Business Analyst

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.

Present in 19 countries with a dense network of sites, Inetum partners with major software publishers to meet the challenges of digital transformation with proximity and flexibility.

Driven by its ambition for growth and scale, Inetum generated sales of 2.5 billion euros in 2023.

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.                    

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.

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.

• Be curious and liaise with other users in charge of TAGETIK within the Group to identify the best practices, share lessons learned.

• Strong autonomy with users to define the best approach in agile WAY.

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

• Extremely organized with strong time-management skills

•  Excellent verbal and written communication skills and the ability to interact professionally                         

Language Skills

• English