Finance Advice Expert

6 days ago


Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱60,000 - ₱120,000 per year

Overview

We are seeking a highly skilled
Business Analyst
with expertise in
statutory and regulatory reporting, data modelling, and financial services
. The role will support a global finance organization by analyzing complex business requirements, designing processes, and translating them into functional and IT solutions. This individual will play a key role in ensuring compliance with local and central regulatory requirements while driving efficiency and standardization in reporting solutions.

The Business Analyst will work as part of a
multidisciplinary squad
in an agile environment, collaborating closely with finance, operations, IT, risk, and compliance stakeholders to deliver robust solutions.

Key Responsibilities

Analysis & Design

  • Analyze complex finance and regulatory reporting issues that span multiple domains, ensuring end-to-end solutions.
  • Conduct
    requirements gathering and analysis
    , ensuring completeness, quality, and consistency of business requirements.
  • Develop
    functional designs, process flows, and solution alternatives
    aligned with stakeholder needs.
  • Support decision-making by presenting solution designs and their impacts in a clear and structured manner.
  • Translate
    business requirements and non-functional requirements
    into IT solution requirements in close collaboration with architects and IT specialists.

Types of Analysis

  • Requirements Analysis:
    Gather, validate, and prioritize requirements; translate epics into features and user stories.
  • Process Analysis:
    Assess current processes, identify pain points and root causes, and design optimized processes.
  • Information/Data Analysis:
    Evaluate input, output, and data adjustments in processes; assess data quality and recommend improvements.
  • Risk Analysis:
    Translate compliance, operational risk, and legal policies into solution requirements.

Change Delivery

  • Support the delivery of solutions through iterative and incremental releases (Agile/Lean).
  • Collaborate with squads to refine roadmaps, minimum viable products (MVPs), and partial deliveries.
  • Define and support
    acceptance criteria, scenarios, and use cases
    for solution validation and verification.
  • Support the development of training materials and work instructions for end-users.

Knowledge Sharing & Best Practices

  • Introduce industry best practices, tools, and methodologies into projects.
  • Capture lessons learned, ensuring knowledge reuse across teams.
  • Actively contribute to the development and maturity of business analysis practices within the organization.

Key Capabilities & Skills

  • Strong
    business analysis expertise
    with proven ability to translate business requirements into functional and IT solutions.
  • Solid understanding of
    statutory and regulatory reporting processes
    in financial services.
  • Ability to work with
    data models, domain models, and logical data models
    to support reporting solutions.
  • Strong
    analytical and problem-solving skills
    , using modern methods and tools (BABOK framework experience is a plus).
  • Excellent
    stakeholder management and communication skills
    ; able to bridge gaps between business and IT.
  • Experience working in
    Agile/Lean environments
    , including backlog management and epics-to-user story breakdowns.
  • Knowledge of
    finance, accounting, risk, compliance, and process management
    .
  • Strong organizational sensitivity and ability to balance stakeholder priorities.
  • Collaborative team player with ability to give and receive feedback constructively.
  • Flexible, adaptable, and eager to continuously improve ways of working.

Qualifications & Experience

  • Bachelor's or Master's degree in
    Business Administration, Finance, Economics, Information Systems, or related field
    .
  • Minimum
    5+ years' experience
    as a Business Analyst within finance, banking, or regulatory environments.
  • Practical knowledge and hands-on experience with
    regulatory/statutory reporting requirements
    .
  • Proficiency in
    business analysis techniques, impact assessments, feasibility studies, and business cases
    .
  • Strong knowledge of
    financial data modelling
    and reporting frameworks.
  • Excellent English communication skills (both written and verbal).
  • Demonstrated ability to work in
    cross-functional, multicultural teams
    .

Why Join?

  • Opportunity to work in a
    global finance transformation
    environment with complex, high-impact projects.
  • Exposure to
    statutory and regulatory reporting standards
    across international markets.
  • Work in a
    collaborative, agile setup
    that values innovation, growth, and continuous improvement.
  • Play a critical role in shaping
    data-driven reporting solutions
    that ensure compliance and support strategic decision-making.


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