Business Analyst Finance Operations SME – Wealth Management (35773)

Job summary

Assess finance operations processes, identify gaps, and provide 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, validate processes, manage defects, and trace requirements to test 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

Assess finance operations processes, identify gaps, and provide 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, validate processes, manage defects, and trace requirements to test outcomes.

Requirements

Requires 8+ years of business analysis experience on large-scale financial services transformations, with deep knowledge of finance operations and wealth or asset management in a Canadian banking environment. Candidates should have hands-on UAT, SIT, and enterprise testing experience, including test design, process validation, and issue resolution, and must be based in Canada and able to work onsite in Toronto.

Listed skills

• Business analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Business Analysis
• Finance Operations
• Wealth Management
• Financial Services Transformation
• Process Assessment
• Gap Analysis
• Chart Of Accounts
• Firm Balancing
• Reconciliation
• UAT
• SIT
• Enterprise Testing
• Test Scenario Development
• Test Case Development
• Defect Management
• Stakeholder Collaboration

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting

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