Sr Business Analyst-Practice Source

ameriprise; Dadri; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

Ameriprise India LLP is seeking a Senior Business Analyst to support reporting, analytics, and strategic decision making. You will collect, clean, reconcile, and validate data from CRM, pipeline, activity, and prospect tracking systems, and deliver weekly, monthly, and ad hoc reports.

The role emphasizes creating dashboards and KPI insights, partnering with stakeholders, and driving process improvements with Power BI, SQL, Excel, and Salesforce CRM to inform leadership.

Qualifications

• Bachelor's degree in BE/BTech, Information Systems, or Computer Science.
• 5-8 years of experience in business analysis, reporting, analytics.
• Strong requirements gathering and process mapping skills.
• Advanced SQL, data modelling, and Excel-expert with pivot tables.
• Power BI and Salesforce CRM experience; data storytelling.

Responsibilities

• Develop and maintain interactive dashboards and reports using Power BI.
• Design and build Power Apps and automate workflows with Power Automate.
• Partner with stakeholders to gather requirements and translate into insights.
• Validate data, reconcile discrepancies, and ensure reporting accuracy.
• Support recurring reporting cycles and KPI reporting.

Skills

Advanced SQL skills

Power BI

Excel

PowerPoint

Salesforce CRM

Data modelling concepts

Dashboard development

Analytical thinking

Education

BE/BTech

Information Systems

Computer Science

Tools

Power BI

Salesforce CRM

AWS Athena

Job description

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years.

We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.

The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

Provide reporting and analytics support for advisor practices by managing regular reports, dashboards, scorecards, and data distribution. Collect, clean, reconcile, and validate data from approved sources such as CRM, pipeline, activity, and prospect tracking systems. Generate weekly, monthly, and ad hoc reports, identify data quality issues and trends, and ensure reporting accuracy. Customize reports for advisors, teams, and leadership, create professional communications, maintain reporting templates and documentation, support automation and process improvements, and collaborate with leadership to enhance KPIs and reporting processes as business needs evolve.

We are looking for a detail-oriented and analytical Senior Business Analyst to support business reporting, operational effectiveness, and strategic decision-making. The ideal candidate will work closely with business stakeholders to gather requirements, analyze data, maintain reporting processes, and deliver actionable insights that drive business outcomes.

This role requires strong analytical, communication, problem-solving, and stakeholder management skills, along with the ability to manage multiple priorities while ensuring accuracy, consistency, and continuous process improvement.

Key Responsibilities

• Partner with stakeholders to gather, analyze, and document business requirements.
• Translate business needs into actionable insights and business solutions.
• Perform ad hoc analysis and develop reports, dashboards, and presentations for leadership.
• Analyze business processes and identify opportunities for process improvements and efficiencies.
• Maintain reporting documentation, SOPs, business rules, and data-source references.
• Ensure reporting outputs remain aligned with leadership directives and stakeholders
• Validate data accuracy, reconcile discrepancies, and proactively resolve reporting issues.
• Support recurring reporting cycles while maintaining consistency and quality.
• Communicate findings, recommendations, and updates to business stakeholders.
• Identify opportunities to improve reporting processes, data quality, and operational performance.

Required Qualifications

• Bachelor's degree in Engineering (BE/BTech), Information Systems, Computer Science, or a related field.
• 5-8 years of experience in Business Analysis, Reporting, Analytics
• Strong business analysis skills, including requirements gathering and process mapping.
• Advanced SQL skills for data extraction, validation, and analysis.
• Good understanding of data modelling concepts to support reporting, analytics, and business data interpretation.
• Advanced Microsoft Excel skills, including complex formulas, data cleaning, lookups, conditional formatting, and pivot tables.
• Strong PowerPoint skills, including executive presentations, charts, and data storytelling.
• Experience with reporting and visualization tools such as Power BI.
• Working knowledge of Salesforce CRM (end-user perspective) with experience in navigating dashboards, generating reports, managing records, and supporting business processes.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to validate data, reconcile reports, and ensure reporting accuracy.
• Excellent verbal and written communication skills.
• Ability to work independently, manage multiple priorities, and collaborate effectively across teams.

Preferred Qualifications

• Experience with KPI reporting and business performance dashboards.
• Exposure to process improvement and operational excellence initiatives.
• Experience working with large and complex datasets.
• Ability to provide data-driven recommendations to business leaders.
• Working knowledge of AWS Athena for querying and analyzing data from cloud-based data sources.

Key Responsibilities

Develop and maintain interactive dashboards and reports using Power BI (DAX, Power Query, data modeling).

Design and build Power Apps solutions and automate workflows using Power Automate to improve operational