Lead Business Systems Analyst

Role Overview

• Lead with an AI-first mindset to identify opportunities where artificial intelligence, automation, predictive analytics, and intelligent workflows can enhance Finance, Treasury, Tax, Cash Management, and Corporate Services processes.
• Partner with Finance business stakeholders to gather, analyze, and document business requirements, emphasizing AI-enabled use cases such as forecasting, anomaly detection, reconciliations, process automation, decision support, and self-service analytics.
• Translate complex finance, accounting, treasury, and tax requirements into clear technical specifications and AI-ready solutions for application development, data engineering, integration, and platform teams.
• Collaborate with enterprise architecture, data engineering, AI, cloud, and platform teams to design and deliver scalable finance technology solutions, data integrations, and modernization initiatives.
• Define and document data requirements for Finance systems, including ERP, EPM, Treasury, Tax, and reporting platforms, ensuring appropriate data quality, governance, lineage, security, and compliance standards are maintained.
• Partner with quality assurance, testing, and business validation teams to define test strategies, validate system functionality, and assess AI-driven outputs against business and regulatory requirements.
• Serve as a trusted advisor and strategic liaison between Finance business leaders and technology teams, ensuring alignment between business objectives, technology investments, and delivery outcomes.
• Research, evaluate, and recommend emerging technologies, AI capabilities, automation opportunities, and industry best practices that improve financial operations, controls, reporting, and decision-making.
• Lead and support technology roadmaps, application portfolio management, and modernization efforts for Finance systems, including SaaS platforms, cloud solutions, integrations, and enterprise applications.
• Drive adoption of AI-enabled capabilities through stakeholder engagement, change management, training, documentation, and effective communication strategies across Finance organizations.
• Ensure solutions adhere to enterprise architecture standards, security requirements, risk management practices, and regulatory compliance obligations relevant to finance and corporate systems.
• Promote responsible AI practices, including transparency, governance, explainability, data protection, and ethical use of AI across finance technology solutions and business processes.

Requirements

• Bachelor’s degree in business, Information Systems, Mathematics, Computer Science, or a related field.
• Proven experience as a Business Analyst in an IT, data, or analytics-focused environment.
• Demonstrated ability to translate finance business and IT needs into AI-aware functional and technical requirements.
• Familiarity with data-driven systems, data integrations, and analytics platforms.
• Strong analytical thinking, problem-solving, and documentation skills.
• Excellent communication skills, with the ability to engage effectively with financial, technical, and business stakeholders.
• Hands-on experience or strong conceptual understanding of AI and machine learning, including predictive modeling, NLP, or decision intelligence.
• Experience supporting or partnering on AI-enabled initiatives within finance or insurance domains.
• Technical background in software development, data engineering, or analytics.
• Exposure to financial data platforms and large-scale data environments.
• Experience with automation, data modernization, or digital transformation initiatives.
• Familiarity with Agile or hybrid delivery methodologies.
• Experience in insurance or financial services organizations.

Tech Stack

• Cloud
• ERP

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs