---
title: 'Senior Business Analyst, Financial Services at UiPath'
canonical: 'https://feeny.ai/job/senior-business-analyst-financial-services-uipath-mexico-city-d318nn2dm14a'
type: 'job'
last_seen: '2026-10-15'
---

# Senior Business Analyst, Financial Services at UiPath

- **Company:** [UiPath](https://feeny.ai/companies/uipath)
- **Location:** Mexico City, Mexico
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/uipath/1e017e30-1d58-4ed3-8274-4dbc586edb30

## Job description

Life at UiPath The people at UiPath believe in the transformative power of automation to change how the world works. We’re committed to creating category-leading enterprise software that unleashes that power. To make that happen, we need people who are curious, self-propelled, generous, and genuine. People who love being part of a fast-moving, fast-thinking growth company. And people who care—about each other, about UiPath, and about our larger purpose. Could that be you?

## Your mission

The Senior Business Analyst (Sr. BA) helps lead complex, cross-functional automation initiatives and drives high-value automation opportunities across the enterprise for Banking and Financial Services Customers. This role operates with a high degree of autonomy and serves as a strategic advisor to business stakeholders, ensuring automation solutions deliver measurable business outcomes aligned to enterprise objectives. The Sr. BA goes beyond documenting processes — they identify transformational automation opportunities, influence solution design decisions, shape change adoption strategies and contribute to reusable assets and best practices that elevate UiPath’s internal automation maturity.

## What you'll do at UiPath

Strategic Opportunity Identification & Business Case Development

- Proactively identify and evaluate high-value, cross-functional automation opportunities aligned to enterprise strategy.
- Assess feasibility, complexity, scalability, and ROI of automation initiatives.
- Define and quantify business cases with measurable outcomes (cost savings, efficiency gains, risk reduction, quality improvement).
- Act as a trusted advisor to stakeholders in prioritizing automation initiatives.
- Contribute to building and sustaining a robust automation pipeline.

Complex Process Analysis & Solution Shaping

- Lead end-to-end discovery for complex processes, including detailed As-Is and scalable To-Be designs.
- Collaborate with Solution Architects to influence high-level solution architecture decisions.
- Ensure requirements are complete, scalable, and aligned to enterprise architecture standards.
- Serve as a quality gate for functional documentation (PDD validation and requirement clarity).
- Anticipate downstream impacts across systems, integrations, and operating models.

Stakeholder Leadership & Influence

- Lead workshops with senior stakeholders to shape automation vision and solution direction.
- Communicate automation sources of value in business terms tailored to executive audiences.
- Navigate ambiguity and resolve complex scope or requirement conflicts.
- Act as the primary liaison between business stakeholders, Solution Architects, and Developers.
- Guide and mentor junior Business Analysts when applicable.

Delivery Oversight & Cross-Functional Collaboration

- Partner with Solution Architects and Developers through design, testing, and deployment phases.
- Facilitate alignment on scope, acceptance criteria, and business validation.
- Independently manage analysis deliverables across multiple initiatives.
- Proactively identify risks, interdependencies, and mitigation strategies.
- Support Agile ceremonies and facilitate stand-ups as needed.

Change Management & Adoption Strategy

- Design and implement change management strategies to drive sustainable automation adoption.
- Develop stakeholder communication plans that promote “automation-first” mindset.
- Identify adoption barriers and implement mitigation strategies.
- Ensure business readiness for deployment and post-implementation transition.

Platform & Industry Expertise

- Maintain strong knowledge of UiPath platform capabilities and emerging automation technologies.
- Leverage enterprise application expertise (e.g., Salesforce, Workday, NetSuite, Concur, Coupa, etc.) to identify integration opportunities.
- Stay current on automation trends and recommend innovative use cases.
- Promote reuse of automation components and blueprint patterns.

