Business Analyst (Finance) Job at ExcelGens, Inc., Canada

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  • ExcelGens, Inc.
  • Canada

Job Description

Role: Business Analyst in Administration (Back Office), Accounting and Financing for Loan Servicing Solution replacement

Start date: ASAP

End date: June 2026 (with potential extension)

Number of resources needed: 1

Location & work model: Montreal, QC Hybrid (occasional onsite requirements, anticipated 2-3 times over duration of contract)

Language: Bilingual is an asset, English required

Project Background:

The Business Analyst plays a key role in optimizing administrative and accounting processes related to financing (loans, equity, guarantees, grants) and back-office operations. Acting as a bridge between operational, financial, and technological teams, the role ensures efficiency, compliance, and service quality. This position requires an in-depth understanding of financial products, their post-approval administration, accounting workflows, and financing management systems.

Main deliverables:

o User stories

o L3 target processes

o UAT test strategy

o UAT test cases

Required Qualifications:

Expertise in financing (loans, equity, guarantees, grants) and back-office operations.

Strong understanding of financial flows and accounting principles.

Proficiency with financial management tools and ERP systems (e.g., FIS, Temenos, Oracle, Dynamics).

Strong analytical and problem-solving skills.

Excellent communication and writing skills.

Experience in business analysis within a financial or banking environment.

Knowledge of financial regulations and internal control best practices.

Responsibilities:

Business Needs and Process Analysis

o Gather, document, and analyze business requirements related to financing administration and accounting management activities.

o Evaluate existing processes, propose improvements to optimize them and increase efficiency, and design target processes using appropriate tools (e.g., Visio) and BPMN methodology.

o Write user stories for the implementation of new processes.

o Define the User Acceptance Testing (UAT) strategy and prepare UAT test cases.

Solution and Systems Management

o Participate in the procurement process for selecting new financial and accounting systems.

o Collaborate with IT teams to define functional specifications and ensure solution implementation.

o Test and validate solution functionalities.

o Support teams during the deployment of new solutions.

Financial and Accounting Analysis

o Understand accounting principles to interpret the impact of transactions (loans, equity, grants) on financial statements.

o Prepare reports and indicators to monitor financing activities.

Operational Support and Compliance

o Ensure operational compliance with internal policies and external regulations.

o Contribute to the implementation of internal controls to secure transactions.

Communication and Coordination

o Act as a point of contact between financial, operational, and technological teams.

o Facilitate workshops with stakeholders to align objectives and deliverables.

Job Tags

Contract work, Immediate start

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