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Palo Alto Labs

Techno -Functional BSA Finance / Legal (N8N / Integration / AI) US

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  • Contractor
  • Durham, NC
June 3, 2026

Job Description

Role Overview<\/b>
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We are seeking a Techno -Functional Business Systems Analyst (BSA) - Finance and Legal to support enterprise integration and automation initiatives by translating complex business processes into clear, structured, and implementation -ready requirements. This role operates at the intersection of business process design and technical execution.
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Key Responsibilities<\/b>
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  • Gather, analyze, and document integration requirements
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  • Map current and future state business processes
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  • Identify automation opportunities
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  • Translate business needs into technical integration requirements
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  • Define APIs, workflows, and system interactions
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  • Create user stories and acceptance criteria
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  • Analyze data flows and mappings
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  • Support testing and stakeholder alignment
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  • Standardize documentation and improve delivery processes
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    Success Metrics (First 12 Months)<\/b>
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    • Reduced rework and defects
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    • Improved requirement quality
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    • Standardized documentation practices
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    • Increased automation throughput
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    • Improved traceability
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      AI & Automation Expectations<\/b>
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      • Identify AI and automation opportunities
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      • Use AI tools for documentation and analysis
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      • Ensure governance and traceability
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      • Support measurable automation outcomes
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        Requirements<\/h3>
        Domain Expertise (The "Functional" Requirements)<\/b>
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        • Finance Operations: Deep understanding of Order -to -Cash (O2C), Procure -to -Pay (P2P), and General Ledger (GL) structures. Familiarity with ERPs like NetSuite, Sage Intacct, or SAP.
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        • Legal Tech: Experience with Contract Lifecycle Management (CLM) tools (e.g., Ironclad, LinkSquares) and the automation of NDA or MSA workflows.
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        • Compliance & Governance: Understanding of SOX compliance, GDPR, and data privacy requirements as they relate to moving sensitive financial and legal data across systems.<\/span>
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          Technical Mastery (The "Techno" Requirements)<\/b>
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          • iPaaS & Integration: 3+ years of hands -on experience building, debugging, and maintaining complex workflows in N8N, Workato, or Zapier. Must understand Webhooks, REST APIs, and JSON data structures.
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          • Data Mapping & SQL: Proficiency in SQL for data validation and experience mapping complex data schemas between disparate systems (e.g., syncing an ERP with a CLM).
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          • Scripting: Ability to write basic JavaScript or Python snippets to handle data transformations that standard "no -code" nodes cannot process.
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          • System Architecture: Solid understanding of OAuth2 authentication, API rate limiting, and error -handling strategies (retries, DLQs) in a production environment.

            Analytical & Soft Skills<\/b>
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          • Process Architecture: Ability to transform a messy "whiteboard" discussion into a clean Lucid chart or Miro process map that identifies every edge case.
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          • Requirement Translation: Proven track record of writing high -quality User Stories and Acceptance Criteria that developers can execute without constant back -and -forth.
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          • Stakeholder Management: Experience "speaking human" to CFOs/General Counsels and "speaking tech" to Engineers.
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            Recommended "Preferred" Qualifications<\/b>
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            • N8N Certification or a portfolio of public/private workflow templates.
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            • Experience with Git -based version control for managing automation code/exports.
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            • Previous experience in a FinTech or highly regulated SaaS environment.
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