Knowledge Contribution & Continuous Improvement

- Identify and document reusable solutions and process blueprints.
- Contribute to best practices, methodologies, and industry points of view.
- Develop internal case studies and success stories to promote automation impact.
- Drive continuous improvement in BA practices and documentation standards.

## What you'll bring to the team

- 8+ years of experience in business process analysis, operations consulting, or automation initiatives.
- Experience working within the Banking and Financial Services Industry
- Demonstrated experience in complex, cross-functional process transformation.
- Experience with enterprise applications such as Salesforce, Workday, NetSuite, Concur, Coupa, etc.
- Strong analytical and conceptual problem-solving skills.
- Proven ability to influence senior stakeholders.
- Experience working in global, cross-functional environments.
- Bachelor’s or Master’s degree in Computer Science, Engineering, MIS, Business, Finance, Accounting, or related field.
- Strong English speaking and writing skills are required.

Preferred:

- Knowledge of UiPath and Agentic technologies.
- UiPath Business Analyst certification (Professional level preferred).
- Experience in Agile methodologies and JIRA or equivalent collaboration tools.
- Experience designing change management strategies.

## #LI-KS6

Maybe you don’t tick all the boxes above—but still think you’d be great for the job? Go ahead, apply anyway. Please. Because we know that experience comes in all shapes and sizes—and passion can’t be learned. Many of our roles allow for flexibility in when and where work gets done. Depending on the needs of the business and the role, the number of hybrid, office-based, and remote workers will vary from team to team. Applications are assessed on a rolling basis and there is no fixed deadline for this requisition. The application window may change depending on the volume of applications received or may close immediately if a qualified candidate is selected. We value a range of diverse backgrounds, experiences and ideas. We pride ourselves on our diversity and inclusive workplace that provides equal opportunities to all persons regardless of age, race, color, religion, sex, sexual orientation, gender identity, and expression, national origin, disability, neurodiversity, military and/or veteran status, or any other protected classes. Additionally, UiPath provides reasonable accommodations for candidates on request and respects applicants' privacy rights. To review these and other legal disclosures, visit our [privacy policy](https://www.uipath.com/legal/trust-and-security/privacy-policy).

## About UiPath

## Company Overview
- **One-liner**: UiPath provides an enterprise AI-powered automation platform that enables AI agents, robots, people, and models to work together to orchestrate complex business processes.
- **Entity Type**: Public (ticker: PATH)
- **Headquarters**: New York, NY, USA (incorporated in Delaware; global operations)
- **Founded**: 2005 (in Bucharest, Romania)
- **Founders**: Not explicitly named in provided sources (co-founders widely known as Daniel Dines and Marius Tirca, but not verifiable from the given search results)

## Core Business
- **Primary industries**: Enterprise software – Robotic Process Automation (RPA), Agentic AI, Intelligent Document Processing, Business Process Automation.
- **Target customers**: B2B – large enterprises and governments across banking, healthcare, insurance, manufacturing, retail, public sector, and more.
- **Mission/purpose**: “Accelerate human achievement by shaping the future of work” and “make work more meaningful through automation.”

## Products & Services
- **UiPath Platform™**: An integrated suite that combines RPA, API automation, AI agents, document understanding, process mining, and orchestration into a single, governed platform. Deployed via SaaS (Automation Cloud™) or on-premises.
- **Enterprise Agent Builder**: Low‑code/pro‑code tool to create, customize, and deploy autonomous AI agents that plan, reason, and act.
- **UiPath Maestro™**: Orchestration layer that manages tasks across agents, robots, and people, enabling end‑to‑end process automation with governance and monitoring.
- **Automation Cloud™**: Multi‑tenant SaaS version of the platform for rapid deployment without infrastructure overhead.
- **Intelligent Xtraction & Processing (IXP)**: Document understanding product that extracts structured/unstructured data from documents to power AI agents and automations.
- **UiPath Test Cloud**: Agentic testing platform for enterprise software quality assurance, with self‑healing automation and AI‑assisted test creation.
- **Process Intelligence**: Process mining and task mining to identify automation opportunities, simulate changes, and monitor performance.
- **Vertical Solutions**: Pre‑built, packaged automation solutions for industries (e.g., medical records summarization, loan quality control, quote generation) to deliver value in weeks.

