Lead Business Systems Analyst

Jobtailor; Colorado; On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor is seeking a Senior Business Analyst with an AI-first mindset to transform Finance, Treasury, Tax, and Corporate Services through AI, automation, and predictive analytics. You will partner with stakeholders to define AI-ready requirements and translate them into technical specs for cross-functional teams.

The role requires strong analytical and communication skills plus hands-on AI/ML familiarity, with experience in finance or financial services; collaboration across architecture,

Qualifications

• Bachelor’s degree in business, IS, math, CS or related field.
• Proven Business Analyst experience in IT/data/analytics environment.
• Ability to translate finance and IT needs into AI-ready requirements.
• Experience with data integrations and analytics platforms.
• Strong analytical thinking and documentation skills.
• Excellent communication with financial, technical, stakeholder groups.
• Hands-on AI/ML experience: predictive modeling, NLP, or decision intelligence.
• Experience with AI initiatives in finance or insurance.
• Technical background in software development, data engineering, or analytics.
• Exposure to financial data platforms and large data environments.
• Experience with automation, data modernization, or digital transformation.
• Familiarity with Agile or hybrid delivery methodologies.
• Experience in insurance or financial services.

Responsibilities

• Lead AI-enabled finance process modernization initiatives.
• Gather, analyze, and document AI use cases with stakeholders.
• Translate requirements into technical specs for dev teams.
• Collaborate with enterprise architecture and data teams.
• Define data requirements for ERP, Treasury, and reporting.
• Ensure compliance with security and regulatory standards.
• Promote responsible AI practices and governance.

Skills

Business Analysis

AI/ML Knowledge

Data Integrations

Agile Methods

Stakeholder Communication

Education

Bachelor’s degree in related field

Tools

SQL

Excel

Power BI/Tableau

Job description

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.

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.

Core Competencies

Demonstrates expertise in AI‑enabled finance solutions, data integration, and analytics, with a strong focus on translating complex business requirements into actionable technical specifications. Proven ability to lead modernization initiatives and ensure compliance with regulatory standards in finance and corporate systems.