Business Analyst - Finance Transformation

Robert Half Technology are assisting a market leading financial services organisation to recruit a Business Analyst - Finance Transformation on a contract basis. 12-month contract. Hybrid working - London based.

Role

• The Business Analyst - Finance Transformation will support the end-to-end delivery of a Finance Transformation programme, with a particular focus on expense allocation, Finance systems and Accounts Payable optimisation.
• Lead workshops with Corporate Finance, Fund Finance, Accounts Payable, Technology and Data teams to understand business needs and translate them into clear functional, data and integration requirements.
• Analyse and document AS-IS and TO-BE processes across expense allocation, AP workflows, payment processing, reconciliation and management reporting.
• Define expense allocation logic and rules across funds, deals, SPVs, portfolios and corporate cost centres, supporting both automated allocations and manual adjustments.
• Work with Technology teams to define system integrations, data flows and reconciliation processes between the ERP, banking platforms and reporting solutions.
• Support the enhancement and implementation of Finance systems, including ERP, expense allocation and reporting platforms.
• Define KPIs covering allocation accuracy, AP performance, spend visibility and process efficiency, supporting the delivery of Power BI or equivalent dashboards.
• Ensure reporting provides appropriate drill-down capability across funds, deals, suppliers and cost centres, with a strong focus on data quality and accuracy.
• Support the optimisation and standardisation of Accounts Payable processes, including invoice intake, coding, approval workflows, payment processing, exception management and reconciliation.
• Identify process inefficiencies, control gaps and opportunities to reduce manual processing and improve accuracy, automation and compliance.
• Produce high-quality business analysis documentation, including BRDs, user stories, process maps, requirements specifications and acceptance criteria.
• Develop test plans and scripts, coordinate UAT, manage defects and support data migration and validation activities.
• Support cutover, go-live and hypercare, ensuring Finance processes and systems are fully embedded.
• Act as the key link between Finance, AP, Technology, Data and external vendors, supporting stakeholder engagement, training and change management.

Profile

• The Business Analyst - Finance Transformation will have proven experience delivering Finance or Technology Transformation programmes, ideally within financial services, asset management, private credit, private equity or a similar regulated environment.
• Strong experience in Finance Business Analysis, including requirements gathering, process analysis, process mapping and translating business requirements into technology solutions.
• Experience defining cost and expense allocation logic across funds, deals, SPVs, portfolios or corporate cost centres.
• Proven experience with Finance systems, ERP transformation or financial reporting solutions.
• Strong experience designing and delivering BI/reporting dashboards, ideally using Power BI, with drill-down capability across financial and operational data.
• Experience delivering UAT, test planning, defect management and data migration validation.
• Strong stakeholder management skills, with the ability to work effectively across Finance, AP, Technology, Data and third-party vendors.
• Excellent analytical and problem-solving skills, with the ability to understand complex financial processes and translate them into practical solutions.
• Experience with Accounts Payable processes, including invoice intake, coding, approvals, payment processing, reconciliation and financial controls, is advantageous.
• NetSuite experience is preferred, although experience with a comparable ERP will be considered.
• Experience integrating ERP platforms with banking/payment platforms, such as HSBC, would be advantageous.
• Exposure to fund structures, SPVs and multi-entity cost allocation within alternative asset management would be beneficial.
• Experience supporting change management, training and Agile delivery would be advantageous.
• Excellent communication and documentation skills, with the ability to engage confidently with both senior Finance stakeholders and technical teams.

Company

• Market leading financial services organisation with offices in London
• Hybrid working
• London based
• Opportunity to play a key role in a significant Finance Transformation programme

Salary & Benefits

The salary range/rates of pay is dependent upon your experience, qualifications or training.

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