Financial Business Analyst

Finance Business Analyst – Finance Transformation

London (Hybrid – 3 days per week in the office)

Permanent

We’re working with a leading Insurance organisation to recruit a Finance Business Analyst into a high‐visibility, role within their Finance function.

This is a key hire: the first permanent Business Analyst in Finance, brought in to address a growing change backlog and shape how Finance Change operates going forward.

The Opportunity

You’ll join a small but impactful Finance team, working closely with Finance Operations, Product Managers, Engineering, and senior stakeholders to drive meaningful transformation across finance systems and processes.

The immediate focus is on a PEGA-based Finance Operations platform, but the scope is broader and evolving — covering finance systems, regulatory change, automation, and emerging AI-enabled capabilities.

This is not a purely delivery-focused BA role. You’ll be expected to:

• Shape requirements, not just document them
• Challenge and refine business needs
• Work closely with Solution Architects and delivery teams
• Help Finance stakeholders understand options, trade-offs, and benefits

What You’ll Be Doing

• Acting (initially) as the stand‐alone Business Analyst within Finance until the team grow
• Eliciting and shaping requirements from Finance users (AP, AR, Treasury, Operational Finance)
• Translating priorities into clear, high-quality user stories for sprint delivery
• Supporting Agile delivery (Scrum / sprint-based ways of working)
• Improving workflows and reducing manual, Excel-heavy processes
• Supporting system upgrades with a focus on value, not “like-for-like” change

Contributing to initiatives such as:

• Reducing the financial close cycle
• Digitisation and automation of finance processes
• New regulatory requirements
• Finance platform evolution and AI adoption

The Environment

• Agile delivery model already in place
• High exposure, high trust, and real influence from day one

What We’re Looking For

Essential

• Proven experience as a Business Analyst
• Solid background in Finance change / Finance transformation
• Strong communication and presence — able to:
• Operate independently
• Engage confidently from “coalface” users to senior leadership
• Experience working in Agile / sprint-based environments
• MUST have worked within Financial Services

Strongly Preferred

• Insurance experience is ideal

Nice to Have

• PEGA experience
• Exposure to finance platforms (e.g. payments, treasury, consolidation, reporting tools)
• Formal finance qualifications