Financial Business Analyst

We have an exciting long term contract opportunity for a Financial Business Analyst in Austin, TX. This role will evaluate and implement modern Investment Accounting and Reconciliation Systems that will improve the accuracy, efficiency, transparency, and compliance of investment operations and financial reporting.
The Worker will contribute to the Finance division s assessment of potential system solutions, lead requirements gathering, and support the system selection process. Following evaluation, the Worker will assist in implementing the selected system in alignment with investment accounting and finance business needs.
This role will involve close collaboration with stakeholders across Finance, Investments, IT, and external vendors, and will provide advisory support to Finance management throughout the lifecycle of the projects.

Functional Responsibilities:

• Coordinate with functional and technical teams on business processes requiring cross-functional collaboration related to investment accounting.
• Analyze current-state investment reconciliation workflows and recommend improvements or automation opportunities within the new system.
• Identify system data requirements for investment-related general ledger entries, valuations, performance, and reconciliation functions.
• Support the development and validation of reconciliation reports and exception-based workflows for investment data (e.g., custodial bank records and accounting entries).
• Participate in internal and vendor-led meetings related to the design, development, and implementation of the Investment Accounting and Reconciliation System.
• Document business and technical requirements, configuration decisions, testing plans, and user procedures related to the reconciliation system.
• Serve as a Subject Matter Expert (SME) for investment accounting and reconciliation during system design sessions with vendors and staff.
• Translate complex investment business requirements such as multi-asset reconciliation and transaction-level matching into system specifications.
• Collaborate with vendor teams to configure system modules for trade capture, income accruals, settlement processing, and reconciliation matching logic.
• Assist in data conversion activities, including the setup of test environments populated with historical investment balances and transactions.
• Monitor functional and integration testing of the reconciliation engine and document results, ensuring resolution of identified issues.
• Design and propose solutions that align with enterprise architecture, internal controls, and information security policies.
• Adhere to standard operating procedures related to approvals, reviews, change control, and agile project governance.
• Develop comprehensive system documentation and process diagrams using Microsoft Visio or Sparx Enterprise Architect.
• Create user training materials and conduct knowledge transfer to Investment and Finance staff for ongoing reconciliation system maintenance and operations.
• Complete all required information security training as administered.

Preferred:

• Experience with strategic analysis or planning methods such as business capability mapping, process modeling, or enterprise analysis to support alignment between business needs and system solutions
• Experience working on technology projects with or within a state government agency
• Experience in Microsoft Access, VBA, SQL, and XML for reconciliation, data transformation, or reporting in the financial domain
• Able to identify and define the tasks and deliverables to be incorporated into the overall solutions delivery work plan
• Demonstrated high level of integrity, ability to work with ambiguity, and strong sense of confidence to deliver on responsibilities
• Must have excellent documentation and communication skills

Professional Expectations:

• Attends all meetings, meets delivery deadlines, and is available during TFA office hours
• Logs in and remains on agency Jabber during work hours
• Attends remote meetings with camera on unless prior arrangement is made for camera off
• Coordinates leave and vacation with TFA lead
• Must dress appropriately for a business/business casual environment
• Communicates respectfully and works harmoniously with all co-workers, customers, and vendors
• Provides exceptional customer service
• Is flexible; able to work under pressure, adapt to change, and manage multiple problems and tasks
• Takes initiative to prevent and solve problems

What We Offer

• Work on a highly innovative team with cutting edge technology
• Great opportunity to make a big impact and take ownership on technology initiatives
• Altruistic work
• Competitive compensation and benefits including health, dental, vision, life and accident insurance, short-term disability insurance and more!

Luna Data Solutions, Inc. (LDS) provides equal employment opportunities to all employees. All applicants will be considered for employment. LDS prohibits discrimination and harassment of any type regarding age, race, color, religion, sexual orientation, gender identity, sex, national origin, genetics, protected veteran status, and/or disability status.