Data Analyst responsible for analyzing data and creating actionable reports. Join Metaline's dynamic team to support data - driven decision making.
About the role
- Process Analyst at Stefanini documenting end-to-end processes in financial services. Collaborating with various departments to facilitate operational efficiency and compliance.
Responsibilities
- Elicit, understand and document the product process journey from systems sales (sales parameters, proposals) through acceptance and issuance
- Describe batch file exchanges between systems (layouts, validation rules, processing windows, reprocesses)
- Record the flow of regulatory communications (welcome messages, contractual terms, billing communications) and their trigger points and owners
- Map the maintenance cycle (billing, collections, reconciliations) and the claims and assistance journey (steps, deadlines, evidence), maintaining a descriptive focus
- Produce clear, reusable documentation for operational and executive discussions:
- Standardized BPMN AS-IS diagrams
- Simplified process flows in plain language
- Checklists and RACI matrices specifying who does what
- 1–2 page executive summaries (what it is, how it works, risks and dependencies)
- Facilitate cross-functional understanding by translating technical terms and aligning the process narrative for Operations, IT, Finance, Collections, Claims/Assistance, Compliance, Executive Board and other stakeholders
- Organize and version all artifacts (repository, process index, change control)
Requirements
- Experience mapping and documenting end-to-end processes in insurance/financial services, including sale -> acceptance -> issuance -> regulatory communications -> billing/collections -> claims/assistance
- Experience with integrations and batch files (layouts, validations, windows, reprocess) between sales partners and CVP; basic understanding of APIs/Webservices to comprehend integrations
- Proficiency in BPMN and modeling tools (Bizagi/Miro) to clearly represent the AS-IS
- Excellent articulation and communication skills (oral and written), with the ability to translate technical concepts to executive language and to conduct interviews/workshops
- Planning and organizational skills to structure timelines, meeting minutes, evidence trails and version control
- Critical thinking and a strong eye for spotting ambiguities, risks and gaps without prescribing solutions, documenting them as points of attention
- Ability to synthesize content into visual and concise materials (diagrams, executive summaries, glossary of terms, high-level data dictionary)
- Preferred: familiarity with regulatory communications (SUSEP/LGPD) and operational metrics for process description
Benefits
- Meal allowance or food voucher
- Discounts on courses, universities and language schools
- Stefanini Academy – a platform with free, up-to-date online courses and certificates
- Mentoring
- Childcare assistance
- Benefits club for consultations and exams
- Medical insurance
- Dental insurance
- Discounts and benefits club at leading establishments
- Travel club
- Pet care plan
- and much more...
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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