Addepar · 2 months ago
Sr. Business Process Analyst
United States
Full-time
Remote
Mid, Senior Level
$115K/yr - $180K/yr
6+ years expAddepar is a global technology and data company that helps investment professionals provide informed guidance for their clients. The Senior Business Process Analyst will be responsible for mapping, analyzing, and optimizing business processes across the organization, collaborating with internal functions and client-facing teams to create actionable process documentation.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Conduct workshops, interviews, and sessions with subject matter experts (SMEs) to elicit and clearly define "as-is" business processes
Analyze existing workflows to identify bottlenecks, redundancies, and opportunities for improvement
Perform gap analysis between current processes and desired outcomes, especially in the context of client needs and GSI capabilities
Create detailed, standardized process maps and workflow diagrams using industry-standard notations like BPMN (Business Process Model and Notation)
Develop and maintain a central repository of process documentation, including Standard Operating Procedures (SOPs), process narratives, and service-level agreements (SLAs)
Ensure all documentation is clear, concise, and sufficient for an external party (like a GSI) to understand and execute the process with minimal ambiguity
Collaborative with stakeholders to map out and document proposed "to-be" processes that improve efficiency, reduce cost, enhance quality, and increase scalability
Identify impacted teams in order to build consensus for change
Align with R&D leads on success measurement of the proposed changes
Collaborate with Partner Platform PM to facilitate process knowledge transfer to GSI partners
Prepare comprehensive "process packages" for outsourcing, including maps, SOPs, performance metrics, and exception handling protocols
Collaborate with Product and Product Operations to identify key performance indicators (KPIs) to monitor the health and effectiveness of outsourced processes
Work alongside Design teams, Project Managers, and client-facing teams to model a client's existing processes and workflows
Translate client pain points and business goals into concrete process requirements and future-state solution designs on our company's platform
Facilitate discussions that help bridge the gap between what a client has and what they truly need
Qualification
Required
Bachelor's degree in Business Administration, Information Systems, or a related field
6+ years of experience in a dedicated Business Process Analyst, Business Process Improvement, or similar role
Proven proficiency with process mapping tools (e.g., Microsoft Visio, Lucidchart, Miro) and methodologies (e.g., BPMN, UML)
Exceptional analytical and problem-solving skills; able to see the big picture while maintaining a strong attention to detail
Excellent communication and facilitation skills, with the ability to interview SMEs and lead workshops effectively
Strong technical writing skills, capable of producing clear and unambiguous documentation
Preferred
Certification in process improvement methodologies such as Lean Six Sigma (Green or Black Belt) or a Certified Business Analysis Professional (CBAP)
Direct experience preparing processes for BPO (Business Process Outsourcing) or working with GSIs
Experience in a client-facing or consulting role
Familiarity with workflow automation technologies
Benefits
Bonus
Equity
Benefits
Company
Addepar
Addepar is a software and data platform for even the most complex investment portfolios.
1001-5000 employees
H1B Sponsorship
Addepar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (25)
2023 (25)
2022 (26)
2021 (19)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
$761.36MKey Investors
D1 Capital PartnersWestCapLaurence A. Tosi
2025-05-13Series G· $230M
2021-06-15Series F· $166.26M
2020-11-18Series E· $117M
Leadership Team
Eric Poirier
CEO
Bob Pisani
Chief Technology Officer
Recent News
2025-11-19
201 Created
2025-11-17
Company data provided by crunchbase