CareerPlan

Lead Business Analyst (Hybrid)

New York, NY, USFull-time$110k–$120k2026-10-20 → 2026-11-10
Hybrid · United States

Core

Lead a team of business analysts to help financial services clients transform their businesses, operations, and technology through discovery, solution design, and implementation.

Role type

Senior IC Lead Business Analyst (Financial Services)

Builds

Client transformation initiatives, proposals, and practical solutions

Domain

Financial Services / Business Consulting

Required skills

Business process analysis, structured problem-solving, financial services domain knowledge, project guidance, generative AI prompting, stakeholder collaboration

Preferred skills

AI agent instruction development, Model Context Protocol (MCP) configuration, SQL, Python, ETL/ELT, cloud data platforms (Snowflake/Databricks), financial modeling

Technologies

Generative AI tools, MCP, SQL, Python, Snowflake, Databricks

Responsibilities

Partner with clients to define requirements for transformation initiatives; Develop client proposals and solution recommendations; Guide projects from discovery through delivery; Analyze business processes and recommend improvements; Collaborate with client stakeholders and technical specialists; Provide project and technical guidance to team members; Use generative AI tools to support client-ready deliverables

Seniority

Senior, hands-on IC with mentorship responsibilities