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Technical Business Analyst (Dynamics 365)

FinXL

AUhybridPosted Jun 30, 2026
Posting intelligenceActively listedReposted 15×, possible evergreen/ghost posting

About the role

Job details

Posted30 June 2026

SalaryAU$700 - AU$800 per day

LocationSydney CBD

Job type Contract

Discipline Digital & Product Engineering

Reference90M0711273_1782795481

Job description

Dynamics 365 Technical Business Analyst with a leading financial services client (consulting through FinXL)

FinXL Professional Services is a leading IT consultancy that partners with clients to bridge the gap between business needs and technology capabilities. Since 2003, we've been delivering high-value ICT services across government, finance, telecommunications, and enterprise sectors.

FinXL is seeking a Dynamics 365 Technical Business Analyst to join our consulting team and be deployed with a leading financial services client on a 6 months+ contract in Melbourne.

Responsibilities

Gather, analyse, and document business needs into technical specifications for Dynamics 365 configurations.

Map and optimize advice workflow stages to boost financial adviser productivity and usability.

Partner with CRM developers, engineers, and integration partners to design robust enterprise solutions.

Drive ideas to enhance CRM data quality and ensure the platform remains user-friendly.

Ensure all technical delivery meets strict business logic and governance obligations.

Identify and highlight risks or poor compliance practices to management for proper mitigation.

Complete mandatory training to understand and adhere to the regulatory framework.

Key Skills & Experience

Proven experience as a Technical Business Analyst focusing on Microsoft Dynamics 365 CRM.

Strong understanding of Power Platform, including Power Automate and model-driven apps.

Highly desired experience within financial advice, wealth management, or financial services.

Familiarity with adviser-client relationships, compliance obligations, and record-keeping.

Comfortable documenting and working within highly regulated, audit-sensitive systems.

Strong communication skills to bridge the gap between business and technical delivery teams.

Engagement Details

6 months+ contract with a leading financial services client.

Hybrid working model with 2-3 days/ week in the office in Sydney CBD.

Next Steps

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