Closed listing
Business Analyst Finance Operations SME – Wealth Management (35773)
- Ottawa, ON, Canada
Contract
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Contract
- Closing date
- Experience
- 8+ years of Business Analysis experience supporting large-scale financial services transformation initiatives.
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
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
Assess finance operations processes and identify gaps while providing subject-matter expertise across Wealth Management and Finance Operations. Collaborate with business, finance, technology, and testing teams to support testing, business readiness, defect resolution, and traceability from requirements to outcomes.
Requirements
Requires 8+ years of business analysis experience in large-scale financial services transformations, with deep knowledge of banking or wealth management finance operations and Canadian banking environments. Candidates should have hands-on UAT, SIT, and enterprise testing experience, including test development, process validation, and defect resolution, and must be based in Canada and able to work onsite in Toronto.
Skills
- Business Analysis
- Finance Operations
- Wealth Management
- Financial Services Transformation
- Chart Of Accounts
- Firm Balancing
- Reconciliation
- User Acceptance Testing
- System Integration Testing
- Enterprise Testing
- Test Scenario Development
- Test Case Development
- Business Process Validation
- Defect Management
- Requirements Traceability
- Stakeholder Collaboration
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Consulting
Keywords
- Business Analysis
- Finance Operations
- Wealth Management
- Asset Management
- Financial Services
- Canadian Banking
- Investment Products
- Portfolios
- Chart Of Accounts
- Firm Balancing
- Reconciliation
- UAT
- SIT
- Enterprise Testing
- Business Readiness
- Test Scenarios
- Test Cases
- Business Process Validation
- Defect Management
- Issue Resolution
- Requirements Traceability
- Finance Transformation
- CFO Workstream
- Stakeholder Collaboration