Job Description

Description

This role provides dedicated business analysis support to the replacement finance system project within Polo Works. The Business Analyst (BA) will work closely with business users, delivery teams, and technology partners to gather, understand and document clear requirements and support delivery through the full project lifecycle. In particular. the Business Analyst for this project also take the lead on interfaces with the HR system, the end-to-end new automated invoicing process and the replacement of the time recording processes and system.

Experience with finance systems configuration, testing and implementation projects is essential and experience with Sage intaact is highly desirable.

Key Responsibilities

Capture and document business requirements, processes, and data needs for new and existing change initiatives.

Work with stakeholders across PoloWorks and, where required, Marco functions including operations, finance, underwriting support, and technology.

Support analysis and mapping of data flows between core systems and work/time recording mechanism and data sources, including HR, finance, operations and reporting tools.

Produce clear and structured documentation such as requirement specifications, user stories, business cases, process maps, and Standard Operating Procedures.

Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.

Support test planning and execution including defining test cases and participating in UAT.

Participate in the planning, business readiness and execution of the cutover from old to new business processes including the smooth transition of transition of both systems and workflow between those systems.

Contribute to the ongoing improvement of business processes, identifying areas for optimisation or automation.

Facilitate stakeholder meetings, requirements workshops, and project stand-ups.

Work with project managers to track progress, highlight risks and ensure successful delivery of business outcomes.

Skills, Knowledge and Expertise

Proven experience as a Business Analyst within an insurance or financial services environment.

Strong analytical skills with experience documenting requirements, processes, and data logic.

Understanding of data structures and familiarity with working on data/reporting initiatives.

Ability to build effective relationships with business and technical stakeholders at all levels.

Experience in producing documentation including process flows, data flows, operating procedures, and test plans.

Strong verbal and written communication skills, including stakeholder facilitation and presentation.

Comfortable working in an environment of evolving priorities and concurrent projects.

Experience of transitioning a business from one finance system to another.

Desirable:
Experience of working within the insurance sector.

Experience implementing Sage Intacct and, ideally, some experience of SunAccounts 6.3.

Experience using tools such as Jira, Azure DevOps, Visio, and Excel.

Understanding of agile and waterfall project delivery methods.

Demonstrates behaviours aligned to the PoloWorks PRIDE values:Pioneering - we don't stand still Responsible - We do the right thing Inclusive - we all play a role Delivery Focused- we provide services we are proud of Empowering - we equip people to be their best

About PoloWorks

PoloWorks is the leading provider of UK-based support services to the insurance market. We have built a strong reputation as dedicated and dependable experts in our field. We pride ourselves on our ability to be flexible, responsive, and knowledgeable.



As a leading service support company and turnkey managing agency, our clients choose us because our staff not only have the expertise but also a profound affinity with their business challenges. Our mission is to support, inspire, and develop the insurers of today and tomorrow.

Our clients, whether digital start-ups or well-established organisations, rely on the PoloWorks team to develop and strengthen their businesses. Our clients' goals are our goals. As such we design and deliver bespoke solutions to their specific business challenges.


Recognised as a

Great Place to Work certified company

and listed among the

Best Workplaces in Financial Services & Insurance

, PoloWorks is proud of its positive culture and commitment to its people. With offices in London and Cheltenham, PoloWorks has ambitious growth plans, offering exciting opportunities for anyone joining us on the next phase of our journey.

It's our mission to unleash the potential in every team, and we know that teams perform best when they are diverse and every team member feels that they belong. It is the unique contributions of all PoloWorks colleagues that drive our success, and we are committed to building an inclusive culture where everyone is empowered to do meaningful work and are recognised for their efforts. To that end, we are committed to providing an environment free of discrimination for everyone.