Business Analyst

Objectives of the Role: We are seeking an experienced Accounts Payable Business Analyst to support enterprise finance transformation engagements under EXL Solutions / Agentic Finance Suite. The role requires strong AP domain depth, client-facing discovery experience, ERP integration understanding and the ability to independently draft, review and drive approval of BRD, functional requirements, user stories and acceptance criteria.

Responsibilities

• AP Discovery & Current-State Assessment: Lead AP discovery across invoice receipt, OCR / IDP, PO and non-PO processing, 2-way / 3-way matching, vendor queries, approval routing, exception handling, payments, and reporting.
• BRD (Business Requirement Document) & Requirement Ownership: Independently draft, baseline, and drive approval of BRDs, functional requirements, non-functional requirements, assumptions, dependencies, risks, business rules and sign-off trackers.
• User Stories & Traceability: Convert business requirements into clear user stories, acceptance criteria, process flows from L1 to L5 and functional specifications, maintain traceability across design, build, SIT, UAT and go-live.
• ERP & Integration: Define integration and data requirements across SAP, Oracle, Dynamics, NetSuite, CRM, Salesforce, or equivalent systems. Validate source-to-target mapping and business logic.
• Client & Stakeholder Management: Independently run client workshops, requirement playbacks and sign-off sessions with AP, finance, IT and transformation stakeholders.
• Delivery & Testing Support: Support solution reviews, sprint grooming, UAT scenarios, defect triage, training material, user manuals, hypercare and business readiness.

Technical Skills

• Deep knowledge of Accounts Payable / Procure-to-Pay operations including invoice processing, PO / non-PO invoices, vendor master, payments, invoice holds, approvals, exceptions, and controls.
• Working knowledge of ERP finance modules and AP data flows across invoices, vendors, PO / GRN, tax fields, payment files, approval hierarchy and exception queues.
• Experience with BRD, functional specification, user stories, acceptance criteria, process maps, business rules, and requirement traceability.
• Exposure to workflow automation, OCR / IDP, AP automation platforms, JIRA, Confluence, Power BI, SQL, or low-code platforms will be preferred.

Soft skills (Desired)

• Strong client-facing communication and workshop facilitation skills.
• Ability to articulate business requirements clearly to product, engineering, QA and delivery teams.
• Structured thinking, strong documentation discipline, and ownership mindset.

Education Requirements

Graduate/ MBA Finance / CA / CPA / B.Com / M.Com or relevant finance / technology qualification preferred

Work Experience Requirements:  Must Have:

• 8-10 years of relevant experience as a Business Analyst / Functional Consultant / Finance Transformation Consultant.
• Rich hands-on AP domain experience in enterprise, shared services, Product development, consulting, or digital finance implementation environments.
• Must have handled client discovery independently and should be able to draft and get BRD approved.
• Must be able to articulate and write business requirements in the form of user stories and acceptance criteria.
• Notice period less than 30 days preferred.

Preferred Skills:

• Experience with SAP, Oracle, Dynamics, NetSuite, Workday, Coupa, Ariba, or equivalent ERP / AP platforms.

• Experience in AP automation, ERP-led transformation, workflow implementation, UAT, defect triage and business readiness.

Responsibilities

• AP Discovery & Current-State Assessment: Lead AP discovery across invoice receipt, OCR / IDP, PO and non-PO processing, 2-way / 3-way matching, vendor queries, approval routing, exception handling, payments, and reporting.
• BRD (Business Requirement Document) & Requirement Ownership: Independently draft, baseline, and drive approval of BRDs, functional requirements, non-functional requirements, assumptions, dependencies, risks, business rules and sign-off trackers.
• User Stories & Traceability: Convert business requirements into clear user stories, acceptance criteria, process flows from L1 to L5 and functional specifications, maintain traceability across design, build, SIT, UAT and go-live.
• ERP & Integration: Define integration and data requirements across SAP, Oracle, Dynamics, NetSuite, CRM, Salesforce, or equivalent systems. Validate source-to-target mapping and business logic.
• Client & Stakeholder Management: Independently run client workshops, requirement playbacks and sign-off sessions with AP, finance, IT and transformation stakeholders.
• Delivery & Testing Support: Support solution reviews, sprint grooming, UAT scenarios, defect triage, training material, user manuals, hypercare and business readiness.

Technical Skills

• Deep knowledge of Accounts Payable / Procure-to-Pay operations including invoice processing, PO / non-PO invoices, vendor master, payments, invoice holds, approvals, exceptions, and controls.
• Working knowledge of ERP finance modules and AP data flows across invoices, vendors, PO / GRN, tax fields, payment files, approval hierarchy and exception queues.
• Experience with BRD, functional specification, user stories, acceptance criteria, process maps, business rules, and requirement traceability.
• Exposure to workflow automation, OCR / IDP, AP automation platforms, JIRA, Confluence, Power BI, SQL, or low-code platforms will be preferred.

Soft skills (Desired)

• Strong client-facing communication and workshop facilitation skills.
• Ability to articulate business requirements clearly to product, engineering, QA and delivery teams.
• Structured thinking, strong documentation discipline, and ownership mindset.

Education Requirements

Graduate/ MBA Finance / CA / CPA / B.Com / M.Com or relevant finance / technology qualification preferred

Work Experience Requirements:  Must Have:

• 8-10 years of relevant experience as a Business Analyst / Functional Consultant / Finance Transformation Consultant.
• Rich hands-on AP domain experience in enterprise, shared services, Product development, consulting, or digital finance implementation environments.
• Must have handled client discovery independently and should be able to draft and get BRD approved.
• Must be able to articulate and write business requirements in the form of user stories and acceptance criteria.
• Notice period less than 30 days preferred.

Preferred Skills:

• Experience with SAP, Oracle, Dynamics, NetSuite, Workday, Coupa, Ariba, or equivalent ERP / AP platforms.

• Experience in AP automation, ERP-led transformation, workflow implementation, UAT, defect triage and business readiness.