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Job Description

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Role Overview

We are seeking a Senior Business Analyst with substantial experience in the UK banking and financial services sector. The successful candidate will play a key role in bridging business and technology teams on a project focused on Dynamics 365 CRM and Power Platform. The role requires an in-depth understanding of banking processes, excellent skills in gathering and analysing requirements, and the ability to translate business needs into technology-enabled solutions. Familiarity with AI, particularly Microsoft Copilot Studio, is advantageous.

Key Responsibilities

  • Engage with stakeholders across business and technology functions to capture, analyse, and document requirements.
  • Analyse banking processes and identify opportunities for optimisation through Dynamics 365 CRM and Power Platform.
  • Facilitate workshops, interviews, and process mapping sessions with business users.
  • Collaborate with solution architects, developers, and testers to ensure requirements are well understood and delivered effectively.
  • Support the definition of functional and non-functional requirements.
  • Act as the bridge between business stakeholders and technical delivery teams throughout the project lifecycle.
  • Contribute to solution design discussions, ensuring alignment between business objectives and technical delivery.
  • Produce high-quality documentation, including business requirements, functional specifications, and process flows.
  • Assist with testing activities, including test case definition and UAT support.

Required Skills and Experience

  • Proven experience as a Business Analyst within UK banking or financial services.
  • Strong knowledge of end-to-end banking processes.
  • Hands-on experience with Dynamics 365 CRM and Microsoft Power Platform.
  • Strong stakeholder engagement and communication skills across both business and technology teams.
  • Ability to work independently within a project team, managing priorities and deliverables.
  • Excellent analytical, problem-solving, and documentation skills.

Desirable Skills

  • Familiarity with AI-driven tools, particularly Microsoft Copilot Studio.
  • Knowledge of regulatory and compliance considerations within banking.
  • Experience working in agile delivery environments.

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