Senior Business Analyst, Financial Services

Ovii's Interpretation of the Role

The Senior Business Analyst drives high‑value automation initiatives for banking and financial services customers, shaping strategy, building business cases, and guiding cross‑functional delivery. The role works remotely from Mexico City, partners with solution architects and developers, and mentors junior analysts.

Role Snapshot

• Senior Business Analyst
• Automation strategy & delivery
• Banking & Financial Services focus
• Remote (Mexico City)
• Stakeholder leadership
• Cross‑functional collaboration

Must-Have Requirements

• Business process analysis
• Automation initiative design
• Enterprise application knowledge (Salesforce, Workday, NetSuite, Concur, Coupa)
• Analytical and problem‑solving
• Senior stakeholder influence
• English speaking and writing
• Automation initiatives
• Banking and Financial Services industry
• Enterprise application integration
• Bachelor’s degree in Computer Science, Engineering, MIS, Business, Finance, Accounting, or related field
• Master’s degree in same fields (acceptable)
• Must be able to work remotely from Mexico City
• Strong English communication required
• Bachelor’s or Master’s degree in relevant field

Nice-to-Have Signals

• UiPath platform knowledge
• UiPath Business Analyst certification (Professional level)
• Agile methodologies and JIRA
• Change management strategy design
• UiPath platform expertise
• Agile methodology experience
• Change management design

Work Setup

• Location: Mexico City, Mexico
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: Mexico
• Employment type: Full-Time

Not Specified in JD

• Visa sponsorship
• Salary range
• Equity
• Relocation assistance

What You'll Likely Work On

• Identify and evaluate high‑value automation opportunities aligned to enterprise strategy
• Develop quantified business cases with ROI, cost‑savings, and risk‑reduction metrics
• Lead end‑to‑end discovery of complex processes and define scalable To‑Be designs
• Partner with solution architects to shape solution architecture and ensure enterprise‑wide standards
• Facilitate workshops and communicate automation value to senior executives
• Oversee analysis deliverables, manage risks and inter‑dependencies across multiple initiatives
• Design and execute change‑management and adoption plans for sustainable automation rollout
• Document reusable assets, best practices, and internal case studies

Good Fit If You Have

• Comfort navigating ambiguity and resolving scope conflicts
• Experience mentoring junior analysts or analysts in a collaborative setting
• Passion for staying current on automation trends and emerging technologies