Description:
Established in 2011, Finsure has evolved into one of Asia Pacific's largest aggregation groups. In 2023 Finsure launched in New Zealand, providing aggregation services to mortgage advisers nationwide. At the very core of our business ethos is the desire to provide the strongest value proposition to all our partners and clients. It is this principle that underpins who we are as an organisation, and why we are able to provide the maximum value to those who align with us. We are firmly committed to being the best place to work, for the best people in our industry. That’s where you fit in.
As a Business Analyst, you will be a key member of the project team supporting the transformation of Finsure’s proprietary industry leading platform. You will work closely with the Senior Business Analyst and Product Owner to assist in the analysis and documentation of services and functional requirements for our market leading technology platform. These requirements will inform solution design activities and guide the development of future-state capabilities. You will collaborate with stakeholders and cross‑functional teams to understand and validate current business processes, identify opportunities for improvement, and support the assessment of where AI and automation can add value. By applying established business analysis methods and frameworks, you will contribute to the delivery of scalable solutions and help ensure high‑quality analysis outcomes across the project.
Core Activities
Document our current broker platform and associated business process:
- Maintain and update existing process documentation to reflect current state changes and improvements.
- Identify inefficiencies and improvement opportunities as part of ongoing analysis.
- Conduct basic research into industry practices and relevant methodologies to inform analysis.
- Support the assessment of potential AI and automation opportunities by gathering data and documenting impacts.
Collaboration
- Collaborate with the project team and cross‑functional teams to support continuous improvement work.
- Participate in stakeholder engagement activities (internal teams, Brokers, Third Parties) to gather requirements and validate process understanding.
- Assist in workshops, discussions, and review sessions to explore enhancements or new ways of working.
- Provide input to the Learning & Development team by supplying process insights or documentation for training materials.
Delivery
- Contribute to the preparation of business cases or analysis summaries for improvement recommendations.
- Assist in maintaining and refining the backlog of features, improvements, and user experience enhancements.
- Support the execution of approved initiatives by contributing analysis, documentation, and clarifications throughout delivery.
- Assist with the implementation of AI and automation solutions by documenting requirements, process impacts, and testing outcomes.
Business Analysis Practice Framework
- Apply established business analysis methodologies to evaluate process effectiveness and identify improvement options
- Use existing frameworks for requirements gathering, risk analysis, change impact assessment, and documentation
- Follow BA practice standards, templates, and processes to ensure consistency and quality in analysis output
- Contribute to continuous improvement of BA tools and templates by providing feedback and identifying refinements.
Required Skills, Knowledge and Experience
- Solid Business Analysis experience, preferably within Financial Services or Lending.
- Demonstrated experience documenting and mapping business processes.
- Ability to document functional requirements, including user stories and acceptance criteria.
- Understanding of requirements traceability and requirement lifecycle management.
- Experience supporting analysis and business process improvement activities.
- Ability to work effectively with both business stakeholders and technical teams.
- Strong written and verbal communication skills, including clear operational documentation.
- Ability to write clear and concise process documentation.
- Proficiency with Microsoft Office products; familiarity with Visio or similar tools.
- Well organised and able to manage multiple tasks concurrently.
- Ability to contribute effectively as part of a cross-functional team.
- Strong attention to detail.
- Effective time management skills with the ability to work under pressure.
Desirable Skills, Knowledge and Experience
- Working knowledge of KYC, AML, ABC.
- Successful track record of producing results in a fast-paced environment.
- Project Management experience including waterfall and agile approaches.
- Scrum, Kanban.
- Familiarity with quality assurance, testing.
- Experience contributing to end-user training materials or participating in training activities.