Business Consultant - Process Improvement & Automation | Financial Services

Business Consultant - Process Improvement & Automation | Financial Services

Location:

Lisbon Other locations:
Anywhere in Country Salary:
Competitive Date:
Jul 1, 2026

Requisition  The Opportunity As part of EY's Financial Services Consulting practice, you will support leading financial institutions in improving and transforming their business processes through the identification of opportunities for optimization, automation and operational efficiency. Working at the intersection of business and technology, you will collaborate with clients across the banking, insurance and wealth & asset management sectors to analyse current processes, define target operating models and support the implementation of workflow, BPM and low-code solutions.

You will help organizations streamline operations, improve customer and employee experiences, strengthen controls and deliver business value through process transformation initiatives. If you have experience in business consulting, process improvement and automation, combined with strong business analysis skills and the ability to engage with both business and technology stakeholders, this opportunity is for you.

Key Responsibilities

• Analyse, document and improve business processes across Financial Services organizations.
• Conduct requirements gathering activities, including workshops, interviews and stakeholder engagement sessions.
• Document business requirements, user stories, process flows and functional specifications.
• Develop and maintain AS-IS and TO-BE process maps and supporting documentation.
• Support backlog definition, prioritization and requirements management activities.
• Identify opportunities for process optimization, workflow automation and operational efficiency.
• Collaborate with business and technical teams to translate business requirements into technology-enabled solutions.
• Support the implementation of BPM, workflow and low-code solutions.
• Participate in testing, validation and deployment activities to ensure solutions meet business needs.
• Prepare project documentation, presentations and client deliverables.
• Work closely with client stakeholders and multidisciplinary teams throughout project life cycles.
• Contribute to transformation initiatives across banking, insurance and other Financial Services sectors.

To Qualify for the Role, You Must Have

• 2 to 5 years of professional experience in business consulting, process improvement, business analysis or process transformation projects.
• Practical experience in requirements gathering, stakeholder management and business analysis activities.
• Experience documenting business requirements, user stories, process flows, AS-IS and TO-BE models.
• Hands-on experience in process automation, workflow management and BPM initiatives.
• Experience working with more than one low-code, workflow or automation platform, such as Appian, Service Now, Microsoft Power Platform, Pega, Out Systems or Blue Prism.
• Ability to act as a bridge between business and technology teams.
• Strong understanding of process improvement and transformation methodologies.
• Strong analytical and problem-solving skills.
• Excellent communication and stakeholder management capabilities.
• Fluency in English (minimum B2 level).

Skills and Attributes for Success

• Strong business analysis and process modelling capabilities.
• Ability to translate business requirements into practical and scalable solutions.
• Experience working with both business and technology stakeholders.
• Good understanding of BPM, workflow management and automation concepts.
• Strong organizational and prioritization skills.
• Consulting mindset with a focus on business value and client outcomes.
• Excellent interpersonal and communication skills.
• Ability to work in dynamic, fast-paced environments.
• Proactive attitude and strong sense of ownership.
• Curiosity and willingness to continuously learn new 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 environments.
• Familiarity with process modelling methodologies and tools.
• Certifications or training in Business Analysis, BPM, Agile or low-code platforms.
• Experience supporting automation initiatives with measurable business impact.

What We Look For

We are looking for professionals with a strong consulting mindset who are passionate about process transformation, operational excellence and automation. You are comfortable engaging with both business and technology stakeholders, enjoy solving complex challenges and can effectively translate business needs into practical solutions. You have strong analytical capabilities, excellent communication skills and a genuine interest in helping Financial Services organizations improve efficiency, enhance customer experiences and drive business value through process optimization and automation.

What Working at EY Offers

EY offers a competitive remuneration package…