Finance And Tax Business Analyst

at  Momentum Investments

INTRODUCTION

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

QUALIFICATIONS, EXPERIENCE AND KNOWLEDGE:

• Relevant degree (Finance, accounting, tax, IT or equivalent).
• 3 years experience in a Linked Investments/Financial Services Provider or Audit environment.
• 3 years Business analyst, Process Improvement specialist or Finance professional with experience in process improvement.
• Demonstrable experience collaborating with multiple stakeholders to obtain an understanding of business processes.
• Demonstrable ability to operate independent, efficient, and effective in a high transaction volume and complex environment.
• Other standard systems such as Microsoft Word and PowerPoint.
• SQL or Python experience will be beneficial.

GATHERING REQUIREMENTS

• Responsible for detailed business analysis - Stakeholder engagement via workshop facilitation, meetings, research, and interviews to elicit and understand business requirements for major finance related projects and change requests.
• Gain and apply understanding of the business in which we operate and the future domains in which we have the ambition to operate.
• Conduct thorough analysis of proposed technology solutions using investigative and information-gathering skills to highlight the impact of solutions on business processes and systems.
• Collaborating with cross functional teams, including IT professionals, other business analysts, and finance professionals to deliver effective solutions.

COMPETENCIES AND SKILLS

• Must have an affinity for critical analysis and problem solving, with data driven decision making.
• Detailed orientated.
• Initiative-taking, action-oriented individual with a desire to take ownership and accountability for the delivery of solutions.
• Strong planning and organisational skills.
• Ability to influence, motivate and challenge through clear and articulate communication.
• Ability and keen desire to learn new technical skills.
• Investigative and information gathering skills.
• Ability to work in a demanding environment and prioritise a varied workload.
• Strong written and verbal communication skills to interrogate business needs and effectively document and communicate solutions to a range of stakeholders.

The ideal candidate should be a subject matter expert and have working experience in certain areas which can include:

• Finance systems & financial accounting.
• Tax systems.
• System migrations
• Data and insights
• Regulatory & financial reporting
• Process improvement and/or audit

ROLE PURPOSE

To support both the MIG Finance & Tax Business in the analysis, improvement and redesign of core and support business processes from current state assessments to post-implementation support to deliver an improvement in efficiency, standardisation and straight-through processing with defined exception management.

The ideal candidate should be a subject matter expert and have working experience in certain areas which can include:

• Finance systems & financial accounting.
• Tax systems.
• System migrations
• Data and insights
• Regulatory & financial reporting
• Process improvement and/or audit.