Analyzes Finance and Legal workflows, identifies automation opportunities, and translates policies into functional requirements using n8n and Workato. Defines integrations with ERP, billing, CRM, CPQ, and contract lifecycle systems while ensuring approvals, segregation of duties, audit trails, compliance, and exception handling. Creates BRDs, specifications, process flows, user stories, and acceptance criteria; supports UAT, governance validation, roadmap planning, and post-launch stabilization. Partners with Finance, Legal, Revenue Operations, IT, Security, and Automation Engineering.
Role Overview
Finance & Legal Process Analysis
We are seeking a Business Systems Analyst (BSA) to support Finance and Legal process automation within the Automation Department. This role focuses on analyzing, designing, and enabling compliance‑grade, audit‑ready automation across finance, legal, and adjacent revenue workflows using n8n and Workato.
The ideal candidate brings strong experience working with Finance and Legal stakeholders, understands financial controls, contract workflows, approvals, and regulatory requirements, and can translate complex business rules into scalable automation and system integration requirements.
This role partners closely with Finance, Legal, Revenue Operations, IT, and Automation Engineering teams to ensure automation delivers efficiency without compromising accuracy, compliance, or governance.
Finance & Legal Process Analysis
- Analyze and document current‑state and future‑state workflows across:
- Invoicing and billing approvals
- Contract review, execution, and amendments
- Revenue recognition and financial close dependencies
- Compliance, audit, and regulatory checkpoints
- Invoicing and billing approvals
- Identify manual steps, control gaps, and automation opportunities within Finance and Legal operations
- Translate business policies into clear, system‑ready functional requirements
- Design Finance and Legal automations using:
- n8n (primary)
- Workato (secondary)
- n8n (primary)
- Define integration requirements across systems such as:
- ERP and financial systems (NetSuite, SAP, Oracle, Workday Financials)
- Billing and invoicing platforms
- CRM and CPQ systems
- CLM tools (DocuSign, Conga, Adobe Sign)
- ERP and financial systems (NetSuite, SAP, Oracle, Workday Financials)
- Ensure automations support:
- Approval hierarchies and segregation of duties
- Audit trails and traceability
- Policy enforcement and exception handling
- Approval hierarchies and segregation of duties
- Act as the primary liaison between Finance, Legal, and Automation Engineering
- Facilitate requirements workshops and working sessions with:
- Accounting & Finance teams
- Legal & Compliance teams
- Revenue Operations
- Security and IT stakeholders
- Accounting & Finance teams
- Support automation intake, prioritization, and roadmap planning
- Produce and maintain:
- Business Requirements Documents (BRDs)
- Functional specifications
- Process flows and system diagrams
- User stories and acceptance criteria
- Business Requirements Documents (BRDs)
- Support UAT planning, execution, and sign‑off, ensuring Finance and Legal requirements are fully validated
- Validate automation outputs against internal controls, compliance rules, and audit expectations
- Support post‑go‑live stabilization and continuous improvement
- Finance and Legal workflows are automated, controlled, and audit‑ready
- Approval cycles are faster without sacrificing compliance
- Manual handoffs and errors are reduced
- Stakeholders trust automation outputs and system decisions
- Automation scales with business growth and regulatory complexity
Requirements
Required Qualifications
- 5–8+ years of experience as a Business Systems Analyst or Functional Analyst
- Strong experience supporting Finance and/or Legal business processes
- Hands‑on experience with n8n and/or Workato
- Solid understanding of:
- Financial approvals and controls
- Contract lifecycle processes
- Compliance and audit considerations
- Financial approvals and controls
- Experience translating regulatory or policy‑driven requirements into automation and system logic
- Familiarity with API‑based integrations and event‑driven workflows
- Experience working in Agile / Scrum delivery models
- Experience with ERP‑centric environments
- Exposure to Revenue, Billing, or Quote‑to‑Cash processes
- Experience in regulated or compliance‑heavy industries
- Background supporting internal or external audit activities
- Certifications in Business Analysis, Automation platforms, or Finance systems
Benefits
Engagement Details
This is a full‑time Contract‑to‑Hire role, working on a 1099 basis, offering an hourly rate of $75–$85 based on experience.
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