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

• 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

• 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

• Define AI Solution Requirements

  • Translate business needs into clear technical requirements

  • Create user stories and acceptance criteria

  • Establish validation approaches for measuring success

• 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

• 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

• 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