Broadridge
AI Automation Business Analyst – Finance
Requirements
Candidates must hold a bachelor's degree in a relevant field and possess 3–7 years of experience in business analysis or digital transformation. Strong analytical skills and familiarity with finance processes and automation tools are essential for this position.
Responsibilities
The AI Automation Business Analyst will partner with Finance stakeholders to identify and implement AI and automation opportunities across financial processes. This role involves gathering business requirements, documenting workflows, and coordinating with cross-functional teams to deliver effective technical solutions.
About the role
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. About Broadridge: Broadridge Financial Solutions, Inc. (NYSE: BR) is a global Fintech leader delivering technology, communications, data, and analytics solutions to clients across the financial services industry. At Broadridge, we foster a culture of innovation, collaboration, and continuous improvement, where technology and talent come together to create meaningful business impact. Our teams work across functions and geographies to develop solutions that help financial institutions operate more efficiently and effectively. Position Summary: We are seeking an experienced and highly motivated AI Automation Business Analyst to support Finance Automation and AI initiatives across the organization. This role will act as the bridge between Finance business users, technology teams, data teams, and automation developers to identify opportunities, gather requirements, drive solution delivery, and support AI-enabled transformation initiatives. AI Automation Business Analyst … Key Responsibilities Partner with Finance stakeholders to identify automation and AI opportunities across Finance processes. Conduct workshops, process walkthroughs, and discovery sessions to gather business requirements. Document current-state and future-state processes, business requirements, user stories, and functional specifications. Support implementation of AI and automation solutions using RPA, Power Platform, Power BI, and AI tools. Coordinate across business users, developers, data teams, and support teams. Facilitate UAT (User Acceptance Testing) and validate delivered solutions against requirements. Track project tasks, risks, dependencies, timelines, and status updates. Support governance, intake processes, prioritization, and automation inventory management. Assist in KPI tracking, ROI analysis, and operational reporting for automation initiatives. AI Automation Business Analyst … Required Qualifications Bachelor’s degree in Business, Finance, Information Systems, Computer Science, or a related field. 3–7 years of experience in Business Analysis, Automation, or Digital Transformation roles. Strong analytical and problem-solving skills. Excellent communication and stakeholder management abilities. Experience supporting cross-functional technology projects. Familiarity with Finance processes such as AP, AR, GL, Reporting, or Close processes. AI Automation Business Analyst … Preferred Qualifications Experience with AI, automation, or digital transformation initiatives. Exposure to UiPath, Power BI, Power Automate, Power Apps, Alteryx, SQL, Snowflake, or Oracle Fusion. Understanding of AI concepts including copilots, chatbots, and prompt engineering. Experience with Agile delivery methodologies. AI Automation Business Analyst … Key Skills Business Process Analysis AI & Automation Opportunity Assessment Requirements Documentation Stakeholder Management Data Analysis & Reporting Problem Solving Change Management AI Automation Business Analyst … Why Join Broadridge? Innovation & Transformation: Work on AI and automation initiatives that transform Finance processes and improve business outcomes. Cross-Functional Exposure: Collaborate with Finance, Technology, Data, Automation, and business teams across the organization. AI & Digital Skills: Gain hands-on exposure to emerging technologies including AI, automation, Power Platform, RPA, and analytics. Career Growth: Build a strong career at the intersection of Finance, Business Analysis, Technology, and AI. Meaningful Impact: Help identify and implement solutions that improve efficiency, enhance user experience, and deliver measurable business value. Collaborative Culture: Be part of an inclusive environment that encourages innovation, continuous learning, and new ideas. We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.