Techno-Functional BSA Finance / Legal (N8N / Integration / AI) US

Palo Alto Labs
  • Durham, North Carolina
    30+ days ago

    Job Description

    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.

    Numbers & Facts

    LocationDurham, North Carolina
    Websitewww.paloaltoinnovationlabs.com

    Skills

    • Analysis Skillsunmatched
    • Application Programming Interface (API)unmatched
    • Artificial Intelligence (AI)unmatched
    • Authenticationunmatched
    • Automationunmatched
    • Business Processesunmatched
    • Business Solutionsunmatched
    • Contract Managementunmatched
    • Data Analysisunmatched
    • Data Mappingunmatched
    • Data Qualityunmatched
    • Data Structuresunmatched
    • Debugging Skillsunmatched
    • Documentationunmatched
    • Documentation Standardsunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Error Handlingunmatched
    • Financeunmatched
    • Financial Operationsunmatched
    • Functional Analysisunmatched
    • General Ledger Accountingunmatched
    • Gitunmatched
    • Head of Financeunmatched
    • JSONunmatched
    • JavaScriptunmatched
    • Legalunmatched
    • Legal Support Skillsunmatched
    • Metricsunmatched
    • NetSuiteunmatched
    • OAuthunmatched
    • Order to Cashunmatched
    • Process Improvementunmatched
    • Procure to Pay/Purchase to Pay (P2P)unmatched
    • Production Systemsunmatched
    • Python Programming/Scripting Languageunmatched
    • REST (Representational State Transfer)unmatched
    • SAPunmatched
    • SQL (Structured Query Language)unmatched
    • Sarbanes-Oxley Act (SOX)unmatched
    • Scripting (Scripting Languages)unmatched
    • Software as a Service (SaaS)unmatched
    • Source Code/Configuration Management (SCM)unmatched
    • System Architectureunmatched
    • Systems Analysisunmatched
    • Technical/Engineering Designunmatched
    • Traceabilityunmatched
    • Traffic Shapingunmatched
    • Writing Skillsunmatched

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