• Senior Advisor, Business Process Innovation

    Raymond James Financial, Inc. (St. Petersburg, FL)


    Essential Duties and Responsibilities

    + Work hands-on with internal teams and advisors to understand business processes.

    + Gather process information through interviews, observations, surveys, and workshops.

    + Facilitate brainstorming sessions to identify opportunities for improvement.

    + Model business processes in appropriate business analysis tools.

    + Capture and analyze process data to identify efficiency opportunities.

    + Propose recommendations for process improvement.

    + Document business and technical requirements for desired process solutions.

    + Facilitate and participate in user testing to ensure process solutions are accurate and stable.

    + Lead in preparing and delivering user training for process solutions.

    + Provide ongoing support for implemented solutions, including maintenance and enhancements.

    + Performs other duties and responsibilities as assigned.

    Knowledge of

    + Fundamental concepts, practices and procedures of process improvement analysis.

    + Fundamental concepts, practices and procedures of business process management (BPM).

    + Basic principles of banking and finance and securities industry operations.

    + Core business competencies such as finance, management, accounting, operations, and marketing.

    Skill in

    + Business Analysis tools: Microsoft Office suite (Word, Excel, Visio, PowerPoint, and Outlook), Change Management, Project Management tools (MS Project).

    + Modeling processes.

    + Eliciting business requirements.

    + Translating process objectives to an implementable process model.

    + Developing instructional and procedural documentation/presentations.

    + Preparing various reports, summaries, surveys and written recommendations.

    Ability to

    + Analyze a business function and derive a set of requirements to satisfy a general request.

    + Take personal ownership of issues, following through to issue resolution.

    + Actively communicate technical and business aspects of work efforts to team members.

    + Mentor other associates when necessary.

    + Effectively organize and prioritize all tasks and responsibilities.

    + Participate in team projects and activities.

    + Demonstrate flexibility in accepting and adapting to change.