About the position
We are seeking an experienced Senior Data Analyst to lead the analysis and solution-design phases of digital transformation initiatives across Finance and IT.
The role is responsible for understanding existing financial processes, systems, data flows, reporting environments and business intelligence capabilities, and translating these into clearly defined future-state solutions.
The successful candidate will work closely with Finance stakeholders, business users, data modellers, developers, BI teams, project managers and Scrum Masters to design and implement accurate, scalable and technology-enabled reporting and analytics solutions.
This is not a reporting-only position. It requires a strong combination of financial systems knowledge, data analysis, business analysis, data warehousing and solution-design experience.
Key Responsibilities
Business and Requirements Analysis
Lead the analysis and solution-design phases of digital transformation projects.
- Engage with Finance, IT and operational stakeholders to understand business objectives, challenges and reporting requirements.
- Facilitate workshops and requirement-gathering sessions with enterprise stakeholders.
- Analyse and document current business processes, applications, system architecture, data flows and reporting environments.
- Translate complex business, financial and data requirements into clear functional and technical specifications.
- Simplify complex issues and communicate requirements effectively to both technical and non-technical stakeholders.
- Identify requirements for new applications, processes or system enhancements where existing solutions do not meet business needs.
- Present proposed solutions, process changes and future-state designs to stakeholders for validation and approval.
Financial and Operational Data Analysis
Analyse large and complex financial, banking and operational datasets.
- Conduct detailed data profiling, scoping and data-quality assessments.
- Perform deep-dive analysis to understand how transactions and operational activities flow into daily, weekly, monthly and annual reporting.
- Work with business and technical teams to develop financial and operational data models.
- Investigate discrepancies, data-quality issues and reporting inaccuracies.
- Ensure that all data, calculations, business rules and reporting outputs delivered through the solution are complete, accurate and auditable.
- Identify patterns, trends and insights that can support improved business and financial decision-making.
Reporting and Business Intelligence
Define the future state of financial reporting, operational reporting and business intelligence solutions.
- Design visual reports, dashboards, insights and analytical outputs based on stakeholder requirements.
- Work closely with BI and reporting teams to ensure that reporting solutions accurately reflect business and financial requirements.
- Translate reporting requirements into specifications that developers, data modellers and BI specialists can implement.
- Identify opportunities to automate manual reporting processes and recurring analytical activities.
- Recommend improvements that enhance reporting accuracy, efficiency, usability and business value.
Data and Solution Design
Design solutions that consider the full operating environment, including people, processes, data and technology.
- Work with data modellers and developers to define data structures, transformation rules, calculations and integration requirements.
- Support the design and enhancement of data warehouse and business intelligence solutions.
- Define how information should move between source systems, financial platforms, data warehouses and reporting tools.
- Identify data gaps, system limitations and process weaknesses that may prevent the business from achieving its desired outcomes.
- Recommend appropriate application, software, reporting and systems enhancements.
- Ensure that proposed solutions are scalable, maintainable and aligned with enterprise architecture and data standards.
Solution Delivery and Implementation
Collaborate with project managers, Scrum Masters, developers, data modellers and BI teams throughout the delivery lifecycle.
- Provide clarification and ongoing support to technical teams during solution development.
- Review developed solutions to confirm alignment with documented requirements and business rules.
- Lead or support the rollout of new technical solutions, reporting capabilities and process changes.
- Assist with testing, data validation, reconciliation and implementation readiness.
- Identify implementation risks, dependencies and challenges and recommend appropriate mitigation actions.
- Support stakeholders during solution adoption and transition into the new operating environment.
Continuous Improvement and Stakeholder Management
Build strong relationships with Finance, IT and business stakeholders.
- Provide expert advice on data, reporting, financial systems and process-improvement opportunities.
- Identify solution gaps, operational inefficiencies and areas where customers can improve their return on investment.
- Continuously explore opportunities to improve systems, processes, reporting and data quality.
