Senior Business Analyst, Financial Services

UiPath
Mexico
Workplace: RemoteFull timeFunction: Business OperationsExperience: 8+ yearsEducation: mastersSkills: ["Analytical problem-solving","Stakeholder influence","Mentorship","Communication","Strategic thinking"]

Lead complex, cross-functional automation initiatives for Banking and Financial Services customers, identifying high-value opportunities and building business cases with measurable outcomes. Drive end-to-end discovery with As-Is/To-Be designs, partner with solution architects to shape requirements and architecture decisions, and influence senior stakeholders through workshops and executive-ready communication. Support delivery across design, testing, and deployment, and design change/adoption strategies that enable sustainable automation.

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FursaFursa
UiPath
UiPath
2 months ago

Senior Business Analyst, Financial Services

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Last checked: 4 hours agoStatus: Live

Job Summary

Lead complex, cross-functional automation initiatives for Banking and Financial Services customers, identifying high-value opportunities and building business cases with measurable outcomes. Drive end-to-end discovery with As-Is/To-Be designs, partner with solution architects to shape requirements and architecture decisions, and influence senior stakeholders through workshops and executive-ready communication. Support delivery across design, testing, and deployment, and design change/adoption strategies that enable sustainable automation.
Location: Mexico
Workplace: Remote
Employment Type: Full time
Job Function: Business Operations
Seniority: Sr. Manager level

Key Responsibilities

  • •Proactively identify and evaluate high-value, cross-functional automation opportunities aligned to enterprise strategy and develop business cases with measurable ROI.
  • •Lead end-to-end discovery for complex processes, creating detailed As-Is and scalable To-Be designs and ensuring requirements are complete and aligned to enterprise architecture standards.
  • •Collaborate with solution architects to influence solution architecture decisions and serve as a quality gate for functional documentation.
  • •Lead workshops with senior stakeholders, communicate business value to executives, and resolve scope or requirement conflicts as a key liaison across business and technical teams.
  • •Partner through design, testing, and deployment phases, manage analysis deliverables across initiatives, and design change/adoption strategies for sustainable automation uptake.

Key Requirements

  • •8+ years of experience in business process analysis, operations consulting, or automation initiatives.
  • •Experience working within the Banking and Financial Services industry.
  • •Demonstrated experience in complex, cross-functional process transformation.
  • •Experience with enterprise applications such as Salesforce, Workday, NetSuite, Concur, Coupa, etc.
  • •Bachelor’s or Master’s degree in Computer Science, Engineering, MIS, Business, Finance, Accounting, or related field.
Experience:8+ years
Education:Master's
Skills:Analytical problem-solvingStakeholder influenceMentorshipCommunicationStrategic thinking
Certifications:UiPath Business Analyst certification
Tech Stack:UiPathAgentic technologiesSalesforceWorkdayNetSuiteConcurCoupaAgileJIRA

Company Brief

UiPath
Provides robotic process automation (RPA) software and AI-driven automation platform that enables organizations to design, deploy, and manage software robots to automate routine business processes across enterprise systems.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 2005
Glassdoor
Glassdoor: 4.1
WebsiteLinkedIn