09/17/2026 updated
100 % available
Business Functional Analyst | Financial Services & IT Projects
Bydgoszcz, Poland
Only remote
CMI Level 3 Certificate in First Line Management, United KingdomAbout me
Business and operations analyst with experience in financial services, sales processes and international IT implementations. I translate operational needs into clear requirements and align business, IT and management stakeholders. Fluent English; available for remote projects across Europe.
Data AnalysisBusiness IntelligenceBusiness AnalysisBusiness Process MappingFinancial Services SpecialistOffice AutomationOffice ProceduresRequirements EngineeringStakeholder ManagementVba Programming Language
Business Analysis
Requirements elicitation, stakeholder interviews, gap and impact analysis, as well as translation of operational needs into structured process and functional requirements.
Process Design and Workflow Optimisation
End-to-end process review, workflow optimisation, control points and documentation, including internal audits and identification of process and service improvements.
Financial Services and Customer Advisory
Customer advisory in financial and insurance products, needs-based sales, regulated documentation and customer-facing service journeys in financial services environments.
Business and IT Alignment
Translation of operational needs into system requirements, support of multi-country IT rollouts, user training and post-implementation adoption support.
Operational Controlling and Management Reporting
Operational controlling, internal audits, performance data analysis and preparation of decision-ready management reports and executive summaries.
Stakeholder and Cross-functional Coordination
Cross-functional coordination across management, clients, suppliers and delivery teams, including decision and issue follow-up across workstreams.
Project and Commercial Management
Management of international B2B projects involving commercial analysis, project budgets, contract review, cost impact assessment and coordination of delivery documentation.
CRM-based Sales and Pipeline Management
CRM-based sales work, pipeline review, sales performance management and quality of customer service within team structures.
Microsoft Office and Google Workspace
Proficient use of Microsoft Excel and Office as well as Google Workspace for reporting, documentation and remote collaboration.
Requirements elicitation, stakeholder interviews, gap and impact analysis, as well as translation of operational needs into structured process and functional requirements.
Process Design and Workflow Optimisation
End-to-end process review, workflow optimisation, control points and documentation, including internal audits and identification of process and service improvements.
Financial Services and Customer Advisory
Customer advisory in financial and insurance products, needs-based sales, regulated documentation and customer-facing service journeys in financial services environments.
Business and IT Alignment
Translation of operational needs into system requirements, support of multi-country IT rollouts, user training and post-implementation adoption support.
Operational Controlling and Management Reporting
Operational controlling, internal audits, performance data analysis and preparation of decision-ready management reports and executive summaries.
Stakeholder and Cross-functional Coordination
Cross-functional coordination across management, clients, suppliers and delivery teams, including decision and issue follow-up across workstreams.
Project and Commercial Management
Management of international B2B projects involving commercial analysis, project budgets, contract review, cost impact assessment and coordination of delivery documentation.
CRM-based Sales and Pipeline Management
CRM-based sales work, pipeline review, sales performance management and quality of customer service within team structures.
Microsoft Office and Google Workspace
Proficient use of Microsoft Excel and Office as well as Google Workspace for reporting, documentation and remote collaboration.
Experience
Professional experience5 - 10 years
Freelancer since2024
Languages
GermanBasic knowledgeEnglishFluentPolishNative speakerSpanishBasic knowledge
Project history
Management of internal B2B and project-delivery assignments across Europe and Latin America.
- Collected and structured commercial, operational and delivery requirements
- analysed contracts, quotations, project budgets and supporting documentation
- coordinated communication between management, clients, suppliers and operational teams
- maintained decision, issue, change-scope and cost-impact follow-up across summaries
- perated wth PAIH and bilateral chambers of commerce on international business initiatives
- supported multi-site hotel refurbishment projects in the Netherlands, Germany and Croatia, including schedules, technical documentation, deliveries and stakeholder communication.
thods and tools: requirements analysis, stakeholder management, project coordination, budget analysis, reporting, MS Excel, MS Office and Google Workspace
Customer advisory, sales-process management and team leadership in financial and insurance services.
• Analysed customer situations, financial needs and risk requirements.
• Translated identified needs into suitable financial and insurance product recommendations.
• Managed the customer process from initial consultation through documentation and follow-up.
• Supported sales-pipeline management, performance review and service-quality control.
• Coordinated team activities and supported consultants in achieving sales targets.
• Achieved the top Vienna Life sales result in 2021.
Areas: financial services, insurance, customer-needs analysis, advisory processes, sales processes, regulated documentation, CRM and performance reporting.
Regional operations management and business-IT implementation support for major logistics and retail environments, including DHL and Argos.
• Acted as the operational interface between business users, management and IT.
• Collected operational needs and converted them into clear system and implementation requirements.
• Supported the rollout of new business processes, IT systems and workforce time-management devices across the United Kingdom, Ireland and Canada.
• Planned and delivered user training and implementation support.
• Gathered user feedback, resolved operational issues and supported adoption after rollout.
• Reviewed end-to-end workflows and conducted internal operational audits.
• Identified process, control and service improvements.
• Delivered operational controlling and management reporting based on performance data.
• Managed the Milton Keynes branch within a regional structure, with a Branch Manager reporting directly to the role.
Areas: requirements capture, business-IT alignment, system rollout, process optimisation, user training, internal audit, operational controlling and stakeholder management.
Certificates
CMI Level 3 Certificate in First Line Management
Chartered Management Institute2014