Lead Business Systems Analyst
Transamerica · Philadelphia, PA · Yesterday
$100k–$125k/yrFull-time
About the role
The Lead Business System Analyst – Finance IT plays a pivotal role in shaping how artificial intelligence enhances finance IT systems and decision-making. This role leads with an AI mindset—identifying, defining, and enabling AI-driven solutions—while serving as the bridge between ET Finance IT, Enterprise Technology teams, and business stakeholders.
Responsibilities
- 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.
Qualifications
- 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.
Preferred Qualifications
- 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.