UiPath, Inc. logo

Senior Business Analyst, Financial Services

Job Overview

Location

Remote-Mexico City

Job Type

Full-time

Category

Software Engineering

Date Posted

July 2, 2026

Full Job Description

đź“‹ Description

  • • Lead complex, cross-functional automation initiatives for Banking and Financial Services customers, driving high-value opportunities aligned to enterprise strategy.
  • • Proactively identify, evaluate, and prioritize automation opportunities based on feasibility, scalability, complexity, and ROI, quantifying outcomes such as cost savings, efficiency gains, risk reduction, and quality improvement.
  • • Develop comprehensive business cases and contribute to sustaining a robust automation pipeline by aligning initiatives with enterprise objectives.
  • • Conduct end-to-end process discovery, documenting detailed As-Is and scalable To-Be designs for complex workflows across departments and systems.
  • • Collaborate with Solution Architects to influence high-level solution architecture decisions, ensuring requirements meet enterprise architecture standards and are scalable.
  • • Serve as a quality gate for functional documentation, validating Process Definition Documents (PDDs) and ensuring requirement clarity and completeness.
  • • Anticipate downstream impacts on systems, integrations, and operating models when designing automation solutions.
  • • Lead workshops with senior business stakeholders to shape automation vision, solution direction, and adoption strategy, communicating value in business terms tailored to executive audiences.
  • • Act as the primary liaison between business stakeholders, Solution Architects, and Developers, navigating ambiguity and resolving scope or requirement conflicts.
  • • Independently manage analysis deliverables across multiple concurrent automation initiatives, ensuring alignment on scope, acceptance criteria, and business validation.
  • • Partner with Solution Architects and Developers through design, testing, and deployment phases, facilitating Agile ceremonies and stand-ups as needed.
  • • Design and implement change management strategies to drive sustainable automation adoption, including stakeholder communication plans and mitigation of adoption barriers.
  • • Promote an “automation-first” mindset across the organization through targeted communication and readiness planning for deployment and post-implementation transition.
  • • Maintain deep knowledge of UiPath platform capabilities and emerging automation technologies, leveraging expertise in enterprise applications such as Salesforce, Workday, NetSuite, Concur, and Coupa to identify integration opportunities.
  • • Identify, document, and promote reusable automation components, process blueprints, and best practices to elevate UiPath’s internal automation maturity.
  • • Contribute to internal case studies, success stories, and industry points of view to demonstrate automation impact and drive continuous improvement in BA practices and documentation standards.
  • • Mentor junior Business Analysts and support the development of team capabilities in automation analysis and delivery.

🎯 Requirements

  • • 8+ years of experience in business process analysis, operations consulting, or automation initiatives
  • • 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

🏖️ Benefits

  • • Opportunity to work remotely from Mexico City
  • • Exposure to cutting-edge automation technologies and UiPath platform
  • • Collaborative, inclusive, and fast-moving global work environment
  • • Flexibility in work arrangement based on business needs
  • • Opportunity to shape automation best practices and contribute to reusable assets
  • • Mentorship and growth opportunities within a high-growth company

Skills & Technologies

Go
Senior
Remote
Degree Required

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UiPath, Inc. logo
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About UiPath, Inc.

UiPath, Inc. is a global software company that develops a platform for robotic process automation (RPA) and artificial intelligence-driven automation. Founded in 2005 and headquartered in New York, it provides tools to build, deploy, and manage software robots that emulate human actions interacting with digital systems and software. The platform includes Studio for design, Orchestrator for management, Robots for execution, and AI fabric for cognitive capabilities. UiPath serves enterprises across finance, healthcare, manufacturing, and public sectors, aiming to accelerate digital transformation by automating repetitive business processes and improving operational efficiency.

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