Technical Analyst

November 14

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PCS Retirement

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Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

201 - 500 employees

💸 Finance

🤝 B2B

📋 Description

• Collaborate with business stakeholders and product owners to translate and decompose high-level business requirements into detailed technical requirements and user stories that can be easily understood by development and QA teams. • Document business processes, workflows, technical diagrams, and data flows using process mapping techniques. • Effectively manage and prioritize multiple work scopes simultaneously, ensuring timely delivery and alignment with business objectives. • Work closely with cross-functional teams, including developers, product owners, QA, and business stakeholders to ensure successful implementation of solutions. • Support the development and QA teams in testing enhancements, bug fixes, and new features to ensure they meet functional requirements. • Ensure data integrity, quality, and consistency across different systems and reports. • Support the creation and maintenance of comprehensive documentation to facilitate self-service and enhance knowledge sharing across teams • Troubleshoot and resolve technical issues in production systems to maintain optimal performance and minimize downtime. • Evaluate existing business processes and recommend automation or system enhancements to improve efficiency.

🎯 Requirements

• 3-5 years of technical/business analysis, process mapping, and reporting in a financial services environment (preferably in retirement plan recordkeeping) • Bachelor's degree in Business, Computer Science, Mathematics, or a related field, or equivalent work experience. • Strong ability to decompose business requirements into detailed technical specifications and user stories. • Knowledge of Jira and Confluence is a plus. • Experience with process mapping tools such as Draw.io, Visio, Lucidchart, or similar. • SQL proficiency required; knowledge of other programming languages is a plus. • Applied AI technologies to streamline workflows and enhance operational efficiency • Familiarity with API integrations, data feeds, and system connectivity concepts. • Proficient in Microsoft Office Suite (Word, PowerPoint, Outlook). • Experience with Salesforce is a plus. • Exceptional communication and interpersonal skills, with the ability to collaborate effectively across technical and non-technical teams. • Strong attention to detail and the ability to ensure high levels of accuracy in technical documentation. • Proactive problem-solving skills with a solution-oriented mindset. • Facilitate and lead effective meetings, ensuring clear agendas, productive discussions, and timely follow-ups to drive project progress and team alignment. • Demonstrated ability to work independently, taking initiative to manage tasks, solve problems, and drive projects forward with minimal supervision. • Knowledge of scrum practices and ceremonies. Experience as a Scrum Master a plus.

🏖️ Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off