Advisor, Business & Data Analysis

Position Summary:

We are seeking a highly skilled Lead Business & Data Analyst to support a strategic, enterprise-wide transformation of the end-to-end client financial workflow. This role will serve as a senior analytical leader within the program, responsible for driving business requirements, end‑to‑end process redesign, data insights, and analytical solutions that modernize legacy processes and enable automation, AI-driven capabilities, and a modern technology ecosystem.

The Lead Business & Data Analyst will work closely with the Director of Program Delivery, cross-functional business stakeholders, and technical teams to ensure the program delivers measurable business value, improved operational efficiency, and enhanced data-driven decision-making.

Key Responsibilities:

Business Analysis & Process Transformation

• Lead end-to-end business requirements gathering across multiple functional areas (Finance, Operations, Accounting, Sales/Account Management).
• Translate strategic objectives into clear business needs, functional requirements, and acceptance criteria.
• Conduct current-state and future-state process mapping, identifying gaps, inefficiencies, and automation opportunities.
• Partner with process owners to redesign workflows and ensure alignment with enterprise standards.

Data Analysis & Insights

• Analyze complex financial, operational, and client data to identify trends, root causes, and opportunities for optimization.
• Develop data models, business rules, and analytical frameworks to support forecasting, reporting, and performance measurement.
• Validate data quality and work with technical teams to ensure data integrity across systems.

Solution Design & Technology Enablement

• Collaborate with engineers, AI solution teams, and business partners to translate business needs into actionable technical requirements.
• Contribute to the design of AI-enabled use cases, automation logic, and decision-support tools.
• Participate in testing strategies, including UAT, data validation, workflow verification, and defect resolution.

Stakeholder Engagement & Communication

• Serve as a key liaison between business teams and technology teams, ensuring clarity and alignment.
• Facilitate workshops, working sessions, and presentations to drive consensus and decision-making.
• Communicate progress, risks, and dependencies across program leadership and cross-functional stakeholders.

Program Support & Governance

• Ensure deliverables adhere to program timelines, governance standards, and quality benchmarks.
• Support the Director of Program Delivery in milestone planning, prioritization, and risk mitigation.

Qualifications:

Education

• Bachelor’s degree in Business, Finance, Information Systems, Analytics, or related field.

Experience

• 6–10+ years of experience in business analysis, data analysis, or process transformation within large-scale organizations.
• Experience supporting enterprise programs involving system modernization, workflow redesign, automation, or data/AI-enabled capabilities.
• Strong background in financial workflow processes, operational analytics, and cross-functional business engagement.
• Experience working with global teams.

Skills & Competencies

• Expertise in business requirements documentation, process mapping, and workflow design.
• Strong analytical and quantitative skills; ability to work with large datasets and derive actionable insights.
• Proficiency with analytical tools (e.g., SQL, Excel, BI platforms) and familiarity with modern data technologies.
• Ability to translate complex concepts into clear, actionable requirements.
• Strong communication, facilitation, and stakeholder management skills.
• Detail-oriented with the ability to operate in a fast-paced, evolving environment.

About Evernorth Health Services