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  • Business Analyst 3: Sammons Financial, West Des Moines, IA

    February 16, 2020 by N/A

    Sammons® Financial Group (SFG) Member Companies offer some of today’s most sought after life insurance, annuity, and retirement planning products. Unlike most financial organizations, our companies are not publicly traded, which means we’re focused on long-term value rather than short-term earnings pressures. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

    What You Can Expect When You Join SFG

      • A casual dress code including jeans
      • A rich company culture driven by private ownership and intentional leadership inspiring employees to engage in our healthy, high-performing and values based culture
      • Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO and generous number of paid holidays
      • Great benefits including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few
      • ESOP-A generous 100% company funded retirement plan


    What We Are Looking For

    We are looking to add a new team member to our existing Delivery Team. We are a team made up of Scrum Master, BA, QA and Developers working in what we refer to as Agile – Scrumban. Simply meaning we plan a large amount of stories related to Corporate Initiatives, however leave room for additional unplanned activity in each sprint. We are looking for an individual that is a self-starter / team player with high aptitude to support our team in the following areas:

      • Writing User Stories
      • Writing Acceptance Criteria utilizing Gherkin
      • Ability to pick up stories and test on the back end
      • Lead certain ceremonies for the team


    The right candidate will be an individual that has the ability to take the roles of a BA & QA and create a hybrid to support our business partners. If any of this intrigues you, do not hesitate to hit submit, this is a great team inside of a great company where culture comes first!

    Essential Functions

      • As a rule act as a liaison among stakeholders on large (8000 hrs effort) size projects that may have a budget up to $500,000. These projects that impact multiple business units and functions and are time critical to the organization; project s may also involve vendor relationships that must be coordinated by the business analyst.
      • Develop business analysis plan approach, estimates and communication plan for each assignment.
      • Define the organization’s goals in relationship to overall Sammons Financial Group (SFG) member company business objectives; use collaboration and investigative work to identify accurate requirements.
      • Analyze Current State Processes and Systems using a variety of techniques like Dataflow Diagrams, Functional Decomposition, Interviews and Analysis of Metrics and Key Performance Indicators.
      • Act as the subject matter expert and mentor other less experienced Business Analysts in using different elicitation and documentation techniques; perform mentoring on all Business Analysis activities when needed.
      • Work closely with Business Partners/Product Owners at all levels in the organization to: proactively define business requirements, complete backlog grooming, define acceptance criteria, and collaborate with other stakeholders related to requirements.
      • Facilitate structured process improvement events (example – Value Stream Mapping).
      • Use a variety of techniques like User Stories, Use Cases, and Diagrams in requirements documentation.
      • Manage project scope and risks by recommending and negotiating solutions and effectively communicating with the Project Manager in a timely manner; make recommendations for product enhancements.
      • Define the future state related to projects for both internal and external Stakeholders and advocate on behalf of all stakeholders.
      • Participate in projects utilizing external consultants and being cognizant of the need for different communication styles and processes.
      • Facilitate creation and documentation of abstract models depicting enterprise capability maturity, organizational structure and services.
      • Identify project risks and coordinate with the project team and stakeholders to mitigate effectively.
      • Choose appropriate requirements facilitation approach based on the project and stakeholders, i.e. Brainstorming, Workshops, Focus Groups and Interviews.
      • Clearly define Business, Stakeholder, Solution (Functional & Non-Functional) and Transition requirements.
      • See projects through to implementation and follow-up with stakeholders to confirm objectives were met.
      • Manage the issue log and oversee the successful escalation and assignment of issues related to business requirements delivery.
      • Act as a partner with technical development staff and Quality Assurance to confirm understanding related to requirements; collaborate with other project members during technical design and test planning to insure overall coverage and understanding.
      • Act as a liaison between Business Users and IT to ensure constant communication cycle with these parties throughout the life of the project. Embrace, adapt and lead through change, fostering effective partnerships and driving effective collaboration with peers and vendor resources.
      • Ensure that appropriate documentation is kept current and meets all internal controls requirements related to content and approval.
      • Proactively manage change throughout the lifecycle of the project by communicating with project team, evaluating impact, updating documentation and negotiating alternatives.
      • Maintain a positive, professional, ‘Sammons First’ attitude among team members; remain flexible and adjust to multiple tasks and circumstances; develop business analysis standards, review and edit standard operating procedures for SFG member companies.
      • Support career development; seek industry, technology, and job related educational opportunities; increase knowledge of insurance industry and business processes by the use of training or reading material and presenting information to peers and manager; enhance and continuously upgrade technology skills and apply to daily work; seek best practices in areas of analysis and technology; improve efficiency and quality in projects and in the business analysis discipline.
      • Commitment to embrace SFG shared values (Respect, Accountability, Integrity, and Openness)
      • As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.



      • Bachelor’s Degree Business or related field from a four-year accredited university; consideration will be given to past Business Analysis experience, certifications, and Financial Services background required
      • 7-10 years previous appropriate work experience required
      • Minimum 2 years’ Experience facilitating formal process improvement activities preferred
      • Previous Business Analysis experience or leadership experience in the financial services industry preferred
      • Excellent verbal and written communication skills including strong questioning and listening skills and the ability to look beyond obvious answers to understand the impact across the organization
      • Ability to quickly obtain the knowledge of SFG member company systems, the business and related technology processes and apply knowledge to current project work.
      • Ability to deal with complex situations holistically
      • Confidence in problem solving, decision making
      • Ability to work on large scale strategic initiatives that cross business units, sometimes serving as the key Business Analyst on a team of many analysts
      • Proven problem solving, decision making, and process thinking skills
      • Strong analytical skills, and the desire and ability to research and formulate appropriate analytical technology or resolve problem situations
      • Ability to independently perform data mining and apply analysis techniques to assigned projects
      • Proven teamwork skills and ability to interact well with others; ability to work with and communicate to a variety of personalities and locations
      • Self-motivated, and ability to work independently and effectively under deadline pressures
      • Organized and detail oriented
      • Ability to understand and utilize concepts and techniques such as work simplification, workflow and process analysis, etc
      • Proficient use of the Microsoft suite of products and other Business Analysis Tools as necessary
      • Ability to lead teams and resolve conflicts in problem solving and decision making using emotional intelligence to move the project forward
      • Ability and willingness to change in support of the best possible results for the organization
      • Ability to diagram with appropriate tools for the situation and present to the project team and stakeholders
      • Robust knowledge of the skills, techniques and competencies outlined by the IIBA is preferred
      • Ability to work with a variety of people at all levels in the organization
      • Criminal background check required.


    Reports to: Quentin Sorenson


    Click HERE to view via LinkedIn

    Originally Posted at LinkedIn on February 2020 by N/A.