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FNZ

Global wealth management platform for institutions

Finance Systems Business Analyst - Finance Transformation

Business AnalysisConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree in Business, Finance, Accounting, Information Systems, or a related discipline.
  • At least 7 years of experience working as a Business Analyst on transformation, enterprise resource planning, or business intelligence initiatives.
  • Strong analytical and problem-solving skills, including the ability to convert complex business requirements into practical solutions.
  • Strong stakeholder management, communication, and documentation skills.
  • Experience supporting system implementations, upgrades, or transformation programmes.
  • Experience with at least one enterprise platform, such as Microsoft Dynamics 365, Anaplan, or business intelligence and visualisation tools such as Qlik, Power BI, Tableau, or similar platforms.
  • Advanced Microsoft Excel skills, including Power Query, data analysis, and financial model interpretation.
  • Experience supporting financial modelling and data migration activities during system transformation programmes.

Responsibilities

  • Analyse current-state business processes and identify opportunities for improvement, standardisation, and automation.
  • Support the development and implementation of Target Operating Models, processes, and workflows across Group functions.
  • Engage with stakeholders to understand business needs and translate them into clear functional and non-functional requirements.
  • Facilitate workshops, process mapping sessions, and requirements-gathering activities.
  • Develop business process documentation, user stories, use cases, and functional specifications.
  • Support the delivery of strategic transformation programmes, including finance and enterprise system implementations.
  • Work with project teams, solution architects, and vendors to ensure requirements are understood and delivered effectively.
  • Assist with system configuration reviews, testing activities, and deployment planning.
  • Develop and maintain training materials, user guides, and process documentation.
  • Support change management and business adoption activities.
  • Assist in the creation of test strategies, test scripts, and test packs.
  • Coordinate and support User Acceptance Testing and System Integration Testing.
  • Work with quality assurance teams and business users to validate solutions and ensure requirements are met.
  • Support defect management and resolution activities.
  • Support users with troubleshooting, process issues, and system enhancements.
  • Investigate root causes of operational and system-related challenges and recommend solutions.
  • Identify opportunities to improve reporting, controls, automation, and user experience.
  • Work closely with Finance and operational teams to ensure systems continue to meet evolving business requirements.

Desired Qualifications

  • Experience with Power Apps and Power Automate.
  • Knowledge of test automation tools and methodologies.
  • Experience working with SQL or enterprise database technologies.
  • Exposure to customer relationship management platforms and customer data management solutions.
  • Understanding of finance and accounting processes, including financial reporting, planning, budgeting, or management accounting.
  • Experience within financial services, fintech, or another highly regulated environment.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size
5,001-10,000
Company stage
Growth Equity (Venture Capital)
Total funding
$3B
Headquarters
London, United Kingdom
Founded
2003

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