At a Glance
- Tasks: Join a dynamic team to translate business needs into Salesforce solutions for financial services.
- Company: Exciting Salesforce consultancy with a focus on financial services transformation.
- Benefits: Competitive salary, remote work, and support for professional development.
- Other info: Flexible remote work with occasional office collaboration and excellent career growth opportunities.
- Why this job: Be part of a growing consultancy and make a real impact in financial services.
- Qualifications: Experience as a Business Analyst in Salesforce and financial services is essential.
The predicted salary is between 55000 - 55000 £ per year.
Salesforce Business Analyst - Financial Services
Salary
£55,000 per annum benefits
Location
Remote (office attendance a few days per month; location to be confirmed)
Contract
Permanent, full-time
Start Date
Immediate
Sector
Financial Services
The Opportunity
Are you an experienced Salesforce Business Analyst with a background in financial services?
We're looking for a talented Salesforce Business Analyst to join an exciting financial services transformation project, working with a growing Salesforce consulting partner.
Our client is an expanding Salesforce consultancy delivering programmes for organisations across the UK.
Following a number of new client wins, the business is continuing to grow, offering an excellent opportunity to join at an exciting stage and play a part in shaping its future.
You'll work closely with solution architects, developers and client stakeholders, enjoying the autonomy of a growing consultancy alongside varied, client-facing project work.
The Role
We're seeking a Salesforce Business Analyst to join a financial services client project immediately.
You'll act as the key link between business stakeholders and the technical delivery team, translating business needs into clear, actionable Salesforce requirements and ensuring the delivered solution meets client expectations.
The position is predominantly remote, with occasional office attendance a few days each month for workshops, planning sessions and team collaboration.
Previous financial services experience is essential, as you'll be working with regulated business processes, client onboarding journeys and financial data from day one.
Key Responsibilities
- Facilitate discovery workshops and stakeholder interviews to capture and document business requirements.
- Map current and future-state business processes, including client onboarding, KYC/AML checks, servicing and case management.
- Develop clear user stories and acceptance criteria, ensuring the product backlog remains prioritised.
- Translate business requirements into functional designs, working closely with solution architects and developers.
- Conduct gap analysis between standard Salesforce functionality and business requirements.
- Support system testing and User Acceptance Testing (UAT), including preparing test scripts and managing defects.
- Assist with data migration mapping and integration requirements.
- Develop training materials and support end users during go-live.
- Ensure proposed solutions consider relevant regulatory and compliance requirements, including FCA rules, Consumer Duty and GDPR.
- Work within an Agile delivery environment and actively participate in sprint ceremonies.
Essential Skills & Experience
- Proven experience working as a Business Analyst on Salesforce projects.
- Previous experience within financial services, such as banking, wealth management, insurance, lending or asset management.
- Strong experience in requirements gathering, business process mapping and writing user stories.
- Good working knowledge of Salesforce Sales Cloud and/or Service Cloud.
- Experience facilitating workshops and confidently engaging with client stakeholders at all levels.
- Experience working in Agile delivery environments, using tools such as Jira or Azure Dev Ops.
- Excellent written and verbal communication skills.
- Available to start immediately.
- Willingness to attend the office a few days per month.
Desirable Skills & Certifications
- Experience with Salesforce Financial Services Cloud (FSC).
- Salesforce Certified Business Analyst.
- Salesforce Certified Administrator.
- Financial Services Cloud Accredited Professional.
- Previous experience working for a Salesforce consulting partner or consultancy.
- Knowledge of FCA regulations, Consumer Duty, KYC/AML or Mi FID II.
- Experience with process mapping tools such as Lucidchart, Visio or Miro.
- Business analysis qualifications such as BCS or IIBA (CBAP/CCBA).
What's on Offer?
- Competitive salary of
- Predominantly remote working, with only a few office days required each month.
- Opportunity to work on an exciting, client-facing Salesforce programme within financial services.
- The chance to join and grow alongside an expanding Salesforce consulting partner.
- Support with Salesforce certifications and ongoing professional development.
Salesforce Business Analyst employer: Squareone
At Square One, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters innovation and collaboration. Our London-based team enjoys flexible hybrid working arrangements, competitive compensation, and ample opportunities for professional growth in the rapidly evolving field of finance transformation. Join us to make a meaningful impact while advancing your career in a supportive and diverse environment.
StudySmarter Expert Advice🤫
We think this is how you could land Salesforce Business Analyst
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Squareone. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Squareone.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Squareone. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Salesforce Business Analyst
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Squareone and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Squareone how you can be a team player!
How to prepare for a job interview at Squareone
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Squareone.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Squareone's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
