Full job descriptionTechnical Data Business Analyst
Initial 6 month contract
Hybrid working (2 days in office in Edinburgh/WFH) Leeds with infrequent travel to Edinburgh also considered
Contract rate via Umbrella: £550 per working day


Are you an experienced Technical Data Business Analyst with a passion for reporting, data transformation and solving complex business problems?
We’re supporting a major financial services organisation undertaking a significant platform transformation programme and are looking for a Technical Data Business Analyst to lead the design and definition of future-state Management Information (MI), reporting and data requirements for a business-critical migration programme.


This is an opportunity to sit at the intersection of business, data and technology, shaping how reporting and data products are delivered on a new strategic platform.


The Opportunity
You’ll take ownership of reporting and data requirements supporting the migration from a legacy platform to a new target platform, ensuring critical business, regulatory and operational reporting requirements are understood, documented and successfully delivered.


Working closely with business stakeholders, data teams, technology functions and platform suppliers, you’ll analyse current-state reporting, define future-state solutions and create a clear roadmap for how data and reporting requirements will be met post-migration.


This role is ideal for someone who enjoys translating technical data requirements into meaningful business outcomes and thrives in large-scale transformation environments.


Key Responsibilities
Reporting & MI Discovery
*Own and maintain the inventory of existing reports and management information.
*Map current-state reporting processes, data flows and reporting dependencies.
*Identify reporting gaps, duplication and future-state opportunities.
*Engage with stakeholders across business, operations, technology and control functions.


Future-State Reporting Design
*Define future MI and reporting requirements across:
*Regulatory reporting
*Financial reporting
*Consumer Duty reporting
*Board and management reporting
*Operational performance reporting
*Assess delivery options including:
*Platform-generated reporting
*Enterprise Power BI solutions
*Data products
*Data extracts and integrations


Data & Analytics
*Define detailed data requirements, business rules and reporting logic.
*Map data lineage and end-to-end data journeys.
*Support creation of future-state data flows and reporting architectures.
*Work with Data Centres of Excellence, architects, analysts and technical teams to deliver scalable solutions.


Stakeholder Management
*Facilitate workshops and requirement gathering sessions.
*Translate technical concepts into business-friendly language.
*Drive decision-making across multiple stakeholder groups.
*Provide clear, concise updates to governance and leadership forums.


What We’re Looking For
Essential Experience
Customer Journey Manager, Business Analyst or Data Analyst experience within financial services transformation programmes.
Strong experience delivering:
*MI and reporting requirements
*Data lineage analysis
*Process mapping
*Data flow mapping
*Future-state design activities
Experience translating reporting requirements into data solutions and business outcomes.
Power BI and advanced Excel capability.
Ability to work confidently with both technical and business stakeholders.
Strong documentation skills including:
*Requirements definition
*Data flows
*Process maps
*Acceptance criteria
*Traceability matrices


Desirable Experience
Financial Services experience
Pensions, Retirement or Wealth Management experience
Regulatory, FCA or Consumer Duty reporting knowledge
Platform migrations or technical transformation programmes
Data governance, metadata, archives and reporting control frameworks
API and data extract experience


Why Apply?
Join a major platform migration programme with significant business impact
Shape the future reporting and MI landscape from the ground up
Work with senior stakeholders across business, data and technology
High-profile transformation project with strong extension potential
Hybrid working with Edinburgh or Leeds office locations
Opportunity to influence how data, reporting and business insight will be delivered for years to come.


Please note: Due to the high volume of applications, only successful candidates will be contacted. If you do not hear from us within 48 hours, unfortunately, your application has not been successful on this occasion. However, we may retain your details for any future suitable vacancies and contact you accordingly.


Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.


We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.