Empresa:

Inetum

Descrição da Função

About the Company

Inetum is a European leader in digital services. Inetum's team of 28,000 consultants and specialists strive every day to make a digital impact for businesses, public sector entities and society. Inetum's solutions aim at contributing to its clients' performance and innovation as well as the common good.

About the Role

WMIS ( Wealth Management Information System) is looking for a Techno-Functional Business analyst with responsibility to deliver Finance & Management Control projects, evolutions and support related to the TAGETIK Platform. The resource will report:

• Locally to the Site manager of WMIS Lisbon

• Functionally to the Finance Division Head in Singapore and Tagetik Project Manager in Lisbon.

Technical Skills:

• At least 3 years of experience in IT

• Experience as business analyst (at least 3 years)

• Experience on Tagetik tool implementation is mandatory.

• Experience in deploying TAGETIK ideally (change management, dry-run, )

• Strong TAGETIK expertise, "hands-on" in the definition and implementation of the solution with users.

• Extensive hands-on experience in Tagetik ETL/Workflow development

• Experience in developing and delivering system modules (Consolidation, planning, budgeting) in Tagetik CCH

• Programming languages: SQL, Java is a +

• Strong Financial Accounting and Management control skills: Items of Balance Sheet & Off Balance Sheet, Accounting rules of Financial instruments, Standard financial KPI Currencies and Forex calculation in the INSURANCE and/or FINANCE INDUSTRY ( retail, CIB, Wealth Management, )

• Understand the business, i.e., Budget, Forecast and Actuals operational processes.

• The methodology to use is AGILE, to leverage on the proximity with users and to follow the backlog in a structured way.

Main Tasks:

Tagetik EP WM project was launched in September 2018 in order to deploy a new application based on Tagetik technology. The application went live in 2022.This Application is the company's Performance management consolidation tool and deals with:

• Budget, forecast and actuals data and KPI of all entities consolidated by WM HO PARIS ( 15 entities)

• Performance management KPI Production, consolidation, and adjustments

• Publication of WM EXCO Performance management dashboard related to revenues, activities, margins, etc

This central application will be mainly used by Management & Control Paris team but also by local sites finance teams (Geneva, Monaco, Singapore, Hong Kong, Germany ).

The application is quite complex, and it relies:

• Data Model that has been defined with company's Group

• Monthly closing and budget exercise workflows that are defined within Tagetik EP WM.

• Specific flows and their workflow that are defined to push local sites revenues and expenses indicators into Tagetik EP WM.

• Central and local standard or tailor-made reports that will be produced from Tagetik EP WM.

The Techno-Functional BA mainly will work closely with:

• Paris HO FINANCE and Lisbon Nearshore FINANCE teams dedicated to the Management & Control activities of Wealth Management and

• Provide extensive functional support during the GO-LIVE preparation and after GO-LIVE of the application releases.

• Define functional requirements using interviews, document analysis, workshops, surveys, use cases, scenarios, business analysis, tasks and workflow analysis. Define the new requirements impact on existing business / IT architecture, processes / strategic vision and principles.

• Responsible for delivery & enhancement of project documentation, such as Requirement Statement Sheet, and Detailed Functional Requirement Document, roadmap, etc.

• Collaborate with ITG, WMIS Functions, Business units and subject matter experts to establish the functional & technical vision and analyze trade-offs between usability and performance needs and provide technical solutions.

• Elaborate and execute the change management plan with the users of the solutions. Perform testing to verify solution and coordinate UAT with end users.

• Elaborate and provide estimation and roadmap.

• Development of processes/workflows/ETL in Tagetik CCH.

Language Skills

• English

Observações

Lisboa (Portugal)