Systems Analyst – Outgoing & Financial Flows

About the role

We’re hiring an entry-level Systems Analyst to own the processes that deliver reports, bills, and other account information from IOS, Beagle’s internal operations platform, to customers.

You’ll manage outgoing workflows, run bill sends, and make sure required information reaches the right recipients on schedule. You’ll establish and enforce clear requirements and handoff standards for Account Managers, who manage customer relationships, and other internal teams that contribute to these processes.

This role combines systems thinking, problem-solving, and communication. You should enjoy understanding how a process works, identifying where it breaks down, and improving it so outgoing information moves consistently and efficiently.

What you’ll do

• Own the workflows that deliver customer reports, bills, and other account information from IOS.

• Run scheduled bill sends and report deliveries, ensuring required checks are complete and tracking successful delivery.

• Set and enforce clear requirements, timelines, and handoff standards for internal teams.

• Troubleshoot blockers and failed sends, coordinating solutions with Account Managers, operations, and engineering.

• Improve processes, documentation, and automation to reduce manual work and recurring issues.

What we’re looking for

• 0–1 years of experience and a background in Accounting, Finance, Business Systems, or a related field.

• Strong communication skills and the confidence to enforce standards and follow through.

• A process-oriented mindset with strong problem-solving and organizational skills.

• Comfort using spreadsheets and business software.

Helpful, but not required

• Internship or project experience involving process improvement, business systems, software implementation, or operations.

• Comfortable working with large datasets, identifying patterns, and working to improve processes.

• Exposure to insurance or property management software.

What success looks like

Customers receive the right information on time. Bill sends and report deliveries follow dependable processes, internal teams meet clear standards, and issues are resolved promptly. Process improvements reduce manual work, missed deliveries, and repeat problems.