10,147 Senior Conversion Analyst jobs in the United States
Senior Conversion Analyst
Posted 23 days ago
Job Viewed
Job Description
We are seeking a highly skilled Senior Conversion Analyst to join our Analytics team. The ideal candidate will be responsible for analyzing and optimizing conversion rates across various digital platforms to drive business growth and improve user experience.
Responsibilities:- Conduct in-depth analysis of website and app traffic to identify conversion rate optimization opportunities
- Develop and implement A/B tests to improve conversion rates
- Collaborate with cross-functional teams to gather insights and drive conversion optimization strategies
- Monitor and report on key performance indicators related to conversion rates
- Stay up-to-date on industry trends and best practices in conversion rate optimization
- Bachelor's degree in Marketing, Statistics, or a related field
- 5+ years of experience in conversion rate optimization or digital analytics
- Proficiency in Google Analytics, Adobe Analytics, or other analytics tools
- Strong analytical skills with the ability to interpret data and draw actionable insights
- Excellent communication and collaboration skills
If you are passionate about driving business growth through data-driven insights and have a proven track record of optimizing conversion rates, we want to hear from you!
Company Details
Conversion Analyst
Posted 5 days ago
Job Viewed
Job Description
We are seeking a talented and detail-oriented Conversion Analyst to join our team. You will play a crucial role in collecting, analyzing, converting, and integrating data from various third-party data sources into our software solutions. This role requires a high degree of technical competence and creativity, as well as excellent organizational and communication skills.
A successful Conversion Analyst will utilize and build extensive technical expertise and interpersonal skills to ensure seamless data transformation and system integration for our clients. This position requires proficiency in handling technical challenges, excellent ability to prioritize, and a strong commitment to delivering exceptional customer service.
If you are looking for a challenging and rewarding opportunity to utilize your skills, we'd love to hear from you!
Key Responsibilities:
- Analyze and verify the integrity of converted data, comparing it with incumbent solution in relation to BS&A Community Development Software.
- Documenting and resolving issues, risks, and actions related to the conversion
- Assist in developing and maintaining comprehensive documentation, including data mappings, data dictionaries, and technical specifications
- Design and run conversion verification routines from a variety of competitive software products
- Develop/test/execute data conversion verification routines within an established conversion framework in a timely and accurate manner
- Develop an in-depth understanding of multiple BS&A modules and their database layout
- Collaborate with fellow BS&A team members, including Conversion Engineers, Project Managers, Implementation & Training Services Specialists, and customers to ensure successful data conversion
Qualifications:
- Bachelor's degree in Computer Science, Information Systems, a related field, and/or relevant work experience
- Knowledgeable in GovTech Community Development Software.
- Experience (2-3 years) with SQL programming languages
- Experience (2-3 years) with Microsoft SQL Server Management Studio
- Knowledge of data architecture, database structure, and data modeling techniques
- Strong problem-solving and decision-making skills, particularly with data validation
- Ability to efficiently manage multiple tasks, projects, and deadlines simultaneously while maintaining a high level of accuracy and attention to detail
- Demonstrated skill in prioritizing competing priorities to ensure successful project execution
- Excellent communication skills, both written and verbal, with an ability to convey complex data concepts to non-technical team members
- Ability to manage stress and anxiety levels in complex and fast paced environments
At BS&A, we love our team members and offer a highly competitive compensation and benefit package. Our benefit package includes:
- This Role has the ability to be Remote
- Health Insurance - BCBS of Michigan - Employer-paid premium
- Health Savings Plan - Employer contributes 75%
- Dental Insurance - Employer-paid premium
- Vision Insurance - Employer-paid premium
- Retirement - 401(k) - Employer-paid
- Retirement - 401(k) - Employer matches 50% of team member contribution
- Paid Parental Leave
- Disability Insurance - Employer-paid premium
- Life Insurance - Employer-paid premium
- Generous PTO and Holiday Time
- Company-sponsored events
Conversion Analyst
Posted 2 days ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Conversion Analyst
**What does a successful Conversion Analyst do?** The Conversion Analyst is pivotal in facilitating data conversions for our clients on Fiserv core systems, specifically Signature, Cleartouch, or Precision, with growth opportunities for CoreAdvance. This role provides a unique blend of technical and interpersonal skills, while consistently challenging you with every project, contributing directly to the client relationship and overall success. You'll enjoy the dynamic nature and travel opportunities within the US that this position offers.
