Analyst (Workiva)

TL;DR

Analyst (Workiva): Supporting the delivery of Enterprise Performance Management (EPM) technology implementations for financial services clients with an accent on Workiva configuration, requirements documentation, and unit testing. Focus on bridging the gap between technical solutions and client business needs through structured problem-solving and effective communication.

Location: London (Onsite)

Company

A leading global consultancy specializing in the Asset Management, Wealth Management, and Insurance industries.

What you will do

• Support Solution Architects throughout the full Workiva implementation lifecycle.
• Document client requirements and translate them into functional technical designs.
• Perform unit testing on configured solutions to ensure accuracy and quality.
• Communicate effectively with clients to manage expectations and address project queries.
• Support the User Acceptance Testing (UAT) phase and provide documentation for delivered builds.
• Contribute to practice development, including presales support and methodology documentation.

Requirements

• 0-2 years of relevant consulting or functional finance industry experience.
• University degree in finance, economics, or analytics.
• Strong Excel literacy and logical problem-solving skills.
• Ability to articulate technical concepts clearly to non-technical stakeholders.
• Results-oriented mindset with an eagerness to learn new technologies.
• Must be based in or able to work from the London office.

Nice to have

• Hands-on experience with EPM processes like FP&A or financial consolidation.
• Proficiency in SQL and database management.
• Advanced MS Excel, Word, and PowerPoint skills.
• Understanding of accounting principles and financial statements.

Culture & Benefits

• Supportive and nurturing environment with a focus on community.
• High level of responsibility and autonomy within small project teams.
• Direct exposure to senior leadership and continuous professional development.
• Meritocratic promotion structure based on performance rather than tenure.
• Commitment to diversity, inclusion, and a multi-cultural workplace.