Banking Advisor (On-Site)

National Bank; Salaberry-de-Valleyfield; On-site; CAD 39,000 - 47,000; Full time

Job summary

National Bank in Canada is seeking a motivated Finance Business Analyst to join our IT team. You will support the implementation and optimization of financial systems, with a focus on Microsoft Dynamics GP and future Workday Finance integrations.

You will engage with cross-functional teams to streamline processes, document requirements, and drive data-driven decisions across finance operations. This permanent, full-time role offers growth opportunities within a dynamic banking environment.

Qualifications

• Bachelor's degree or equivalent in finance, accounting, business, IT, or related field.
• Experience in accounting, finance, business analysis, or financial systems support.
• Strong analytical and problem-solving abilities.
• Excellent communication and stakeholder engagement skills.
• Proficiency with Microsoft Excel and data analysis.

Responsibilities

• Gather and analyze requirements with finance and IT teams for Dynamics GP and Workday Finance implementations.
• Support project planning, track deliverables, and coordinate activities across stakeholders.
• Evaluate current financial systems and configure Dynamics GP; assist Workday Finance integration.
• Document SOPs and best practices for both systems and support data migration.
• Develop test cases and assist UAT for current and future systems.
• Create training materials and provide user support for Dynamics GP and Workday Finance.
• Assist in reporting and dashboard development to enable data-driven decisions.

Skills

Analytical thinking

Problem solving

Communication skills

Team collaboration

Excel proficiency

Education

Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, or related field

Tools

Microsoft Dynamics GP

Workday Finance

Job description

Urban planning • salaberry de valleyfield qc

Last updated: 4 days ago Full-time

We are seeking a motivated and detail-oriented Finance Business Analyst to join our IT team. In this role, you will play a key part in supporting the implementation and optimization of financial systems, with a primary focus on Microsoft Dynamics GP, our current financial system. Looking ahead, you will also be involved in the future implementation of Workday Finance and its associated integrations. This position offers the opportunity to work on dynamic projects, collaborate with cross-functional teams, and contribute to the continuous improvement of financial processes.

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We are seeking a motivated and detail-oriented Finance Business Analyst to join our IT team. In this role, you will play a key part in supporting the implementation and optimization of financial systems, with a primary focus on Microsoft Dynamics GP, our current financial system. Looking ahead, you will also be involved in the future implementation of Workday Finance and its associated integrations. This position offers the opportunity to work on dynamic projects, collaborate with cross-functional teams, and contribute to the continuous improvement of financial processes.

Responsibilities

Requirement Gathering and Analysis

• Work closely with finance and IT teams to understand business processes, identify areas for improvement, and gather detailed requirements. Translate business needs into functional specifications to support system implementations and enhancements for Dynamics GP and future Workday Finance projects.

Project Coordination

• Contribute to project planning, including defining timelines, tracking deliverables, and ensuring alignment with organizational objectives. Support project stakeholders by facilitating meetings, documenting decisions, and monitoring project progress.

Systems Evaluation

• Evaluate current financial systems and processes within Dynamics GP to identify gaps and recommend improvements. Support the implementation and configuration of Dynamics GP modules and assist in the transition to Workday Finance, including integration with other systems.

Process Improvement

• Analyze finance and accounting workflows to identify opportunities for optimization and automation. Assist in developing and documenting best practices, process flows, and standard operating procedures (SOPs) for both Dynamics GP and Workday Finance.

Testing and Quality Assurance

• Develop and execute test cases to ensure system functionality aligns with business requirements. Support User Acceptance Testing (UAT) by working closely with end-users to identify and resolve issues in both current and future systems.

User Training and Support

• Assist Learning and Development team in creating training materials and user guides for Dynamics GP and Workday Finance. Aid in providing training and ongoing support to finance staff to ensure effective system adoption.

Data Migration and Reporting

• Support data migration activities, ensuring the accuracy, integrity, and security of financial data during transitions from Dynamics GP to Workday Finance. Assist in developing financial reports and dashboards to support data-driven decision-making in both systems.

Documentation Management

• Maintain comprehensive documentation related to system configurations, business processes, and project deliverables. Ensure documentation is clear, organized, and kept up to date for future reference.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, or a related field, or equivalent work experience.
• Experience in roles involving accounting, finance, business analysis, or financial systems support.
• Strong analytical and problem-solving skills with a detail-oriented approach.
• Ability to work independently and collaboratively in a team environment, managing multiple priorities effectively.
• Excellent communication and interpersonal skills, with the ability to engage both technical and non-technical stakeholders.
• Proficiency in Microsoft Office Suite, particularly Excel, with the ability to analyze and present data effectively.
• Experience with Microsoft Dynamics GP or similar financial systems is an asset.
• Previous experience with Workday Finance or involvement in Workday implementation projects is a strong asset.

Why Join Us?

This role offers a unique opportunity to grow your career in finance, technology, and business analysis while contributing to meaningful projects that drive business success. You’ll gain experience with both Dynamics GP and Workday Finance, develop your skills in financial systems integration, and make an impact in a supportive, dynamic environment. If you’re eager to learn, solve problems, and contribute to continuous improvement, we encourage you to apply.

*Bilingualism is required as over 95% of the commercial clientele served is English-speaking.