Lead Business Analyst
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Gurugram • India
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Job Level
Tech Stack
About the role
- Design and maintain enterprise-grade reports and dashboards for pledge lifecycle
- Work on reporting procedures and maintain SLAs and cadences (daily/weekly/monthly)
- Deliver deep-dive analyses on reconciliation, and root-cause for pledge discrepancies
- Work with stakeholders to help define the data strategy for pledge operations
- Identify and work on automation opportunities across intake, validation, reconciliation, settlement/fulfillment, and reporting
- Own and continuously improve SOPs for pledge processing
- Run operational reviews and controls testing —reconciliations, dual validation, maker–checker processes
- Translate complex data concepts into clear, actionable insights for leadership
- Partner with Risk/Compliance to ensure procedures align with regulatory requirements and audit standards
Requirements
- 5–8 years in Operations Analytics, Reporting, Data Engineering/BI, or Process Automation—preferably in Financial and Banking Organizations
- Strong SQL experience
- Hands-on with Power BI
- Highly Skilled in analyzing data
- Excellent communication—able to convert technical findings into business narratives and executive-ready reporting.
- Proven track record driving process improvements and automation outcomes with measurable impact.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible working arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLPower BIdata analysisreporting proceduresautomationreconciliationroot-cause analysisSOP improvementcontrols testingdual validation
Soft skills
communicationstakeholder engagementprocess improvementanalytical thinkingproblem-solvingactionable insightscollaborationnarrative developmentleadershiporganizational skills