Key Accountabilities

• Project Stream Lead – Work closely with CFO and Finance Team Leaders to project manage the finance stream of the project whilst facilitating and prioritising process improvement opportunities across the Finance function.
• Business & System Requirements Gathering – Work with various stakeholder to determine what is the issue that needs solving and business needs that need to be met as part of the resolution. 
• Analysis & Diagnostics – Conduct & analyse existing systems, applications, and processes to identify areas of inefficiency or potential improvements. Perform root cause analysis to determine the underlying issues and provide actionable recommendations for enhancing system performance, usability, and reliability. 
• Planning – Identifying required activities, document activities, define dependent activities/links to other projects, and working with relevant departments to ensure activities are carried out efficiently and effectively.
• Process Documentation – Support the Finance team with development of process registers and process documentation.
• Reporting – Optimise the Chart of Accounts (COA) and proposed postings to align with the LifeCo structure, ensuring all reporting requirements are met for management, partners, and external regulators. Reengineer the cost allocation model to allocate costs to products effectively, simplifying where possible. 

Key Responsibilities

• Partner with Finance teams to analyse, document, and optimise business processes and workflows.
• Lead requirements gathering and process mapping for finance transformation initiatives (e.g., GL, reporting, reconciliations, controls).
• Define and document current-state and target-state processes, identifying improvement opportunities.
• Collaborate with stakeholders to ensure business needs are captured and solutions are fit-for-purpose.
• Support delivery and implementation of finance process and system changes (in partnership with technology where needed).
• Develop and maintain business documentation including BRDs, process maps, test scripts, and training materials.
• Support UAT, business readiness, and post-implementation review activities.
• Provide actionable insights and recommendations to enhance finance efficiency and accuracy.