✦ Luna Orbit — Business Analysis

Lead Business Analyst

at Ameriprise Financial

📍 2 Locations Hybrid Posted March 13, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 5-8 years
Education Not specified
Category Business Analysis

About this role

This role involves leading pledge operations reporting, building scalable data strategies, and automating processes to improve operational efficiency and data quality.

Key Responsibilities

  • Design and maintain reports
  • Automate pledge processes
  • Develop data strategy
  • Ensure data quality and compliance
  • Collaborate with cross-functional teams

Technical Overview

The technical environment includes SQL, Power BI, data analysis, and process automation tools, supporting data-driven decision-making in financial operations.

Ideal Candidate

The ideal candidate is a mid-level business analyst with 5+ years of experience in data analysis, reporting, and process automation within financial services. They are proficient in SQL and Power BI, capable of translating complex data into actionable insights for stakeholders.

Must-Have Skills

Strong SQL experienceHands-on with Power BIData analysis skillsProcess automation experienceStakeholder management

Nice-to-Have Skills

Data lineageSchema designOperational RigorRoot-cause analysis

Tools & Platforms

Power BISQLData Dictionaries

Required Skills

SQLPower BIData AnalysisData StrategyProcess AutomationReporting

Hard Skills

SQLPower BIData AnalysisData StrategyProcess AutomationReportingKPIData GovernanceStakeholder Management

Soft Skills

CommunicationProblem-solvingAttention to detailCross-functional collaborationAnalytical thinking

Industry & Role

Industry Financial Services / Banking
Job Function Pledge Operations Data Analysis and Automation

Keywords for Your Resume

SQLPower BIData AnalysisData StrategyProcess AutomationReportingStakeholder ManagementData GovernanceKPIData LineageSchema DesignOperational RigorRoot-cause Analysis

Deal Breakers

Less than 5 years in data analysis or operations, No experience with Power BI or SQL, Lack of stakeholder management skills, Unfamiliar with data governance or reporting tools

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