Senior Business Analyst, Financial Services

UiPath UiPath · Enterprise · Mexico City, Mexico · Remote · Services

This role focuses on identifying, analyzing, and shaping complex automation initiatives within the financial services sector, primarily using the UiPath platform. The Senior Business Analyst will develop business cases, lead process analysis, influence solution design, manage stakeholder relationships, and oversee delivery to ensure measurable business outcomes and drive automation adoption. While the company utilizes automation technologies, the core function of this role is business analysis and product management of automation solutions, not direct AI/ML model development.

What you'd actually do

  1. Proactively identify and evaluate high-value, cross-functional automation opportunities aligned to enterprise strategy.
  2. Lead end-to-end discovery for complex processes, including detailed As-Is and scalable To-Be designs.
  3. Lead workshops with senior stakeholders to shape automation vision and solution direction.
  4. Partner with Solution Architects and Developers through design, testing, and deployment phases.
  5. Design and implement change management strategies to drive sustainable automation adoption.

Skills

Required

  • 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.
  • Strong analytical and conceptual problem-solving skills.
  • Proven ability to influence senior stakeholders.
  • Experience working in global, cross-functional environments.
  • Bachelor’s or Master’s degree in Computer Science, Engineering, MIS, Business, Finance, Accounting, or related field.

Nice to have

  • Knowledge of UiPath and Agentic technologies.
  • UiPath Business Analyst certification (Professional level preferred).
  • Experience in Agile methodologies and JIRA or equivalent collaboration tools.
  • Experience designing change management strategies.

What the JD emphasized

  • Banking and Financial Services Industry
  • complex, cross-functional process transformation
  • enterprise applications
  • UiPath platform capabilities
  • Agentic technologies