Techno-Functional BSA Finance / Legal (N8N / Integration / AI) US

Palo Alto Innovation Labs; Durham (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Palo Alto Innovation Labs in Durham, NC seeks a Techno-Functional BSA for Finance and Legal to translate complex processes into implementation-ready requirements, bridging business design and technical execution.

You will gather integration requirements, map processes, define APIs and workflows, create user stories, and ensure governance and traceability across SOX and GDPR in a FinTech/regulated SaaS context.

Qualifications

• Finance and legal process understanding; SOX & GDPR awareness.
• Ability to translate business needs into technical specs and user stories.

Responsibilities

• Gather, analyze, and document integration requirements.
• Map current and future state business processes.
• Identify automation opportunities; define APIs and workflows.
• Create user stories and acceptance criteria; support testing.

Skills

Finance ops

O2C

P2P

GL

ERP integrations

N8N

Workato

Zapier

Data mapping

SQL

APIs

Stakeholder mgmt

Tools

N8N

Workato

Zapier

Job description

Techno-Functional BSA Finance / Legal (N8N / Integration / AI) US

Durham, United States | Posted on 04/02/2026

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
  
• 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).
  
• 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.