Posted 3 months ago
Financial Systems Business Analyst
AI Summary
A Financial Systems Business Analyst supports billing operations and financial systems, performing root cause analysis, data reconciliation, SQL-based analysis, and process improvement. The role requires finance domain expertise and documenting operational processes.
About this role
Financial Systems Business Analyst
We are seeking a Financial Systems Business Analyst to support critical financial systems, billing operations, and operational process improvement for a remote contract role. This role combines finance and accounting domain knowledge, SQL-based data analysis, systems support, issue triage, reconciliation, documentation, and business process design.
The ideal candidate has strong experience working across billing operations, accounts receivable workflows, financial reporting, data validation, and third-party financial or operational systems. This person should be comfortable operating in ambiguous environments, using judgment to identify root causes, define solutions, and improve scalable operational processes.
Enterprise experience strongly preferred.
Key Responsibilities
- Manage billing support issues and financial system inquiries.
- Own triage of incidents, requests, and operational issues, ensuring items are routed to the appropriate teams.
- Perform root cause analysis to identify and resolve underlying financial system and process issues.
- Use SQL to extract, analyze, validate, reconcile, and report on business and financial data.
- Execute manual corrections and data fixes using internal or third-party operational tools when necessary.
- Support incident and event management, including troubleshooting and resolution of production issues.
- Support operational initiatives related to billing, contracts, financial systems, and enterprise customer workflows.
- Design, document, validate, and continuously improve operational processes.
- Create and maintain process documentation, SOPs, and workflow guidance.
- Translate business requirements into scalable operational solutions.
- Work effectively across finance, accounting, operations, systems, and technical stakeholders.
Qualifications
Must-Have Skills
- Strong financial analysis skills with finance and accounting domain expertise.
- Deep understanding of billing operations, credit memos, refunds, and the accounts receivable lifecycle.
- Experience supporting month-end close activities, reconciliations, AP/AR workflows, financial reporting, and ERP implementations.
- Experience working with third-party financial and operational systems.
- Proficiency writing SQL queries and scripts to extract, analyze, validate, reconcile, and report on business data.
- Strong data validation, reconciliation, and root cause analysis skills.
- Advanced proficiency with Google Sheets and Microsoft Excel, including Pivot Tables and data analysis functions.
- Experience creating, documenting, and maintaining Standard Operating Procedures and operational processes.
- Ability to identify process improvement opportunities and translate business requirements into scalable operational solutions.
- Demonstrated finance domain experience beyond general Business Analyst responsibilities.
- Ability to operate effectively in ambiguous environments and define solutions rather than simply follow established processes.
Nice-to-Have Skills
- Experience with financial systems, financial processes, billing data, reporting tools, or operational data ecosystems.
- Hands-on experience with Zuora, including billing, subscriptions, invoicing, credit memos, or revenue-related workflows.
- Experience working with Adyen or similar payment processing platforms, including payment operations, transaction management, refunds, or reconciliation activities.
- Knowledge of enterprise financial systems integrations and the flow of data between billing, payment, accounting, and reporting platforms.
- Experience leveraging AI-assisted productivity tools such as Cursor, GitHub Copilot, Claude Code, Gemini, ChatGPT, or similar tools to improve business analysis, data analysis, documentation, process design, automation, or operational efficiency.
Additional Information
Required Tools & Platforms
- SQL
- Google Sheets
- Microsoft Excel
- Pivot Tables
- ERP systems
- Third-party financial or operational systems
- SOP and process documentation tools
Location, Time & Engagement
- Remote contract role.
- LATAM-based candidates only.
- Must be able to provide at least 4 hours of overlap with U.S. working hours.
- 40 hours per week.
- Contract expected to run through March 31, 2027.
Skills
Explore related jobs
More jobs at Lifted, an Upwork Company™
- Senior Software Development Engineer (.NET Core and C#)Mexico City, CDMX
- Native Vietnamese Speakers for AI TrainingHo Chi Minh City, Ho Chi Minh
- Native Mandarin for AI TrainingTaipei, Taiwan
- Native Korean Speakers for AI TrainingSeoul, Seoul
- Production/Post Production SpecialistsDes Moines, IA
- Visual Merchandisers/Store DesignersColumbia, SC
Similar Adyen jobs
Jobs in Mexico City
- DFuture Talent @ DiDi - Human Resources Opportunities MexDidiglobal · Mexico City, MEX
Sr. Accounting Automation AnalystRent · Mexico City, Mexico- Asesor Técnico Comercial - CDMXSika AG · Mexico City, CDMX
- Employee Relations ManagerDIAGEO Business Services Private Company Limited by Shares · Mexico City, Mexico
Key Account ManagerMorada Uno · Mexico City, Mexico
Jr Business Architect(Customer Obsession)Klar Technologies SA de CV SFP · Mexico City, CDMX
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.