Analyze transformation initiatives to quantify impacts on cost, effort, duration, and resource utilization
Track actuals vs. expected outcomes to support benefits realization and ROI measurement
Support development of financial models and assumptions tied to AI and automation use cases
Partner with transformation program leads to monitor financial and operational performance metrics
Provide structured reporting on initiative progress, value delivered, and financial implications
Help maintain visibility into portfolio-level performance across transformation initiatives
Support development of dashboards and reporting solutions (e.g., Power BI) to track financial and operational metrics
Ensure consistency and accuracy of data used for program tracking and reporting
Translate data into clear insights for leadership decision-making
Support initiatives leveraging automation and AI tools (e.g., Power Automate, Copilot) to improve data capture, reporting, and analysis
Contribute to tracking adoption and impact of AI-enabled capabilities across delivery teams
Assist in preparing executive-level materials highlighting financial impact and progress of transformation initiatives
Ensure messaging is clear, data-driven, and aligned to business outcomes

Bachelor’s degree required; Finance, Business, Economics, or related field preferred
4+ years of experience in financial analysis, program analysis, or consulting
Strong ability to analyze and interpret cost, effort, and performance data
Experience supporting financial modeling, forecasting, or ROI analysis
Ability to work effectively in a cross-functional, matrixed environment
Strong analytical and problem-solving skills with a data-driven mindset
Experience with or interest in data visualization and reporting tools (Power BI, Excel)
Interest in AI, automation, and digital transformation initiatives
Strong communication skills, including experience supporting executive reporting
Experience supporting transformation programs or PMO functions (added bonus)
Exposure to AI, automation, or digital transformation initiatives (added bonus)
Experience connecting operational metrics to financial outcomes (added bonus)

Senior Financial Analyst

Key skills