AI Business Analyst
Objective
Identify and validate high-value AI opportunities, rapidly prototype solutions, and ensure implementations deliver measurable business outcomes and tangible ROI.
KPI
- Revenue/cost impact of implemented AI solutions
- Stakeholders' satisfaction with business case clarity and realization
Areas of Responsibility
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Lead Discovery Process and Validate AI Opportunities
- Facilitate stakeholder workshops to identify and prioritize high-impact AI use cases
- Develop business cases with clear ROI models and success metrics
- Build consensus among stakeholders on solution direction
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Map and Redesign Business Processes
- Document current workflows and pain points
- Design workflows with appropriate boundaries and controls for financial environments and Agentic AI systems
- Quantify expected business improvements
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Define AI Solution Requirements
- Translate business needs into clear technical requirements
- Create user stories and acceptance criteria
- Establish validation approaches for measuring success
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Create Solution Prototypes
- Build functional demonstrations using no-code/low-code tools
- Gather user feedback to refine concepts
- Develop prompt templates for financial use cases
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Implement AI Governance and Compliance
- Develop testing methodologies for AI systems in regulated environments
- Ensure alignment with financial regulations (e.g US SR 11-7, EU AI Act)
- Create documentation standards for model risk management
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Leverage Financial Services Industry (FSI) Ontologies
- Apply industry-standard financial ontologies (e.g. FIBO) to structure and ground data
- Design knowledge graph integrations to improve AI accuracy and compliance
- Validate ontology completeness and accuracy for financial applications
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Ensure Ongoing Business Alignment
- Manage stakeholder expectations throughout delivery
- Lead business review sessions
- Mitigate risks to value realization
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Stay Current on AI Capabilities
- Actively test and experiment with emerging AI technologies firsthand
- Evaluate new tools and platforms for business value
- Share relevant insights with stakeholders