Robert Half
Finance Transformation Business Analyst
London
Posted about 13 hours ago
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Role
The Business Analyst 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.
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Profile
The Business Analyst 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.
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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
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Skills
Finance Transformation
Business Analysis
Expense Allocation
Accounts Payable Optimisation
Process Mapping
Requirements Gathering
ERP Implementation
Power BI
User Acceptance Testing
Data Migration
Stakeholder Management
NetSuite
BRD Documentation
Agile Delivery
Financial Reporting
Change Management
Location