Senior Business Analyst Finance Transformation
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will analyse business processes, identify automation opportunities, gather and document requirements, and facilitate workshops. You will support finance-system implementations, testing, deployment planning, change adoption, troubleshooting, root-cause analysis, reporting improvements, and ongoing system enhancements.
Requirements
- Business analysis experience on transformation, ERP, or business intelligence initiatives
- System implementation, upgrade, or transformation programme experience
- Stakeholder management
- Requirements documentation
- Microsoft Dynamics 365 experience
- Anaplan implementation or enhancement experience
- Business intelligence and visualisation tools
- Qlik, Power BI, Tableau, or similar tools
- Advanced Excel skills
- Power Query
- Data analysis
- Financial model interpretation
- Financial modelling
- Data migration
- Power Apps
- Power Automate
- Test automation
- SQL
- Enterprise database technology
- CRM platform knowledge
- Finance and accounting process knowledge
- Financial reporting
- Planning
- Budgeting
- Management accounting
Responsibilities
- Analyse business processes and identify improvement, standardisation, and automation opportunities
- Support target operating models, processes, and workflows
- Gather stakeholder needs and translate them into functional and non-functional requirements
- Facilitate workshops, process mapping, and requirements-gathering sessions
- Develop process documentation, user stories, use cases, and functional specifications
- Support finance and enterprise system implementations
- Support system configuration reviews, testing, and deployment planning
- Develop training materials, user guides, and process documentation
- Support change management and business adoption
- Create test strategies, scripts, and packs
- Coordinate user acceptance testing and system integration testing
- Validate solutions, manage defects, and support resolution
- Troubleshoot process and system issues
- Investigate root causes and recommend solutions
- Improve reporting, controls, automation, and user experience