Business Analyst

Bullpen Talent; Monterrey; Presencial; MXN 500,000 - 700,000; Jornada completa

Descripción de la vacante

A growing WealthTech company is seeking a detail-oriented Business Analyst in Monterrey, Nuevo León, to enhance billing operations and contract management. This role requires collaboration across finance, legal, and engineering teams to streamline processes and ensure compliance. Ideal candidates possess strong analytical skills, 3–5 years of experience in SaaS or financial contexts, and proficiency in Excel. The position offers professional development in an innovative environment.

Servicios

Opportunities for professional development

Collaborative work environment

Formación

• 3–5 years of experience as a Business Analyst, preferably in SaaS or financial services.
• Strong analytical skills and ability to interpret complex data.
• Experience in documenting processes and creating workflows.

Responsabilidades

• Analyze billing and contract management processes for improvements.
• Develop enhancements for accuracy and scalability.
• Work with Finance, Legal, and Operations to gather requirements.

Conocimientos

Analytical skills

Problem-solving skills

Communication skills

Attention to detail

Stakeholder management

Educación

Bachelor’s degree in Business Administration, Finance, Accounting, or related field

Herramientas

Microsoft Excel

Billing systems

CRM tools

Descripción del empleo

About the Role

Our client, a rapidly growing WealthTech / SaaS company operating at the intersection of wealth management, asset management, engineering, and professional services, is seeking a detail-oriented and analytical Business Analyst to strengthen their billing operations and contract management processes. The ideal candidate will evaluate existing workflows, implement process improvements, and ensure accuracy, compliance, and efficiency across all billing- and contract-related functions. This role will collaborate closely with finance, legal, engineering, and operations teams to streamline systems, enhance visibility, and support scalable growth in a complex, technology-driven environment.

Responsibilities

• Analyze current billing and contract management processes to identify inefficiencies and improvement opportunities

• Develop and implement process enhancements that increase accuracy, scalability, and client satisfaction

• Work cross-functionally with Finance, Legal, Engineering, Professional Services, and Operations to gather requirements and ensure alignment on billing and contract strategies

• Create, update, and maintain documentation for billing procedures, contract templates, internal workflows, and operational policies

• Monitor invoice status, track outstanding payments, and investigate or resolve discrepancies and client issues

• Support the evaluation, implementation, and optimization of new systems, automation tools, and technologies related to billing and contract management

• Conduct data analysis to provide insights that support operational decision-making and continuous improvement initiatives

• Ensure compliance with internal controls, financial policies, and contract governance frameworks

Requirements

• Bachelor’s degree in Business Administration, Finance, Accounting, or related field preferred

• 3–5 years of experience as a Business Analyst, preferably within SaaS, FinTech, WealthTech, or financial services environments

• Strong analytical and problem-solving skills with the ability to interpret complex data and identify trends, risks, and opportunities

• Experience in documenting processes, creating workflows, and standardizing operational procedures

• Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, modeling fundamentals)

• Familiarity with billing systems, contract management platforms, CRM tools, or financial operations software

• Excellent communication and stakeholder management skills, with the ability to collaborate effectively across cross-functional teams

• Ability to thrive in a fast-paced, evolving environment with multiple priorities

• High attention to detail, accuracy, and operational rigor

Preferred Skills

• Experience with billing automation tools, CLM (Contract Lifecycle Management) systems, or ERP platforms

• Background supporting financial operations in a SaaS or WealthTech environment

• Experience analyzing operational and financial KPIs and building dashboards

• Knowledge of process improvement methodologies (Lean, Six Sigma, or similar)

Perks

• Opportunities for professional development and career growth within a scaling WealthTech organization

• Collaborative, supportive work environment focused on innovation and operational excellence