Job title: Record Analyst

Location: Oakland, CA (Hybrid)

** Job Responsibilities:**

• Serve as a liaison or day-to-day contact between Functional Business Group and the project team.
• Consult Functional Business Group in projects that involve the management of records and information – new process development and/or new system upgrades
• Triage Functional Business Group concerns; primary point-of-escalation for their concerns and/or issues.
• Update project workstream trackers and provide status updates to Project Managers.
• Decipher and communicate Functional Business Group feedback to the project team.
• Deliver department-specific communications and guidance as needed.
• Identify opportunities to streamline business processes when applicable.
• Meet with Functional Business Groups to assist them with identifying and classifying their content utilizing client’s records retention schedule and records inventory.
• Complete workstream activities supporting manage-in-place solution, or migration to other systems with lifecycle management functionality.
• Consult Functional Business Group in managing and maintaining the records inventory and associated metadata (i.e. retention information).
• Identify and document Functional Business Groups business requirements.
• Consult Functional Business Groups in evaluating processes in which records are created, managed, and dispositioned, identify non-compliant or inefficient processes and procedures, and determine needed process improvements for shared drives.
• Coordinate with ERIM Business Analysts on quality checks and update/adjust work product as requested.
• Act as the subject matter expert for the records management program pertaining to the shared drive project.
• Contribute to the preparation and maintenance of records management program process flows, procedures, and job aids.

_Minimum Skill sets: _

• Can explain the difference between records vs. non-record.
• Experience working independently, without direct supervision.
• Is detail-oriented and can work collaboratively with cross-functional teams to meet shared objectives.
• Is a self-starter, independent with an interest in learning new records management technologies.
• Skill in facilitating discussions and meetings as needed to perform at the job level.
• Ability to prioritize, be highly organized and accountable for all work.
• Ability to effectively manage multiple assignments with demanding time constraints.
• Ability to work closely with Functional Business Groups as a true partner.

Desired Skill sets:

• Can understand a customer’s shared drive(s) and how business processes impact the content stored within.
• Can acquire a high-level understanding of different records repositories options within organization.
• Can facilitate identified records management recommendations following pre-defined processes to migrate content to a records repository or onboard the shared drive with a manage in-place records management solution.
• Can coordinate with IT resources to review analysis to determine next steps.

License/Cer tifica tion Minimum: N/A

License/Certification Desired: CRM (Certified Records Manager), IGP (Information Governance Professional) or related certifications

Educa tion Minimum: Associate or bachelor’s degree or related work experience

Educa tion Desired: Associate or Bachelor’s degree in Business, Finance, Economics, Accounting, Public Policy, Library and Information Systems, Information Technology, Legal Studies, or related discipline

Experience Minimum: 5 years records management or relevant experience

Experience Desired:

• Prior utility or regulated company experience
• Experience with medium to large scale design, development and implementation projects
• Involvement with industry organizations (e.g. ARMA, AIIM)

Knowledge, Skills, Abili ties and (Technical) Competencies:

• Excellent verbal and written communication, interpersonal and influence skills with internal and external contacts of various levels.
• Excellent analytical skills, problem-solving skills.
• Experience working with data analysis software, shared drives, and SharePoint.