At a glanceSummarised by Seekless from the posting.
Must have5
Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related discipline
7+ years experience working as a Business Analyst on transformation, ERP, or business intelligence initiatives
Strong analytical and problem-solving skills
Excellent stakeholder management, communication, and documentation skills
Experience supporting system implementations, upgrades, or transformation programmes
Nice to have11
Experience with Microsoft Dynamics 365 (D365)
Experience supporting Anaplan implementations or enhancements
Experience with Business Intelligence and visualization tools such as Qlik, Power BI, Tableau, or similar
Advanced Microsoft Excel skills, including Power Query, data analysis, and financial model interpretation
Experience supporting financial modeling and data migration activities during system transformation programmes
Experience with Power Apps and Power Automate
Knowledge of test automation tools and methodologies
Experience working with SQL or enterprise database technologies
Exposure to CRM 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
Skills
Microsoft Dynamics 365
Anaplan
Qlik
Power BI
Tableau
Microsoft Excel
Power Query
Power Apps
Power Automate
SQL
Senior Business Analyst (Finance Transformation)
Location
Gurugram / Pune - India (Hybrid)
Department
Finance
Role Summary
We are seeking two highly motivated Senior Business Analysts to join the Finance Operations team, supporting a portfolio of strategic Finance transformation initiatives. These roles will play a key part in delivering process improvements, system implementations, and operating model changes that enhance efficiency, controls, reporting, and decision-making across the business.
The successful candidates will work closely with Finance, Technology, Operations, and external delivery partners to analyse business processes, define requirements, support system implementations, and drive continuous improvement initiatives.
Key Responsibilities
Business Process Analysis & Requirements Gathering
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Analyse current-state business processes and identify opportunities for improvement, standardisation, and automation.
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Support the development and implementation of Target Operating Models (TOMs), processes, and workflows across Group functions.
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Engage with stakeholders to understand business needs and translate them into clear functional and non-functional requirements.
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Facilitate workshops, process mapping sessions, and requirements-gathering activities.
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Develop business process documentation, user stories, use cases, and functional specifications.
Transformation & System Implementation Support
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Support the delivery of strategic transformation programmes, including finance and enterprise system implementations.
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Work with project teams, solution architects, and vendors to ensure requirements are understood and delivered effectively.
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Assist with system configuration reviews, testing activities, and deployment planning.
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Develop and maintain training materials, user guides, and process documentation.
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Support change management and business adoption activities.
Testing & Quality Assurance
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Assist in the creation of test strategies, test scripts, and test packs.
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Coordinate and support User Acceptance Testing (UAT) and System Integration Testing (SIT).
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Work with QA teams and business users to validate solutions and ensure requirements are met.
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Support defect management and resolution activities.
Business As Usual Support & Continuous Improvement
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Support users with troubleshooting, process issues, and system enhancements.
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Investigate root causes of operational and system-related challenges and recommend solutions.
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Identify opportunities to improve reporting, controls, automation, and user experience.
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Work closely with Finance and operational teams to ensure systems continue to meet evolving business requirements.
Skills & Experience
Essential
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Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related discipline.
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7+ years experience working as a Business Analyst on transformation, ERP, or business intelligence initiatives.
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Strong analytical and problem-solving skills, with the ability to convert complex business requirements into practical solutions.
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Excellent stakeholder management, communication, and documentation skills/
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Experience supporting system implementations, upgrades, or transformation programmes.
Application & Platform Experience
Candidates should possess experience with one or more of the following enterprise platforms:
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Microsoft Dynamics 365 (D365) – at least one successful candidate should have demonstrable D365 experience.
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Anaplan – at least one successful candidate should have experience supporting Anaplan implementations or enhancements.
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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.
Desirable
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Experience with Power Apps and Power Automate.
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Knowledge of test automation tools and methodologies.
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Experience working with SQL or enterprise database technologies.
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Exposure to CRM platforms and customer data management solutions.
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Understanding of finance and accounting processes, including financial reporting, planning, budgeting, or management accounting.
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Experience within financial services, fintech, or another highly regulated environment.
Personal Attributes
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Naturally curious with a strong continuous improvement mindset.
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Able to build effective relationships across business and technology teams.
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Comfortable working in a fast-paced transformation environment with multiple concurrent initiatives.
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Highly organised with strong attention to detail.
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Proactive, adaptable, and outcome-focused.
About the company
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
*We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.*