requirements elicitation and definition, leading workshops, process mapping, scope definition, data mapping, testing, implementation and user training