Business Analyst - Finance Transformation

Pontoon; Gloucester; Hybrid; GBP 59,000 - 72,000; Part time

Job summary

Pontoon is recruiting a Business Analyst/Customer Journey Manager to support a high‑profile Finance Transformation Programme. The role offers hybrid working, based in Bristol or Edinburgh, 2 days on site per week and the remainder remote, across a 6‑month contract.

You will lead discovery, map current and future processes, define requirements for planning, reporting and MI solutions, and collaborate with senior stakeholders, product and engineering teams in an agile environment.

Qualifications

• Experience delivering finance transformation or change programmes.
• Strong planning, forecasting and management reporting knowledge.
• Experience gathering and documenting complex requirements.
• Strong stakeholder engagement and communication skills.
• Experience in agile environments with product, engineering and testing teams.
• Ability to lead requirements activities independently.

Responsibilities

• Lead discovery, analysis and design activities across finance transformation initiatives.
• Facilitate workshops with stakeholders, finance teams, product owners, architects and SMEs.
• Map current and future state processes to improve efficiency, controls and user experience.
• Translate business requirements into customer journeys, features and user stories.
• Define requirements for planning, reporting and management information solutions.
• Work with engineering and data teams to shape target operating models and data processes.
• Support delivery from requirements through testing and implementation.
• Produce high-quality business documentation and process maps.
• Drive alignment across transformation workstreams.

Skills

Finance transformation

Stakeholder management

Customer journey mapping

Agile environment

Requirements gathering

Analytical skills

Education

ACA/ACCA/CIMA or equivalent

Finance-related degree

Relevant finance planning experience

Tools

Power BI

Looker

Oracle EPM/FCCS/EPBCS

IBM Planning Analytics

EPBCS / Looker / GCP Looker

Job description

Business Analyst/Customer Journey Manager - Finance Transformation

Bristol / Edinburgh - hybrid

6 months contract

Salary 65,500pa, Day Rate via Umbrella Company also available

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

My client powers businesses of all sizes to make, take and manage payments. They are a global leader in financial technology with unique capabilities to power omni-commerce. Whether online, in store or mobile, they are at the heart of great commerce experiences in 146 countries and across 135 currencies. They help our customers become more efficient, more secure and more successful.

They are seeking a Business Analyst to join the team on an initial 6 month contract with the potential to extend. You will be hybrid working being located at one of the above locations 2 days a week with the remainder of time working from home. This position is working Monday to Friday, 35 hours per week.

The Opportunity

My client is seeking an experienced Business Analyst to support a high-profile Finance Transformation Programme. You'll play a key role in improving finance planning, forecasting and management reporting capabilities through process improvement, modern planning technologies and AI-enabled solutions.

Working within a cross-functional team, you'll help define future-state processes, customer journeys, reporting requirements and data capabilities while engaging with senior stakeholders across the business.

What You'll Be Doing

• Lead discovery, analysis and design activities across finance transformation initiatives.
• Facilitate workshops with stakeholders, finance teams, product owners, architects and SMEs.
• Map current and future state processes to improve efficiency, controls and user experience.
• Translate business requirements into customer journeys, features and user stories.
• Define requirements for planning, reporting and management information solutions.
• Work with engineering and data teams to shape target operating models and data processes.
• Support delivery from requirements through testing and implementation.
• Produce high-quality business documentation and process maps.
• Drive alignment across transformation workstreams.

Essential Experience

• Experience delivering finance transformation, business transformation or change programmes.
• Strong understanding of planning, forecasting, budgeting and management reporting processes.
• Experience gathering and documenting complex business requirements.
• Strong business analysis and customer journey mapping skills.
• Experience facilitating workshops with senior stakeholders.
• Ability to lead requirements activities independently.
• Experience working in agile environments with product, engineering and testing teams.
• Strong analytical, stakeholder management and communication skills.

Preferred Knowledge & Skills

Experience with one or more of:

• Oracle EPM, FCCS, EPBCS
• IBM Planning Analytics
• Power BI
• Looker / GCP Looker
• Other Enterprise Performance Management (EPM) platforms
• Financial planning and forecasting solutions

Qualifications

One of the following is desirable:

• ACA, ACCA, CIMA or equivalent
• Finance-related degree
• Relevant finance planning, reporting or management accounting experience

Personal Attributes

• Strong stakeholder engagement and collaboration skills
• Attention to detail
• Proactive and accountable approach
• Confidence engaging with senior leaders
• Ability to work in a fast-paced transformation environment

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.