Business Analyst - Broker Dealer & Finance Operations

Broker Dealer Operations & Finance Transformation Lead Our Financial Services client is seeking a highly experienced leader in Broker-Dealer Operations and Finance Transformation to drive business analysis and target-state design for a major FIS Post-Trade Processing (PTP/Torstone) implementation. This role sits at the center of a multi-year front-to-back transformation spanning Operations, Finance, Product Control, Technology, and Regulatory Reporting. The ideal candidate brings deep post-trade expertise, strong accounting fluency, and a proven track record leading complex vendor platform implementations in capital markets. This position is hybrid onsite 4 days per week in Midtown Manhattan. Local candidates only/no relocation. This role is not eligible for employer-sponsored work authorisation (e.g., H-1B, OPT, CPT, etc.) or transfer. Candidates must have valid U.S. work authorisation. Key Responsibilities: Business & Operating Model Leadership: • Lead cross-functional workshops to define current-state and future-state operating models. • Document end-to-end workflows across trade capture, settlements, securities lending, repo, accounting, and regulatory reporting. • Identify control gaps, process inefficiencies, and opportunities to reduce manual risk. Solution & Vendor Analysis: • Serve as functional lead for FIS PTP capabilities, configuration options, and design impacts. • Challenge vendor assumptions, validate requirement coverage, and support design governance. • Partner with architecture and technology teams to align solution design with business outcomes. Accounting & Finance Analysis: • Collaborate with Finance and Product Control to define accounting event models and posting rules. • Document accounting treatments across equities, fixed income, securities lending, and repo. • Support chart-of-accounts mapping, reconciliation requirements, and ledger integration design. Data, Integration & Requirements Management: • Define source-to-target mappings, interface requirements, and upstream/downstream impacts. • Author and maintain BRDs, FRDs, process flows, use cases, test scenarios, and traceability matrices. • Coordinate with data governance teams to ensure complete and accurate lineage. Testing & Delivery Readiness: • Define SIT/UAT scope and coordinate testing across business, technology, and vendor teams. • Validate accounting, settlement, and reporting outcomes against requirements. • Support cutover planning, production readiness, and issue escalation through go-live. Required Skills & Experience: • 10+ years of business analysis experience, including 7+ years in capital markets post-trade operations. • Deep expertise in securities lending, repo, tri-party, equities, fixed income, and settlement processing. • Strong accounting knowledge: journals, subledger processing, GL integration, P&L, balance sheet impacts. • Experience leading vendor platform implementations in post-trade or accounting domains. • Strong understanding of integration architecture, data mapping, and operational controls. • Experience with systems such as: • FIS PTP (Torstone), Broadridge, or equivalent post-trade platforms • Oracle GL / Accounting Hub / OFSAA, Murex, EDM, TLM, or related enterprise systems • Exceptional analytical skills, attention to detail, and ability to manage complex workstreams. • Strong communication, stakeholder management, and workshop facilitation skills. Preferred Qualifications: • Experience with greenfield or large-scale broker dealer transformation programs. • Familiarity with regulatory reporting and capital markets control frameworks. • Experience with agile delivery and structured governance. • SQL proficiency for data analysis and reconciliation. Education: Bachelor’s degree in Finance, Accounting, Economics, or related field.