Overview

This role provides dedicated business analysis support to the replacement finance system project within Polo Works. The Business Analyst (BA) will work closely with business users, delivery teams, and technology partners to gather, understand and document clear requirements and support delivery through the full project lifecycle. In particular, the BA for this project will lead interfaces with the HR system, the end-to-end automated invoicing process, and the replacement of the time recording processes and system.

Department: Project Management

Location: Cheltenham

Compensation: £75,000 / year

Contract Type: 12 month fixed-term contract (FTC)

Key Responsibilities

• Capture and document business requirements, processes, and data needs for new and existing change initiatives.
• Work with stakeholders across PoloWorks and, where required, Marco functions including operations, finance, underwriting support, and technology.
• Support analysis and mapping of data flows between core systems and work/time recording mechanisms and data sources, including HR, finance, operations and reporting tools.
• Produce clear and structured documentation such as requirement specifications, user stories, business cases, process maps, and Standard Operating Procedures.
• Collaborate with delivery teams to ensure requirements are understood, developed, and tested appropriately.
• Support test planning and execution including defining test cases and participating in UAT.
• Plan, prepare for, and execute cutover activities from old to new business processes, ensuring smooth transition of both systems and workflows.
• Contribute to ongoing improvement of business processes, identifying opportunities for optimisation or automation.
• Facilitate stakeholder meetings, requirements workshops, and project stand-ups.
• Work with project managers to track progress, highlight risks, and ensure successful delivery of business outcomes.

Skills, Knowledge and Expertise

• Proven experience as a Business Analyst within an insurance or financial services environment.
• Strong analytical skills with experience documenting requirements, processes, and data logic.
• Understanding of data structures and familiarity with data/reporting initiatives.
• Ability to build effective relationships with business and technical stakeholders at all levels.
• Experience in producing documentation including process flows, data flows, operating procedures, and test plans.
• Strong verbal and written communication skills, including stakeholder facilitation and presentation.
• Comfortable working in an environment of evolving priorities and concurrent projects.
• Experience of transitioning a business from one finance system to another.

Desirable Experience

• Experience of working within the insurance sector is desirable.
• Experience implementing Sage Intacct and, ideally, some experience of SunAccounts 6.3.
• Experience using tools such as Jira, Azure DevOps, Visio, and Excel.
• Understanding of agile and waterfall project delivery methods.

Demonstrates Behaviours Aligned To PoloWorks PRIDE Values

• Pioneering – we don’t stand still
• Responsible – We do the right thing
• Inclusive – we all play a role
• Delivery Focused – we provide services we are proud of
• Empowering – we equip people to be their best

Benefits

In addition to a competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more), you will receive an excellent benefits package including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay. Other benefits include volunteering days, an EV leasing scheme, employee assistance programme with retail discounts, an employee referral scheme, regular sports and social events, and free Cheltenham bus travel.

Seniorities, Employment Type and Job Function

• Seniority level: Mid-Senior level
• Employment type: Contract
• Job function: Research, Analyst, and Information Technology
• Industries: Insurance