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Project analyst

Chartered Insurance Institute
Project analyst
Posted: 11h ago
Offer description

Project Analyst

Hybrid, London - City

Full time, 9 Month FTC

Salary: £ 25,500-29,000

Your role

The Project Analyst will support migration activities from legacy systems such as NAV to Business Central. Working closely with the Business Optimisation Lead and project stakeholders, the role will provide day-to-day project support across data preparation, documentation, testing coordination, process mapping, and user readiness activities. This is a development role designed to give an early-career candidate practical experience of business change, systems migration, and cross-functional project delivery.

* Assist with preparing, validating, and organising data for migration from NAV and other systems to Business Central
* Support testing activities, including test script preparation, defect logging, and follow-up actions
* Help maintain project documentation, status updates, and action logs while coordinating with internal stakeholders
* Support and guidance will be provided throughout the placement by the Business Optimisation Lead and relevant subject matter experts across business, finance, systems, and change teams.


Responsibilities:

Reporting to the Business Optimisation Lead, the Project Analyst will play an important role in supporting the successful migration from legacy NAV systems to Business Central. The role will provide practical project support across planning, coordination, documentation, testing, data validation, and business readiness activities. Key responsibilities will include:

* Support data validation and cleansing activities for the migration from legacy NAV systems to Business Central, working with teams to identify and resolve data discrepancies
* Assist Sales, Finance, and other business teams in validating payment details, client records, and membership information to improve data quality ahead of migration
* Support testing activities by preparing test scripts, recording results, logging defects, and following up on actions with relevant stakeholders
* Maintain project documentation, including action logs, status updates, process notes, and meeting outputs
* Assist with membership renewal and finance-related processes by ensuring accurate data entry and supporting the recording and reconciliation of payments, including Direct Debit and card transactions
* Work with the Finance team other stakeholders to help maintain system accuracy and integrity during migration and transition activities
* Ensure personal data is handled in line with GDPR and data protection requirements across all activities
* Provide day-to-day administrative and project support, including running checks, preparing simple reports, and communicating findings clearly to internal teams


Key Requirements:

A motivated and detail-oriented graduate or intern with an interest in project work, business systems, data quality, and process improvement. The successful candidate will be confident communicating by telephone and email to obtain and verify information, and comfortable working with data, systems, and administrative processes.

* Meticulous attention to detail: committed to high standards and unwavering attention to detail ensuring the highest level of accuracy and precision in your work.
* Some administrative, placement, internship, volunteering, or work experience in data handling, customer service, project support, or office administration would be helpful
* Confidence using databases and business systems, with exposure to ERP platforms such as D365, Salesforce, NAV, or Business Central being advantageous but not necessary.
* Commitment to maintaining accurate, consistent, and complete data
* Excellent written and verbal communication skills
* Proficiency in MS Office applications, particularly Word, Outlook, and Excel
* Ability to handle high volumes of enquiries while maintaining professionalism and accuracy
* Understanding of GDPR and data protection best practices
* A proactive and team-oriented approach, with the ability to work independently when required


Key Attributes:

* Accuracy and attention to detail
* Professional and courteous approach
* Conscientious and reliable
* Discretion and sensitivity when handling member, client, or colleague information
* Curiosity and willingness to investigate and resolve data issues with guidance
* Positive, team-oriented attitude with a willingness to learn


Interview process

We understand that taking time to prepare for and to attend interviews is a big commitment and want the process to be as transparent as possible.

You can expect the following process from us:

* A short, introductory phone call from our Talent Acquisition Advisor.
* A formal and technical interview with the hiring manager via Teams.


Application deadline:

We will review applications on a rolling basis and the position will close once we have secured a shortlist.

Next steps:

If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert.

If you have any queries or you would like to see the full JD, please get in touch on .

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.

Please note: At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process.

If you are interested in working with us in the future, please contact. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews.

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