• About Max Oakley

    Max Oakley


    Max joined Finatal in 2022 as Principal in our Transformation Practice. Max has an excellent track record in building out Transformation practices across both the FTSE and Private Capital markets. 

    Browse Max Oakley Latest Jobs

    Ref: MO48584

    Business Analyst (Salesforce CRM)

    £ 600 - £ 600 per day

    Business Analyst (Salesforce CRM)

    £600pd outside ir35

    London (1 day per week)



    Our PE backed client requires a strong, experienced Senior Business Analyst to help successfully deliver a programme of work to separate our clients CRM workstream from a departing Parent Company (Delinian). 

    The Senior CRM Business Analyst (Salesforce) will work within CRM team and separation programme team.



    • Lead on all Business requirements, mentor and coach more junior team members.
    • Set standards of requirements definition and documentation.
    • Elicit requirements from stakeholders and subject matter experts within the business, working across a range of departments, challenging them in order to uncover key detail and needs
    • Formally document requirements so that they remain understandable for the business to subscribe to, while sufficiently comprehensive, structured and technically-oriented to be translated into technical solutions by the development team
    • Authoring of Business user stories that are complete, unambiguous and represent the value sought by the business. Including complete acceptance criteria.
    • Responsible for advising on and be closely involved with all UAT testing.
    • Participate in the backlog grooming of their user stories and the UAT testing of them
    • Fully evaluate the desired business outcome from start to end of their interaction, and hone requirements to optimise the desired customer experience
    • Deep dive into requirements to ensure all the appropriate assets are in place to enable the successful development process and product delivery.


    Skills Required

    • Excellent understanding of Salesforce, Finance integrations and associated applications (NetSuite) is a must as the focus of this role is to act as a liaison between the Business and Technical teams.
    • Experience performing a similar Senior Business Analyst role involving large complex systems, having a wide scope of influence and ownership.
    • Excellent stakeholder management, commercial awareness and documentation skills are essential.
    • Experience in conducting detailed analysis of customer requirements, gathering both functional and non-functional requirements.
    • Experience in creation of user stories and acceptance criteria, with a strong focus on business and commercial considerations.
    • Participation in agile & waterfall practices, including backlog grooming, planning, stand-ups & formal demo’s.
    • Good written and verbal communication is essential, and an ability to understand complex technical concepts and present them in simple terms to non-technical individuals.
    • Experience working within a financial services organisation is desirable as is experience with Commodities market data.
    • Good understanding of documentation tools for process flows and requirements management, such as JIRA & Lucid Chart is required.
    • E-commerce & test management exposure is desirable.
    Ref: MO47715

    Finance Transformation Project Manager

    £ 90,000 - £ 100,000 per year

    Finance Transformation Project Manager – Financial Services

    £90-£100k FTC


    Finatal has an exciting opportunity for a Finance Project Manager to join our clients busy Finance team. The purpose of the role is to support the newly appointed Programme Manager to provide project management and apply in-depth knowledge and specialist skills in leading and managing the delivery of a range of Finance projects.

    The role offers a great opportunity to draw upon your skills and experience in Finance, change management, project management and innovations in digital/technology to transform the way the business works.

    Skills Required:

    • Project management qualification - Prince2 or other relevant institution.
    • Finance / Accountancy background
    • ERP implementations
    • Change management skills – design and implementation of change communications in partnership with HR and communications professionals.
    • Commercial acumen and experience working in an international matrix structure.
    • Experience of successfully delivering projects with global teams for different business streams.
    • Proven organisational skills and comfortable with scheduling, coordinating, and facilitating at all levels of the organisation.
    • Experience of influencing stakeholders and sponsors, demonstrated by interpersonal excellence with differing levels of seniority - from graduate to executive level.