Techno-Functional BSA Finance / Legal (N8N / Integration / AI) US
Paloaltoinnovation Labs · paloaltoinnovationlabs.com
DurhamContract
Straight from the company’s own careers site.
The job in short
Finance and legal business systems analyst with automation.
Legal
Details
- Found
- 29 d ago · posted 2026-04-02
- Location
- Durham, North Carolina
Full 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.
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