About Us:

The Society of Defense Financial Management (SDFM) is the non-profit educational and professional organization for persons, military and civilian, involved in the financial management profession who support the Department of Defense (DoD) and U.S. Coast Guard. SDFM promotes the education and training of its members and supports the development and advancement of the profession.

Job Summary: 

We are seeking a skilled Customer Relationship Management (CRM) Business Analyst to join our membership association. The ideal candidate will leverage their expertise in membership organizations or associations, system requirements, data management, business intelligence, and project management to optimize our operations and enhance member experiences.

The Business Analyst will facilitate assigned projects by serving as a liaison between users and developers, setting and communicating goals, and evaluating and refining results. This position reports to the VP of Membership and Corporate Partnerships.  

This is a hybrid position. There are mandatory office days on Wednesday and one (1) other day during the week.

Apply on ASAE website or send cover letter and resume to hr@sdfm.org.

Duties/Responsibilities

1. Requirements Gathering and Documentation:
   • Collaborate with stakeholders to gather, analyze, and document business requirements
   • Translate business needs into functional specifications to utilize in creating technical solutions to business problems
   • Create user stories, process flows, and use cases to support system enhancements
2. Data Management and Analysis:
   • Manage and analyze data within our Association Management System (AMS called Altai) and Microsoft Dynamics CRM
   • Develop and maintain data health, ensuring data integrity and consistency across systems
   • Create and optimize queries, reports, and dashboards to support decision-making
3. Business Intelligence:
   • Conduct in-depth analysis of membership, education and certification trends, engagement metrics, and operational KPIs
   • Develop predictive models to forecast membership, education and certification growth, retention, and revenue.
   • Present insights and recommendations to leadership to drive strategic initiatives
   • Past experience developing, managing, or maintaining an appropriate BI technology stack to provide the above insights, including data warehouse or data lake systems, a plus.
4. Project Management:
   • Lead cross-functional projects related to system enhancements, data migrations, and process improvements.
   • Manage project timelines, resources, and stakeholder expectations
   • Identify and mitigate project risks.

5. Training and Support:
   • Develop and deliver training programs for staff on AMS or CRM system
   • Provide ongoing support and troubleshooting for system users
   • Create and maintain user documentation and standard operating procedures
   • Maintains current understanding of industry standards, trends, and best practices through industry and other professional networks.   

Qualifications

• Bachelor's degree in Business Administration, Information Systems, or related field
• 3+ years of experience as a Business Analyst, preferably in a membership-based organization
• Proficiency in Association Management Systems (AMS) and/or Microsoft Dynamics CRM
• Strong skills in data analysis, SQL or other database tools, and business intelligence tools (e.g., Power BI)
• 1 to 2 years experience with project management methodologies (e.g., Agile, Scrum)
• Excellent communication and presentation skills
• Ability to translate complex technical concepts into easy-to-understand language
• Certification in Business Analysis (e.g., CBAP, PMI-PBA) is a plus
• Proficient in Microsoft Office Suite or related software programs. 
• Organized with great attention to detail. 
• Excellent management skills with the ability to lead, facilitate, motivate, and organize. 
• Ability to adapt to change. 

Required Skills

• Data analysis and visualization
• Microsoft Dynamics CRM
• Project management
• Requirements gathering and documentation
• Training and presentation
• Problem-solving and critical thinking
• Attention to detail and accuracy

Competitive Benefits 

• Employer-paid medical, dental, and vision coverage with the option to add dependents.
• 401(k) plan with 100% company match up to 6% of salary.
• Generous paid time off, including 15 days paid annual leave.
• Employee Assistance Plan (EAP), short- and long-term disability coverage, and life insurance.
• Free onsite parking.
• Health and Fitness Club reimbursement of $30/month.
• Mobile phone reimbursement of $50/month.
• Hybrid work environment.

 Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• May be asked to lift to 10 pounds at a time.

The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

The Society of Defense Financial Management is an equal-opportunity employer.  Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, veteran’s status, age, or disability.

Applicants must be authorized to work for ANY employer in the U.S. We cannot sponsor or take over sponsorship of an employment Visa at this time.

About Society of Defense Financial Management

he Society of Defense Financial Management (SDFM) is the non-profit educational and professional organization for persons, military and civilian, involved in the financial management profession who support the Department of Defense (DoD) and U.S. Coast Guard. SDFM promotes the education and training of its members and supports the development and advancement of the profession.

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