Job Description

Who are we

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At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.

What will you contribute

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We are seeking a detail-oriented and analytical

Business Performance & Insight Specialist

to support and enable the services side of our organization. This role will play a key part in workforce management, project management systems, and business performance reporting. You will collaborate closely with internal teams including Finance, Central IT, and PMO to ensure data integrity, optimize systems, and deliver actionable insights.

Responsibilities & Deliverables:

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Workforce Management

: + Support resource planning, utilization tracking, and capacity analysis across service teams.
+ Monitor staffing levels and forecast future needs based on project pipeline and delivery schedules

System Management & Optimization

: + Administer and support the use of project management tools such as

Kantata

along with systems such as

SFDC

.
+ Support the Services PMO with project set-up, managing regular reporting needs, and process improvements.
+ Work with Central IT team on deploying/testing/managing system changes needed
+ Prepare documentation and training for use of systems and processes for the Professional Services team

Performance Reporting & Insights

: + Develop, validate, and maintain dashboards and reports to monitor key performance indicators (KPIs) for Professional Services teams.
+ Analyze trends and provide insights to support key decision-making within the function.
+ Publish regular reports to support various stakeholders and business needs.

Cross-Functional Collaboration

: + Partner with internal teams to support revenue forecasting, budgeting, cost tracking, operational metrics
+ Liaise with Central IT to ensure data integration and system reliability.

Data Quality & Governance

: Conduct regular audits to ensure data accuracy and consistency across systems. Identify and resolve discrepancies in reports and system outputs.

Qualifications:

Bachelor's degree in Business, Data Analytics, Information Systems, or a related field. 3+ years of experience in business performance, workforce planning, or project systems support. Proficiency with Microsoft tools such as Excel, powerpoint; and Power BI tools Experience with tools such as

Kantata

,

SFDC

, Strong analytical skills with a keen eye for detail and data validation. Excellent communication and stakeholder management skills. Ability to work independently and collaboratively in a fast-paced environment.

Preferred Skills

Experience supporting professional services or consulting environments. Familiarity with PMO processes and project lifecycle management. Understanding of financial principles related to projects Experience with resource planning and workforce management.
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:

Flexibility:

Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

Well-being:

Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.


Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

ESG:

Benefit from paid time off for volunteering and donation matching.

DEI:

Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

Career Development:

Access online learning and accredited courses through our Skills & Career Navigator tool.

Recognition

: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.





Specific benefits may vary by location. At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.


Be unique, be exceptional, and help us make a difference at Finastra!