Business Technology Consultant - Process Automation & Low-Code | Financial Services

Job description

The Opportunity As part of EY's Financial Services Consulting practice, you will support leading financial institutions in their transformation journeys, helping them improve operational efficiency, modernize processes and accelerate digital adoption through process automation and low-code technologies. Working at the intersection of business and technology, you will collaborate with clients across the banking, insurance and wealth & asset management sectors to identify business needs, design technology-enabled solutions and support the implementation of automation initiatives. You will play a key role in bridging business requirements and technical delivery, helping organizations unlock value through workflow optimization, BPM and low-code platforms. If you have experience in business analysis, process transformation and technology-enabled delivery, combined with an interest in automation and low-code solutions, this opportunity is for you. Key Responsibilities • Gather, analyse and document business and functional requirements through workshops, interviews and stakeholder engagement sessions. • Support the assessment, redesign and optimization of business processes, identifying automation opportunities and efficiency improvements. • Document process flows, business requirements, user stories, use cases and functional specifications. • Develop and maintain AS-IS and TO-BE process models and supporting project documentation. • Support backlog creation, prioritization and requirements management activities. • Work closely with business and technical stakeholders to translate requirements into scalable technology-enabled solutions. • Contribute to the implementation of workflow, BPM and low-code solutions. • Support solution testing, validation and user acceptance activities. • Collaborate with project teams to ensure successful delivery of transformation and automation initiatives. • Prepare project documentation, presentations and client deliverables. • Participate in client meetings, workshops and collaborative sessions. • Contribute to process improvement, digital transformation and operational excellence initiatives across Financial Services organizations. To Qualify for the Role, You Must Have • 2 to 5 years of professional experience in business consulting, business analysis, process transformation or technology-enabled transformation projects. • Practical experience in requirements gathering, stakeholder management and business analysis activities. • Experience documenting business requirements, user stories, use cases, process flows, AS-IS and TO-BE models. • Experience participating in process automation, workflow management or BPM initiatives. • Experience working with more than one low-code, BPM or automation platform, such as Appian, ServiceNow, Microsoft Power Platform, Pega, OutSystems or Blue Prism. • Ability to bridge business and technology teams, translating business needs into functional and technical requirements. • Understanding of process improvement, automation and digital transformation concepts. • Strong analytical and problem-solving skills. • Strong communication and stakeholder management capabilities. • Fluency in English (minimum B2 level). Skills and Attributes for Success • Strong business analysis and requirements management skills. • Ability to understand business challenges and translate them into technology-enabled solutions. • Knowledge of process automation, BPM and low-code technologies. • Strong organizational skills and attention to detail. • Ability to work effectively across business and technical teams. • Consulting mindset with a focus on value creation and client outcomes. • Strong communication, facilitation and presentation skills. • Ability to manage multiple priorities in dynamic project environments. • Proactive attitude and strong sense of ownership. • Curiosity and willingness to learn new tools, technologies and methodologies. Ideally, You'll Also Have • Previous experience delivering projects within Banking, Insurance or Wealth & Asset Management. • Knowledge of Financial Services processes and operating models. • Experience working in Agile delivery environments. • Familiarity with backlog management tools such as Azure DevOps or Jira. • Experience facilitating workshops and requirements discovery sessions. • Certifications or training in Business Analysis, Agile, BPM or low-code platforms. • Experience supporting end-to-end digital transformation initiatives. • Familiarity with emerging Artificial Intelligence tools, including Microsoft Copilot. What We Look For We are looking for professionals with a strong consulting mindset who are passionate about business transformation, process automation and technology-enabled change. You are comfortable working with both business and technology stakeholders, enjoy solving complex challenges and are able to connect business objectives with digital solutions. You combine strong analytical thinking with effective communication skills and are motivated by helping organizations improve efficiency, optimize processes and deliver meaningful business outcomes through automation and low-code technologies. What Working at EY Offers EY offers a competitive remuneration package commensurate with your work experience. Plus, we offer: • Support, coaching and feedback from some of the most engaging colleagues around; • Opportunities to develop new skills and progress your career; • The freedom and flexibility to handle your role in a way that’s right for you. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. EY | Shape the future with confidence EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. At EY, we're committed to providing recruitment and career opportunities to all, regardless of gender, sexual orientation, social background or disability. We believe that equality and diversity are central to our recruitment process, as they enhance creativity and efficiency, leading to improved performance and productivity. In line with this commitment, EY Portugal recently became a member of the Inclusive Community Forum. This initiative, led by Nova SBE, focuses on the recruitment of individuals with disabilities, advocating for a more inclusive community. Moreover, EY Portugal has also endorsed the Diversity Charter of APPDI (the Portuguese Association for Diversity and Inclusion), pledging to establish and develop internal policies and practices which support diversity. Through these initiatives, EY seeks to actively contribute to the inclusion process, and promote a more inclusive community for people with disabilities, by actively participating in creating solutions. #LI-HYBRID