Episys Business Analyst

Published date Posted on Indeed on Aug 05, 2022 (7 d ago)


Trellance is the leading provider of data, analytics, and business intelligence solutions to financial institutions. Organizations use its technology and consulting services to meet the consumer finance expectations of today’s digital world, one that is increasingly driven by artificial intelligence and machine learning. The company’s patented enterprise data platform, Trellance M360, is the enabling engine behind digital transformation and member experience. Trellance was founded in 1989, and its Tampa headquarters features a modern office space with panoramic water and city views, covered parking, onsite car detailing, and a café. The company offers attractive compensation; medical, dental, and vision benefits; 401k with matching plus profit-sharing; and many more tools and resources.

Overall responsibility:

The Episys Business Analyst provides general consulting and technical staff augmentation for the business unit within Trellance. The Episys Business Analyst use their extensive knowledge and experience in the financial services industry to collaborate with credit unions to improve their overall success. This person must have a solid understanding of the technical aspects of the Episys platform, as well as business processes, project management, and overall credit union strategy. This Episys Business Analyst may act as a consultant one moment, a business analyst or a system administrator the next, and then a technical project manager with the next client.


  • Acts as a system administrator or business analyst for customer
  • Conducts customer operational and/or systems analysis resulting in problem identification. During engagements, identifies customer-focused operational and system enhancement opportunities.
  • Conducts business process reviews, identifying current state and improved future state. Working closely with customer on business value to gain acceptance, then assist in implementation of future state.
  • Create deliverables for customers, including detailed reports that outline the findings and recommendations for process improvement, diagrams for current and future state of processes, and data analysis.
  • Partner with development and analytic teams to provide reporting on software solutions.
  • Write Business Requirement Document (BRD) for complex projects, including the definition, scope, objectives, and defining the approach. Ensure IT understanding of requested modifications of complex projects, and the accuracy of their technical specification documents
  • Collaborates with clients to ensure testing and training are complete during implementation projects.
  • Creates project plans to monitor progress, assuring all milestones are completed as projected.

Minimum Education/Experience:

Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of four (4) years of experience in the specific or related field. Or High School Diploma or equivalent plus a minimum of eight (8) years of experience in the field.

Minimum of 5 years of experience in credit union operations.


  • 3+ years’ experience in Access, Excel (Advanced), Visio, and MS Project
  • 3+ year working with the following: Episys, Opcon, AIX
  • 2+ years of PowerOn writing experience.
  • 2+ years of financial experience is desired
  • SQL Server knowledge and experience – Tables, Views, stored procedures.
  • Exposure to service-oriented architectures and n-tier application architecture, AJAX, jQuery, JavaScript, CSS, HTML 5.
  • Must be able to maintain a high level of confidentiality.
  • Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to analyze and resolve difficult problems and situations.
  • Good knowledge and understanding of Credit Union products, services, policies, and procedures pertinent to the job.
  • Excellent communication skills (written and verbal)
  • Able to translate business requirements into clear technical specifications for the development team
  • Excellent organizational and planning skills.

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