Opteamix

The EDI QA Analyst works closely with external vendors during implementations to communicate testing expectations, coordinate validation activities, and address vendor feedback. Operating in a production-adjacent environment, the role ensures data accuracy, file integrity, and carrier readiness through structured test planning, test data preparation, scenario validation, defect identification and classification, and thorough documentation within the carrier file/EDI delivery lifecycle.

In addition, the analyst collaborates cross-functionally with requirements, development, and implementation teams to develop comprehensive test plans, manage testing activities, and work through ticketing queues to ensure timely and high-quality file delivery.

Post-production, the EDI QA Analyst is responsible for ongoing monitoring, review, and resolution of carrier error reports, while identifying trends and opportunities for continuous process improvement.

Key Responsibilities and Duties

Carrier/Vendor File Validation

•     Validate outbound carrier/vendor files (ANSI/HIPAA 834 and related formats) for structural integrity, format compliance, eligibility accuracy, and carrier-specific requirements before transmission.

•     Collaborate with external carriers/vendors and internal teams, including development and operations, to validate file behavior and resolve discrepancies.

Scenario-Based Testing

•     Develop and execute structured test scenarios covering eligibility rules, enrollment transactions, life events, and carrier-specific behaviors across internal and external testing phases.

End-to-End Data Reconciliation

•     Trace and reconcile data from upstream systems through platform outputs to final vendor files using SQL, reports, and control totals to ensure data integrity.

•     Test Planning & Requirements Traceability

o  Translate carrier/vendor and business requirements into structured test plans, reusable test cases, and traceable validation scenarios aligned to standardized templates.

•     Test Data Preparation

o  Identify, prepare, and manage representative test populations across systems and reporting environments to support validation cycles.

•     Defect Identification & Routing

o  Analyze validation results, classify defects (requirements, configuration, data, system issues), and manage QA tickets through defined workflows, ensuring proper routing, status tracking, ownership, and timely closure.

•     Documentation & Continuous Improvement

o  Provide regular status updates on QA progress, risks, and dependencies aligned to timelines and release schedules.

o  Maintain QA documentation (test plans, validation evidence, file layouts, queries, defect patterns) while building reusable test assets, vendor test plan libraries, and supporting future automation initiatives.

o  Help establish and maintain a vendor test plan library in support of all vendor relationships.

o  Drive automation and validation improvements.

•     Production Monitoring & Carrier Error Resolution

o  Review carrier acknowledgement and error reports (e.g., 999, rejection reports)

o  Investigate and resolve rejected records.

o  Coordinate corrections and reprocessing.

o  Ensure timely resolution within SLA.

•     Trend Analysis & Continuous Improvement – Post-production

o  Analyze recurring carrier errors and identify patterns.

o  Provide insights into upstream data or configuration issues.

o  Recommend improvements to reduce rework and increase first-pass success.

Required Qualifications

•     Bachelor’s degree in Computer Science or a related technical field (or equivalent experience).

•     Minimum of 2 years of experience in health insurance or Health & Welfare (H&W) benefits administration.

•     Experience working with carrier files, EDI transactions, or HIPAA 834 files in a production or operational environment.

•     Strong understanding of eligibility and enrollment processes, including effective date logic and life event transactions.

•     Hands-on experience with SQL for data validation, reconciliation, and defect analysis.

•     Strong analytical skills with a high level of attention to detail, especially in regulated environments with low tolerance for error.

Preferred Qualifications

•     Familiarity with QA best practices and Quality Management Systems (QMS), including frameworks that ensure consistent compliance with customer and regulatory requirements while driving continuous improvement and efficiency.

•     Experience with EDI testing and carrier integration environments.

•     Exposure to COBRA processes within benefits administration.

•     Experience with test automation and test case management tools.

•     Familiarity with AI-assisted testing or quality engineering practices.

•     Experience in preparing, validating, and analyzing test data across multiple systems.

•     Solid understanding of data models and relational database concepts.

•     Experience using defect tracking and ticketing systems such as JIRA (or similar tools).

Jira design and configuration:

Design and configure a centralized landing page/dashboard in Jira for request intake.

Create and manage Jira boards with tailored JQL filters.

Manage custom workflows, issue types, fields, and screens to support the request lifecycle.

