Project Business Analyst

Role Overview – Finance Implementation Project Business Line Analyst

We are seeking an experienced Finance Business Analyst with strong exposure to Global Markets, Capital Markets, ALMT, or Global Banking
, ideally with Front Office / Back Office (FO/BO) or finance operations experience. Experience in finance bookkeeping or accounting systems is also relevant.

A solid understanding of the financial product lifecycle and related accounting flows is preferred but not mandatory. Most importantly, the role requires a senior, project-minded individual who can operate independently, partner effectively with senior Finance and Operations stakeholders
, and complement an existing consultant on the team.

Note: Profiles primarily focused on Finance regulatory reporting (e.g., CCAR, PPNR, stress testing) are not aligned with this role, as these represent a specialized regulatory skill set outside the core delivery focus of finance systems and process implementation.

The Business Analyst will support the functional design, specification, and deployment of Finance systems and process change initiatives at both Americas Legal Entity and IHC levels.

• Elicit, analyze, and document business requirements and processes for IT development (BRDs).
• Perform data assessments, data gap analysis, and remediation
  .
• Plan, manage, and execute UAT and migration testing through successful delivery.
• Liaise cross-functionally with Finance, Operations, IT, and other stakeholders to support design, development, testing, go-live, and operational readiness.
• Provide post-implementation aftercare
  , ensuring timely remediation of unforeseen issues.
• Proactively manage risks, issues, and escalations
  .
• Ensure on-time, high-quality delivery of assigned initiatives.
• Facilitate working groups and governance forums; prepare agendas, materials, minutes, and stakeholder communications.
• Support enhancements to the finance control environment
  , including upstream processes and controls.

• Demonstrate strong knowledge of Global Markets and Global Banking product life cycles and associated finance and banking processes.
• Navigate complex data systems and architectures
  , including upstream source systems and downstream reporting.
• Partner closely with the Finance Strategy group on new transactions, products, or business activities.
• Act as the primary point of contact for business line data and functional topics within project teams.
• Maintain and validate BRDs in line with evolving requirements.
• Coordinate with internal finance teams on schemas, mappings, and downstream reporting impacts.
• Ensure accurate representation of accounts, products, legal entities, and source systems in implementations.
• Track timelines and budgets
  , provide weekly status updates, and participate in OpCo / Steer Co meetings.
• Anticipate and resolve blocking issues with appropriate escalation.
• Identify opportunities for process improvement and automation
  , and support other finance initiatives as priorities evolve.
• Ensure adherence to change management controls, governance, and accountability frameworks
  .
• Prepare high-quality PowerPoint and Excel analyses and presentations for working groups and senior management.

• CFA-qualified or Finance / Accounting university degree
  .
• 7–10 years of experience in accounting and/or accounting systems within the financial services industry
  .
• Strong technical accounting background
  , including upstream systems, sub-ledgers, general ledger, and downstream reporting.
• Experience in business analysis and application testing
  .
• Ability to understand complex financial products, system architectures, and accounting processes
  , including:
• IAS / IFRS and US GAAP
• Month-end close
• Management and financial reporting
• Entity consolidations and multi-currency accounting
• Hands-on experience with accounting and reporting for complex products such as:
• Treasury, Loan Syndication, Trade & Supply Chain Finance
• Strong analytical, problem-solving, and independent working capability
  .
• Ability to challenge constructively and apply professional skepticism
  .
• Excellent written and verbal communication skills, with the ability to explain complex topics to varied audiences.
• Experience working effectively in geographically dispersed, cross-functional teams
  .
• Proficiency in Microsoft Office
  ; SQL preferred.

• CFA and/or strong exposure to financial products.
• Knowledge of IFRS and/or US GAAP
  .
• Experience partnering with IT on finance systems or product implementations
  .
• Background in Accounting & Reporting Business Analysis and Application Testing (sub-ledger, GL, reporting tools).
• Fluency in French, Spanish, and/or Portuguese
  .
• Exposure to emerging tools and technologies such as Robotics, Alteryx, BI, AI
  , or similar analytics solutions.