Finance Systems

Role Overview

We are seeking a highly motivated, growth-oriented professional to join our recently developed COG Finance Systems & Transformation Team. The Finance Systems & Transformation Business Analyst acts as a bridge between IT, Finance, Actuarial and other key business stakeholders. This role focuses on understanding processes, gathering requirements, and ensuring the successful implementation and maintenance of financial systems and tools used across FP&A and Actuarial functions. This role will work cross‑functionality across our Financial Systems and Finance Transformation components of the team.

Key Responsibilities

• Gather, document, and analyze business requirements from relevant business teams.
• Translate identified methodologies and calculations into system requirements and specifications.
• Collaborate with development teams both internal and external to design, test, and implement system enhancements or new solutions.
• Support modeling and reporting processes through system automation and optimization.
• Perform system testing (UAT), data validation, and troubleshoot issues independently and facilitate end‑user testing with business partners.
• Develop and maintain documentation for system processes, data flows, and user guides.
• Train end‑users and provide ongoing support for deployed projects.
• Participate in project management activities, including timelines, deliverables, and status reporting.

Qualifications

• Bachelor’s degree in Actuarial Science, Finance, Accounting, Information Systems, Data Science, or related field.
• 5+ years of project management experience, preferably in finance systems (e.g., FP&A software such as TM1, Essbase, GenAI, Dashboarding tools).
• Demonstrated functional experience within an EPM tool (TM1, Oracle, Anaplan, etc.) in current or previous role.
• Strong understanding of Finance processes and systems (Actuarial knowledge a plus).
• Strong preference for Insurance experience.
• Experience with project management tools (e.g., MS Project, JIRA, Asana).
• Excellent communication, leadership, and stakeholder management skills.
• Proven ability to manage multiple priorities in a fast‑paced environment with executive‑level stakeholders.

Preferred Experience

• Prior experience in a business analyst role within insurance or financial services.
• Familiarity with project management methodologies (Agile, Waterfall).
• Progress towards actuarial exams (SOA, CAS, or equivalent) is a strong plus, but not required.
• Technical experience (development) or a certification in an EPM software a strong plus, but not required.