**What you will do:**
+ Facilitate data conversions for clients on Fiserv core banking platforms.
+ Translate data mapping for CIF, deposits, or loan conversions using the Fiserv mapping utility.
+ Develop program specifications for the conversion software development team.
+ Advise clients on the optimal conversion strategy, balancing risk and data integrity.
+ Support clients with data verification, testing, and post conversion processes.
+ Incorporate regulatory requirements for CIF, deposits, or loans into conversion requirements.
**What you will need to have:**
+ 3+ years of financial banking experience.
+ 2+ years of experience in SQL query creation.
+ 3+ years of experience in utilizing MS Office, particularly MS Excel.
+ Valid driver's license.
+ 4-year college degree in a relevant field or 2-year degree in a relevant field and/or equivalent military experience.
**What would be great to have:**
+ 4+ years of experience with Conversion Analyst processes, especially on a Fiserv core.
+ Experience with Deposit Operations, Data Conversions.
+ Experience with Signature, Precision or Cleartouch.
+ Experience in banking back office, dealing specifically with loans or deposits.
+ Familiarity with navigating mainframe operating systems or programs.
**Perks at Work:**
+ We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.
+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
+ Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program.
+ Advance your career with training, development, certification, and internal mobility opportunities.
+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.
**In order to be considered, you must be legally authorized to work in the U.S. without need for visa sponsorship, now or in the future.**
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Conversion Analyst
Posted 15 days ago
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Conversion Analyst
**What does a successful Conversion Analyst - Loan and Deposit do?**
At Fiserv, we pride ourselves on being a transformative force in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers worldwide. A successful Conversion Analyst at Fiserv provides analysis, consultation, and initial support to clients during the implementation of new core products and services, ensuring seamless integration. You will be part of a dynamic team where you can expand your knowledge base through managing various projects across multiple departments.
**What you will do:**
+ Install and train clients on core deposit or loan application modules, products, and services.
+ Manage multiple projects and deadlines within agreed parameters and timelines.
+ Develop consistent project plans and executions in collaboration with your manager and team.
+ Lead and/or participate in client status meetings, coordinating all phases of implementations.
+ Provide analysis, consultation, and initial support by determining product and client requirements during new installations.
+ Monitor project progress, manage escalations, and create action plans to finalize within agreed project dates, maintaining regular communication with your manager.
+ Create and utilize documented procedures and tools for installations and upgrades to ensure efficiency and effectiveness.
**What you will need to have:**
+ 2+ years of experience in client-facing roles with organizational leaders.
+ 2+ years of experience in project management and execution.
+ Bachelor's degree in accounting, finance, or a related technical field, and/or equivalent military experience.
+ Proven organizational and time management skills.
**What would be great to have:**
+ 2+ years of experience with Premier System or other Fiserv core knowledge.
+ 2+ years of experience in conversions or implementations within the loans or deposits sector.
+ Proficiency in written and verbal communication.
+ Strategic and tactical thinking abilities.
+ Experience with Excel, PowerPoint, and a technical aptitude for learning new applications quickly.
+ A basic understanding of project management methodology.
+ Working knowledge of programming and coding.
**Perks at Work:**
+ We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Unlimited Recharge & Refuel for qualifying associates, and free counseling through our EAP.
+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
+ Prioritize your health with a variety of medical, dental, vision, life, and disability insurance options and a range of well-being resources through our Fuel Your Life program.
+ Advance your career with training, development, certification, and internal mobility opportunities.
+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.
