Appian Business Consultant | Financial Services

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, streamline business processes and accelerate digital adoption through BPM, workflow 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 business needs, assess and redesign processes, and support the implementation of Appian-based solutions. You will play a key role in bridging business requirements and technical delivery, helping organizations translate business challenges into functional and technical solutions that create measurable value.

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, automation opportunities and efficiency improvements.
• Develop and maintain AS-IS and TO-BE process models, process flows and supporting project documentation.
• Document business requirements, user stories, use cases, backlog items and functional specifications.
• Support backlog creation, prioritization and requirements management activities.
• Work closely with business and technical stakeholders to translate business needs into functional and technical requirements.
• Support the design and implementation of workflow, BPM and low-code solutions, with a particular focus on Appian.
• Contribute to end-to-end BPM initiatives, from requirements discovery and process design to solution implementation, testing and validation.
• Support solution testing, validation and user acceptance activities, ensuring alignment with business requirements.
• Collaborate with multidisciplinary 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 consulting, process transformation, business analysis 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.
• Hands-on experience with Appian in process automation, workflow or BPM initiatives.
• Experience supporting BPM projects end-to-end, from business requirements definition to functional and technical implementation.
• Experience translating business requirements into functional and technical specifications.
• Practical exposure to backlog creation, prioritization and requirements management.
• Ability to work as a bridge between business and technology teams, ensuring clear communication and alignment throughout delivery.
• Understanding of workflow automation, business rules, process orchestration and low-code technologies.
• 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.
• Practical knowledge of Appian, BPM, workflow automation and low-code technologies.
• Ability to convert business requirements into functional and technical implementation inputs.
• 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.

, 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 Appian, 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 have practical experience in Appian and BPM initiatives, with the ability to translate business requirements into functional and technical implementation. You 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

We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Plus, we offer support and coaching, opportunities to develop new skills and progress your career, and the freedom and flexibility to handle your role in a way that’s right for you.
• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

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.

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