Transformation Analyst Job Description
Transformation analyst
provides support and guidance on ECCO articles impacting the markets adherence to policies and procedures and compliance regulations.
Transformation Analyst Duties & Responsibilities
To write an effective transformation analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included transformation analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Utilize MS Word, PowerPoint, Excel, Publisher, and Visio to develop high quality, visually appealing work products
Assist the Project Initiative Leads in the coordination, preparation and implementation of strategic opportunities across the business
Provide detailed data analysis on key project performance indicators and project milestones across all business units
Generate and interpret detailed statistical and financial reports to assist in critical business decisions
Generate relevant information to add value to Project Initiative Lead presentations to Executive Management
Build relationships with relevant stakeholders across the business, and externally as required, to assist in facilitating data collection and analysis
Use professional judgment to determine real risks and threats to the project initiatives and milestones, and communicate to key stakeholders where necessary
Make finance, process and business recommendations to Project Initiative Leads based on data analysis
Participate in design working sessions
Lead the data analysis process required to identify the 5% FTE savings enable centres to unlock further benefits
Transformation Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Transformation Analyst
List any licenses or certifications required by the position: PMP, LBA, CPA, IAM, CSM, LSS, IAT, TOGAF, CMA, MBA
Education for Transformation Analyst
Typically a job would require a certain level of education.
Employers hiring for the transformation analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Accounting, Engineering, Education, Computer Science, MBA, Business/Administration, Economics, Mathematics
Skills for Transformation Analyst
Desired skills for transformation analyst include:
Microsoft Excel
Financial markets to ensure effective understanding of assigned content/market
Applicable systems
Audit and regulatory requirements impacting the system
Equivalent
Internal company policies and procedures
Loan documentation and security
MS Word
Markets and Investor Services Operations is preferable
Microsoft Office packages
Desired experience for transformation analyst includes:
Coordinate work efforts with other enablers (EPM, CPO, ) to further enhance program benefits
Strong results-oriented project management skills
Superior multi-tasking skills and ability to work on large number of projects concurrently in a fast paced environment
Strong inter-personal skills including active team player and strong relationship-building skills
Knowledge of MS Access, Hyperion, Essbase and Oracle would be an asset
As was described in the Investor Day announcement, RBWM Transformation holds a high importance organization’s agenda and these roles are critical for successful implementation
Transformation Analyst Examples
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Transformation Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of transformation analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transformation analyst
- Effectively partner with cross-functional leaders of the organization to identify, analyze, and obtain required data, co-create solutions, and help build buy-in
- Actively engage with leadership to analyze and identify areas for operational improvements and efficiencies
- Research, design, and implement various elements of an organizational assessment
- Develop Standard Operating Procedures, process maps, and other technical program support materials
- Lead the facilitation of client meetings with senior executives including meeting design and execution
- Develop clean, concise communications including graphics for use by senior executives
- Complete project management activities including development of project schedules, resource estimates, and level of effort
- Work directly with senior executives, develop and manage relationships on a daily basis
- Serve as a team player, working directly with junior and senior staff on Client’s account team
- Demonstrate ownership and accountability over work products
Qualifications for transformation analyst
- The role holder may also act as a day-to-day RBWM PMO point of contact for country contacts for their work stream
- Large Scale Programme Management experience
- Business strategy ideally with proposition, product management, digital and or distribution SME experience
- Functional and operational experience
- Experience in the development of analytics to demonstrate insight from data
- Experience of working in a Programme Management role within a banking environment
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Transformation Analyst Job Description
Job Description Example
Our growing company is hiring for a transformation analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transformation analyst
- Development of solutions, execute user acceptance testing and production readiness checklists
- Development and ongoing maintenance of projects proposals, business cases, roadmap and intake to support the implementation of automation solutions (dev/test/production)
- Identify innovative improvement opportunities using best practices (LSS, Kaizen, etc), work effectively with the project sponsors, business unit teams, process owners and subject matter experts, escalating for issue resolution as required
- Work in conjunction with the NGO CoE and CoEs for Rightsourcing, Consulting, Process Excellence to contribute to the NGO CoE practice, methodology and tools
- Reporting to the Manager of the Transformation Delivery team, develop business requirements to implement new and/or modified processes, complete general business analysis and process mapping activities
- Support continuous improvement programs to drive efficiency and customer engagement
- Work with minimal supervision to conduct complex business analysis, procedure mapping, business requirements gathering, and process designs to address business opportunities/issues and develop formal recommendations for presentation to management and project leads
- For the business analysis function develops detailed work plans, schedules, project estimates, resource plans, and status reports
- Facilitate project meetings and is responsible for soliciting business requirements and achieving project deliverables
