Senior Business Analyst, Financial Services
WFA Digital Insight
UiPath’s Senior Business Analyst for Financial Services sits at the intersection of automation strategy and banking operations, making it a rare blend of deep process expertise and technology fluency. The role isn’t limited to documenting workflows; it expects you to surface high‑impact automation ideas, build rigorous business cases, and steer cross‑functional teams from discovery through deployment. What stands out is the emphasis on influencing solution architecture and shaping change‑management tactics, meaning you’ll be a trusted advisor to senior stakeholders while also guiding junior analysts. Candidates should be comfortable navigating ambiguity, translating complex processes into scalable designs, and leveraging UiPath’s platform alongside tools like Salesforce to deliver measurable outcomes.
Job Description
LIFE AT UIPATH The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose. Could that be you? YOUR MISSION The Senior Business Analyst (Sr. BA) helps lead complex, cross-functional automation initiatives and drives high-value automation opportunities across the enterprise for Banking and Financial Services Customers. This role operates with a high degree of autonomy and serves as a strategic advisor to business stakeholders, ensuring automation solutions deliver measurable business outcomes aligned to enterprise objectives. The Sr. BA goes beyond documenting processes — they identify transformational automation opportunities, influence solution design decisions, shape change adoption strategies and contribute to reusable assets and best practices that elevate UiPath’s internal automation maturity. WHAT YOU'LL DO AT UIPATH Strategic Opportunity Identification & Business Case Development - Proactively identify and evaluate high-value, cross-functional automation opportunities aligned to enterprise strategy.
- Assess feasibility, complexity, scalability, and ROI of automation initiatives.
- Define and quantify business cases with measurable outcomes (cost savings, efficiency gains, risk reduction, quality improvement).
- Act as a trusted advisor to stakeholders in prioritizing automation initiatives.
- Contribute to building and sustaining a robust automation pipeline.
- Collaborate with Solution Architects to influence high-level solution architecture decisions.
- Ensure requirements are complete, scalable, and aligned to enterprise architecture standards.
- Serve as a quality gate for functional documentation (PDD validation and requirement clarity).
- Anticipate downstream impacts across systems, integrations, and operating models.
- Communicate automation sources of value in business terms tailored to executive audiences.
- Navigate ambiguity and resolve complex scope or requirement conflicts.
- Act as the primary liaison between business stakeholders, Solution Architects, and Developers.
- Guide and mentor junior Business Analysts when applicable.
- Facilitate alignment on scope, acceptance criteria, and business validation.
- Independently manage analysis deliverables across multiple initiatives.
- Proactively identify risks, interdependencies, and mitigation strategies.
- Support Agile ceremonies and facilitate stand-ups as needed.
- Develop stakeholder communication plans that promote “automation-first” mindset.
- Identify adoption barriers and implement mitigation strategies.
- Ensure business readiness for deployment and post-implementation transition.
- Leverage enterprise application expertise (e.g., Salesforce, Workday, NetSuite, Concur, Coupa, etc.) to identify integration opportunities.
- Stay current on automation trends and recommend innovative use cases.
- Promote reuse of automation components and blueprint patterns.
- Contribute to best practices, methodologies, and industry points of view.
- Develop internal case studies and success stories to promote automation impact.
- Drive continuous improvement in BA practices and documentation standards.
- 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.
- Strong English speaking and writing skills are required.
- UiPath Business Analyst certification (Professional level preferred).
- Experience in Agile methodologies and JIRA or equivalent collaboration tools.
- Experience designing change management strategies. #LI-KS6 Maybe you don’t tick all the boxes above—but still think you’d be great for the job?
How to Stand Out
- Highlight specific automation projects you’ve led, especially those involving Salesforce integrations, in your resume and interview examples.
- Prepare a concise business‑case narrative that quantifies impact without using invented numbers; focus on methodology and outcomes.
- Demonstrate facilitation expertise by sharing a brief walkthrough of a stakeholder workshop you’ve conducted.
- Familiarize yourself with UiPath’s platform updates and be ready to discuss how new features could apply to banking processes.
- When negotiating, emphasize the value of equity and professional development resources rather than base salary alone.
- Watch for vague promises about “flexible hours” without clear remote‑work policies; ask for details on team sync cadence and expectations.
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