Business Analyst – Finance Transformation & Data Platform

Salary: $28,000 – $35,000 per month

Position Overview

We are seeking a highly analytical and technically adept Business Analyst. In this role, you will serve as the crucial link between Finance business users and IT/Data Engineering teams to drive the financial transformation initiatives.

Key Responsibilities

1. Requirements Engineering & Business Logic Definition

• Engage with finance and accounting teams to gather, clarify, and document comprehensive business requirements.

• Translate complex financial calculation workflows (e.g., liabilities roll-forward, P&L attributions, month-end reconciliations) into detailed technical specifications, flowcharts, and functional design documents.

• Facilitate workshops with business stakeholders and IT architects to align on calculation interpretations and business rules.

• Manage requirements throughout the project lifecycle: create user stories, acceptance criteria, process maps, and traceability matrices while managing dependencies, risks, and changes.

2. Data Platform Architecture & Solution Alignment

• Collaborate with IT teams to define data requirements, source-to-target (S2T) mappings, data flows, and platform integration logic.

• Develop and maintain functional specifications, data dictionaries, business definitions, and process mapping documentation.

• Establish business validation rules, perform data quality checks, and support issue resolution across data pipelines.

• Ensure all proposed solution designs align with data governance, data lineage, auditability, access control, and regulatory standards.

3. Prototyping, Testing & Implementation Support

• Write Python scripts to prototype, simulate, and validate complex data transformations and calculation logic prior to full IT deployment.

• Partner with IT engineering teams to ensure technical deliverables strictly accurately reflect documented business rules.

• Lead User Acceptance Testing (UAT) cycles, including test plan creation, test case preparation, defect triage, and business sign-off.

• Document transformation logic, calculation algorithms, and system workflows for post-implementation reference.

4. Enablement & Operations Support

• Produce user guides, operational documentation, and training materials to facilitate smooth platform adoption by business users.

• Support ad-hoc analytics, financial reporting requests, and ongoing system optimization based on business feedback.

Qualifications & Skill Requirements

• Education: Bachelor’s degree in Information Systems, Finance, Accounting, Computer Science, or a related discipline.

• Experience: 2–3 years of experience as a Business Analyst, Systems Analyst, or Data Analyst, ideally within Financial Services, Insurance, or Banking.

• Domain Knowledge: Solid understanding of core financial and accounting concepts (e.g., month-end closing processes, reconciliations, general ledger workflows, budgeting, regulatory reporting).

• Technical Skills:

  • Python: Proficiency in Python for data wrangling, prototyping calculation logic, and data transformation scripts.

  • Data Modeling: Strong experience with data platforms, SQL, data dictionaries, and source-to-target mapping.

• AI & Productivity Tools: Practical, day-to-day experience using Microsoft 365 Copilot and approved generative AI tools to enhance documentation, analysis, and productivity.

• Languages: Fluent in English and Chinese (Cantonese and/or Mandarin) with strong written and verbal communication skills to interface between technical engineers and business executives.