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

L2l6UmpGL0NSWWpFWmFGUkNlc2N5NHppQWc9PQ==
  • 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

Emerald Springs Senior Living

Certified Caregiver Part Time Evening Shift Job at Emerald Springs Senior Living

Summary The Caregiver plays an integral role in the success of our team, our community and creating a place our residents are proud to call home. The primary purpose of this position is to provide assistance in all Nursing Department...

Sysco

Class A Delivery Driver - SYGMA - Stockton, CA Job at Sysco

 ...proper temperatures are maintained in the delivery vehicle, product is inspected for visible...  ...school diploma. Commercial Vehicle Drivers must have the ability to read and speak the...  ...tractor-trailer unit both in the day and at night in a variety of traffic and weather... 

St. Louis Park Public Schools

Elementary Night Lead Custodian | Susan Lindgren Job at St. Louis Park Public Schools

 ...Coordinator, the night Custodial Lead is responsible for providing a clean, healthy, attractive, safe, and odor-free environment in their...  ...fill in during emergencies. Routinely checks buildings on weekends or holidays. Represents the School District by assisting the... 

Accordus

Virtual Assistant Job at Accordus

 ...calls, and join zoom meetings when needed ~ High-level working experience with platforms such as Microsoft Outlook, Google, Zoom, Dropbox, etc. ~ Tech Savvy and able to adapt and learn new software ~ Forward thinking - you anticipate needs or problems before they... 

Apple Roofing

Customer Service Manager - Claims & Loss Mitigation (Sales Focused) Job at Apple Roofing

 ...About Us At Apple Roofing, our purpose is to build a sweeter experience...  ...- for our teammates, our customers, and our partners. We do this...  ...Role Overview The Customer Service Manager (CSM) is a key...  ...delivered within 72 hours. Work closely with estimating and QA...