Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Business Analysis, Requirements, & Testing
- Lead discovery with functional teams through interviews, shadowing, and workflow observation to identify problems worth solving.
- Analyze current-state workflows and recommend future-state processes that may involve process changes, internal systems, AI, automation, or a combination of solutions.
- Translate user needs into clear requirements, user stories, acceptance criteria, and mockups ready for development handoff.
- Own or coordinate testing for assigned initiatives, including user acceptance testing, prototype validation, and structured post-implementation feedback.
- Coordinate with other Business Analysts on initiatives that cross Internal Systems and AI portfolios, including shared workflows, integrations, data, and internal or client-facing user experiences.
- Maintain traceability from the original business need through governance review, development, testing, delivery, and adoption.
Roadmap, Prioritization, & Product Governance
- Provide product-governance ownership for assigned internal systems, AI, and automation initiatives, including intake, evaluation, prioritization, roadmap planning, stage-gate readiness, and outcome tracking.
- Partner with other Business Analysts to maintain a combined Innovation roadmap, coordinate dependencies, and sequence priorities against Enterprise Intelligence and Systems Development capacity.
- Define product vision, success measures, business cases, and release recommendations for AI and automation initiatives in partnership with Innovation, development leadership, and business stakeholders.
- Facilitate backlog prioritization and document trade-off recommendations based on strategic value, business impact, feasibility, risk, dependencies, and available capacity.
- Present roadmap status, dependencies, risks, and recommendations to executive stakeholders and governance committees, including the Systems Governance Committee.
- Help establish and continuously improve product-governance, roadmap-management, and delivery-tracking practices, frameworks, and documentation standards across the Innovation team.
AI Opportunity & Innovation Leadership
- Identify, evaluate, and champion opportunities where process improvement, internal systems, AI, or automation can improve efficiency, quality, employee experience, or business outcomes.
- Apply established readiness, viability, risk, and value frameworks to evaluate proposed AI and automation opportunities
- Partner with data science and engineering teams to assess feasibility, scope pilots, and move validated AI concepts into production.
- Stay current on the AI tooling landscape (LLMs, agents, automation platforms) and translate developments into practical opportunities for the business.
- Continuously evaluate internally developed AI and systems against current market technology to identify modernization opportunities.
- Introduce identified opportunities into the established Innovation intake and roadmap process for evaluation, prioritization, and governance review
Client-Facing Support (Limited Scope)
- Prepare client-facing materials (feature summaries, demo scripts, talking points) on internally developed AI, user-interface, and internal-systems capabilities for Account Management and Strategic Advisor use. This role does not serve as the organization's subject-matter authority on AI for clients, prospects, auditors, or examiners.
- Support Account Management and Strategic Advisors on an ad hoc basis, including occasional participation in client calls to gather feedback, clarify business needs, or identify requirements related to internally developed AI, user-interface, and reporting capabilities.
Initiative Tracking & Adoption
- Maintain transparent tracking of assigned Internal Systems, AI, and automation initiatives from intake through delivery and adoption, keeping status, dependencies, blockers, decisions, and expected outcomes visible to stakeholders.
- Define and report adoption metrics for internal AI initiatives — usage, engagement, accuracy/quality, and business value realized.
- Drive adoption through release communication, training support, and feedback loops; identify and address barriers when adoption lags.
- Prepare reporting and business cases that frame the strategic and financial rationale for new and continuing initiatives.
- Maintain requirements, testing evidence, approvals, decisions, and related documentation sufficient to support internal audit and governance requirements.
Competencies
- Ownership & Execution – Takes ownership of problems from discovery through adoption, drives work and recommendations forward, and follows through on agreed outcomes with limited direction.
- Strategic & Business Acumen – Connects analysis and delivery work to business value; builds credible cases for investment and prioritization.
- AI Fluency – Maintains practical, current knowledge of AI capabilities, limitations, risks, and governance expectations.
- Communication & Influence – Communicates clearly with technical and non-technical audiences, including executives and internal stakeholders.
- Adaptability & Learning Agility – Learns new tools, domains, and methods quickly as the business and technology landscape evolve.
Position Details & Working Conditions
Supervisory Responsibility: This position has no direct reports.
Position Type and Expected Hours of Work: Full-time, salary position. Hours of work and days are variable, but typically Monday through Friday, 7 AM – 4 PM.
Travel: Limited travel; travel to satellite offices, client locations, industry events, or offsite meeting locations is expected for this position.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, scanners, and copy machines.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit for long periods of time; use hands to type, handle or feel; and reach with hands and arms. The employee is occasionally required to stoop or kneel. The employee must occasionally lift and move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.