As part of a major transformation programme, our client is redesigning its operating model and technology landscape to drive consistent performance across global markets.
A key pillar of this initiative is a finance transformation programme delivered in partnership with a Big 4 consulting firm, focused on implementing a performance planning and finance data platform (including Anaplan) alongside a broader data lake architecture.
This programme will redefine how finance data is structured, integrated, and leveraged for decision-making across the organisation.
Position Objectives
The Business Analyst – Finance Data & Performance Planning will play a critical role in supporting the end-to-end implementation of a finance planning system, working closely with both internal stakeholders and the Big 4 implementation partner.
This role sits at the intersection of finance, data, and technology, driving improvements in how financial data is captured, modelled, and utilised within planning and reporting processes.
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Key Responsibilities
Requirements Gathering & Scoping
* Work with Finance, FP&A, and business stakeholders to define requirements for finance data and planning processes
* Translate business needs into functional specifications for system implementation (e.g. Anaplan)
* Support the Big 4 partner in shaping solution scope and delivery approach
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Finance Planning System Implementation (Anaplan)
* Support the design, build, and optimisation of Anaplan models for:
* Financial planning
* Forecasting
* Performance management
* Collaborate with implementation teams to ensure models align with business objectives and data structures
* Contribute to model design, calculations, workflows, and integrations
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Finance Data & Data Lake Integration
* Analyse and document finance data sources and flows across legacy systems
* Support the design of data integration between source systems, data lake, and planning tools
* Define data mapping and transformation logic to ensure consistency and usability
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Legacy System & Process Transformation
* Assess current finance and data processes, identifying:
* Inefficiencies
* Redundancies
* Opportunities for automation
* Support migration from legacy systems to modern planning and data platforms
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Solution Design & Documentation
* Produce clear documentation including:
* Business Requirement Documents (BRDs)
* Process flows
* Data models
* Functional specifications
* Ensure alignment between business requirements and system design
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Data Quality, Governance & Controls
* Establish and maintain data quality standards and governance frameworks
* Ensure financial data is accurate, consistent, and audit-ready
* Work with stakeholders to define data ownership and control processes
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Testing & Implementation Support
* Define and execute test cases for system implementation
* Support UAT and validation of finance planning models and data flows
* Ensure solutions meet business requirements and are production-ready
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Stakeholder Management
* Act as a key liaison between business users, internal IT teams, and Big 4 consultants
* Provide insights and updates to support decision-making
* Deliver training and support to end-users on planning tools (e.g. Anaplan)
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Candidate Profile
* 2-6 years of experience in Business Analysis within:
* Finance transformation
* Data transformation
* System implementation programmes
* Hands-on experience with finance planning / performance management systems, such as:
* Anaplan (preferred)
* Or similar tools (e.g. Hyperion, SAP BPC, Oracle EPM, etc.)
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Highly Preferred Background
* Experience working on Big 4-led implementation programmes
(either as a consultant or client-side counterpart)
* Background in finance data, FP&A, or performance planning processes
* Experience in:
* Data modelling / data mapping
* Finance data architecture or reporting systems
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Additional Advantages
* Experience within insurance or financial services
* Exposure to data lake / modern data platforms
* Experience working in regional or global transformation programmes
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Core Skills
* Strong analytical and problem-solving capabilities
* Ability to translate business requirements into system solutions
* Excellent communication and stakeholder management skills
* Experience producing high-quality documentation (BRDs, functional specs)