- Provide updates to management regarding business analysis deliverables and the application and implementation of new or revised processes
Qualifications for transformation analyst
- Must be fully proficient in English (written and spoken)
- Provides Support in daily operations and use of Triple A, SIBs and related Systems
- Work with the Business Units and Data Governance Office to maintain data quality and resolve any data quality issues
- Provide Support on system enhancement arising from project, ITSR or production fix , data quality
- Collaborate effectively with business, IT and Vendor to manage requirements gathering and testing
- Grasp and provide a good understanding of business requirements to IT and Vendor to ensure delivery of a quality system that meets customers’ requirements
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Transformation Analyst Job Description
Job Description Example
Our company is growing rapidly and is hiring for a transformation analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transformation analyst
- Provides information to end users to help resolve inquiries related to assigned processes, procedures, and/or initiatives
- Performing data analytics in support of the team projects and initiatives
- Assembly and preparation of presentations for Executive Committee, Board meetings, and other senior management meetings
- Provides day to day support on cross segment, cross region projects
- Collaborate with Strategy & Transformation team members, cross department, and segment region industry teams
- Limited travel (~10%) to other FTI offices as needed
- Responsible in a critical support role for managing and leading assigned projects requiring collaboration with functional leads to achieve quantifiable improvement, in efficiency, effectiveness, control environment and customer satisfaction, with a focus in finance and accounting areas, , A/P, A/R, collections, payroll and other finance related areas
- Gain in-depth understanding of evolving business needs and business processes across finance functions and other business units as required in order to improve finance and finance related processes Develops and performs ad hoc analysis to support new processes
- In conjunction with the Director of Finance Transformation provide thought leadership to Wage Works in the areas of process, technology and organizational improvements focused on both efficient and effective solutions
- Responsible for ensuring all assigned projects have appropriate project documentation which includes items such as flowcharts, business process maps, and narratives
Qualifications for transformation analyst
- B-degree in Finance / Commerce or B
- Proactive, dynamic and a self-starter with exceptional drive and commitment
- Supervise testers and review their testing to ensure correct results
- Ensure timely completion of UAT within stipulated project/enhancement timeline
- Support Pre-Implementation/Roll-out activities by providing onsite support for rollout/pre-live or pilot testing when necessary
- Monitor system performance after roll-out
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Transformation Analyst Job Description
Job Description Example
Our growing company is looking for a transformation analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transformation analyst
- Represent finance in a key capacity for the organizations’ ERP selection and implementation project
- Support the safeguarding of project progress and milestone adherence controlling agreed measures to secure P&L impact
- Construct a functional cost baseline – quantify synergy opportunities & targets
- Oversee population & data integrity of cross-functional and cross-regional baselines
- Build financial simulations of proposed initiatives to understand impact, quantify opportunities, and prioritize approach
- Facilitate detailed implementation tracking and exception management process for planned initiatives
- Identify additional synergy opportunities
- Flag & escalate potential project hurdles or synergy erosions
Qualifications for transformation analyst
- Prepare communication or conduct training to system users when necessary
- Strong skills in Excel, PowerPoint, Access, SharePoint and / or other financial analytical tools
- Ability to create templates and manipulate data from various sources
- Demonstrates expertise on Project Management, with 3+ years of experience
- Possesses very strong Project Management skills, including creation of project documents such a Project Charter, Project Plan, RAID log, Communication Plan, Steering Committee Updates
- Strong verbal and written communications (confidence in presenting to senior executive and large groups of people)
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Transformation Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of transformation analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transformation analyst
- Facilitate and lead cross-functional meetings to support TMO projects
- Continuously seek to improve the accuracy of the reported figures the way to present them to management
- Explain reported data and variances vs
- Liaison between Corporate finance department and regional Playbook owners to ensure consistency and alignment between the various reporting processes
- Ensure accuracy of reported data in Regional Playbook reports
- Complete reconciliation of Regional Playbook reports with their respective financial forecast
- Support Playbook owners with forecasting the planned financial impact of the operational initiatives
- Understand, track, and help drive global transformation initiatives
- Set up and manage monthly reviews with regional PMOs and their support teams on playbook activities
- Prepare monthly consolidated Playbook report and presentation
Qualifications for transformation analyst
- Proficiency with MS Office Suite, including a strong competency in MS Excel (use of pivot tables, macros, visual basics ), and MS PowerPoint
- Background in change management, organizational development/design
- SharePoint knowledge nice to have but not required
- To provide core support to the business through the development and maintenance of accurate business intelligence and management information through analysis of available information and information sourcing (structure and/or unstructured)
- To provide valuable insights for strategic business decision making through accurate information as well day-today operational reporting within the BU
- Degree Focus – Finance, MIS or related