Business Analyst (Finance)

QUANTEAM - Portugal (RAINBOW PARTNERS Group); Lisboa; Híbrido; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A leading consulting firm is seeking a Business Expert – Finance Data & Process Transformation in Lisbon. The role involves representing finance needs, leading transformation initiatives, conducting data-driven analysis, and producing key deliverables. Ideal candidates will have a strong understanding of financial processes and experience with tools like Power BI. This position offers a hybrid work model, requiring presence in Lisbon or Porto depending on candidate location.

Qualificações

• Strong understanding of financial processes and products.
• Knowledge of budgeting and forecasting cycles.
• Familiarity with regulatory obligations in the Portuguese financial sector.

Responsabilidades

• Lead transformation initiatives to improve operational efficiency.
• Conduct data-driven analysis to support decision-making.
• Draft and validate business components of user stories.

Conhecimentos

Understanding of financial processes, products, and pricing models

Knowledge of profitability analysis

Experience analyzing financial data

Excellent communication

Ability to translate business needs into user stories

Ferramentas

Power BI

Dynamics Navision

SQL

Descrição da oferta de emprego

Overview

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 980 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca. Committed to sustainability (Ecovadis Gold), diversity (gender index: 92%), and quality of work life (Best Workplace Experience), Quanteam is a forward-thinking enterprise.

With a dual expertise in both business and IT, Quanteam supports its corporate clients (investment banks, asset management companies, private and retail banks, custodians, etc.) across the entire Front-to-Back spectrum in evolving their business activities and transformation projects.

Our teams are organized into 5 expertise areas:

• Risk, Compliance, and Regulatory
• Operations and Finance
• Transformation and Organization

Responsibilities

We are looking for a Business Expert – Finance Data & Process Transformation

• Represent Finance needs within the Tribe/Squad, ensuring business priorities are properly understood and reflected in delivery plans.
• Lead and support transformation initiatives aimed at improving efficiency, reducing operational costs and enhancing the satisfaction of both internal and external stakeholders.
• Conduct data-driven analysis to support decision-making and ensure solutions comply with Finance and Risk frameworks.
• Draft, refine and validate the business components of user stories, ensuring requirements are complete, clear and actionable for technical teams.
• Prepare and execute User Acceptance Testing (UAT), aligned with defined acceptance criteria, reporting bugs, inconsistencies and improvement needs.
• Build business cases to support prioritization, feature investment and OPUS-related decisions.
• Support change management activities, ensuring proper communication, training and adoption of new processes or tools.
• Act as the point of contact for partners and stakeholders during integration activities, ensuring alignment and smooth execution.
• Produce key deliverables, such as user stories, UAT reports, KPIs, dashboards, change plans and integration documentation.
• Perform ad-hoc tasks necessary to support the Tribe’s objectives, ensuring flexibility and responsiveness to business needs.

YOUR PROFILE & SKILLS

• Strong understanding of financial processes, products and pricing models.
• Knowledge of profitability analysis, budgeting and forecasting cycles.
• Familiarity with financial reporting (management & regulatory) and compliance frameworks.
• Awareness of regulatory obligations in the Portuguese financial sector (e.g., Banco de Portugal guidelines).

Data-Driven Mindset

• Ability to interpret and leverage financial KPIs, dashboards and business metrics.
• Experience analyzing financial data to support prioritization, strategic decisions and continuous improvement.
• Understanding of data governance, data quality and best practices in data management.

Tools & Technical Skills

• Knowledge of Power BI, Power Query, Power Pivot, and working SQL skills.
• Comfortable working with ERP/MIS systems (e.g., Dynamics Navision).
• Ability to collaborate on data and analytics projects with technical teams.
• Experience working in Agile environments (Scrum or Kanban).
• Ability to translate business needs into user stories and acceptance criteria.
• Strong collaboration with cross-functional teams (Finance, IT, Data, Risk).

Communication & Stakeholder Management

• Excellent communication, able to articulate business needs clearly to technical and non-technical audiences.
• Strong stakeholder coordination, including participation in meetings, requirements clarification and negotiation.
• Understanding of risk mapping, incident reporting and operational risk impacts on financial outcomes.
• Ability to identify potential risks within processes and propose mitigation strategies.
• Hybrid work model, with presence required in either Lisbon or Porto, depending on candidate location.

🚀If you feel this opportunity is for you, send your CV and join our team!