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AI Summary
Manage billing support requests and perform root cause analysis to resolve financial system and data issues. Partner with Finance and Engineering teams to support month-end close, ERP initiatives, and process transformation projects.
AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.
WHY JOIN US
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
ABOUT THE ROLE
We are looking for a Senior Business Analyst to support financial platforms and billing operations at the intersection of finance, systems, and process improvement within a large-scale SaaS environment. You will manage billing support requests, perform root cause analysis, write SQL queries to validate and reconcile financial data, and partner with Finance, Accounting, and Engineering teams on month-end close, ERP initiatives, and process transformation projects. Experience with Zuora or Adyen is a strong plus.
WHAT YOU WILL DO
- Manage billing support requests, financial system inquiries, and operational issues across finance-related platforms;
- Own the triage process for incidents, requests, and support tickets, ensuring proper prioritization and routing to the appropriate teams;
- Perform root cause analysis to identify and resolve underlying system, data, and process issues;
- Execute data corrections and operational fixes using internal tools and systems when required;
- Support incident and event management activities, including troubleshooting and resolution of production issues;
- Partner with Finance and Accounting teams to support month-end close activities, reconciliations, financial reporting, and operational readiness;
- Analyze billing, invoicing, credit memo, refund, payment, and accounts receivable processes to ensure operational accuracy and efficiency;
- Design, document, validate, and continuously improve operational processes and workflows;
- Create, maintain, and enhance Standard Operating Procedures (SOPs) and process documentation;
- Develop and execute data validation, reconciliation, and reporting activities to ensure financial data integrity;
- Write SQL queries and scripts to extract, analyze, validate, and reconcile business data across multiple systems;
- Collaborate with cross-functional stakeholders to translate business requirements into scalable operational and system solutions;
- Lead or support strategic initiatives involving financial systems, billing operations, and process transformation projects;
- Drive continuous improvement efforts focused on automation, operational efficiency, and process standardization.
MUST HAVES
- 4+ years of experience in Business Analyst or similar roles;
- Strong financial analysis skills with demonstrated finance and accounting domain expertise;
- Deep understanding of billing operations, invoicing, credit memos, refunds, payment workflows, and the accounts receivable lifecycle;
- Experience supporting month-end close processes, reconciliations, AP/AR workflows, financial reporting, and ERP-related initiatives;
- Proven experience working with third-party financial and operational systems;
- Advanced SQL skills with the ability to extract, analyze, validate, reconcile, and report on business data;
- Strong data validation, reconciliation, troubleshooting, and root cause analysis capabilities;
- Advanced proficiency with Microsoft Excel and Google Sheets, including Pivot Tables and complex data analysis functions;
- Experience creating, documenting, and maintaining operational procedures and SOPs;
- Ability to identify process improvement opportunities and design scalable operational solutions;
- Strong analytical thinking, organizational skills, and attention to detail;
- Ability to work independently, manage ambiguity, and exercise sound judgment when defining solutions;
- Demonstrated finance-focused business analysis experience beyond traditional Business Analyst responsibilities;
- Upper-intermediate English level.
NICE TO HAVES
- Experience with financial systems, operational processes, reporting ecosystem, IQL, or other internal tools;
- Hands-on experience with Zuora, including billing, subscriptions, invoicing, credit memos, and revenue-related workflows;
- Experience with Adyen or similar payment processing platforms, including payment operations, transaction management, refunds, and reconciliation processes;
- Understanding of enterprise financial system integrations and data flows across billing, payment, accounting, and reporting platforms;
- Experience leveraging AI-powered productivity tools such as Cursor, GitHub Copilot, Claude Code, Gemini, ChatGPT, or similar technologies to improve business analysis, documentation, process design, automation, and operational efficiency.
PERKS AND BENEFITS
- Professional growth: Mentorship, TechTalks, and personalized growth roadmaps.
- Competitive compensation: USD-based pay with education, fitness, and team activity budgets.
