Financial Systems Business Analyst (Xico)

Financial Systems Business Analyst (Xico)

31 jul
|
Lifted, an Upwork Company™
|
Xico

31 jul

Lifted, an Upwork Company™

Xico

We are seeking a Financial Systems Business Analyst to support critical financial systems, billing operations, and operational process improvement for a remote contract role.
This role combines finance and accounting domain knowledge, SQL-based data analysis, systems support, issue triage, reconciliation, documentation, and business process design.
Enterprise experience strongly preferred.
**Key Responsibilities**
- Manage billing support issues and financial system inquiries.
- Own triage of incidents, requests, and operational issues, ensuring items are routed to the appropriate teams.
- Perform root cause analysis to identify and resolve underlying financial system and process issues.
- Use SQL to extract, analyze, validate, reconcile, and report on business and financial data.
- Execute manual corrections and data fixes using internal or third-party operational tools when necessary.
- Support incident and event management, including troubleshooting and resolution of production issues.
- Support operational initiatives related to billing, contracts, financial systems, and enterprise customer workflows.
- Design, document, validate, and continuously improve operational processes.
- Create and maintain process documentation, SOPs, and workflow guidance.
- Translate business requirements into scalable operational solutions.
- Work effectively across finance, accounting, operations, systems, and technical stakeholders.
**Qualifications**:
- Must-Have Skills**
- Strong financial analysis skills with finance and accounting domain expertise.
- Deep understanding of billing operations, credit memos, refunds, and the accounts receivable lifecycle.
- Experience supporting month-end close activities, reconciliations, AP/AR workflows, financial reporting, and ERP implementations.
- Experience working with third-party financial and operational systems.
- Proficiency writing SQL queries and scripts to extract, analyze,



validate, reconcile, and report on business data.
- Strong data validation, reconciliation, and root cause analysis skills.
- Advanced proficiency with Google Sheets and Microsoft Excel, including Pivot Tables and data analysis functions.
- Experience creating, documenting, and maintaining Standard Operating Procedures and operational processes.
- Ability to identify process improvement opportunities and translate business requirements into scalable operational solutions.
- Demonstrated finance domain experience beyond general Business Analyst responsibilities.
- Ability to operate effectively in ambiguous environments and define solutions rather than simply follow established processes.
**Nice-to-Have Skills**
- Experience with financial systems, financial processes, billing data, reporting tools, or operational data ecosystems.
- Hands-on experience with Zuora, including billing, subscriptions, invoicing, credit memos, or revenue-related workflows.
- Experience working with Adyen or similar payment processing platforms, including payment operations, transaction management, refunds, or reconciliation activities.
- Knowledge of enterprise financial systems integrations and the flow of data between billing, payment, accounting, and reporting platforms.
- Experience leveraging AI-assisted productivity tools such as Cursor, GitHub Copilot, Claude Code, Gemini, ChatGPT, or similar tools to improve business analysis, data analysis, documentation, process design, automation, or operational efficiency.
**Additional Information**:
- Required Tools & Platforms**
- SQL
- Google Sheets
- Microsoft Excel
- Pivot Tables
- ERP systems
- Third-party financial or operational systems
- SOP and process documentation tools
**Location, Time & Engagement**
- Remote contract role.
- Must be able to provide at least 4 hours of overlap with U.S. working hours.
- 40 hours per week.
- Contract expected to run through March 31, ****.

📌 Financial Systems Business Analyst (Xico)
🏢 Lifted, an Upwork Company™
📍 Xico

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