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

• Gather, analyse, and document business needs into technical specifications for Dynamics 365 configurations.
• Map and optimize advice workflow stages to boost financial adviser productivity and usability.
• Partner with CRM developers, engineers, and integration partners to design robust enterprise solutions.
• Drive ideas to enhance CRM data quality and ensure the platform remains user-friendly.
• Ensure all technical delivery meets strict business logic and governance obligations.
• Identify and highlight risks or poor compliance practices to management for proper mitigation.
• Complete mandatory training to understand and adhere to the regulatory framework.

Key Skills & Experience

• Proven experience as a Technical Business Analyst focusing on Microsoft Dynamics 365 CRM.
• Strong understanding of Power Platform, including Power Automate and model-driven apps.
• Highly desired experience within financial advice, wealth management, or financial services.
• Familiarity with adviser-client relationships, compliance obligations, and record-keeping.
• Comfortable documenting and working within highly regulated, audit-sensitive systems.
• Strong communication skills to bridge the gap between business and technical delivery teams.

Engagement Details

• 6 months+ contract with a leading financial services client.
• 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.