Process Analyst

Reposted 19 Days Ago
Be an Early Applicant
Phoenix, AZ
82K-95K Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Process Analyst will lead process improvement initiatives, document current and future processes, and provide insights to enhance customer experiences within Osaic.
Summary Generated by Built In

Current Employees and Contractors Apply HereOsaic Careers

Continuous Improvement Opportunity in Financial Services

Business Process Analyst

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Schedule:   Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type:     Full time

Salary:         $82,000 - $95,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits         

Summary:

This position will support key strategic initiatives through identifying people, process and technology streamlining opportunities that enable optimal services to be delivered to our customers. The ideal candidate is an individual passionate about delivering extraordinary customer experiences leveraging business process improvement techniques to consistently drive results, and a self-motivated learner.

Responsibilities:

  • Lead process improvement initiatives that identify root cause analysis, bottlenecks, waste and friction points across Osaic functions

  • Deliver sound, data-driven insights, and recommendations

  • Support the Value Management Office (VMO) and Continuous Improvement (CI) strategy that elevates the organization’s continuous improvement mindset

  • Document and monitor business processes, rules, requirements, metrics, and standard operating procedures as a result of transformation initiatives

  • Facilitate and provide improvement recommendations to business units via targeted workshops (Kaizen) to identify and drive resolution of specific issues that are critically impacting business outcomes and require urgent resolution

  • Document current and future state through process flow, value stream mapping and customer journey map exercises

  • Present findings and recommendations with confidence and communicating these to sponsors and key stakeholders

  • Monitor effectiveness of solutions implemented on ongoing basis

  • Assess end to end process performance through collecting data from multiple sources to propose process improvement opportunities

  • Build and maintain strong internal working relationships at all levels of the organization and across business units and site locations.  Leverages these relationships in helping to drive meaningful change across the company.

  • Perform other duties as assigned, especially those related to the organization’s Business Transformation agenda

Education Requirements:

  • Minimum of bachelor's level qualification in Business Management, Finance, Commerce, Economics, Industrial Engineering or related field is required. In lieu of bachelor’s degree, demonstrated significant experience (10+ years) in enterprise process design/streamlining/reengineering, Six Sigma Lean/DFSS, DMAIC or other related experience.

Basic Requirements:

  • 2-5 years’ experience in process improvement, using leading methodologies, processes, and tools (e.g. Lean/DFSS/Six Sigma, PMP, Prince 2, TQM, ISO or similar, MiniTab, etc.)

  • Strong process, customer journey, and value stream mapping experience that drives value-added business insights into process performance and customer impacts

  • Ability to effectively work and thrive in a very fast pace work environment

  • Strong team leadership, problem-solving skills, and innovative mindset

  • Strong process-driven, fact-based mindset

  • Strong customer focus, results-driven management style

  • Superior organizational and communication skills

  • Passion for the driving improvements to the service and customer experience

  • Independent thinker, motivated self-starter, high attention to detail

  • Experience leveraging statistical/probably techniques and tools to analyze processes

  • Proficiency with Microsoft applications (Outlook, Word, Excel, PowerPoint, Visio, OneDrive, SharePoint)

  • Six Sigma Greenbelt Trained

Preferred Requirements:

  • Financial Services industry, Broker-Dealer, Banking or Insurance experience

  • Project and Program Management experience

  • Six Sigma Blackbelt Certification

Current Employees and Contractors Apply Here

Top Skills

Dfss
Iso
Lean
Excel
Microsoft Outlook
Microsoft Powerpoint
Microsoft Visio
Microsoft Word
Minitab
Onedrive
Pmp
Prince 2
Sharepoint
Six Sigma
Tqm
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The Company
Scottsdale, , Arizona
2,194 Employees
On-site Workplace

What We Do

Osaic provides the support, resources, and community designed for the future of wealth management.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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