**In order to be considered, you must be legally authorized to work in the U.S. without need for visa sponsorship, now or in the future.**
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Data Conversion Analyst
Posted today
Job Viewed
Job Description
Join to apply for the Data Conversion Analyst role at NFP, an Aon company Join to apply for the Data Conversion Analyst role at NFP, an Aon company Get AI-powered advice on this job and more exclusive features. Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: . DATAC013781_2 Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: . As the Data Analyst at NFP, you will be responsible for supporting the Implementation Leads in converting data from legacy operating systems to NFP's standard Operating systems. You will report directly to the Director of Data Conversions. Responsibilities Obtain data from source systems in various different formats. Must be able to format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system May be required to attend on-site events with the agency during specific points in the implementation process Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed Facilitate data reviews to ensure on-time completion and data quality Become knowledgeable in the flow of information (data/documents/transactions/messages) Track conversion issues to ensure these are reported, fixed and validated Collaborate with the development team on any tooling requirements for conversion projects Ensure various milestones are met in accordance with the project plan and timeline Requirements 2-3 years Brokerage / Insurance Agency Management System experience A Bachelor's degree or higher Ability to travel up to 20% Occasional after hours and weekend work will be required Advanced Microsoft Excel skills including lookups, other formulas and pivot tables Strong analytical skills and creative problem-solving capabilities Self-motivated with the ability to drive tasks to completion without major oversight Ability to take on a variety of projects and adapt to changing business needs Professional presentation skills and strong interpersonal skills High attention to detail and ability to consider tasks from multiple angles to produce robust analyses Preferred Requirements Alteryx experience Microsoft SQL Server experience Experience with conversion of data from one system to another Prior involvement with a large organization's system implementation Reside within the East Coast time zone What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $00,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You. Better Together! NFP is an inclusive Equal Employment Opportunity employer. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Business Development Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Sign in to set job alerts for Data Analyst roles. Englewood, CO 63,150.00- 90,200.00 1 week ago Denver, CO 90,000.00- 90,000.00 2 weeks ago Denver, CO 70,000.00- 90,000.00 3 weeks ago Denver, CO 59,000.00- 72,000.00 12 hours ago Denver, CO 100,000.00- 198,000.00 6 days ago Senior Business Intelligence (BI) Specialist Greenwood Village, CO 118,000.00- 132,000.00 1 month ago Denver, CO 75,000.00- 115,000.00 3 weeks ago Denver, CO 50,000.00- 70,000.00 3 weeks ago Denver, CO 86,000.00- 104,000.00 4 days ago Customer Experience Insights - Data Analyst Denver, CO 80,000.00- 105,000.00 3 weeks ago Broomfield, CO 77,618.50- 97,023.13 1 week ago Denver, CO 65,000.00- 190,000.00 2 days ago Support Operations Analyst (Reports & Insights) (Req # 1773) Denver, CO 75,500.00- 91,900.00 2 days ago Denver, CO 80,600.00- 145,500.00 10 minutes ago Denver, CO 89,300.00- 146,900.00 2 weeks ago Denver, CO 80,000.00- 95,000.00 4 days ago Denver, CO 88,000.00- 130,000.00 2 weeks ago We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Data Conversion Analyst
Posted 3 days ago
Job Viewed
Job Description
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: As the Data Analyst at NFP, you will be responsible for supporting the Implementation Leads in converting data from legacy operating systems to NFP’s standard Operating systems. You will report directly to the Director of Data Conversions. Responsibilities: Obtain data from source systems in various different formats. Must be able to format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications. Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination. Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system. May be required to attend on-site events with the agency during specific points in the implementation process. Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed. Facilitate data reviews to ensure on-time completion and data quality. Become knowledgeable in the flow of information (data/documents/transactions/messages). Track conversion issues to ensure these are reported, fixed and validated. Collaborate with the development team on any tooling requirements for conversion projects. Ensure various milestones are met in accordance with the project plan and timeline. Requirements: 2-3 years Brokerage / Insurance Agency Management System experience A Bachelor’s degree or higher. Ability to travel up to 20%. Occasional after hours and weekend work will be required. Advanced Microsoft Excel skills including lookups, other formulas and pivot tables. Strong analytical skills and creative problem-solving capabilities. Self-motivated with the ability to drive tasks to completion without major oversight. Ability to take on a variety of projects and adapt to changing business needs. Professional presentation skills and strong interpersonal skills. High attention to detail and ability to consider tasks from multiple angles to produce robust analyses. Preferred Requirements: Alteryx experience. Microsoft SQL Server experience. Experience with conversion of data from one system to another. Prior involvement with a large organization’s system implementation. Reside within the East Coast time zone What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You. Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
Data Conversion Analyst
Posted 5 days ago
Job Viewed
Job Description
