Project Consultant - Technical Specialist at Raymond James

%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%3Cspan style=%22font-weight: bold;%22%3EHybrid Work Environment: %3C/span%3E40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26nbsp;%3C/p%3E%0A%3Cul style=%22direction: ltr; unicode-bidi: embed; margin-top: 0in; margin-bottom: 0in;%22 type=%22disc%22%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3EEstablishes and maintains integrated databases (Excel or Access).%3C/span%3E%3C/li%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3EMaintains working knowledge of business processes and interface with end-users to gather system requirements as needed; analyzes and reviews information requirements for ongoing reports and comparison as needed.%26nbsp;%3C/span%3E%3C/li%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3ECreates and develops ad hoc reports under short timeframes and with minimal direction and supervision.%26nbsp;%3C/span%3E%3C/li%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3EIdentifies and corrects program defects.%3C/span%3E%3C/li%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3EPartners with EUDA Team and IT to provide technical advice and to assist in solving problems.%3C/span%3E%3C/li%3E%0A%3Cli style=%22margin-top: 0; margin-bottom: 0; vertical-align: middle;%22%3E%3Cspan style=%22font-family: Arial; font-size: 11.0pt;%22%3EProvides follow-up with internal clients regarding completed tasks to ensure client satisfaction.%3C/span%3E%3C/li%3E%0A%3C/ul%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%3Cspan style=%22font-weight: bold;%22%3EJob Summary:%3C/span%3E%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3EUnder limited supervision, uses extensive knowledge and skills obtained through education and experience to identify, analyze and document complex business requirements and processes using specific and extensive input from the industry and business unit subject matter experts. Participates in multiple projects with significant scope and impact. Makes judgements and recommendations based on analysis and knowledge. Applies advanced skills and thorough knowledge of area of work or specialty to resolve complex problems independently.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%3Cspan style=%22font-weight: bold;%22%3EEssential Duties and Responsibilities:%26nbsp;%3C/span%3E%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Collects and analyzes information, interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop solutions to specific problems.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement.%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Tracks and collects performance and status information to develop reports and planning processes.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Collaborates with team members to define project scope(s) and objectives by gathering research and data using a demonstrated understanding of operations, systems and industry requirements.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Develops and maintains project schedules, prioritizes project tasks and collaborates with other business units.%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s).%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Consults with users to identify, analyze, refine and document business requirements.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;May serve a dual role as the point of contact for both business users and technical staff to discuss and clarify business requirements and technical specifications.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Represents stakeholders on project teams and solves problems with large, complex cross-functional systems and processes.%26nbsp;%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Partners with technical business units to research, analyze and resolve system and process problems.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Assists in planning and implementing change initiatives.%3C/p%3E%0A%3Cp style=%22margin: 0in; font-family: Arial; font-size: 11.0pt;%22%3E%26bull;%26nbsp;Performs other duties and responsibilities as assigned.%3C/p%3E

Knowledge, Skills, and Abilities:

 

Knowledge of:

 

• Functional, operational and technical requirements of all systems used by assigned functional area(s).

• Concepts of risk management, issue tracking, change management and requirements gathering.

• Information technology support and technical documentation.

• System analysis and business process modeling.

• Principles of securities industry operations.

• Business planning and analysis.

 

Skill in:

 

• Clarifying system interface requirements and relationships. 

• Creating and interpreting process maps and flowcharts.

• Interpreting client input, clarifying issues and developing solutions. 

• Conducting business process and systems, feasibility and cost justification analyses. 

• Preparing various reports, summaries, surveys and written recommendations.

• Project planning, reporting and coordination across organizational lines.

• Preparing and delivering written and oral presentations.

• Operating standard office equipment and using required software applications.

 

Ability to:

 

• Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.

• Incorporate needs, wants and goals from different business unit perspectives into project specifications.

• Attend to detail while maintaining a big picture orientation.

• Solve complex problems and model the business and financial impact of proposed scenarios.

• Ensure that all project activities have a focus on quality and adhere to any identified best practices.

• Perceive information, linkages and trends to apply this knowledge to assignments.

• Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.

• Solve problems with large, complex cross-functional systems and processes. 

• Read, comprehend and apply technical information.

• Use collaborative skills to accomplish work as a team.

• Organize and prioritize multiple tasks and meet deadlines.

• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

• Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.

• Provide a high level of customer service.

• Communicate effectively, both orally and in writing, with all organizational levels.

 

Educational/Previous Experience Requirements:

 

• Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of two (2) to three (3) years of experience in defining and documenting business and technical requirements and processes. 

~or~

• Any equivalent combination of experience, education and/or training approved by Human Resources.

 

Licenses/Certifications:

 

• Certified Associate in Project Management (CAPM) preferred.

• Appropriate series license(s) for assigned functional area or the ability to obtain within an established timeframe.

 

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