Senior Process/Business Analyst Manager, Finance & Automation

Tanisha Systems Inc.; Irvine (CA); On-site; USD 104,000 - 144,000; Full time

Job summary

Tanisha Systems, Inc. is seeking a senior process or business analyst to support Finance & Accounting automation discovery and process improvement initiatives.

This onsite role is based in San Francisco, California, with ZIP codes 94105 and 94041. You will serve as the liaison between business users and automation teams, identify automation opportunities, and translate business requirements into actionable automation solutions using UiPath and other platforms.

Qualifications

• 12+ years in business analysis or related field, incl. 2–4 years in Finance & Accounting.
• Experience in automation discovery and process assessment for RPA.
• Experience with business users and senior stakeholders.
• Knowledge of process analysis, requirements gathering, documentation, and automation benefits.
• Hands-on experience creating process maps and BRDs/PDDs.
• Strong stakeholder management and ability to translate processes for technical teams.
• Familiarity with Visio, Lucidchart, JIRA, Confluence, and RPA platforms.
• Preferred: UiPath experience and collaboration with UiPath developers.
• Preferred: Process mining, Lean Six Sigma, or continuous improvement.
• Preferred: Finance & Accounting processes like AP, AR, GL, invoicing.

Responsibilities

• Serve as liaison between business stakeholders and automation teams.
• Engage with users to understand processes, pain points, and opportunities.
• Identify and qualify RPA opportunities based on feasibility and ROI.
• Lead process walkthroughs, discovery workshops, and interviews.
• Analyze current-state processes and identify automation opportunities.
• Gather requirements, volumes, frequency, exceptions, and rules.
• Create process maps, Process Definition Documents, BRDs, and flows.
• Collaborate with UiPath developers and solution architects.
• Support prioritization and design with detailed process data.
• Participate in solution reviews and design discussions.
• Support UAT, validation, and user adoption.
• Maintain automation opportunity pipeline and metrics.
• Report on opportunities, benefits, ROI, and stakeholder satisfaction.
• Measure success through conversion of opportunities to value.

Skills

12+ years experience

Process analysis

Automation discovery

Stakeholder management

Process mapping

Requirements documentation

BRDs & PDDs

Visio

Lucidchart

JIRA

Confluence

RPA platforms

UiPath

Tools

JIRA

Confluence

UiPath

Process Mining

RPA

Visio

Lucidchart

Job description

Salary: $104,000 - 144,000 per year

Requirements:

• 12+ years of experience in business analysis, process analysis, process consulting, or a related field, including 2–4 years in Finance & Accounting.
• Strong experience in automation discovery and process assessment, including identifying and qualifying processes for RPA and intelligent automation.
• Experience working directly with business users, subject matter experts, process owners, and senior stakeholders.
• Knowledge of business process analysis, requirements gathering, process documentation, process improvement, automation feasibility, exceptions, business rules, and automation benefits.
• Hands-on experience creating process maps, workflow documentation, BRDs, PDDs, and other requirements documentation.
• Strong stakeholder management, communication, analytical, and problem-solving skills, with the ability to translate complex business processes into clear requirements for technical teams.
• Familiarity with Microsoft Visio, Lucidchart, JIRA, Confluence, process mapping and documentation tools, and RPA or intelligent automation platforms.
• Preferred: Experience with UiPath or other RPA platforms and collaboration with UiPath developers and RPA solution architects.
• Preferred: Exposure to process mining tools and methodologies, Lean Six Sigma principles, or continuous improvement initiatives.
• Preferred: Experience analyzing Finance & Accounting processes such as accounts payable, accounts receivable, general ledger, reconciliation, reporting, invoice processing, and financial operations.
• Preferred: Experience developing automation business cases and estimating potential ROI.

Responsibilities:

• Serve as the primary liaison between business stakeholders and automation teams throughout the automation discovery lifecycle.
• Engage with business users, subject matter experts, and process owners to understand current processes, challenges, pain points, and improvement opportunities.
• Identify, assess, and qualify potential RPA and intelligent automation opportunities based on feasibility, complexity, business value, process stability, risk, and expected ROI.
• Lead process walkthroughs, discovery workshops, stakeholder interviews, and process assessment sessions.
• Analyze current-state processes and identify opportunities for automation, standardization, optimization, and broader process improvement.
• Gather and document requirements, process volumes, transaction frequency, exceptions, business rules, dependencies, and performance metrics.
• Create process maps, workflow documentation, Process Definition Documents, business requirements, and current- and future-state process flows, including automation scope.
• Collaborate with UiPath developers, RPA and solution architects, and technical teams to translate business needs into automation solutions.
• Support automation pipeline prioritization and solution design by providing process details, business rules, exceptions, and acceptance criteria.
• Participate in solution reviews, requirements walkthroughs, design discussions, and implementation planning.
• Support user acceptance testing, business validation, user adoption, and implementation; work with stakeholders to confirm automated processes meet requirements.
• Maintain the automation opportunity pipeline, tracking status, business value, priorities, dependencies, and implementation readiness.
• Report on identified opportunities, expected benefits, automation outcomes, and realized business value.
• Help measure success through the quality and conversion of qualified opportunities, business value and ROI, stakeholder satisfaction, adoption, documentation quality, and collaboration between business and delivery teams.

Technologies:

• Confluence
• Support
• JIRA
• Process Mining
• RPA
• UiPath
• Web

More:

We are seeking a senior process or business analyst, or manager, to support Finance & Accounting automation discovery and process improvement initiatives. This onsite role is based in San Francisco, California, with locations listed as ZIP codes 94105 and 94041. At Tanisha Systems, Inc., we are an equal opportunity employer and are committed to providing an accessible hiring environment; reasonable accommodations are available upon request.