Join to apply for the Data Conversion Analyst role at NFP, an Aon company Join to apply for the Data Conversion Analyst role at NFP, an Aon company Get AI-powered advice on this job and more exclusive features. Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: DATAC013781_2 Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: As the Data Analyst at NFP, you will be responsible for supporting the Implementation Leads in converting data from legacy operating systems to NFP’s standard Operating systems. You will report directly to the Director of Data Conversions. Responsibilities Obtain data from source systems in various different formats. Must be able to format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system May be required to attend on-site events with the agency during specific points in the implementation process Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed Facilitate data reviews to ensure on-time completion and data quality Become knowledgeable in the flow of information (data/documents/transactions/messages) Track conversion issues to ensure these are reported, fixed and validated Collaborate with the development team on any tooling requirements for conversion projects Ensure various milestones are met in accordance with the project plan and timeline Requirements 2-3 years Brokerage / Insurance Agency Management System experience A Bachelor’s degree or higher Ability to travel up to 20% Occasional after hours and weekend work will be required Advanced Microsoft Excel skills including lookups, other formulas and pivot tables Strong analytical skills and creative problem-solving capabilities Self-motivated with the ability to drive tasks to completion without major oversight Ability to take on a variety of projects and adapt to changing business needs Professional presentation skills and strong interpersonal skills High attention to detail and ability to consider tasks from multiple angles to produce robust analyses Preferred Requirements Alteryx experience Microsoft SQL Server experience Experience with conversion of data from one system to another Prior involvement with a large organization’s system implementation Reside within the East Coast time zone What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $00,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You. Better Together! NFP is an inclusive Equal Employment Opportunity employer. Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Business Development Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Sign in to set job alerts for “Data Analyst” roles. Englewood, CO $63, 50.00- 90,200.00 1 week ago Denver, CO 90,000.00- 90,000.00 2 weeks ago Denver, CO 70,000.00- 90,000.00 3 weeks ago Denver, CO 59,000.00- 72,000.00 12 hours ago Denver, CO 100,000.00- 198,000.00 6 days ago Senior Business Intelligence (BI) Specialist Greenwood Village, CO 118,000.00- 132,000.00 1 month ago Denver, CO 75,000.00- 115,000.00 3 weeks ago Denver, CO 50,000.00- 70,000.00 3 weeks ago Denver, CO 86,000.00- 104,000.00 4 days ago Customer Experience Insights - Data Analyst Denver, CO 80,000.00- 105,000.00 3 weeks ago Broomfield, CO 77,618.50- 97,023.13 1 week ago Denver, CO 65,000.00- 190,000.00 2 days ago Support Operations Analyst (Reports & Insights) (Req # 1773) Denver, CO 75,500.00- 91,900.00 2 days ago Denver, CO 80,600.00- 145,500.00 10 minutes ago Denver, CO 89,300.00- 146,900.00 2 weeks ago Denver, CO 80,000.00- 95,000.00 4 days ago Denver, CO 88,000.00- 130,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
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About the latest Senior conversion analyst Jobs in United States !
Data Conversion Analyst
Posted 7 days ago
Job Viewed
Job Description
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
As the Data Analyst at NFP, you will be responsible for supporting the Implementation Leads in converting data from legacy operating systems to NFP's standard Operating systems. You will report directly to the Director of Data Conversions.
Responsibilities:
- Obtain data from source systems in various different formats. Must be able to format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications.
- Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination.
- Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system.
- May be required to attend on-site events with the agency during specific points in the implementation process.
- Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed.
- Facilitate data reviews to ensure on-time completion and data quality.
- Become knowledgeable in the flow of information (data/documents/transactions/messages).
- Track conversion issues to ensure these are reported, fixed and validated.
- Collaborate with the development team on any tooling requirements for conversion projects.
- Ensure various milestones are met in accordance with the project plan and timeline.
- 2-3 years Brokerage / Insurance Agency Management System experience
- A Bachelor's degree or higher.
- Ability to travel up to 20%.
- Occasional after hours and weekend work will be required.
- Advanced Microsoft Excel skills including lookups, other formulas and pivot tables.
- Strong analytical skills and creative problem-solving capabilities.
- Self-motivated with the ability to drive tasks to completion without major oversight.
- Ability to take on a variety of projects and adapt to changing business needs.
- Professional presentation skills and strong interpersonal skills.
- High attention to detail and ability to consider tasks from multiple angles to produce robust analyses.
- Alteryx experience.
- Microsoft SQL Server experience.
- Experience with conversion of data from one system to another.
- Prior involvement with a large organization's system implementation.
- Reside within the East Coast time zone
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You. Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Data Conversion Analyst
Posted 7 days ago
Job Viewed
Job Description
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:
As the Data Analyst at NFP, you will be responsible for supporting the Implementation Leads in converting data from legacy operating systems to NFP's standard Operating systems. You will report directly to the Director of Data Conversions.
Responsibilities:
- Obtain data from source systems in various different formats. Must be able to format the data into a standard template, often using Microsoft Excel, Microsoft SQL, Alteryx or other analytics applications.
