Description
Finance Business Analyst, Asset Management, Investment Management, General Ledger, Qualified Accountant, Private Equity, Netsuite, Workiva, RFP.
Our client is a mid-sized Asset Management company and currently has a requirement for a Finance Business Analyst to work on a number of Finance related projects. The role will sit within their IT-enabled Business Change team who are responsible for the delivery of IT Projects that support the business and operational teams. There is a strong demand for transforming the Finance departments technology platform to support growth by: increasing automation, creating systematised integrations; restructuring chart of accounts. This demand has led to a
Initial projects will include:
- The automation of our annual report production process (using a technology solution called Workiva)
- The scoping of a ledger replacement project (we currently use Netsuite). This will lead to a process to select and then implement a replacement system
Primary Responsibilities:
- Running workshops with the finance team to understand and document requirements
- run an RFP (request for proposal) process to identify and select a potential system
- Manage third party supplier to ensure system delivery
- Produce, then track progress against, project plan
- identify, track and manage risks, issues and dependencies
- Lead and track testing progress (integration testing, UAT and performance testing)
- Become a technical and business expert on the new system
Experience Required:
- Demonstrate a solid understanding of accounting principles and processes
- An understanding of how other teams within the organisation interact with and supply data to the finance function
- Experience delivering transformation projects within finance functions
- Understanding of project life cycle (from requirements gathering to implementation)
- Previous experience in running and managing an RFP (request for proposal) process from requirements definition to vendor selection
- Understanding user requirements and experience documenting both use cases and business processes
- Vendor management experience
- Asset Management, Private Equity or financial services experience is beneficial
- Any experience of Workiva or Netsuite is desirable
- Accountancy qualified desirable