Automation and request routing:

Develop and implement Jira Automation rules to direct requests based on defined routing criteria (e.g., components, labels).

Establish fallback and alert mechanisms for misrouted or failed automation flows.

Access and permissions:

Define user roles and permission schemes for secure and scoped access across groups.

Set up board-level access controls and validate role-based restrictions.

System administration and governance:

Perform system health checks, troubleshooting, and regular Jira maintenance.

Implement audit logging, change management, and configuration documentation.

Collaboration and Agile delivery:

Collaborate with stakeholders to gather requirements and ensure alignment with project goals.

Support sprint planning and delivery with Agile board setup and backlog grooming.

Integrations:

Maintain integration hygiene across Jira, Confluence, and external systems (e.g., CI/CD, monitoring).

Mandatory skills

Mandatory Skills

Desired Skills

Jira Administration:

Jira Software configuration (projects, boards, workflows, schemes)

Jira Automation (native and ScriptRunner/Groovy scripting)

Jira Query Language (JQL)

Issue security, permission schemes, user/group management

Agile and Scrum board management

TechOps & System Administration:

Basic Linux/Unix system administration (e.g., log inspection, service restarts, file permissions)

User and access management (LDAP/AD integration experience is a plus)

Shell scripting or automation scripting (e.g., Bash, Python)

Experience working with Atlassian tools in a self-hosted or Data Center environment

Familiarity with monitoring tools (e.g., Prometheus, Grafana, Datadog) for Jira uptime and performance

Understanding of networking basics (DNS, firewalls, reverse proxies)

Backup, recovery, and configuration export/import in Jira

Knowledge of Jira Service Management (JSM) and customer portals

Experience with Confluence, including knowledge base and linked documentation

Hands-on with CI/CD tools (e.g., Jenkins, GitLab, Bamboo) for DevOps collaboration

Atlassian Certifications (e.g., ACP-100, ACP-600)

Exposure to cloud infrastructure (AWS, Azure) for Jira Cloud migrations or integrations

Qualifications

Bachelor's degree in computer science, Information Technology Engineering or a related field.

Strong analytical, troubleshooting, and problem-solving skills.

Good verbal and written communication skills.

We are seeking a forward-thinking Mid-Level QA Automation Engineer specializing in RPA, financial systems validation, and AI engineering. You will build and scale end-to-end automation workflows using UiPath for our financial services platform. Additionally, you will pioneer our testing evolution by leveraging prompt engineering, creating custom AI agents, and implementing Model Context Protocol (MCP) servers to bridge AI models with our testing infrastructure.

Key Responsibilities and Duties

   RPA Automation:

·    Design, develop, and maintain robust automated testing workflows using UiPath Studio.

 AI Agent Engineering:

·   Architect, build, and orchestrate custom AI agents to autonomously generate,execute, and self-heal test scripts.

Prompt Engineering:

·   Design, optimize, and manage advanced prompt templates to drive deterministic,high-quality code and test case generation from LLMs.

 MCP Integration:

·    Implement and configure Model Context Protocol (MCP) ecosystems to securely connect AI agents with local data, development tools, and testing environments. 

 Financial System Testing:

·   Validate end-to-end trade life cycles, market data processing, and capital market clearing workflows. 

Regression Orchestration

·   Manage continuous regression schedules via UiPath Orchestrator to ensure financial system stability. 

Mandatory skills

Project Mandatory Skills

Project Desired Skills

UiPath Studio and Orchestrator (UI/API automation activities)

Selenium or Playwright for web-based application testing

Building, deploying, and scripting autonomous AI agents for complex engineering workflows

Calypso treasury and capital markets platform

Prompt engineering — context injection, few-shot prompting, and guiding LLMs to exact test requirements

FitNesse for acceptance testing and collaborative documentation

Model Context Protocol (MCP) — using or developing MCP servers/clients to connect AI tools to external data sources and developer environments

TypeScript, Python, or Java to support agent tool calling and framework extensions

 Qualifications

• 3+ years of professional software QA automation or RPA development experience.
•  Strong understanding of capital markets, trading lifecycles, treasury workflows, or core banking architectures.
• Strong communication and collaboration skills to work across engineering, QA, and business teams.