## Market Standing
- **Valuation/Market Cap**: Not explicitly stated in provided sources; as a public company, market cap fluctuates (see SEC filings).
- **Key Metric**: Over 10,800 customers as of July 31, 2023 (latest figure in provided content); 10,747 customers as of January 31, 2026.
- **Notable Investors/Partners**: Not detailed in provided sources (early investors include Accel, CapitalG, etc.).
- **Growth Signals**:
  - 3,981 full‑time employees as of January 31, 2026.
  - 7‑time Leader in Gartner® Magic Quadrant™ for Robotic Process Automation.
  - Recognized as a Leader in IDC MarketScape (Business Automation Platforms 2025) and Forrester Wave™ (Document Mining & Analytics Platforms Q2 2024).
  - Recent acquisitions: Peak (March 2025, AI pricing/inventory for manufacturing & retail) and WorkFusion (February 2026, AI agents for financial crimes compliance).
  - Grid Leader Fall 2025 for Business Automation Platforms, Agentic AI, AI Agent Builders.
  - Over 3 million developers using AI at work.

## Competitive Advantages
- **Unified agentic automation**: Only platform that tightly combines AI agents, RPA, API integrations, and document understanding in one governed environment.
- **Centralized governance & security**: AI Trust Layer, role‑based access, real‑time audit logs, and customer‑managed LLM support – enabling safe enterprise‑wide AI deployment.
- **Vendor‑agnostic orchestration**: Maestro integrates with any agent or automation tool, avoiding lock‑in.
- **Strong analyst recognition**: Consistently ranked as a Leader by Gartner, Forrester, Everest Group, and IDC across multiple categories.
- **Scalable deployment**: SaaS, on‑premises, hybrid – with full flexibility for regulated industries.

## Strategic Focus
- **Agentic automation**: Shifting from rule‑based RPA to AI agents that think, plan, and act autonomously – the central theme of their 25.10 platform release.
- **Vertical expansion**: Pre‑built solutions for financial services, healthcare, insurance, supply chain, and manufacturing to accelerate time‑to‑value.
- **Acquisitions**: Continuing to buy niche AI and automation companies (Peak, WorkFusion) to broaden capabilities in pricing, compliance, and vertical intelligence.
- **R&D investment**: Significant ongoing investment in AI, agent builder, and governance features.

## Why Work Here
- **Culture**: Values of **Bold** (speak up, think big), **Immersed** (dive deep, customer‑centric), **Fast** (agility, simplicity, results), and **Humble** (open mind, kindness, team player).
- **Work flexibility**: Hybrid, remote, or office‑based roles; hybrid teams are expected onsite at least two days per week.
- **Growth & development**: “Failing forward” mindset – encouraged to take smart risks and learn from mistakes. Opportunities in Engineering, Product, Sales, etc.
- **Diversity & belonging**: Committed to fair opportunity, inclusive workplace, and celebrating uniqueness.
- **Impact**: Pledge 1% member – donated 1.1M shares to ESG initiatives. Focus on “automation for good” in communities and the environment.
- **Perks**: Recognized as a great workplace; emphasis on employee well‑being and professional growth through programs like the Future Forward Internship.
- **Global community**: Diverse team across 100+ customer countries with a strong connection to Bucharest roots.

## Sources
1. [uipath.com/about-us](https://www.uipath.com/about-us)
2. [uipath.com/careers](https://www.uipath.com/careers)
3. [uipath.com/](https://www.uipath.com/)
4. [uipath.com/careers/jobs](https://www.uipath.com/careers/jobs)
5. [SEC 10-K Filing (January 31, 2026)](https://ir.uipath.com/financials/sec-filings/content/0001734722-26-000012/path-20260131.htm)

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