Location
Charlotte, NC
Salary
Not specified
Type
fulltime
Posted
Today
Job Description
Location: Fort Mill, SC
Duration: Full Time
About Incedo
Incedo Inc. is a high-growth Digital, Data and AI Transformation Specialist firm headquartered in New Jersey. We are a long-term strategy execution partner for Fortune 500 enterprises, operating at the intersection of business and technology across Banking \& Payments, Wealth Management, Telecom, Hi-Tech, and Life Sciences.
We are building Incedo 4\.0 - an AI-native, execution-focused, founder-led organization designed for scale, speed, and long-term impact.
Incedo delivers ROI from AI @ Scale through the “Power of 3”:
- Deep domain expertise
- AI \& Data capabilities
- Engineering \& Operations excellence
Role Description: - Business Analyst
We are looking for a
Business Analyst
to support the FOCUS initiative by working closely with
Operations and Product teams
to
analyze, document, and structure the address change workflow
.
Client Onboarding , Wealth Management, Back Office Workflows focused on Account Life Cycle management.
The primary goal of this role is to
identify gaps, document current processes, and create clarity
, enabling faster solution design and development using
existing system components
.
Key Responsibilities -
Workflow Discovery \& Gap Analysis
- Work directly with
Operations teams
to understand the
current address change workflow (end-to-end)
- Identify:
- Process gaps
- Inefficiencies
- Manual steps and breakdowns
- Bring structure to a
fragmented and evolving workflow landscape
Documentation (Critical Deliverable)
- Clearly document:
- Current state (as-is) workflows
- Pain points and operational challenges
- Gap analysis
- Create:
- Process flows
- Requirement documents
- Structured artifacts for downstream teams
Enable Solution Design
- Help translate documented gaps into
clear, actionable requirements
- Enable teams to:
- Reuse
existing capabilities (“lego block assembly”)
- Avoid reinventing solutions
- Provide clarity on:
- What exists today
- What needs to change
Stakeholder Alignment
- Act as a
central liaison across multiple teams
working on FOCUS/Beacon-related initiatives
- Bring alignment where:
- Teams are working in silos
- Objectives and understanding differ
Structuring \& Prioritization
- Help bring
structure and direction
in a fast-moving environment
- Support creation of:
- Input for roadmap discussions
- Prioritized problem areas based on impact
Required Skills \& Experience
- Strong experience in:
- Business / Process Analysis
- Workflow documentation and gap analysis
- Docusign/eSign
- Ability to:
- Work with
Operations teams
and extract detailed insights
- Bring clarity in
ambiguous, evolving environments
- Strong documentation skills:
- Process flows
- Functional documentation
- Excellent communication and stakeholder management
Good to Have
- Exposure to:
- Financial services / wealth operations
- Account maintenance workflows
- Basic understanding of:
Systems, integrations, or workflow automation
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