Automation-Focused AI & Analytics Business Analyst

Morgan & Morgan, P.A.; New York (NY); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) plan

Paid time off

Paid holidays

Job summary

Morgan & Morgan, P.A. seeks a Sr. Business Analyst to join our Strategy & Operations team to streamline operations with AI, automation, and intelligent workflows.

You will partner with leaders to eliminate manual work and build scalable solutions that improve efficiency across the firm. The role requires strong analytical thinking, a builder's mindset, and hands-on experience with Claude, Claude Code, and GPT to develop automations, analyze complex information, and deliver practical solutions

Qualifications

• 3–6 years of experience in business operations, analytics, business intelligence, technical operations, or a related field.
• Hands-on experience building practical solutions using Claude, Claude Code, GPT, or comparable AI platforms.
• Proficiency with SQL and Python.
• Experience with Power BI, Salesforce/Litify, Redshift, or comparable reporting and CRM platforms is preferred.
• Strong analytical and problem-solving skills with a focus on process improvement and measurable business outcomes.
• Ability to manage multiple projects in a fast-paced environment.
• Excellent written and verbal communication skills.
• Bachelor's degree or equivalent practical experience, preferably in Business, Computer Science, STEM, or a related field.

Responsibilities

• Partner with leadership to identify, prioritize, and implement AI-driven process improvements.
• Design, build, and maintain AI-powered workflows using Claude Code, Cowork, and similar tools.
• Collaborate with engineering to design document review and information extraction workflows that leverage LLMs and process automations to analyze high volumes of records and correspondence.
• Build automations that connect internal systems, move and reconcile data, and reduce manual labor.
• Write, test, and continuously improve prompts and AI workflows to ensure reliable, high-quality output.
• Package successful automations into reusable tools that can be leveraged across multiple teams.
• Design, build, and maintain dashboards and operational reporting using Power BI, Superset, Salesforce/Litify, and Excel.
• Write SQL queries against Redshift to extract, transform, and analyze operational data.
• Monitor the performance of deployed automations and continuously improve reliability and business impact.
• Stay current on emerging AI capabilities and proactively recommend new opportunities to improve operations.

Skills

Analytical thinking

Builder mindset

Communication skills

Project management

Problem solving

Education

Bachelor's degree or equivalent practical experience

Tools

Claude Code

Claude

GPT

SQL

Python

Power BI

Salesforce/Litify

Redshift

Job description

Morgan & Morgan, P.A. seeks a Sr. Business Analyst to join our Strategy & Operations team to streamline operations with AI, automation, and intelligent workflows.

You will partner with leaders to eliminate manual work and build scalable solutions that improve efficiency across the firm. The role requires strong analytical thinking, a builder's mindset, and hands-on experience with Claude, Claude Code, and GPT to develop automations, analyze complex information, and deliver practical solutions