Role Description
The
Business Analyst (Financial Sector)
acts as the key link between business stakeholders, technology teams, and management to deliver high-impact financial solutions and process improvements. This role involves analyzing business needs, gathering requirements, and designing data-driven strategies to optimize financial operations, risk management, and client service delivery. The ideal candidate is detail-oriented, analytical, and possesses strong financial acumen combined with excellent communication skills.
Key Responsibilities
* Work with business leaders and cross-functional teams to gather, document, and validate business requirements.
* Analyze financial processes, systems, and data flows to identify inefficiencies and propose improvements.
* Translate business needs into functional and technical specifications for implementation by IT or development teams.
* Support strategic projects across areas such as corporate finance, risk, asset management, and regulatory compliance.
* Conduct detailed financial and operational analyses to support management decisions and investment strategies.
* Prepare business cases, process documentation, and reports to support new system implementations or upgrades.
* Participate in the testing, validation, and deployment of financial systems and digital tools.
* Collaborate with data and technology teams to enhance automation, reporting, and analytical capabilities.
* Monitor key financial metrics and KPIs, providing insights on performance, trends, and risk exposure.
* Support compliance and audit functions by ensuring data accuracy and process integrity.
* Facilitate workshops, presentations, and stakeholder meetings to align on requirements and project goals.
* Identify opportunities for digital transformation and process automation to improve efficiency and accuracy.
* Contribute to continuous improvement initiatives by implementing best practices and innovative solutions.
* Provide user training, documentation, and post-implementation support to ensure successful adoption.
Qualifications
* Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related field.
* 2–5 years of experience as a Business Analyst or Consultant within the financial sector.
* Strong understanding of financial products, banking operations, accounting principles, and regulatory frameworks.
* Excellent analytical and quantitative skills with the ability to interpret complex financial data.
* Proficiency in Microsoft Excel, Power BI, SQL, or other data analysis and visualization tools.
* Experience with ERP or financial systems (e.g., SAP, Oracle, Bloomberg, Refinitiv) preferred.
* Familiarity with Agile or Waterfall project management methodologies.
* Strong documentation, presentation, and communication skills, both written and verbal.
* Ability to work independently and collaboratively in cross-functional teams.
* High attention to detail, accuracy, and problem-solving ability under tight deadlines.
* Professional certifications (e.g., CBAP, CFA, or PMP) are a plus.