Sr. Implementation Analyst

About This Role

This role is responsible for managing all resources, budgets, and activities related to client implementations and platform migrations, ensuring a seamless transition of investment data and processes. This position requires a unique blend of investment accounting expertise and implementation experience with enterprise platforms. The successful candidate will be able to interpret client accounting workflows, manage data mapping activities, and partner with cross-functional technical and accounting teams to deliver accurate, efficient, and high-quality results.

Responsibilities

• Manage all aspects of BIA client implementations, conversions, and onboarding projects, ensuring timelines, budgets, and deliverables meet or exceed expectations.
• Design and execute migration plans to transition client data, accounting processes, and workflows onto Broadridge’s platforms.
• Translate client investment accounting and reporting requirements into system specifications and mapped data structures.
• Oversee and validate data mapping, testing, and reconciliation between legacy systems and new BIA implementations.
• Ensure all programs and deliverables are fully tested, documented, and approved by clients prior to production release.
• Address implementation issues proactively and lead resolution efforts to maintain data integrity and client satisfaction.
• Build and maintain strong, trusted relationships with clients, providing guidance and subject matter expertise throughout implementation.
• Interface with state treasuries, institutional investors, and related stakeholders to understand accounting and reporting needs.
• Serve as a primary point of contact during all phases of migration; ensure alignment between client objectives and Broadridge deliverables.
• Identify opportunities to expand client partnerships or introduce additional Broadridge services, collaborating with account management teams as appropriate.
• Partner with internal teams—including development, operations, accounting services, and data management—throughout the implementation lifecycle.
• Develop and document data transfer processes, access controls, testing protocols, and client training materials.
• Provide insight and feedback to enhance BIA product functionality and implementation standards.
• Contribute to the ongoing refinement of best practices and knowledge-sharing across the BIA implementation team.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or Management Information Systems.
• Minimum of 3–5 years of experience in accounting systems implementation within financial services or asset management.
• Strong understanding of investment accounting principles and fixed-income instruments.
• Experience working with or implementing accounting platforms such as Geneva, Fundguard, or comparable systems.
• Working knowledge of database structures, data mapping, and reconciliation processes.
• Excellent organizational, analytical, and problem-solving skills.
• Strong verbal and written communication skills; comfortable leading client discussions.
• Ability to manage several concurrent projects in a fast-paced, deadline-driven environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or Management Information Systems.
• Minimum of 3–5 years of experience in accounting systems implementation within financial services or asset management.

Skills

* Required skills