Finance Business Analyst

JOB PURPOSE

The role requires agile expertise in business analysis, change readiness, testing execution, and post–go‐live support. The successful candidate will facilitate solution design, requirements gathering, stakeholder alignment, and end‐to‐end implementation across multiple business teams and regions.
Primary responsibilities include:
• Triaging and prioritizing business requests and enhancements.
• Managing the impact of changes and overseeing user readiness and training.
• Driving the successful embedment of solutions into Business‐as‐Usual (BAU).
Outstanding communication and stakeholder management skills are essential for coordinating activities across diverse business units, ensuring strategic alignment and sustainable outcomes.

KEY RESPONSIBILITIES

Business Needs Assessment & Prioritization

• Analyze and triage incoming requests or enhancements based on relevance, urgency, and strategic impact.
• Collaborate with finance and insurance stakeholders to explore and evaluate different solution pathways, balancing constraints (time, cost, risk).

Solution Design & Collaboration

• Work with technical teams, solution architects, and other business analysts to define solution approaches (process changes, system modifications, or both).
• Ensure that testing methodologies (user acceptance testing, integration testing, etc.) are aligned with business goals and thoroughly validated before deployment.

Requirements Elicitation & Documentation

• Conduct workshops with cross‐functional teams (including multiple geographies) to gather comprehensive requirements.
• Document requirements in sufficient detail (e.g., annotated process flows, data relationships, system interaction diagrams, UML diagrams) to guide solution design.
• Maintain strict traceability from initial request through to final deliverable.

Change Readiness & Stakeholder Engagement

• Facilitate change impact analyses and assist business owners with risk mitigation plans.
• Develop or coordinate training materials, user communications, and support plans to ensure a high level of user readiness prior to go‐live.
• Proactively address and manage any anticipated or persistent resistance to change.

Governance & Compliance

• Enforce governance throughout the requirements lifecycle and implementation process, ensuring stakeholder sign‐offs and proper storage of documentation.
• Ensure alignment with relevant financial regulations and corporate finance standards, especially in an insurance context.

QUALIFICATIONS/EXPERIENCE

• Bachelor’s degree in Business, Information Technology, Analytics, or a similar field.
• Professional BA Certification (e.g., IIBA, CBAP) or a recognized Business Analysis credential.

  Experience with ITIL, CMMI, PMI, or similar frameworks for project governance.

  Professional qualification in financial accounting (e.g., ACCA, CIMA) is an added advantage.

Industry & Functional Expertise

• Proven Financial Services industry experience (specifically Insurance and/or Investments).
• Strong understanding of Corporate Finance business processes, principles, and data.
• Seeking a Senior Finance Business Analyst with 10+ years of overall experience, including at least 6+ years in Finance and Insurance.

SKILLS AND COMPETENCIES

Business Analysis Skills

• Competency in analytical problem solving, stakeholder collaboration, and requirements documentation.
• Demonstrable expertise in Business Analysis methodologies & tools (e.g., BPMN, UML).
• Experience with testing methodology, including user acceptance testing and test automation, is advantageous.

General Skills

• Excellent communication skills – adept at bridging business and technical language.
• Time management – able to handle multiple parallel requests.
• Relationship management – strong collaborator, effective at building cross‐functional partnerships.
• Business awareness – understands financial/insurance domain context and constraints.
• Ownership & accountability – drives deliverables end‐to‐end.
• Technical knowledge – comfortable mapping requirements into technical solutions.
• Client focus – ensures delivered solutions meet user needs and improve outcomes.
• Strategic & innovative thinking – proposes creative solutions and fosters an environment of continuous improvement.

ANTI-MONEY LAUNDERING (AML) EXPECTATION

The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.

Skills

Accounting, Analytical Thinking, Budget Management, Business Processes, Risk Mitigation, Stakeholder Management

Competencies

Business Insight

Collaborates

Ensures Accountability

Financial Acumen

Manages Complexity

Nimble Learning

Optimizes Work Processes

Resourcefulness

Education

Bachelors Degree (B): Business, Bachelors Degree (B): Information Technology

Closing Date

11 May 2026 , 23:59

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