Business Data Analyst Job at Synergistic Systems, Inc., Frisco, TX

WWlTRGIzMWdJSm1RZkRMRXRub215c2pUM2c9PQ==
  • Synergistic Systems, Inc.
  • Frisco, TX

Job Description

Our client, a Fortune 1000 financial services company, is seeking multiple Business Data Analysts (Data Leads) for 2-year contract roles . In this position, you will coordinate with internal stakeholders, external partners, and vendors to support platform updates and the installation of services for retirement plan clients. Candidates must have at least 3 years of financial services experience .

This is a hybrid role requiring on-site presence three days per week . Candidates must reside in or commute to Charlotte, NC or Frisco, TX . You may onboard as our W2 employee or Independent Contractor .

About The Role

Business Data Analysts partner with external vendors and internal teams to obtain and validate all necessary plan data for retirement plan transitions. They ensure data completeness and accuracy to support successful client onboarding, plan updates, and service implementations.

Key Responsibilities

  • Coordinate platform updates and service installations for retirement plan clients.
  • Manage, execute, and validate configurations supporting retirement plan service changes.
  • Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments.
  • Ensure adherence to transition best practices throughout the implementation lifecycle.
  • Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships.
  • Ensure procedural steps and documentation standards are consistently followed.
  • Perform quality checks at each stage of implementation to ensure accuracy and compliance.
  • Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes.
  • Provide timely implementation status updates to business partners and management.

Required Qualifications

  • Minimum of 3 years of financial services experience
  • Intermediate Microsoft Excel skills
  • Strong verbal and written communication abilities
  • Ability to learn quickly and adapt to changing priorities

Preferred Experience

  • Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
  • Experience with client transitions, onboarding, or plan implementations
  • Experience with OMNI recordkeeping platform

Education & Licensing

  • Bachelor’s degree is a plus
  • Series 6 or Series 7 license is a plus (not required)

Flexible work from home options available.

Job Tags

Contract work, For contractors, Flexible hours, 3 days per week,

Similar Jobs

MASONICARE

CNA Certified Nursing Assistant (Day Shift) Job at MASONICARE

CNA Certified Nursing Assistant (DAY SHIFT) Masonicare at Mystic - Memory Care - Mystic, CT Day Shift / 24hrs/wk / EOW **MEMORY CARE UNIT** Certified Nursing Assistants at Masonicare at Mystic assist residents with activities of daily living and personal care to maximize...

Marvin Group

MANAGER ELECTRICAL Job at Marvin Group

 ...diverse array of programs and platforms, including major military prime contractors such as Lockheed Martin, Northrop Grumman, and Raytheon. POSITION SUMMARY: Oversee the daily operations of the Electrical Assembly work center. This includes directing... 

University of Maryland Medical System

CT Radiographer S Job at University of Maryland Medical System

 ...professional growth that youll enjoy as a member of our team. Job Description We are seeking a skilled and compassionate CT Radiographer to join our team in Towson, United States. As a key member of our diagnostic imaging department, you will play a crucial role in... 

City Of Fort Worth Police Aviation Unit

Helicopter Pilot - Fort Worth Police Department Job at City Of Fort Worth Police Aviation Unit

 ...helicopter, providing safe, efficient, and immediate aerial support to road patrol and other Fort Worth Police Department law enforcement operations. Retains responsibility for the aircraft during duty performance. Performs pre- and post-flight inspections of helicopters and... 

ALDI USA

Part-Time Store Cashier/Stocker Job at ALDI USA

 ...Enhance the ALDI customer shopping experience in a collaborative team environment as an ALDI Cashier or Stocker. As a member of our team, you'll be operating the registers or other machinery, stocking our shelves, keeping our stores looking their best, and serving our...