Data and AI Business Analyst--Only W2

Senior Business Analyst / Business Systems Analyst (Execution-Focused)

Role Summary

We are seeking a Senior Business Analyst / Business Systems Analyst to support execution-heavy work across multiple Treasury/Finance initiatives, including systems, data, AI (including Quantum + AI), and workflow automation. This role is hands-on and delivery-oriented, focused on converting ambiguity into clear requirements and driving execution to completion under direction from internal leads.

Location

• Preferred: Santa Clara, CA
• Also acceptable: US-based remote

Core Responsibilities (Cross-Portfolio)

• Drive business requirements from intake through sign-off across multiple initiative types (systems, data, AI, workflows)
• Translate high-level goals into clear, actionable artifacts, such as:
• BRDs / PRDs (lightweight), user stories, acceptance criteria
• process maps (current/future state), swim lanes, control points
• data requirements: definitions, mappings, lineage notes, quality checks
• Partner with internal stakeholders to facilitate workshops, capture decisions, and document outcomes
• Coordinate with technical teams to ensure requirements are understood and traceable through build/testing
• Support execution governance: status tracking, RAID logs, dependency tracking, action-item follow-ups
• Maintain high-quality documentation and knowledge transfer to reduce single-firm dependency

Systems / Implementation Support (As Needed)

• Support system delivery activities such as test planning, UAT coordination, defect triage, and release readiness
• Where relevant, help translate process requirements into system configuration requirements and validate outcomes

Required Profile

• 7+ years of experience as a Senior Business Analyst / Business Systems Analyst in complex cross-functional environments
• Strong critical thinking and ability to turn ambiguity into structured deliverables and next steps
• Proactive and self-driven: anticipates needs, flags risks early, and drives closure without constant oversight
• Demonstrated ability to work across business process + data + systems simultaneously
• Strong written communication and documentation discipline
• Comfortable operating in a client-directed execution model (clear direction provided; you drive delivery)

Nice to Have

• Hands-on experience with ERP and Treasury Management Systems (TMS)
• Kyriba implementation experience (functional requirements, configuration translation, testing/UAT support)
• Familiarity with data platforms and analytics workflows (e.g., data pipelines, data models, reporting)
• Experience supporting data governance (data definitions, ownership, quality controls)
• Exposure to change management (communications, training materials, stakeholder readiness)
• Experience supporting project governance (milestones, RAID, dependency management)
• Finance/Treasury domain experience