Key Responsibilities

• AI & Automation Discovery

  • Lead structured discovery efforts to identify AI and automation opportunities across business processes.

  • Partner with business stakeholders to understand pain points, inefficiencies, risk areas, and growth opportunities.

  • Translate business problems into clear problem statements, hypotheses, and solution concepts.

  • Evaluate feasibility across data availability, technology readiness, risk, and scalability.

• Solution Design & Requirements

  • Support end0to0end execution from concept through delivery, including testing support, defect triage, and go0live readiness.

  • Ensure solutions align to business intent, operational realities, and control requirements.

  • Partner with business and technology leads to manage dependencies, timelines, and risks.

  • Support implementation planning, change readiness, and post0implementation validation.

• Execution & Implementation Support

  • Support execution from concept through delivery, including testing, defect resolution, and go-live readiness.

  • Validate solutions against original business intent and operational requirements.

  • Partner with project managers and technical leads to manage dependencies, risks, and timelines.

  • Support implementation planning, change readiness, and post-implementation outcome validation.

• Data Analytics & Storytelling

  • Analyze data to size opportunities, quantify benefits, and support prioritization decisions.

  • Develop insights using structured analysis, dashboards, and exploratory data techniques.

  • Translate complex data and technical concepts into clear, executive-level narratives.

  • Build compelling stories that connect insights to business outcomes and strategic priorities.

• Senior Leader Engagement

  • Work directly with senior and executive leaders to shape ideas, test assumptions, and drive decisions.

  • Present recommendations, trade-offs, and outcomes with clarity and confidence.

  • Influence without authority and navigate ambiguity using structured thinking and strong communication.

  • Serve as a trusted advisor on AI, automation, and process optimization initiatives.

Required Qualifications

• Bachelor0degree in Business, Technology, Analytics, or a related field (or equivalent experience).

• 8+ years of experience as a Business Systems Analyst, Business Analyst, or similar role.

• Demonstrated experience leading discovery and solutioning for complex, cross-functional initiatives.

• Strong analytical skills with the ability to evaluate opportunities using data and insights.

• Experience working directly with senior leaders and executive stakeholders.

• Excellent written, verbal, and presentation communication skills.

Preferred Qualifications

• Experience delivering AI, intelligent automation, or workflow automation solutions.

• Experience translating business needs into technical designs and requirements.

• Hands-on experience with analytics, dashboards, or data visualization tools.

• Financial services, operations, or regulated industry experience.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders 2D clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.