Business Analyst Finance Operations SME – Wealth Management (35773)

Ottawa, ON
Hybrid
Posted Oct 16, 2026
1 position

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Employment type: Contract
Experience level: Senior · 5+ years
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level

Job summary

Assess finance operations processes and identify gaps while providing subject-matter expertise across wealth management, chart of accounts, firm balancing, and reconciliation. Collaborate with business, finance, technology, and testing teams to support readiness and testing, develop and validate test cases, manage defects, and trace requirements to outcomes.

Job details

Our Banking client in Toronto is seeking a Business Analyst / Finance Operations SME to provide hands-on business analysis and subject-matter expertise for a Wealth Management transformation program within the CFO/Finance workstream. This is a HYBRID contract in Tortonto. The consultant will assess finance operations processes, identify gaps, support testing activities and provide expertise across financial operations, chart of accounts, firm balancing and reconciliation functions. This role requires close collaboration with business stakeholders, finance teams and testing workstreams. Key Responsibilities Assess current finance operations processes and identify gaps or missing requirements. Provide subject-matter expertise across Wealth Management and Finance Operations. Support financial operations, chart of accounts, firm balancing and reconciliation activities. Collaborate with business, finance, technology and testing stakeholders. Support UAT, SIT, business readiness and enterprise testing activities. Develop and review test scenarios and test cases. Validate finance and operational business processes through testing. Support defect management and issue resolution. Trace business requirements through to testing outcomes. Required Qualifications 8+ years of Business Analysis experience supporting large-scale financial services transformation initiatives. Deep understanding of Finance Operations functions within banking or wealth management environments. Strong knowledge of Wealth and Asset Management operations. Experience working within Canadian banking environments. Understanding of investment products, portfolios, wealth operations and related finance processes. Ability to bridge business and technology stakeholders throughout project delivery. Hands-on experience supporting UAT, SIT and enterprise testing programs. Experience developing test scenarios and test cases and validating business processes. Knowledge of defect management and issue-resolution processes. Ability to work onsite in Toronto. Must be based in Canada. Previous Experience Supporting Wealth Management Transformation Programs Is Preferred. ,

What you’ll do

Requirements

Requires 8+ years of business analysis experience on large financial services transformations, deep finance operations knowledge, and experience in wealth or asset management and Canadian banking. Candidates must have hands-on UAT, SIT, and enterprise testing experience, be based in Canada, and be able to work onsite in Toronto; prior wealth management transformation experience is preferred.