Senior Staff Business Analyst (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Senior Staff Business Analyst (Fintech): Translating the future-state vision for close, consolidations, and reporting processes into scalable end-to-end system solutions with an accent on Record-to-Report (R2R) and Boundary Systems. Focus on re-engineering fragmented processes and developing AI-driven workflows for reconciliations and anomaly detection.
Location: San Diego, California
Salary: $172,500β$233,000
Company
is a global financial technology platform powering prosperity for millions of customers through products like TurboTax, QuickBooks, and Mailchimp.
What you will do
- Lead functional solution design for Record-to-Report (R2R) and close operations, translating business intent into scalable system capabilities.
- Define and evolve the multi-year platform vision to modernize the close stack and converge fragmented tools.
- Re-engineer close and reporting workflows using Standardize β Simplify β Automate principles to reduce manual touchpoints.
- Develop AI workflows for reconciliations, anomaly detection, and agentic close orchestration to deliver productivity gains.
- Drive cross-functional program execution from requirements through delivery, managing scope and dependencies.
- Serve as a trusted advisor to senior Finance and Tech leaders on prioritization, sequencing, and trade-offs.
Requirements
- Bachelorβs degree in Finance, Accounting, Information Systems, or a related field.
- 8+ years of experience in finance systems with deep expertise in R2R and Close operations.
- Hands-on experience with enterprise ERP platforms (Oracle, SAP, Workday, NetSuite) and EPM ecosystem tools.
- Strong working knowledge of US GAAP and SOX-relevant processes within a systems environment.
- Proven track record in process re-engineering and standardization across multiple stakeholders.
- Location: Must be based in San Diego, California
Nice to have
- Masterβs degree (MBA) or professional certifications such as CPA, PMP, or Lean/Six Sigma.
- Hands-on experience with Oracle ERP and EPM Cloud modules (FCCS, ARCS, EDMCS, Narrative Reporting).
- Experience working in technology, SaaS, or fintech industries at scale.
- Exposure to AI/ML-enabled finance capabilities and operationalizing them in controlled environments.
- Familiarity with low-code automation platforms and their governance models.
Culture & Benefits
- Competitive compensation package with a strong pay-for-performance rewards approach.
- Eligibility for cash bonuses and equity rewards.
- Comprehensive benefits package for full-time employees.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β