Business Analyst Finance Transformation & Process Automation

Serviphi Technologies; Pune District, Mumbai, Bengaluru; Hybrid; INR 700,000 - 1,000,000; Full time

Job summary

Serviphi Technologies is seeking a Business Analyst to drive finance transformation and process automation initiatives. The role focuses on gathering requirements, documenting BRDs, and aligning AS-IS to TO-BE processes with automation and AI-driven approaches.

The candidate will bridge business stakeholders and technology teams, manage workshops, and document processes, controls, and governance artifacts. Strong knowledge of finance workflows is essential, along with proficiency in ADO/JIRA for

Qualifications

• Experience in gathering and documenting business requirements for finance and operations transformation.
• Ability to map AS-IS and TO-BE processes and derive improvement opportunities.
• Experience creating BRDs, functional requirements, and workflow artifacts.
• Proficiency in writing user stories and acceptance criteria.
• Familiarity with SIPOC, process mapping, and governance artifacts.
• Strong stakeholder management and facilitation skills.
• Understanding of finance/GL processes and automation concepts.

Responsibilities

• Lead requirement gathering sessions and workshops with stakeholders.
• Analyze current processes and identify improvement opportunities.
• Define target TO-BE processes aligned to objectives and compliance.
• Create BRDs, user stories, and functional specs; document scenarios.
• Collaborate with tech teams to implement automation solutions.
• Support UAT, change requests, and go-live activities.
• Prepare MoMs, action trackers, and status updates.
• Facilitate stakeholder reviews and sign-offs.

Skills

BRD & Functional Spec Creation

Business Requirements Gathering

Business Process Analysis

User Story Writing (ADO/JIRA)

Process Mapping (AS-IS/TO-BE)

SIPOC Documentation

Stakeholder Management

Workshop Facilitation

Finance & Accounting Process

Tools

ADO

JIRA

Job description

Job Title:

Business Analyst (Finance Transformation & Process Automation)

Role Summary

Responsible for gathering, analysing, and documenting business requirements for finance and operations transformation initiatives. Acts as a bridge between business stakeholders and technology teams to streamline invoice processing, payment workflows, bookkeeping processes, GL coding, and operational workflows through automation and AI-driven solutions.

Key Responsibilities :

Key Responsibilities Business Analysis & Requirement Gathering

• Conduct requirement gathering sessions and stakeholder workshops.


• Analyse current (AS-IS) processes and identify improvement opportunities.


• Define future-state (TO-BE) processes aligned with business objectives.


• Prepare BRDs, user stories, functional requirements, process flows, and SIPOC documents


• Document business rules, process exceptions, and operational scenarios

Process Improvement & Automation

• Collaborate with technical teams to implement intelligent automation solutions.


• Support AI and digital transformation initiatives across finance operations.

Stakeholder Management

• Facilitate discussions with business users, SMEs, vendors, and leadership teams.


• Lead requirement clarification and solution walkthrough sessions.


• Prepare Minutes of Meetings (MoM), action trackers, and status updates.


• Manage stakeholder feedback and drive requirement sign-offs.

Solution Design & Documentation

• Create detailed process maps, workflow diagrams, and operating models.


• Ensure solution alignment with business and compliance requirements.

Project Delivery & Governance

• Support Go-Live activities.


• Track change requests and manage requirement prioritization.


• Participate in UAT planning, defect discussions, and solution validation.

Required Skills :

• Business Requirements Gathering


• Business Process Analysis


• BRD & Functional Specification Creation


• User Story Writing (ADO/JIRA)


• Process Mapping (AS-IS/TO-BE)


• SIPOC Documentation


• Stakeholder Management


• Workshop Facilitation


• Finance & Accounting Process