Senior Business Analyst, Financial Services

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Business Analyst, Financial Services based in Mexico.

As a Senior Business Analyst in Financial Services, you will play a strategic role in identifying and delivering high-impact automation opportunities within large-scale banking and financial environments. You will act as a trusted advisor to senior stakeholders, translating complex business challenges into scalable automation solutions that generate measurable value. This role goes beyond traditional analysis, focusing on transformation, process optimization, and enterprise-wide efficiency improvements. You will work closely with solution architects, developers, and business leaders to shape automation strategies and ensure successful implementation. Operating in a fast-paced, global environment, you will influence decision-making, drive adoption of automation initiatives, and contribute to building reusable best practices across enterprise clients. This position is ideal for someone who thrives in complex environments and enjoys driving meaningful operational change.

• Identify, assess, and prioritize high-value automation opportunities aligned with enterprise and financial services business objectives.
• Define business cases for automation initiatives, including ROI, cost savings, efficiency gains, risk reduction, and quality improvements.
• Lead end-to-end process analysis, including As-Is and To-Be process mapping for complex, cross-functional workflows.
• Collaborate with solution architects and technical teams to shape scalable automation solutions and ensure architectural alignment.
• Act as a key advisor to senior stakeholders, facilitating workshops and guiding automation strategy discussions.
• Translate business needs into clear functional requirements, ensuring completeness, scalability, and implementation readiness.
• Support solution design, testing, and deployment phases in collaboration with engineering and delivery teams.
• Drive change management strategies to support automation adoption and organizational readiness.
• Identify risks, dependencies, and improvement opportunities across automation initiatives and manage them proactively.
• Contribute to reusable frameworks, best practices, and knowledge assets to improve automation maturity across the organization.

Requirements

• 8+ years of experience in business analysis, process improvement, operations consulting, or automation-focused roles.
• Strong experience within the Banking and Financial Services industry.
• Proven ability to lead complex, cross-functional transformation initiatives in global environments.
• Experience working with enterprise platforms such as Salesforce, Workday, NetSuite, Concur, Coupa, or similar systems.
• Strong analytical, conceptual thinking, and problem-solving abilities.
• Demonstrated ability to influence senior stakeholders and drive alignment across business and technical teams.
• Experience working in Agile environments with tools such as JIRA or similar collaboration platforms.
• Solid understanding of process modeling, requirements gathering, and solution design methodologies.
• Strong communication skills with the ability to present complex ideas clearly to both technical and executive audiences.
• Bachelor’s or Master’s degree in Business, Finance, Engineering, Computer Science, or a related field.
• Experience with automation technologies or platforms such as UiPath is a strong plus.
• Knowledge of change management principles and adoption strategies is highly valued.

Benefits

• Competitive salary package aligned with experience and expertise.
• Remote-friendly working arrangements with flexibility based on role requirements.
• Exposure to large-scale transformation and automation programs in financial services.
• Opportunity to work with global teams across complex enterprise environments.
• Career development and learning opportunities in automation and digital transformation.
• Involvement in high-impact projects driving measurable business value.
• Inclusive, international work culture focused on collaboration and innovation.