Functional Business Analyst (Finance, Budgeting & Forecasting)

Summary

Functional Business Analyst embedded in banking/financial-services projects, gathering requirements for budgeting, forecasting, cost and revenue finance, supporting solution design, and driving SIT/UAT through delivery.

Role Overview

We are looking for an experienced Functional Business Analyst with strong expertise in Finance, Cost &Revenue, Forecasting, Budgeting & Planning, preferably within the Banking/ Financial Services domain. The candidate will work closely with business stakeholders, project teams, technology teams, and testing teams to ensure successful implementation of finance-related projects.

Hands-on experience in forecasting and budgeting project implementations is mandatory. The candidate should be capable of contributing from the outset, understanding business requirements, supporting functional design, and driving SIT/UAT activities through successful project delivery.

Key Requirements

  • 8–10 years of experience as a Business Analyst / Functional Business Analyst, preferably in Finance or Banking.
  • Mandatory hands-on experience in forecasting and budgeting project implementations.
  • Strong understanding of Budgeting, Planning, Forecasting, Cost & Revenue Finance.
  • Experience working in the Banking / BFSI / Financial Services domain.
  • Strong understanding of finance processes, including cost management, revenue management, financial planning, budgeting, and forecasting.
  • Experience in requirements gathering, analysis, documentation, and functional solution definition.
  • Proven experience in SIT and UAT phases.
  • Strong experience in test execution, defect triage, root cause analysis, and issue resolution.
  • Ability to coordinate with business, technology, testing, and project stakeholders.
  • Strong analytical, problem-solving, communication, and stakeholder-management skills.
  • Ability to work independently and contribute effectively from the beginning of the project.
  • Experience in end-to-end project implementation and delivery is preferred.

Key Responsibilities

  • Gather, analyze, and document business and functional requirements from key stakeholders.
  • Work closely with business stakeholders to understand budgeting, forecasting, planning, cost, and revenue requirements.
  • Support implementation of forecasting, budgeting, and financial planning solutions.
  • Analyze business requirements related to Cost & Revenue Finance.
  • Work with finance stakeholders to understand budgeting cycles, forecasting processes, financial plans, and reporting requirements.
  • Plan and coordinate functional activities across System Integration Testing (SIT) and User Acceptance Testing (UAT).
  • Prepare and review test scenarios, test cases, and expected results.
  • Execute functional test cases and validate system behavior against business requirements.
  • Act as a bridge between business stakeholders, finance teams, project managers, developers, QA/testing teams, and other technical teams.

See also

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