About the role
Role: Business system analyst
Location: Toronto, ON (Hybrid)
Type: Full-time
Primary Responsibilities
Requirements Gathering & Analysis Conduct structured stakeholder interviews and workshops to elicit detailed business requirements from advisors, branch managers, operations teams, and compliance partners Document functional and non-functional requirements in clear, actionable specifications aligned with Salesforce Financial Services Cloud capabilities Perform gap analysis between current-state processes (manual, legacy systems) and target-state Salesforce solutions, identifying opportunities for automation and process optimization Create detailed user stories with acceptance criteria (Given-When-Then format) and maintain a prioritized product backlog in Jira Validate requirements against client policies, regulatory constraints (IIROC, provincial regulations), and data governance standards Collaborate with Solution Architects to translate requirements into technical design specifications and configuration approaches Maintain requirements traceability matrix linking business needs to Salesforce features, test cases, and acceptance criteria
Testing & Quality Assurance
Design comprehensive test cases and test scenarios covering functional, integration, security, performance, accessibility, and compliance aspects Execute system integration testing (SIT), user acceptance testing (UAT), and regression testing in lower environments (DEV, QAT, UAT) Coordinate UAT sessions with business users, document defects, and track remediation in Jira Validate data quality and system integration points (e.g., data sync with Financial Core, Document Management Gateway, Entitlements Service) Conduct smoke testing prior to production deployments to ensure critical paths are functional Support production issue triage, root cause analysis, and postmortem documentation Develop and maintain test data sets that reflect real-world wealth management scenarios
Process Improvement & Optimization
Map current-state and target-state business processes using industry-standard notation (swimlane diagrams, flowcharts) Identify automation opportunities, bottlenecks, and manual touchpoints that create operational toil Recommend Salesforce configuration and customization approaches based on Financial Services Cloud best practices Conduct process walkthroughs with advisors and operations teams to validate proposed solutions Partner with development teams to evaluate custom code vs. standard configuration trade-offs Support continuous improvement initiatives by gathering feedback post-launch and recommending enhancements Document standard operating procedures (SOPs) and process runbooks for knowledge transfer
Training & User Adoption
Develop comprehensive training materials including user guides, quick reference cards, video tutorials, and FAQs tailored to different user personas (advisors, operations staff, managers) Conduct train-the-trainer sessions with power users and internal champions to scale adoption Facilitate role-based user training sessions (in-person, virtual, and self-paced options) Create and maintain adoption dashboards tracking training completion, system usage metrics, and user satisfaction Support knowledge transfer and change management initiatives, addressing user concerns and driving organizational buy-in Perform post-launch support during stabilization period, providing real-time assistance and escalating complex issues Gather user feedback and recommend iterative improvements based on adoption patterns and pain points
Skills: teams,training,integration,adoption,data,automation,management,salesforce,testing,operations
About Umanist Staffing
Umanist Staffing LLC (A diverse Small Disadvantaged Business (SDB) and Small Business Enterprise (SBE); as per the gov of the USA) is the global advisor on niche skills staffing and workforce solutions. We are Wyoming registered Company with an office in New York City and a COE (Centre of Excellence) in India with a team of experienced Subject Matter Experts and Technical Recruiters, who has a great understanding and a hands on expertise in more that 25 industries and verticals like Pharma, Medical Devices, Engineering, Life Sciences, Healthcare, and BlockChain Industries; Within all verticals of business (IT, Non-IT, Niche, Engineering, Clinical & Scientific, Admin and Clerk) which we proudly take it as our USP.
With collective 50 years of experience in Human Capital Management and Staff Augmentation, our Business Capabilities have made our clients achieve their hiring needs in a specific TAT as per project requirements.
Our services are tailored for all business sizes be it, micro, small, medium or large to support them in the best cost effective way. We have reduced the hiring cost up to 70% and increased productivity by tentatively 60% for our clients. Our services may include Recruitment Process Outsourcing (RPO), MSP/VMS Contingency Programs, Direct Hire Programs, Payrolling (W2 & 1099), Onboarding (Background checks, Drug test, etc.), Employee Benefits and Employer Branding. We are partnered with People 2.0 (Our Global EOR) and are equipped with all the insurances required with maximum coverage so that our client doesn’t need to hustle with Payrollings. Our team is equipped with latest industry tools and trends used for sourcing candidates which make them a power suit in Talent Acquisition Industry.
Expertise: Recruitment Process Outsourcing (RPO Full LifeCycle), Project RPO (Bulk Hiring or Project Based), On-demand Recruiters (For Direct/Indirect Clients) Resume Sourcing (Qualified Candidates), Staffing & MSP Program Support.
