Business Analyst
Business Analyst
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Job Description
WMIS ( Wealth Management Information System) is looking for a Techno-Functional Business analyst with responsibility to deliver Finance & Management Control projects evolutions and support related to the TAGETIK Platform. The resource will report:
Locally to the Site manager of WMIS Lisbon
Functionally to the Finance Division Head in Singapore and Tagetik Project Manager in Lisbon.
Main Tasks:
Tagetik EP WM project was launched in September 2018 in order to deploy a new application based on Tagetik technology. The application went live in Application is the companys Performance management consolidation tool and deals with:
Budget forecast and actuals data and KPI of all entities consolidated by WM HO PARIS ( 15 entities)
Performance management KPI Production consolidation and adjustments
Publication of WM EXCO Performance management dashboard related to revenues activities margins etc
This central application will be mainly used by Management & Control Paris team but also by local sites finance teams (Geneva Monaco Singapore Hong Kong Germany ..).
The application is quite complex and it relies:
Data Model that has been defined with companys Group
Monthly closing and budget exercise workflows that are defined within Tagetik EP WM.
Specific flows and their workflow that are defined to push local sites revenues and expenses indicators into Tagetik EP WM.
Central and local standard or tailor-made reports that will be produced from Tagetik EP WM.
The Techno-Functional BA mainly will work closely with:
Paris HO FINANCE and Lisbon Nearshore FINANCE teams dedicated to the Management & Control activities of Wealth Management and
Provide extensive functional support during the GO-LIVE preparation and after GO-LIVE of the application releases.
Define functional requirements using interviews document analysis workshops surveys use cases scenarios business analysis tasks and workflow analysis. Define the new requirements impact on existing business / IT architecture processes / strategic vision and principles.
Responsible for delivery & enhancement of project documentation such as Requirement Statement Sheet and Detailed Functional Requirement Document roadmap etc.
Collaborate with ITG WMIS Functions Business units and subject matter experts to establish the functional & technical vision and analyze trade-offs between usability and performance needs and provide technical solutions.
Elaborate and execute the change management plan with the users of the solutions. Perform testing to verify solution and coordinate UAT with end users.
Elaborate and provide estimation and roadmap.
Development of processes/workflows/ETL in Tagetik CCH.
Qualifications :
Technical Skills:
At least 3 years of experience in IT
Experience as business analyst (at least 3 years)
Experience on Tagetik tool implementation is mandatory.
Experience in deploying TAGETIK ideally (change management dry-run..)
Strong TAGETIK expertise hands-on in the definition and implementation of the solution with users.
Extensive hands-on experience in Tagetik ETL/Workflow development
Experience in developing and delivering system modules (Consolidation planning budgeting) in Tagetik CCH
Programming languages: SQL Java is a
Strong Financial Accounting and Management control skills: Items of Balance Sheet & Off Balance Sheet Accounting rules of Financial instruments Standard financial KPI Currencies and Forex calculation in the INSURANCE and/or FINANCE INDUSTRY ( retail CIB Wealth Management..)
Understand the business i.e. Budget Forecast and Actuals operational processes.
The methodology to use is AGILE to leverage on the proximity with users and to follow the backlog in a structured way.
Be curious and liaise with other users in charge of TAGETIK within the Group to identify the best practices share lessons learned.
Strong autonomy with users to define the best approach in agile WAY.
Understand the business i.e. Budget Forecast and Actuals operational processes.
Extremely organized with strong time-management skills
Excellent verbal and written communication skills and the ability to interact professionally
Language Skills
English
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
