Technical Data Business Analyst

Pontoon Solutions; City of Edinburgh; Hybrid; GBP 88,000 - 115,000; Full time

Job summary

Pontoon Solutions in the UK is seeking an experienced Technical Data Business Analyst to lead reporting, MI design and data requirements for a major platform transformation in financial services.

You’ll map current-state reporting, define future MI, and collaborate with business, data and technology teams to deliver scalable data products and governance across regulatory and operational reporting. Hybrid working with Leeds/Edinburgh locations.

Qualifications

• Customer Journey Manager, Business Analyst or Data Analyst experience within financial services transformation programmes.
• MI and reporting requirements.
• Data lineage analysis.
• Process mapping.
• Data flow mapping.
• Experience translating reporting requirements into data solutions and business outcomes.
• Power BI and advanced Excel capability.
• Ability to work confidently with both technical and business stakeholders.

Responsibilities

• Own and maintain the inventory of existing reports and management information.
• Map current-state reporting processes, data flows and reporting dependencies.
• Identify reporting gaps, duplication and future-state opportunities.
• Engage with stakeholders across business, operations, technology and control functions.
• Define future MI and reporting requirements across regulatory, governance and operational domains.
• Assess delivery options including platform-generated reporting, enterprise Power BI solutions and data products.

Skills

Power BI

Advanced Excel

Data analysis

Stakeholder engagement

Process mapping

Job description

Hybrid working (2 days in office in Edinburgh/WFH) Leeds with infrequent travel to Edinburgh also considered

Contract rate via Umbrella: £550 per working day

Are you an experienced Technical Data Business Analyst with a passion for reporting, data transformation and solving complex business problems?

We're supporting a major financial services organisation undertaking a significant platform transformation programme and are looking for a Technical Data Business Analyst to lead the design and definition of future-state Management Information (MI), reporting and data requirements for a business-critical migration programme.

This is an opportunity to sit at the intersection of business, data and technology, shaping how reporting and data products are delivered on a new strategic platform.

The Opportunity

You’ll take ownership of reporting and data requirements supporting the migration from a legacy platform to a new target platform, ensuring critical business, regulatory and operational reporting requirements are understood, documented and successfully delivered.

Working closely with business stakeholders, data teams, technology functions and platform suppliers, you’ll analyse current-state reporting, define future-state solutions and create a clear roadmap for how data and reporting requirements will be met post-migration.

This role is ideal for someone who enjoys translating technical data requirements into meaningful business outcomes and thrives in large-scale transformation environments.

Key Responsibilities

Reporting & MI Discovery

• Own and maintain the inventory of existing reports and management information.
• Map current-state reporting processes, data flows and reporting dependencies.
• Identify reporting gaps, duplication and future-state opportunities.
• Engage with stakeholders across business, operations, technology and control functions.
• Define future MI and reporting requirements across:
• Regulatory reporting
• Consumer Duty reporting
• Board and management reporting
• Operational performance reporting
• Assess delivery options including:
• Platform-generated reporting
• Enterprise Power BI solutions
• Data products
• Data extracts and integrations
• Define detailed data requirements, business rules and reporting logic.
• Map data lineage and end-to-end data journeys.
• Support creation of future-state data flows and reporting architectures.
• Work with Data Centres of Excellence, architects, analysts and technical teams to deliver scalable solutions.
• Facilitate workshops and requirement gathering sessions.
• Translate technical concepts into business-friendly language.
• Provide clear, concise updates to governance and leadership forums.

What We're Looking For

• Customer Journey Manager, Business Analyst or Data Analyst experience within financial services transformation programmes.
• MI and reporting requirements
• Data lineage analysis
• Process mapping
• Data flow mapping
• Experience translating reporting requirements into data solutions and business outcomes.
• Power BI and advanced Excel capability.
• Ability to work confidently with both technical and business stakeholders.

• Data flows
• Process maps
• Acceptance criteria
• Traceability matrices

• Pensions, Retirement or Wealth Management experience
• Regulatory, FCA or Consumer Duty reporting knowledge
• Platform migrations or technical transformation programmes
• Data governance, metadata, archives and reporting control frameworks
• API and data extract experience

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.