About The Position

The Business Transformation Analyst II drives measurable business value across data portfolio initiatives by aligning demands to strategic outcomes, establishing value metrics, and enabling transparent portfolio performance. This role leads the development of portfolio insights and executive communications, partnering across business, product, finance, and technology teams to connect work delivered to business impact. The analyst supports value-based prioritization and contributes to Azure cloud cost optimization efforts by advancing cost transparency, value realization, and alignment of cloud spend to business outcomes. Additionally, the role helps maintain portfolio governance practices including metrics frameworks, while delivering clear, data-driven insights that inform decision-making. This position promotes a value-first mindset and is designed with a focus in portfolio strategy, value realization, and investment prioritization.

Requirements

  • Experience driving capability roadmap and prioritization with business stakeholders
  • Experience in the banking/financial services industry and deep understanding of industry trends, products, and services
  • Experience working in a large-scale IT and/or financial services organization with responsibility for the technology strategy relating to business transformation via digital experience platforms and processes, cloud-native, etc.
  • Knowledge of FinTech space and emerging technologies (Cloud, Data Virtualization, etc.)
  • Experience in organizational transformation, digital journeys, customer experience
  • Knowledge of and significant experience with end to end MVP product and capability delivery
  • Ability to independently plan, organize, and lead large and complex efforts
  • Advanced skill in driving alignment and consensus across broad working groups from junior to executive stakeholder groups
  • Advanced skill in relationship management horizontally across multiple business and technology functions and sources of requirements inputs, including but not limited to senior business stakeholders, journey execution leads, goal owners, product owners, solution architects, etc.
  • Advanced change management skills and the ability to influence others and set priorities around constant change
  • Advanced project management skills and/or experience working in Agile project management
  • Advanced skill in developing high quality deliverables, including oral, written, and PPT presentations for executive communications
  • Bachelor's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience

Nice To Haves

  • Certifications or training in Agile (SAFe/Scrum), Cloud, or portfolio/program management
  • Master’s degree in Business, Analytics, Technology, or related field

Responsibilities

  • Provide thought leadership on business transformation driven by new technology capability builds while balancing the trade-offs between solution options
  • Drive for end-to-end solutions that deliver transformational member value rapidly in iterative releases of new analytics and technology solutions
  • Evangelize the "art of the possible" mindset across the enterprise and ensure we are transforming not only technology but also the way the enterprise considers solving business challenges with technology
  • Liaise between business/journey leads/goal owners/product owners and development teams
  • Drive and prioritize capability feature and function requests for future releases from business
  • Solve business problems by defining robust solutions via interviewing stakeholders, identifying and evaluating alternatives with a focus on transformative capabilities, and presenting findings
  • Track and manage requirements status and changes throughout project / product lifecycle via board/backlog management
  • Conduct requirements analysis and validation, ensuring requirements are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, verifiable, and that they conform to defined standards
  • Create and communicate artifacts; translating business needs into executable requirements and acceptance criteria for delivery teams
  • Create and present executive summaries of requirements for senior stakeholders
  • Partner with Scrum Masters and Release Train for overall product board/backlog creation, maintenance, and management as related to requirements
  • Maintain backlog of business needs and transformation objectives and works with team capability strategy team to prioritize in an iterative and agile framework
  • Influence and negotiate prioritization of delivery across numerous business areas across the enterprise
  • Understand enterprise technology roadmaps across multiple business stakeholders and synthesize frequently changing inputs, priorities, and dependencies
  • Stay abreast of latest FinTech and analytics capability trends and technologies
  • Propose innovative solutions leveraging a combination of existing and emerging data and analytics technologies
  • Support and enable agile way of working across technical and functional teams
  • Define, track, and report on business value metrics for data portfolio initiatives
  • Establish value hypotheses, KPIs, and success measures in partnership with stakeholders
  • Partner across business, product, finance, and technology stakeholders to connect delivery activities to measurable outcomes
  • Promote a value-first mindset, shifting focus from outputs to outcomes
  • Identify opportunities to improve value transparency, cost optimization, and ROI tracking practices
  • Contribute to and apply value management, FinOps, and portfolio performance frameworks
  • Advanced skills in storytelling with data and executive communication
  • Experience working with executive stakeholders and contributing to strategic decision-making
  • Other duties as assigned
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