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The Role
Translate finance and legal business processes into integration requirements, workflows, APIs, data mappings, user stories, and acceptance criteria. Identify automation and AI opportunities, document current and future-state processes, support testing, and ensure governance, compliance, traceability, and stakeholder alignment across business and engineering teams.
Summary Generated by Built In
Role Overview
We are seeking a Techno-Functional Business Systems Analyst (BSA) - Finance and Legal to support enterprise integration and automation initiatives by translating complex business processes into clear, structured, and implementation-ready requirements. This role operates at the intersection of business process design and technical execution.
Key Responsibilities
- Gather, analyze, and document integration requirements
- Map current and future state business processes
- Identify automation opportunities
- Translate business needs into technical integration requirements
- Define APIs, workflows, and system interactions
- Create user stories and acceptance criteria
- Analyze data flows and mappings
- Support testing and stakeholder alignment
- Standardize documentation and improve delivery processes
Success Metrics (First 12 Months)
- Reduced rework and defects
- Improved requirement quality
- Standardized documentation practices
- Increased automation throughput
- Improved traceability
AI & Automation Expectations
- Identify AI and automation opportunities
- Use AI tools for documentation and analysis
- Ensure governance and traceability
- Support measurable automation outcomes
Requirements
Domain Expertise (The "Functional" Requirements)
- Finance Operations: Deep understanding of Order-to-Cash (O2C), Procure-to-Pay (P2P), and General Ledger (GL) structures. Familiarity with ERPs like NetSuite, Sage Intacct, or SAP.
- Legal Tech: Experience with Contract Lifecycle Management (CLM) tools (e.g., Ironclad, LinkSquares) and the automation of NDA or MSA workflows.
- Compliance & Governance: Understanding of SOX compliance, GDPR, and data privacy requirements as they relate to moving sensitive financial and legal data across systems.
Technical Mastery (The "Techno" Requirements)
- iPaaS & Integration: 3+ years of hands-on experience building, debugging, and maintaining complex workflows in N8N, Workato, or Zapier. Must understand Webhooks, REST APIs, and JSON data structures.
- Data Mapping & SQL: Proficiency in SQL for data validation and experience mapping complex data schemas between disparate systems (e.g., syncing an ERP with a CLM).
- Scripting: Ability to write basic JavaScript or Python snippets to handle data transformations that standard "no-code" nodes cannot process.
- System Architecture: Solid understanding of OAuth2 authentication, API rate limiting, and error-handling strategies (retries, DLQs) in a production environment.
Analytical & Soft Skills - Process Architecture: Ability to transform a messy "whiteboard" discussion into a clean Lucid chart or Miro process map that identifies every edge case.
- Requirement Translation: Proven track record of writing high-quality User Stories and Acceptance Criteria that developers can execute without constant back-and-forth.
- Stakeholder Management: Experience "speaking human" to CFOs/General Counsels and "speaking tech" to Engineers.
Recommended "Preferred" Qualifications
- N8N Certification or a portfolio of public/private workflow templates.
- Experience with Git-based version control for managing automation code/exports.
- Previous experience in a FinTech or highly regulated SaaS environment.
Skills Required
- Deep understanding of Finance Operations, including Order-to-Cash, Procure-to-Pay, and General Ledger structures
- Familiarity with ERP systems such as NetSuite, Sage Intacct, or SAP
- Experience with Contract Lifecycle Management tools such as Ironclad or LinkSquares
- Experience automating NDA or MSA workflows
- Understanding of SOX compliance, GDPR, and data privacy requirements
- At least 3 years of hands-on experience building, debugging, and maintaining workflows in N8N, Workato, or Zapier
- Understanding of webhooks, REST APIs, and JSON data structures
- Proficiency in SQL for data validation
- Experience mapping complex data schemas between disparate systems
- Ability to write basic JavaScript or Python snippets for data transformations
- Understanding of OAuth2 authentication, API rate limiting, retries, dead-letter queues, and production error handling
- Ability to create detailed process maps using tools such as Lucidchart or Miro
- Proven experience writing actionable user stories and acceptance criteria
- Stakeholder management experience with finance, legal, and engineering stakeholders
- N8N certification or a portfolio of workflow templates
- Experience with Git-based version control for automation code or exports
- Previous experience in FinTech or a highly regulated SaaS environment
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The Company
What We Do
Palo Alto Labs is a new-age management consulting firm that helps organizations address complex business challenges through strategy, transformation, and managed services. It combines AI, automation, cloud, data engineering, cybersecurity, and enterprise-platform expertise to break down organizational silos, improve operational performance, and deliver measurable business outcomes. The firm positions itself as a strategic execution partner for ambitious enterprises navigating growth and technological change.