- Collaborate with the agency and/or Project leads to facilitate cleanup and complete mapping/translating the data from source to destination.
- Assist with the preparation and formatting of Carrier and Employee lists for discussions with the agency, finalize information for mappings, and configuration setup in the agency management system.
- May be required to attend on-site events with the agency during specific points in the implementation process.
- Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed.
- Facilitate data reviews to ensure on-time completion and data quality.
- Become knowledgeable in the flow of information (data/documents/transactions/messages).
- Track conversion issues to ensure these are reported, fixed and validated.
- Collaborate with the development team on any tooling requirements for conversion projects.
- Ensure various milestones are met in accordance with the project plan and timeline.
- 2-3 years Brokerage / Insurance Agency Management System experience
- A Bachelor's degree or higher.
- Ability to travel up to 20%.
- Occasional after hours and weekend work will be required.
- Advanced Microsoft Excel skills including lookups, other formulas and pivot tables.
- Strong analytical skills and creative problem-solving capabilities.
- Self-motivated with the ability to drive tasks to completion without major oversight.
- Ability to take on a variety of projects and adapt to changing business needs.
- Professional presentation skills and strong interpersonal skills.
- High attention to detail and ability to consider tasks from multiple angles to produce robust analyses.
- Alteryx experience.
- Microsoft SQL Server experience.
- Experience with conversion of data from one system to another.
- Prior involvement with a large organization's system implementation.
- Reside within the East Coast time zone
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $85,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
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NFP is an inclusive Equal Employment Opportunity employer.
Conversion Analyst (retirement) - (Onsite)
Posted 5 days ago
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Job Description
ABOUT OUR CLIENT:
Our client was established in 1977 to assist employers with the implementation and operation of Defined Contribution, Defined Benefit and other employee benefit plans. They have evolved into one of the largest employee benefit firms in Southwestern Ohio.
Their staff of more than 50 professionals support a client base of over 475 companies. Our client serves clients nationally, as well as regionally in our primary market of Ohio, Kentucky, and Indiana from our administration center and headquarters located in Cincinnati, Ohio.
WHAT YOU WILL DO:
The Conversion Analyst coordinates, manages and assists in all phases of plan set-up for start-up and conversion plans.
KEY ACCOUNTABILITIES:
- Prepare appropriate forms, applications, contracts and/or letters to facilitate the transition from the prior service provider.
- Ensure the appropriate forms, applications, and contracts are completed by the client to establish the trustee and trading platforms.
- Set up of new plans on multiple software platforms.
- Gathering outstanding documentation from clients necessary for conversions and mergers.
- Work closely with Marketing (Sales) and PCA's internal ERISA Legal Counsel on plan conversion and set-up.
- Responsible for gathering, scrubbing, loading and balancing conversion data.
- If applicable, set up of Trading Link (Matrix, Schwab Trust, Fidelity Trust, TD Ameritrade, etc.).
- If applicable, transfer of assets to new investment companies.
- Ensure that conversion funds are appropriately invested.
- Conduct Conference calls with client and the prior service providers to ensure smooth transition.
- Create Database shell; work with Account Executive and ERISA Legal Counsel to complete plan information.
- Successful transfer of plan data to the Account Executive (Account Manager). Assist with the first Daily Valuation if necessary. • Conversion of existing plans to a different trading platform.
- Problem solving necessary to ensure the smooth transfer of the data each day.
- Responsible for plans deconverting from PCA to another recordkeeper. Coordinate with the new service provider to assist in a smooth transition.
- Assist with updates and changes to the various software systems as it relates to initial set up.
- Assist with all software system updates for existing plan as needed
- Create materials for clients on website functionalities, update as needed for system changes.
- Help with Payroll Integration set up with the various payroll providers and the client. Make sure all necessary information is being populated and systems are set to receive. Test the files to ensure their quality.
WHAT YOU NEED:
- Bachelor's degree
- ASPPA or CEBS designation(s) preferred
- 3-5 years of experience with retirement plan recordkeeping, preferably in Implementation Project Management/Conversions
ADDITIONAL INFORMATION:
- Onsite Monday-Friday - ability to work hybrid after one year of employment
- Location: Cincinnati, OH
- Compensation: $60k-$75k (depending on experience) plus bonus opportunities.
- Salaried/Exempt
- Full benefits including but not limited to PTO, medical, dental, vision, retirement and more.