Job Description - Techno-Functional Business Analyst

Title: Senior Business Analyst - Techno-Functional (Finance & HR Transformation)

Team: Transformation & AI Office, Provana

Reports to: AI & Transformation Lead

Location: India - office location to confirm (hybrid)

Experience: 8 - 15 years, with at least 5 years across core Finance operations (Record-to-Report, Order-to-Cash, Procure-to-Pay, Treasury, FP&A, controls) plus exposure to HR operations and 3+ years delivering automation, BI or digital transformation.

Key partners: Finance, HR, Billing, Delivery leadership, IT / Data, Microsoft platform teams.

Role purpose:

We are looking for a techno-functional Business Analyst who speaks both languages: how Finance and HR processes actually run, and how data, automation and AI can change them.

You will sit between the business and the build team. You will map how work is done today, find where time, cost and errors leak, size the opportunity, and turn it into a clear business case and requirements. You will then stay with the change through delivery, testing, adoption and benefit tracking.

The ideal candidate has done the job they are now transforming (for example month-end close, reconciliations, billing and collections, payables, treasury, FP&A or HR operations) and has personally built or shipped automation, dashboards or AI-assisted solutions that saved measurable effort.

Finance scope:

The role covers the full Finance value chain, not only planning and analysis. Candidates should be credible in at least two of these areas and able to learn the rest quickly.

Finance area: Record-to-Report / close

Typical processes: Journals, accruals, intercompany, balance-sheet reconciliations, close calendar.

Example transformation opportunities: Auto-reconciliation, close-task tracking, AI-drafted flux commentary.

Finance area: Order-to-Cash / billing

Typical processes: Contract-to-invoice, billing, cash application, collections, disputes.

Example transformation opportunities: Billing driven from source data, cash-app matching, collections prioritization.

Finance area: Procure-to-Pay / payables

Typical processes: Vendor onboarding, invoice processing, 3-way match, payment runs.

Example transformation opportunities: Invoice capture and validation, vendor-master controls, duplicate-payment checks.

Finance area: FP&A and MIS

Typical processes: Budget, forecast, variance analysis, management reporting.

Example transformation opportunities: Driver-based models, AI commentary, self-serve BI.

Key responsibilities:

1. Process discovery and analysis:

- Run discovery workshops and day-in-the-life sessions with Finance, HR and operations teams.

- Document AS-IS processes including systems, hand-offs, volumes, cycle times and error rates.

- Use Lean and Six Sigma tools (VSM) to find waste, rework and control gaps.

- Design TO-BE processes that combine simplification, standardization, automation and AI.

2. Opportunity identification and business cases:

- Build and maintain a pipeline of transformation ideas, scored on value, effort, risk and readiness.

- Baseline current effort and cost, then quantify benefits (FTE / hours saved, cycle time, accuracy, cash, compliance).

- Write business cases with costs, benefits, payback, assumptions and risks that leadership can approve.

3. Requirements and solution design:

- Translate business needs into BRDs, user stories, acceptance criteria, process flows and data mappings.

- Work with developers, data engineers and AI engineers on solution options across Power Platform, M365 Copilot / Copilot Studio, Fabric / Power BI, RPA and LLM-based agents.

- Define data requirements, controls, exception handling and audit trails, especially for finance-critical processes.

- Build quick prototypes or proofs of concept yourself where it speeds up decisions (Excel / VBA, Gen-AI, PBI, Power Apps).

4. Execution support:

- Own the requirements backlog, clarify scope with the build team and manage change requests.

- Plan and run UAT: test scenarios, test data, defect triage and sign-off.

- Track milestones, risks and dependencies and report status to stakeholders.

5. Change management and adoption:

- Map stakeholders and impact; prepare SOPs, training material and user guides.

- Run training and hypercare; gather feedback and drive fixes.

- Track adoption and realised benefits against the business case, and report gaps with corrective actions.

Must-have qualifications:

- Graduate with degree in Finance, Engineering or similar; MBA, CA / CMA (inter or final), CFA track or equivalent preferred.

- Hands-on experience in at least two Finance areas (R2R / close and reconciliations, O2C / billing, P2P / payables, Treasury, FP&A, controls and compliance), with working exposure to HR operations.

- A proven record of at least 2 - 3 transformation or automation projects taken from idea to production, with quantified results (FTEs or hours saved, cycle time, accuracy).

- Strong Excel and data skills: advanced Excel, SQL, and Power BI or an equivalent BI tool.

- Practical experience writing BRDs, user stories and process maps, and running UAT.

- Lean / Six Sigma tools applied in real projects; Green Belt certification or equivalent practice.

- Clear written and spoken English; able to present to senior Finance and HR leaders.

Good-to-have skills:

- GenAI use cases in finance or HR: AI-generated commentary, document or contract review, Copilot agents, RAG-based assistants.

- Copilot Studio or M365 Copilot agent configuration.

- Exposure to ERP / HRMS / finance tools (e.g. SAP, Oracle, Dynamics, Workday, Hyperion / EPM, BlackLine or similar close and reconciliation tools, AP automation platforms).