- Exciting projects: Modern solutions with Fortune 500 and top product companies.
- Flextime: Flexible schedule with remote and office options.
WHY JOIN US
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
ABOUT THE ROLE
We are looking for a Senior Business Analyst to support financial platforms and billing operations at the intersection of finance, systems, and process improvement within a large-scale SaaS environment. You will manage billing support requests, perform root cause analysis, write SQL queries to validate and reconcile financial data, and partner with Finance, Accounting, and Engineering teams on month-end close, ERP initiatives, and process transformation projects. Experience with Zuora or Adyen is a strong plus.
WHAT YOU WILL DO
- Manage billing support requests, financial system inquiries, and operational issues across finance-related platforms;
- Own the triage process for incidents, requests, and support tickets, ensuring proper prioritization and routing to the appropriate teams;
- Perform root cause analysis to identify and resolve underlying system, data, and process issues;
- Execute data corrections and operational fixes using internal tools and systems when required;
- Support incident and event management activities, including troubleshooting and resolution of production issues;
- Partner with Finance and Accounting teams to support month-end close activities, reconciliations, financial reporting, and operational readiness;
- Analyze billing, invoicing, credit memo, refund, payment, and accounts receivable processes to ensure operational accuracy and efficiency;
- Design, document, validate, and continuously improve operational processes and workflows;
- Create, maintain, and enhance Standard Operating Procedures (SOPs) and process documentation;
- Develop and execute data validation, reconciliation, and reporting activities to ensure financial data integrity;
- Write SQL queries and scripts to extract, analyze, validate, and reconcile business data across multiple systems;
- Collaborate with cross-functional stakeholders to translate business requirements into scalable operational and system solutions;
- Lead or support strategic initiatives involving financial systems, billing operations, and process transformation projects;
- Drive continuous improvement efforts focused on automation, operational efficiency, and process standardization.
MUST HAVES
- 4+ years of experience in Business Analyst or similar roles;
- Strong financial analysis skills with demonstrated finance and accounting domain expertise;
- Deep understanding of billing operations, invoicing, credit memos, refunds, payment workflows, and the accounts receivable lifecycle;
- Experience supporting month-end close processes, reconciliations, AP/AR workflows, financial reporting, and ERP-related initiatives;
- Proven experience working with third-party financial and operational systems;
- Advanced SQL skills with the ability to extract, analyze, validate, reconcile, and report on business data;
- Strong data validation, reconciliation, troubleshooting, and root cause analysis capabilities;
- Advanced proficiency with Microsoft Excel and Google Sheets, including Pivot Tables and complex data analysis functions;
- Experience creating, documenting, and maintaining operational procedures and SOPs;
- Ability to identify process improvement opportunities and design scalable operational solutions;
- Strong analytical thinking, organizational skills, and attention to detail;
- Ability to work independently, manage ambiguity, and exercise sound judgment when defining solutions;
- Demonstrated finance-focused business analysis experience beyond traditional Business Analyst responsibilities;
- Upper-intermediate English level.
NICE TO HAVES
- Experience with financial systems, operational processes, reporting ecosystem, IQL, or other internal tools;
- Hands-on experience with Zuora, including billing, subscriptions, invoicing, credit memos, and revenue-related workflows;
- Experience with Adyen or similar payment processing platforms, including payment operations, transaction management, refunds, and reconciliation processes;
- Understanding of enterprise financial system integrations and data flows across billing, payment, accounting, and reporting platforms;
- Experience leveraging AI-powered productivity tools such as Cursor, GitHub Copilot, Claude Code, Gemini, ChatGPT, or similar technologies to improve business analysis, documentation, process design, automation, and operational efficiency.
PERKS AND BENEFITS
- Professional growth: Mentorship, TechTalks, and personalized growth roadmaps.
- Competitive compensation: USD-based pay with education, fitness, and team activity budgets.
- Exciting projects: Modern solutions with Fortune 500 and top product companies.
- Flextime: Flexible schedule with remote and office options.
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