Business Analyst - Cash Management/Salesforce

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Business Analyst II to join our client.

Contract Period: 16 months with potential to convert

Location: Markham, ON

Location Type: Hybrid; 4 days a week in office

Business Hours: Monday-Friday; Core Business Hours

Job Responsibilities:

• Support a portfolio of customers by monitoring project scope/requirements, milestones, dependencies and benefits through the entire BC migration lifecycle
• Supports the communication and uptake of risk and issue mitigation and escalation strategies with the onboarding process where necessary
• Excellent organization skills to support a range of projects varying in size, complexity and scope
• Ability to communicate and convey technical requirements and opportunities in a way that is easily understood and appropriate for the customers
• Ensure clear and concise messages are on all forms of communication (emails, verbal, etc.) to our Partners & Clients alike, this includes setting clear expectations and timelines for the customers & partners
• Thorough understanding of migration principles, procedures and best practices
• Build and maintain strong relationships with the entire Product Group, Support and other internal departments to ensure migrations are completed on time, on budget and with maximum effectiveness
• Maintain accurate details within the tracking database
• Meet target migration date
• Ensure accurate set-ups for all BC migrations
• Identify process improvements ideas and recommend realistic and actionable ideas and where possibly lead and participate in the PI opportunity that will improve the process

Experience & Qualification Requirement:

• Cash management experience
• 2-4 Years of Relevant Experience as a Business analyst
• Salesforce
• Bilingual in English and French (preffered)
• A team player who has executed projects, led workstreams and delivered results in a collaborative manner
• Ability to think strategically and develop tactical initiatives that support the migration efforts
• Excellent oral, written, analytical, organizational, interpersonal, and creative problem-solving skills
• Ability to manage and prioritize multiple accountabilities and initiatives, many with tight deadlines while ensuring details don’t fall through the cracks
• Proven ability to work independently in a fast-paced environment with strong priority-setting skills
• Strong problem-solving skills and the ability to proactively identify concerns, identify gaps and recommend solutions
• Ability to quickly learn complex systems
• Comfortable working in a dynamic environment with frequent change

**** ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS ****

***We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team. ***

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.