Leads business analysis activities across project lifecycles, including stakeholder communication, requirements validation, application testing, defect resolution, reporting, data analysis, and process improvement. The role partners with developers and cross-functional teams to improve application development practices, troubleshoot issues, and enhance operational quality and efficiency within a financial services environment.

Develops and supports Envision Power Agent applications, SSRS reports, SQL queries, stored procedures, and JAMS automation jobs. Resolves application support tickets, monitors workflows, supports releases and upgrades, and collaborates with business and technical stakeholders to deliver reliable reporting and operational solutions. The role also uses PowerShell or C# automation, Azure DevOps, and Microsoft technologies while supporting Transfer Agency operations.

Leads enterprise AI strategy, product roadmapping, and cross-functional transformation initiatives. Identifies and scales high-impact AI use cases, oversees solution development and deployment, redesigns workflows, drives adoption, advises executive leadership on AI investments and governance, and establishes KPIs for efficiency, cost, quality, and client outcomes. The role also mentors associates and manages stakeholders across business, operations, and technology teams.