Business Analyst Finance Operations SME – Wealth Management (35773)
- Ottawa, ON, Canada
Contract
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Job details
- Job type
- Contract
- Apply by
- Experience
- 8+ years of Business Analysis experience supporting large-scale financial services transformation initiatives.
- Posting language
- English
- Posted
Original job description
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, chart of accounts, firm balancing, and reconciliation. Collaborate with business, finance, technology, and testing teams to develop and execute tests, support readiness and defect resolution, and trace requirements through testing outcomes.
Requirements
Requires 8+ years of business analysis experience on large-scale financial services transformations, with deep knowledge of Finance Operations and Wealth or Asset Management in Canadian banking. Candidates must 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 Transformation
- Canadian Banking
- Investment Products
- Portfolios
- Chart Of Accounts
- Firm Balancing
- Reconciliation
- User Acceptance Testing
- System Integration Testing
- Enterprise Testing
- Business Readiness
- Test Scenarios
- Test Cases
- Business Process Validation
- Defect Management
- Issue Resolution
- Requirements Traceability
- Stakeholder Collaboration
- CFO
- Finance Workstream