Finance Business Analyst

Inspired is the UK’s leading commercial energy and sustainability advisor, helping organisations reduce costs, improve efficiency, manage risk and progress towards their net-zero goals. Through its specialist services in Assurance, ESG, Optimisation and Software, Inspired supports businesses in tackling the “4Cs” of Cost, Consumption, Carbon and Compliance, providing practical solutions that help clients optimise operations, reduce energy use and emissions, and navigate an increasingly complex regulatory landscape.

Inspired seeks an experienced Finance Business Analyst to join our successful SystemsLink area. This is a Contract role, duration is 3 - 6 months. It is home based with occasional travel to our offices required.

The successful candidate will capture business requirements, design process workflows, and support the decommissioning of SugarCRM across the IEG portfolio - comprising six operating entities.

This is a high-impact role supporting a multi-million-pound enterprise transformation, with direct engagement from Executive Committee sponsors and the Private Equity investor base (HGGC).

Role and Responsibilities

Desired Outcomes & Business Requirements Capture

Work with the financial team to document process outcomes post decommissioning, including revenue recognition, GL integration, reporting hierarchies, and intercompany eliminations.

Process Mapping & Documentation

Create comprehensive, visually clear process maps for financial workflows pre- and post-migration. Identify gaps, dependencies, and handoffs between Sugar decommissioning and HubSpot activation. Document current Sugar configuration specific to finance modules (GL, revenue, reporting etc).

Define financial system integration points between SugarCRM decommissioning, HubSpot implementation, and existing ERP/GL platforms (e.g., Sage Intacct). Develop detailed decommissioning playbook covering data archival, cutover sequencing, and parallel-run protocols.

Stakeholder Engagement & Communication

Lead discovery sessions with the finance team. Facilitate decision-making workshops. Prepare executive-ready materials for SteerCo and investor updates.

Identify and escalation finance-specific risks in the decommissioning roadmap. Maintain risk and issue register. Propose mitigation strategies.

Qualifications and Experience Requirements

Core Competencies

• 8+ years’ experience in financial business analysis, financial systems implementation, or CRM decommissioning projects.
• Demonstrated expertise in SugarCRM, Salesforce, Dynamics 365, or equivalent CRM platforms, particularly in financial modules.
• Proven ability to design process workflows and create professional documentation (process maps, requirements documents, technical specifications).
• Experience with ERP/GL systems (SAP, Oracle, Sage Intacct, NetSuite) and GL integration architecture.
• Strong data governance and regulatory compliance knowledge (GDPR, SOX, financial controls).
• Excellent communication skills; ability to engage executives, investors, and technical teams with clarity and confidence.

Technical Skills

• Advanced proficiency in Excel (data analysis, financial modelling).
• Fluency in Visio, Lucidchart, or equivalent diagramming tools.
• Proficiency in Word and PowerPoint for creating board-ready deliverables.
• Basic SQL and data warehouse querying skills preferred.

Soft Skills

• Highly organised with exceptional attention to detail.
• Ability to manage competing priorities across multiple entities in a complex, matrixed organisation.
• Proactive problem-solver with collaborative, stakeholder-centric approach.
• Comfortable working with Private Equity and C-level audiences.

If you require any reasonable adjustments during the recruitment process, please let us know.

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