PoloWorks

Financial Planning and Analysis

• To provide professional accounting services to clients, ensuring accuracy, efficiency, compliance, and a client-focused approach in all responsibilities.

Client Finance Analyst

Business Analyst

• Capture and document business requirements, processes, and data needs for new and existing change initiatives.
• Work with stakeholders across PoloWorks and, where required, Marco functions including operations, finance, underwriting support, and technology.
• Support analysis and mapping of data flows between core systems and work/time recording mechanism and data sources, including HR, finance, operations and reporting tools.
• Produce clear and structured documentation such as requirement specifications, user stories, business cases, process maps, and Standard Operating Procedures.
• Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
• Support test planning and execution including defining test cases and participating in UAT.
• Participate in the planning, business readiness and execution of the cutover from old to new business processes including the smooth transition of transition of both systems and workflow between those systems.
• Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.
• Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
• Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.