- Plan and recommend future solution enhancements.
- Share project knowledge, lessons learned and analytical approaches with the wider team.
- Contribute to improved team capability, delivery quality and knowledge transfer.
Key Deliverables
The successful candidate will be accountable for producing and maintaining:
Current-state process, system and reporting assessments.
- Business, functional, data and reporting requirements.
- Future-state process and solution designs.
- Data-flow and source-to-report documentation.
- Financial and operational reporting specifications.
- Data-profiling and data-quality assessment outputs.
- Business rules, calculations and transformation requirements.
- Financial and operational data-model requirements.
- Dashboard and visual-reporting requirements.
- Gap analyses and solution-improvement recommendations.
- Risk, issue and dependency assessments.
- Testing, reconciliation and data-validation criteria.
- Implementation and solution-rollout support documentation.
Required Skills and Competencies
Data and Analytical Skills
Advanced analytical and problem-solving ability.
- Strong experience working with large and complex datasets.
- Expert knowledge of data profiling, data scoping and data-quality analysis.
- Ability to trace data and transactions across source systems, integrations, data warehouses and reports.
- Strong understanding of reporting calculations, business rules and data transformations.
- Ability to identify data anomalies, inconsistencies and root causes.
- Strong conceptual thinking and attention to detail.
Financial and Banking Knowledge
Ability to understand, analyse and interpret banking and financial information.
- Strong understanding of financial systems, reporting processes and financial data flows.
- Experience analysing how transactions feed into financial and operational reporting.
- Understanding of financial system integrations, reconciliations and reporting controls.
- Ability to work effectively with Finance, technology and operational stakeholders.
Business and Solution Analysis
Strong business analysis and system-design capabilities.
- Experience facilitating workshops and gathering requirements from senior stakeholders.
- Ability to translate business requirements into functional, data and technical specifications.
- Ability to design solutions across people, process, data and technology.
- Strong process-analysis and future-state design skills.
- Ability to identify gaps, risks and solution shortfalls and recommend practical improvements.
Communication and Stakeholder Engagement
Excellent written, verbal and presentation skills.
- Ability to communicate complex issues clearly and concisely.
- Confidence working with enterprise clients and senior stakeholders.
- Ability to bridge the communication gap between Finance, business users, data modellers, developers and BI teams.
- Strong relationship-building and stakeholder-management skills.
Personal Attributes
Proactive in identifying potential problems and recommending solutions.
- Naturally curious and willing to investigate complex processes and data.
- Highly analytical, organised and detail-oriented.
- Comfortable working in a fast-paced and ambiguous environment.
- Able to manage multiple priorities and projects simultaneously.
- Able to work under pressure and meet strict deadlines.
- Strong focus on accuracy, quality and business value.
- Continuously looks for opportunities to automate and optimise routine activities.
- Passionate about technology, data and digital transformation.
Experience Requirements
Minimum of five to eight years’ experience in data analysis, business intelligence, financial systems analysis, business analysis or a related discipline.
- Demonstrable experience working with financial systems and financial-system integrations.
- Extensive experience in data warehousing and enterprise reporting environments.
- Experience analysing financial and operational data from source systems through to management and regulatory reporting.
- Experience gathering and documenting business, data, reporting and system requirements.
- Experience working with developers, data modellers, BI teams and project delivery teams.
- Experience delivering data, reporting or digital-transformation solutions in a complex enterprise environment.
- Banking or broader financial-services experience is strongly preferred.
Technology Exposure
SQL and relational databases.
- Microsoft Power BI or equivalent BI and visualisation tools.
- Microsoft SQL Server and associated data platforms.
- Microsoft Azure data services.
- Data warehouse and enterprise reporting platforms.
- Data integration and ETL/ELT solutions.
- Financial systems and general ledger integrations.
Qualifications
Bachelor’s degree in Data Analytics, Information Systems, Computer Science, Finance, Accounting, Business Analysis or a related discipline.
- Relevant postgr
