Dynamics 365 Technical Business Analyst with a leading financial services client (consulting through FinXL)
FinXL Professional Services is a leading IT consultancy that partners with clients to bridge the gap between business needs and technology capabilities. Since 2003, we've been delivering high-value ICT services across government, finance, telecommunications, and enterprise sectors.
FinXL is seeking a Dynamics 365 Technical Business Analyst to join our consulting team and be deployed with a leading financial services client on a 6 months+ contract in Melbourne.
Responsibilities
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Gather, analyse, and document business needs into technical specifications for Dynamics 365 configurations.
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Map and optimize advice workflow stages to boost financial adviser productivity and usability.
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Partner with CRM developers, engineers, and integration partners to design robust enterprise solutions.
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Drive ideas to enhance CRM data quality and ensure the platform remains user-friendly.
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Ensure all technical delivery meets strict business logic and governance obligations.
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Identify and highlight risks or poor compliance practices to management for proper mitigation.
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Complete mandatory training to understand and adhere to the regulatory framework.
Key Skills & Experience
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Proven experience as a Technical Business Analyst focusing on Microsoft Dynamics 365 CRM.
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Strong understanding of Power Platform, including Power Automate and model-driven apps.
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Highly desired experience within financial advice, wealth management, or financial services.
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Familiarity with adviser-client relationships, compliance obligations, and record-keeping.
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Comfortable documenting and working within highly regulated, audit-sensitive systems.
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Strong communication skills to bridge the gap between business and technical delivery teams.
Engagement Details
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6 months+ contract with a leading financial services client.
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Hybrid working model with 2-3 days/ week in the office in Sydney CBD.
Next Steps
- Apply now highlighting relevant skills and experience. Due to the high volume of applications only shortlisted candidates can be contacted.
