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FinXL Logo FinXL · IT - Software Development

Technical Business Analyst (Dynamics 365)

Australia, Sydney 700.00 - 800.00 AUD / Day · Job Posted July 04, 2026
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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.

Job Responsibility

  • 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

Requirements

  • 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
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