Senior(Product Analyst- Generalist) - Innovation - Admin - BLR/AMD
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Key skills for this role
Key Skills for This Role
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How You’ll Spend Your Time
• Acting as the primary interface between the Innovation team and the firm’s practice and Product managers translating process pain points into product requirements
• Partnering with subject matter experts across compliance, provision, and advisory to document current-state workflows and identify opportunities
• Leading requirements definition and delivery for tax/audit-focused products, including client intake, workpaper automation, document extraction, and review workflows
• Writing user stories and acceptance criteria based on business-driven functionality as well as technical capabilities (working with both the Product Owner and Innovation team)
• Building and executing test scripts, coordinating user acceptance testing with teams, and triaging defects through resolution
• Assisting with execution of product delivery and services which includes benefit realization (ROI of new products, features, tools, services, etc.)
• Helping the Innovation team align change catalysts to ensure successful adoption and utilization of products within the Firm
• Facilitating knowledge sessions, demonstrations, and training with subject matter experts and stakeholders across the firm
• Tracking adoption, usage, and time savings, and reporting results back to Innovation and Practice leadership
• Participating in sprint planning and project/process specification meetings
• Understanding data movement and detailed knowledge of upstream and downstream systems, including accounting software platforms, and the interactions and dependencies between them
• Seeking awareness of product scope (e.g. MVP) and providing input to define clear user stories to inform product development
Requirements
- Required Education Level: Bachelor’s degree in Accounting, Business Administration, Technology, Information Technology, or Management Information Systems
- Required Years of Experience: 6+ years’ experience preferred
- Hands-on experience with Microsoft Copilot and the broader Microsoft 365 ecosystem, including building or configuring Copilot agents, prompt design, and evaluating AI-generated output
- Familiarity with accounting technology platforms and document automation tools used in a professional services environment
- Experience running user acceptance testing, writing test scripts, and managing defect triage
- Agile and product management certifications with experience with Azure DevOps and User Story creation
- Progress toward or desire to obtain Prosci and/or PMP certification
- Strong personal and communication skills both written and verbal; ability to develop relationships with all stakeholders
- Exhibits willingness to try new ideas, even when different than status quo
- Ability to work with several technology platforms including Microsoft Office and various innovative tools and systems such as but not limited to Agile to define clear user stories
- Ability to prepare charts, tables and diagrams to assist in analyzing problems, utilizing, if necessary, various business, scientific and/or engineering mathematical techniques
- Responsive and ability to manage multiple projects and communications simultaneously
- Excellent attention to detail; ability to multitask and adapt to shifting needs and priorities
- Able to learn and adapt to new and complex procedures quickly
- Excellent time management skills
- Website: www.withum.com
- Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.
About Withum
Independent U.S. public accounting and advisory firm serving businesses and individuals.
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