Business Analyst Finance Operations SME – Wealth Management (35773)
- Ottawa, ON, Canada
Contract
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Job details
- Job type
- Contract
- Work location
- Must be based in Canada
- Experience
- 8+ years of Business Analysis experience supporting large-scale financial services transformation initiatives.
- Posting language
- English
- Posted
Original job description
Our Banking client in Toronto is seeking a Business Analyst / Finance Operations SME to provide hands-on business analysis and subject-matter expertise for a Wealth Management transformation program within the CFO/Finance workstream. This is a HYBRID contract in Tortonto.
The consultant will assess finance operations processes, identify gaps, support testing activities and provide expertise across financial operations, chart of accounts, firm balancing and reconciliation functions. This role requires close collaboration with business stakeholders, finance teams and testing workstreams.
Key Responsibilities
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The consultant will assess finance operations processes, identify gaps, support testing activities and provide expertise across financial operations, chart of accounts, firm balancing and reconciliation functions. This role requires close collaboration with business stakeholders, finance teams and testing workstreams.
Key Responsibilities
- Assess current finance operations processes and identify gaps or missing requirements.
- Provide subject-matter expertise across Wealth Management and Finance Operations.
- Support financial operations, chart of accounts, firm balancing and reconciliation activities.
- Collaborate with business, finance, technology and testing stakeholders.
- Support UAT, SIT, business readiness and enterprise testing activities.
- Develop and review test scenarios and test cases.
- Validate finance and operational business processes through testing.
- Support defect management and issue resolution.
- Trace business requirements through to testing outcomes.
- 8+ years of Business Analysis experience supporting large-scale financial services transformation initiatives.
- Deep understanding of Finance Operations functions within banking or wealth management environments.
- Strong knowledge of Wealth and Asset Management operations.
- Experience working within Canadian banking environments.
- Understanding of investment products, portfolios, wealth operations and related finance processes.
- Ability to bridge business and technology stakeholders throughout project delivery.
- Hands-on experience supporting UAT, SIT and enterprise testing programs.
- Experience developing test scenarios and test cases and validating business processes.
- Knowledge of defect management and issue-resolution processes.
- Ability to work onsite in Toronto.
- Must be based in Canada.
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More about this job
Responsibilities
The role involves assessing finance operations processes and identifying gaps within a Wealth Management transformation program. The consultant will support UAT, SIT, and enterprise testing while collaborating with business and technology stakeholders.
Requirements
Requires over 8 years of business analysis experience in large-scale financial services transformations, specifically within Canadian banking. Deep expertise in wealth operations, finance functions, and testing methodologies is essential.
Skills
- Business Analysis
- Finance Operations
- Wealth Management
- Chart Of Accounts
- Firm Balancing
- Reconciliation
- UAT
- SIT
- Defect Management
- Gap Analysis
- Asset Management
- Enterprise Testing
- Business Readiness
- Requirement Tracing
- Stakeholder Management
- Financial Services Transformation
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Consulting
- Data & Analytics
- Management & Leadership
- Technology
Keywords
- Wealth Management
- Finance Operations
- Business Analyst
- CFO Workstream
- Chart Of Accounts
- Firm Balancing
- Reconciliation
- UAT
- SIT
- Enterprise Testing
- Defect Management
- Canadian Banking
- Asset Management
- Investment Products
- Portfolios
- Transformation Program
- Gap Analysis
- Business Readiness