About the Role

Our client, a rapidly growing WealthTech / SaaS company operating at the intersection of wealth management, asset management, engineering, and professional services, is seeking a detail-oriented and analytical Business Analyst to strengthen their billing operations and contract management processes. The ideal candidate will evaluate existing workflows, implement process improvements, and ensure accuracy, compliance, and efficiency across all billing- and contract-related functions. This role will collaborate closely with finance, legal, engineering, and operations teams to streamline systems, enhance visibility, and support scalable growth in a complex, technology-driven environment.

Responsibilities

Analyze current billing and contract management processes to identify inefficiencies and improvement opportunities
Develop and implement process enhancements that increase accuracy, scalability, and client satisfaction
Work cross-functionally with Finance, Legal, Engineering, Professional Services, and Operations to gather requirements and ensure alignment on billing and contract strategies
Create, update, and maintain documentation for billing procedures, contract templates, internal workflows, and operational policies
Monitor invoice status, track outstanding payments, and investigate or resolve discrepancies and client issues
Support the evaluation, implementation, and optimization of new systems, automation tools, and technologies related to billing and contract management
Conduct data analysis to provide insights that support operational decision-making and continuous improvement initiatives
Ensure compliance with internal controls, financial policies, and contract governance frameworks

Requirements

Bachelor’s degree in Business Administration, Finance, Accounting, or related field preferred
3–5 years of experience as a Business Analyst, preferably within SaaS, FinTech, WealthTech, or financial services environments
Strong analytical and problem-solving skills with the ability to interpret complex data and identify trends, risks, and opportunities
Experience in documenting processes, creating workflows, and standardizing operational procedures
Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, modeling fundamentals)
Familiarity with billing systems, contract management platforms, CRM tools, or financial operations software
Excellent communication and stakeholder management skills, with the ability to collaborate effectively across cross-functional teams
Ability to thrive in a fast-paced, evolving environment with multiple priorities
High attention to detail, accuracy, and operational rigor

Preferred Skills

Experience with billing automation tools, CLM (Contract Lifecycle Management) systems, or ERP platforms
Background supporting financial operations in a SaaS or WealthTech environment
Experience analyzing operational and financial KPIs and building dashboards
Knowledge of process improvement methodologies (Lean, Six Sigma, or similar)

Perks

Opportunities for professional development and career growth within a scaling WealthTech organization
Collaborative, supportive work environment focused on innovation and operational excellence

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