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MC
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Myticas Consulting

Business Analyst Finance Operations SME – Wealth Management (35773)

Ottawa, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Dec 14, 2026
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: Nov 14, 2026

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

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.

Required Qualifications

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.

Previous Experience Supporting Wealth Management Transformation Programs Is Preferred.

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More about this job

Responsibilities

Assess Wealth Management finance operations processes, identify gaps, and provide subject-matter expertise across financial operations, chart of accounts, firm balancing, and reconciliation. Collaborate with business, finance, technology, and testing teams to support readiness and testing, develop and validate test scenarios and cases, manage defects, and trace requirements to testing outcomes.

Requirements

Requires 8+ years of business analysis experience on large-scale financial services transformations, with deep knowledge of banking or Wealth Management finance operations and Canadian banking environments. Candidates should understand investment products and wealth operations, bridge business and technology stakeholders, and have hands-on experience with UAT, SIT, enterprise testing, test development, and defect resolution; Toronto onsite availability and Canadian residence are required.

Skills

Business Analysis
Finance Operations
Wealth Management
Financial Services Transformation
Chart Of Accounts
Firm Balancing
Reconciliation
UAT
SIT
Enterprise Testing
Test Scenario Development
Test Case Development
Business Process Validation
Defect Management
Issue Resolution
Stakeholder Collaboration

Visa sponsorship

Not detected in the job text

Keywords

Business Analysis
Finance Operations
Wealth Management
Asset Management
Financial Services Transformation
CFO/Finance Workstream
Banking
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
Stakeholder Collaboration

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