Business Readiness Analyst
Business Readiness Analyst
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Job Description
Fantastic opportunity to join FNZs dynamic team. As a Business Readiness Analyst you will play a critical role in supporting the successful implementation of new platforms services and client onboarding across the North American business. Youll work closely with cross-functional teams including Operations Service Delivery Production Support Risk & Compliance and Finance. This role blends strong analytical and operational skills with an ability to design and deliver clear effective presentations for leadership stakeholders. You will assist leads in compiling organizing and presenting data related to project milestones readiness tracking and operational handoffs.
Key Responsibilities
Business Readiness & Implementation Support
Lead and support business readiness efforts for new platform launches client onboarding and service migrations across North America.
Leverage deep knowledge of the North American financial services industry including operations project delivery regulatory compliance and risk management to assess the business impact of new solutions and ensure readiness across all support functions.
Participate in client and internal workshops to analyze requirements and identify potential gaps in operational capabilities or regulatory obligations.
Collaborate with Project Managers Business Analysts and SMEs to shape scalable target operating models define end-to-end processes and ensure alignment with risk and compliance standards.
Be a key player in the documentation of business processes development of procedural guides and creation of knowledge transfer materials to ensure successful service handover to operational teams.
Work closely with the Migration team to define cutover plans manage in-flight transaction handling and coordinate day-one readiness activities including user access provisioning and third-party connectivity.
Proactively engage with Operations Service Delivery and Risk & Compliance teams to ensure control frameworks and readiness measures are implemented prior to go-live.
Participate in post-production warranty support including issue triage root cause identification and resolution tracking to ensure a smooth transition into steady-state operations.
Presentation & Reporting
Assist business leads in compiling data for internal and executive-level presentations related to delivery milestones risk tracking and operational readiness.
Create professional-quality presentation decks using PowerPoint and other tools to communicate project status and business impact clearly and effectively.
Maintain and contribute to regular business readiness reporting provided to the COO and senior leadership.
Stakeholder Engagement & Risk Support
Attend and when needed host business readiness and project calls to ensure alignment across teams.
Help log track and escalate project risks and dependencies in collaboration with business SMEs and project managers.
Required Qualifications
3 years of experience in the financial services or fintech industry
Solid understanding of Canadian Wealth Services operations is highly desirable
Strong proficiency with Microsoft Office Suite especially:
PowerPoint (for presentation design and executive reporting)
Excel (for data manipulation and reporting)
Visio (for process mapping)
Experience with JIRA and Confluence in project environments
Strong analytical and problem-solving mindset
Excellent written and verbal communication skills
Ability to manage competing priorities and work under pressure
Proactive detail-oriented and comfortable working both independently and collaboratively
Nice to Have
Familiarity with change management or business transformation frameworks
Experience supporting system migrations or platform launches in regulated environments
What FNZ offers:
A competitive base salary bonus and paid time off.
FNZ will match pension plan contributions at 150%up to 4% total Employee Contribution.
Employer-paid medical dental and vision insurance and more.
We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make every day. Where youll transform the way over 20 million people invest making wealth management more accessible sustainable and transparent to more people.
Learning & development Placing emphasis on a willingness to learn to think differently to be creative and to help drive innovation.
Be part of a highly successful rapidly growing Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the worlds largest companies;
#LI-BE1
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 wealths 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 over 650 financial institutions and 12000 wealth managers with US$1.7 trillion in assets under administration (AUA).
Together with our customers we help over 26 million people from all wealth segments to invest in their future.
Required Experience:
IC
Employment Type
Full-Time
