Transformation Analyst

The Transformation Analyst supports senior leaders and transformation initiatives by providing actionable, decision-ready insights through data analysis, reporting, and visualization. This role converts complex operational and performance data into clear, executive-level outputs that support effective communication, assist decision processes, and contribute to measurable organizational change.

Operating in a highly execution-oriented capacity, the analyst produces dashboards, scorecards, and ad-hoc analyses that identify trends, performance gaps, and improvement opportunities across client journeys, operational processes, and strategic initiatives. The role works with business stakeholders to ensure data-driven insights are aligned to enterprise priorities and service-excellence goals. What You'll Do

• Analyze structured and semi-structured data to identify trends, performance gaps, and opportunities for operational and service improvements.
• Create, update, and maintain dashboards, scorecards, and recurring reports that provide visibility into key performance indicators (KPIs) and transformation outcomes.
• Convert complex data findings into clear, concise, and decision-ready presentations for senior leadership.
• Support business and transformation initiatives by organizing, validating, and summarizing data related to client journeys, workflows, and operational performance.
• Work with business teams to gather analytical requirements and ensure insights are aligned with strategic objectives.
• Perform ad-hoc analyses to support leadership requests, decision processes, and change initiatives.
• Compile benchmark, trend, and comparative data to support evaluation of performance and service levels.
• Monitor and track performance metrics over time to assess the impact of initiatives and identify emerging risks or opportunities.
• Prepare materials, including reports, visualizations, and analytics, to support effective communication and governance forums.
• Maintain documentation related to analytical assumptions, methodologies, and reporting outputs.
• Collaborate cross-functionally to ensure consistency, accuracy, and alignment of data used in decision-making.

• 2-4 years of experience in data analysis, business analytics, operations analytics, or a related analytical role.
• Minimum 1 year of experience within financial services or banking environments.
• Strong ability to work with large data sets using structured analytical methods.
• Intermediate proficiency in data programming, querying, and analysis tools such as Microsoft SQL, Python, C#, or similar technologies.
• Advanced proficiency in Microsoft Excel and working knowledge of reporting and visualization tools.
• Ability to convert analytical findings into clear, organized narratives and visuals.
• Strong written and verbal communication skills, with experience preparing leadership-facing materials.
• Detail-oriented, organized, and able to manage multiple analytical requests simultaneously.
• Comfortable operating in a fast-paced, execution-focused environment while maintaining accuracy and rigor.

Education

• Bachelor's or Master's degree in a quantitative field such as Finance, Mathematics, Sciences, Engineering, Information Technology, or a related discipline; or
• An equivalent combination of education and relevant analytical experience may be considered.