Jose Merciline

Collaborate with stakeholders to develop project plans, manage risks, facilitate meetings, and document decisions for retirement operations projects. | Requires understanding of retirement account types, IRS tax reporting, software development lifecycle, and proficiency with project management and collaboration tools. | Job Title: Project Manager / Business Analyst Retirement Operations Requirements. -Understanding of -Retirement Account types (Traditional, ROTH IRA, Qualified Retirement Plans, Custodial Plans) -IRS Rules and Tax Reporting obligations The Project Manager / Business Analyst plays a key role in collaborating with Program Managers, Project Managers, Analysts, Product Owners, Technical team members, and other stakeholders. -Assists in the development and documentation of project plans and release planning. -Assists in the identification and documentation of both technical and business risks, dependencies, and requirements. -Schedules meetings with clear goals, agendas, and reference materials. -Facilitates meetings and ad hoc communications; documents decisions resulting from such and socializes the decisions with relevant stakeholders. -Proficient in tools such as Jira (or similar system), Microsoft Outlook, Microsoft Project, Microsoft Excel, PowerPoint, and Confluence. -Understands software development life cycle activities. -Prior experience in technically complex industries is preferable; financial services industry experience is desirable, but not required. -Desire to solve problems and tenacity to get to details are key to success in this role. Skills: Atlassian JIRA, Business Analysis, Business Operations, Calendar Management, Documentation Plan, Financial Services, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Project, Operational Audit, Problem Solving Skills, Project Development, Project Evaluation, Project Planning, Project/Program Management, Retirement Plan, Software Development Lifecycle (SDLC), Tax Reporting, Technical Writing About the Company: Jose Merciline