AI Business Transformation Analyst
Listed on 2026-10-05
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Business
Business Analyst, Business Systems & Technology Analysis, Business Intelligence, Financial Analyst
Overview
The AI Business Transformation Analyst ensures enterprise artificial intelligence investments deliver measurable organizational and member value. The role develops and operationalizes the AI Value Realization Framework, establishes consistent standards for defining and measuring outcomes, and partners with initiative owners to apply the framework across the AI portfolio.
Working across business, technology, finance, procurement, risk, and portfolio management teams, the analyst maintains value metrics and reporting, evaluates progress against expected outcomes, and communicates performance insights to senior leadership and other stakeholders. The role also supports AI investment planning and funding governance by developing Lean Business Cases, funding requests, forecasts, and recommendations that connect investment decisions to measurable value. Conduct complex work with latitude for independent judgment and decision making.
Responsibilities- Lead the development and operationalization of the AI Value Realization Framework and ensure portfolio initiatives define measurable outcomes aligned to strategic priorities
- Monitor portfolio initiative adherence to the AI Value Realization Framework and identify gaps, risks, and corrective actions needed to strengthen value realization
- Define and maintain value metrics, baselines, targets, calculation methodologies, data sources, ownership, and reporting standards across the AI portfolio
- Develop and maintain dashboards, scorecards, and portfolio reports that communicate AI investment performance, realized value, and expected outcomes across the organization
- Develop and review Lean Business Cases, funding requests, cost estimates, forecasts, investment recommendations, and supporting approval materials for AI initiatives
- Track portfolio funding, expenditures, commitments, requisitions, transfers, forecast changes, and financial risks in coordination with finance, procurement, and portfolio management partners
- 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
- Solve business problems by defining robust solutions via interviewing stakeholders, identifying and evaluating alternatives with a focus on transformative capabilities, and presenting findings
- Create and present executive summaries of requirements for senior stakeholders
- 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 Fin Tech 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
- Other duties as assigned
- Experience developing, implementing, or operationalizing value realization, benefits realization, performance measurement, or portfolio measurement frameworks
- Experience defining business value measures, key performance indicators, baselines, targets, data sources, ownership, and reporting standards
- Advanced skill in developing dashboards, portfolio reports, and executive communications that convey AI investment performance, business outcomes, and value realization
- Experience supporting AI or technology portfolio investment planning, program funding, financial analysis, business case development, forecasting, or funding governance
- Experience developing or reviewing Lean Business Cases, cost estimates, forecasts, funding requests, investment recommendations, or financial approval materials
- 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 in organizational transformation, digital journeys, customer experience
- Knowledge of and…
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