About the Company
Inetum is a European leader in digital services. Inetum's team of 28,000 consultants and specialists strive every day to make a digital impact for businesses, public sector entities and society. Inetum's solutions aim at contributing to its clients' performance and innovation as well as the common good.
About the Role
WMIS ( Wealth Management Information System) is looking for a Techno-Functional Business analyst with responsibility to deliver Finance & Management Control projects, evolutions and support related to the TAGETIK Platform. The resource will report:
• Locally to the Site manager of WMIS Lisbon
• Functionally to the Finance Division Head in Singapore and Tagetik Project Manager in Lisbon.
Technical Skills:
• At least 3 years of experience in IT
• Experience as business analyst (at least 3 years)
• Experience on Tagetik tool implementation is mandatory.
• Experience in deploying TAGETIK ideally (change management, dry-run,..)
• Strong TAGETIK expertise, "hands-on" in the definition and implementation of the solution with users.
• Extensive hands-on experience in Tagetik ETL/Workflow development
• Experience in developing and delivering system modules (Consolidation, planning, budgeting) in Tagetik CCH
• Programming languages: SQL, Java is a +
• Strong Financial Accounting and Management control skills: Items of Balance Sheet & Off Balance Sheet, Accounting rules of Financial instruments, Standard financial KPI,, Currencies and Forex calculation in the INSURANCE and/or FINANCE INDUSTRY ( retail, CIB, Wealth Management,..)
• Understand the business, i.e., Budget, Forecast and Actuals operational processes.
• The methodology to use is AGILE, to leverage on the proximity with users and to follow the backlog in a structured way.
Main Tasks:
Tagetik EP WM project was launched in September 2018 in order to deploy a new application based on Tagetik technology. The application went live in 2022.This Application is the company's Performance management consolidation tool and deals with:
• Budget, forecast and actuals data and KPI of all entities consolidated by WM HO PARIS ( ~ 15 entities)
• Performance management KPI Production, consolidation, and adjustments
• Publication of WM EXCO Performance management dashboard related to revenues, activities, margins, etc
This central application will be mainly used by Management & Control Paris team but also by local sites finance teams (Geneva, Monaco, Singapore, Hong Kong, Germany .....).
The application is quite complex, and it relies:
• Data Model that has been defined with company's Group
• Monthly closing and budget exercise workflows that are defined within Tagetik EP WM.
• Specific flows and their workflow that are defined to push local sites revenues and expenses indicators into Tagetik EP WM.
• Central and local standard or tailor-made reports that will be produced from Tagetik EP WM.
The Techno-Functional BA mainly will work closely with:
• Paris HO FINANCE and Lisbon Nearshore FINANCE teams dedicated to the Management & Control activities of Wealth Management and
• Provide extensive functional support during the GO-LIVE preparation and after GO-LIVE of the application releases.
• Define functional requirements using interviews, document analysis, workshops, surveys, use cases, scenarios, business analysis, tasks and workflow analysis. Define the new requirements impact on existing business / IT architecture, processes / strategic vision and principles.
• Responsible for delivery & enhancement of project documentation, such as Requirement Statement Sheet, and Detailed Functional Requirement Document, roadmap, etc.
• Collaborate with ITG, WMIS Functions, Business units and subject matter experts to establish the functional & technical vision and analyze trade-offs between usability and performance needs and provide technical solutions.
• Elaborate and execute the change management plan with the users of the solutions. Perform testing to verify solution and coordinate UAT with end users.
• Elaborate and provide estimation and roadmap.
• Development of processes/workflows/ETL in Tagetik CCH.
Language Skills
• English