1 of 1 Permanent Dynamics CRM Jobs in Lincoln

and technology delivery across our accounting and wealth management group. Working closely with Finance, Client Services, and IT functions , the Business Analyst ensures that technology initiatives — such as CRM, ERP, and client reporting system implementations — are aligned with business strategy, regulatory requirements, and operational efficiency goals. This role focuses on gathering, analysing, and translating business requirements into … Translate complex regulatory and operational needs into functional and technical specifications for developers and vendors. Partner with project managers to define scope, deliverables, and success criteria for accounting, CRM, and client service technology initiatives. Conduct stakeholder interviews and workshops to elicit and validate business requirements across multiple service lines. Support the design of solutions ensuring alignment with … , or portfolio management systems. Strong understanding of financial and regulatory reporting processes (e.g. FCA, AML, client due diligence). Exposure to system implementations such as Microsoft Dynamics, Intapp, or CCH/Business Central. Relevant certification (e.g. BCS Diploma in Business Analysis, IIBA CBAP, Agile BA) preferred. Skills & Competencies Excellent analytical and problem-solving skills, with an More ❯