Unit Manager - Finance & Accounts/Senior Unit Manager - Finance

Job Purpose Position Summary The Business Analyst will partner with Banking/NBFC stakeholders to identify, analyze, and document opportunities for AI RPA-led process transformation. The role will translate business needs into clear functional requirements and data requirements, support solution design with the AI RPA team, and ensure measurable outcomes through effective testing, rollout support, and benefits tracking.Would be part of the AI RPA team focusing on discovery, requirement gathering, process mapping, solution definition, and governance for AI, GenAI (Copilot/ChatGPT) use cases, and RPA implementations leveraging data lake platforms and Oracle/SQL data sources.
Duties and Responsibilities

Conduct process discovery workshops with Banking/NBFC stakeholders; document AS-IS processes, pain points, controls, and handoffs

Identify automation and AI/GenAI opportunities; define TO-BE processes and expected benefits (TAT, productivity, error reduction, compliance)

Translate business needs into clear requirements: BRD/FRD, user stories, acceptance criteria, business rules, and data requirements

Partner with AI RPA developers/architects to shape the solution approach, integration points, and controls; support estimation and prioritization

Work with data teams to source/validate data from Oracle/SQL and data lake platforms; support mapping, reconciliation, and data quality checks

Support testing: review test scenarios, coordinate UAT, triage defects, and ensure sign-offs and audit-ready documentation

Drive implementation readiness: SOPs, training inputs, change management, and hypercare monitoring post go-live

Use Copilot/ChatGPT responsibly to accelerate analysis and documentation (as per organizational guidelines), while ensuring accuracy and confidentiality

Manage and mentor a small delivery team for AI RPA initiatives; track progress, resolve blockers, and report status to leadership

Ensure governance and controls: documentation standards, access controls, segregation of duties, and compliance requirements for Banking/NBFC processes

Required Qualifications and Experience

46 years of experience as a Business Analyst / Process Analyst, preferably in Banking or NBFC

Education: Chartered Accountant (CA) preferred but not mandatory; MBA/Finance/Engineering/IT graduates may also apply

Strong problem-solving, analytical s, and solution-oriented mindset; able to work independently with minimal supervision

Hands-on experience in requirement elicitation, process mapping (AS-IS / TO-BE), BRD/FRD, user stories, acceptance criteria, and test case review

Working knowledge of GenAI productivity tools (Microsoft Copilot, ChatGPT) for analysis, documentation, and automation ideation

Exposure to RPA/automation programs and platforms (e.g., Automation Anywhere / UiPath / Power Automate) and AI use cases is desirable

Good understanding of data concepts and platforms: data lake/lakehouse, SQL, and Oracle; ability to work with data teams to define data requirements

Strong stakeholder management and communication s; comfortable presenting to business and technology leadership

People/Team management capability: can guide a small team (BA/Developers) for AI RPA development and delivery

Hard-working, proactive, and delivery-focused; strong ownership and follow-through