Similar Jobs
About the role
Role: Business system analyst
Location: Toronto, ON (Hybrid)
Type: Full-time
Primary Responsibilities
Requirements Gathering & Analysis Conduct structured stakeholder interviews and workshops to elicit detailed business requirements from advisors, branch managers, operations teams, and compliance partners Document functional and non-functional requirements in clear, actionable specifications aligned with Salesforce Financial Services Cloud capabilities Perform gap analysis between current-state processes (manual, legacy systems) and target-state Salesforce solutions, identifying opportunities for automation and process optimization Create detailed user stories with acceptance criteria (Given-When-Then format) and maintain a prioritized product backlog in Jira Validate requirements against client policies, regulatory constraints (IIROC, provincial regulations), and data governance standards Collaborate with Solution Architects to translate requirements into technical design specifications and configuration approaches Maintain requirements traceability matrix linking business needs to Salesforce features, test cases, and acceptance criteria
Testing & Quality Assurance
Design comprehensive test cases and test scenarios covering functional, integration, security, performance, accessibility, and compliance aspects Execute system integration testing (SIT), user acceptance testing (UAT), and regression testing in lower environments (DEV, QAT, UAT) Coordinate UAT sessions with business users, document defects, and track remediation in Jira Validate data quality and system integration points (e.g., data sync with Financial Core, Document Management Gateway, Entitlements Service) Conduct smoke testing prior to production deployments to ensure critical paths are functional Support production issue triage, root cause analysis, and postmortem documentation Develop and maintain test data sets that reflect real-world wealth management scenarios
Process Improvement & Optimization
Map current-state and target-state business processes using industry-standard notation (swimlane diagrams, flowcharts) Identify automation opportunities, bottlenecks, and manual touchpoints that create operational toil Recommend Salesforce configuration and customization approaches based on Financial Services Cloud best practices Conduct process walkthroughs with advisors and operations teams to validate proposed solutions Partner with development teams to evaluate custom code vs. standard configuration trade-offs Support continuous improvement initiatives by gathering feedback post-launch and recommending enhancements Document standard operating procedures (SOPs) and process runbooks for knowledge transfer
Training & User Adoption
Develop comprehensive training materials including user guides, quick reference cards, video tutorials, and FAQs tailored to different user personas (advisors, operations staff, managers) Conduct train-the-trainer sessions with power users and internal champions to scale adoption Facilitate role-based user training sessions (in-person, virtual, and self-paced options) Create and maintain adoption dashboards tracking training completion, system usage metrics, and user satisfaction Support knowledge transfer and change management initiatives, addressing user concerns and driving organizational buy-in Perform post-launch support during stabilization period, providing real-time assistance and escalating complex issues Gather user feedback and recommend iterative improvements based on adoption patterns and pain points
Skills: teams,training,integration,adoption,data,automation,management,salesforce,testing,operations
About Umanist Staffing
Umanist Staffing LLC (A diverse Small Disadvantaged Business (SDB) and Small Business Enterprise (SBE); as per the gov of the USA) is the global advisor on niche skills staffing and workforce solutions. We are Wyoming registered Company with an office in New York City and a COE (Centre of Excellence) in India with a team of experienced Subject Matter Experts and Technical Recruiters, who has a great understanding and a hands on expertise in more that 25 industries and verticals like Pharma, Medical Devices, Engineering, Life Sciences, Healthcare, and BlockChain Industries; Within all verticals of business (IT, Non-IT, Niche, Engineering, Clinical & Scientific, Admin and Clerk) which we proudly take it as our USP.
With collective 50 years of experience in Human Capital Management and Staff Augmentation, our Business Capabilities have made our clients achieve their hiring needs in a specific TAT as per project requirements.
Our services are tailored for all business sizes be it, micro, small, medium or large to support them in the best cost effective way. We have reduced the hiring cost up to 70% and increased productivity by tentatively 60% for our clients. Our services may include Recruitment Process Outsourcing (RPO), MSP/VMS Contingency Programs, Direct Hire Programs, Payrolling (W2 & 1099), Onboarding (Background checks, Drug test, etc.), Employee Benefits and Employer Branding. We are partnered with People 2.0 (Our Global EOR) and are equipped with all the insurances required with maximum coverage so that our client doesn’t need to hustle with Payrollings. Our team is equipped with latest industry tools and trends used for sourcing candidates which make them a power suit in Talent Acquisition Industry.
Expertise: Recruitment Process Outsourcing (RPO Full LifeCycle), Project RPO (Bulk Hiring or Project Based), On-demand Recruiters (For Direct/Indirect Clients) Resume Sourcing (Qualified Candidates), Staffing & MSP Program Support.