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Research Analyst

FINANCIAL ACCOUNTING FOUNDATION
Norwalk, CT

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Job Details

Full-time

Qualifications

AI models
Optimizing workflow processes
Project management in technology
AI platforms (beyond public GPTs)
User training (technical support)
Prompt engineering
Policy analysis
Bachelor's degree
Instructor-led training (training delivery method)
Managing projects
Systems & applications support
Process improvement planning
Business requirements
Professional development training
Teaching technology use

Full Job Description

Position Summary:

The Research Analyst is responsible for the management and quality of key research and operations-related systems, including daily maintenance of systems, identification and resolution of technology issues, and participation in the planning for technology solutions that meet organizational objectives. The Research Analyst collaborates with GASB staff and the FAF IT Department to accomplish these tasks.

Position Responsibilities:

Manage and ensure quality of key research and operations-related systems including, but not limited to:
- Research System
  - Oversee the development and maintenance of a research repository of PDFs of government financial reports as well as information extracted from government financial reports
  - Ensure completeness of the research relational database
- Sogolytics Survey Tool
  - Create and execute surveys and extract results
  - Develop a system for organizing survey results to permit synthesis of results across multiple projects
  - Develop a process and documentation for the development of surveys that facilitates the communication of a designed survey for entry in the tool
- CRM Microsoft Dynamics 365
  - Quality review data associated with contacts, organizations, interactions, and other project-related data
  - Develop and maintain of reports and charts
  - Maintain mailing lists
  - Assist with data uploads
- Microsoft Power BI
  - Develop and maintain dashboards for project and administrative use
- Microsoft Copilot
  - Support GASB staff in the adoption of Copilot including training and troubleshooting uses of the tool
  - Evaluate opportunities where Copilot or other AI solutions may improve processes and workflows for the organization, make recommendations, and lead implementation of these opportunities.
Evaluate current policies and revise or write new policies and procedures for key research and operations-related systems
Identify and resolve technology issues, coordinating as needed with IT developers and solution providers
Make suggestions for process improvements and system modifications
Conduct periodic training of staff on systems and technology tools

Essential Skills and Experience:

Bachelor’s Degree in Computer Science, Data Analytics, Information Systems, or other relevant field
Three or more years of professional experience in an IT or IS environment
Experience supporting and administering CRM platforms (preferably Microsoft Dynamics 365)
Experience with Large Language Models, including prompt engineering as well as agentic AI solutions
Experience in Sogolytics, another survey tool, or the skills to build embedded survey logic
Ability to design and deliver effective training sessions and materials to the staff in the use of current systems and various technology tools
Basic understanding of accounting with a preference given to candidates with understanding of governmental accounting
Experience learning, communicating, and implementing business requirements
Ability to identify areas for process improvements and increased efficiencies
Project management experience with small- to medium-scale projects
Excellent time management and organizational skills
Excellent written and verbal communication skills
Willingness to learn new technologies and develop new areas of expertise

The FAF is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. The FAF strictly prohibits and does not tolerate discrimination against employees, applicants or any other covered persons because of race, color, creed, religion, national origin, ancestry, ethnicity, age, gender, gender identity or expression, marital or civil union status, sexual orientation, genetic information, citizenship, military service, mental or learning disability or physical disability, pregnancy, or any other characteristic protected under applicable federal, state, or local law. All Employees are prohibited from engaging in unlawful discrimination. This Policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.

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microsoft dynamics crm developer jobs in stamford, ct

Research Analyst

Microsoft Dynamics CRM Developer III

Microsoft D365 ERP OR AI/CoPilot Functional Solution Architect - Senior Manager

Salesforce CPQ Manager, Functional Transformation

Dynamics CRM Technical Architect

Lead Business Transformation Architect

Microsoft Dynamics CRM Techno Functional Associate IV

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