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
