Business & Process Analysis: Ability to break down and understand complex financial workflows. Analytical Thinking Skill in identifying automation opportunities and logical gaps. Communication: Clear and effective interaction with finance users and IT teams. Collaboration: Team player who works well across functions and cultures. Project Management: Capable of managing small-scale projects and timelines independently. Training & Coaching: Willingness and ability to upskill end-users and build self-sufficiency. Adaptability: Comfortable working in a changing environment with evolving priorities.
IT
Business Analyst
IT
Permanent contract
Lisbon
First who
- Analytical Thinking
- Communication
- Collaboration
Then what
Missions
- Collaborate with accounting teams
- Identify automation opportunities
- Test and validate automated tools
Profile required
- Excel
- Data Preparation Platform (e.g. Alteryx, Knime, Dataiku)
- Python
- RPA tools
You want to join a company that places people at the heart of its concerns? We are waiting for you at Extia!
As a consulting company specialized in IT and digital sectors, Extia has prioritized an approach that combines performance and well-being at work since its creation in 2007. This vision is shared today by more than 2,500 Extians across France and internationally, and has been recognized by the Great Place to Work® certification for 15 years!
We believe in equal opportunity and offer every candidate the chance to reveal their potential, without distinction of any kind. At Extia, it's "First who, then what" so, let's do it!
First who
First who
Then what
Then what
Role Overview:
We are seeking an Automation & Process Efficiency Analyst to support a strategic finance transformation initiative within a global investment banking environment. This role will contribute to the automation of accounting control processes within Finance teams, particularly focusing on reducing manual workloads and improving operational resilience.
You will work closely with accounting control teams, leveraging tools like Excel, Power BI, Python, and Alteryx/Knime/Dataiku, to design, implement, and industrialize automated procedures and prototypes.
Core Responsibilities:
- Collaborate directly with accounting control teams to understand current manual processes and pain points.
- Identify automation opportunities within Level 1 accounting controls and P&L reconciliation workflows.
- Design, develop, and deliver automated desktop tools and prototypes (Excel, Power BI, Python, etc.).
- Document business rules and ensure clear handover to Finance IT for industrialization.
- Test and validate automated tools with users during live accounting closure cycles.
- Provide training and coaching to finance users on advanced Excel, Power BI, and automation best practices.
- Ensure knowledge transfer and process sustainability within the Finance team.
Technical Skills Required:
- Advanced Excel (macros, pivot tables, Power Query, data models).
- Proficiency in at least one data preparation platform (e.g., Alteryx, Knime, Dataiku).
- Programming/scripting experience in Python (C is a plus).
- Knowledge of RPA tools such as UIPath or Blue Prism (desirable).
- Strong understanding of finance processes, reconciliations, or financial control (desirable).
- Familiarity with capital markets products (desirable).
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Your agency
Lisbon
In 2019, an Extian decided to conquer Portugal and opened an agency in Lisbon. The team now counts 25 members, and they work in IT, Digital and Data in the Banking, Finance and Insurance, Telecoms, Retail, and e-commerce sectors. The Lisbon Extians are looking to spread the "First who, then what" mindset throughout Portugal.
