About the position
This role provides enterprise-wide financial expertise in support of the Enterprise Transformation Office, ensuring transformation initiatives drive measurable impact and linking initiative outcomes to direct and indirect financial value. Serves as a high-visibility individual contributor focused on enterprise-wide business case analysis & review, best practices coaching, and ongoing value delivery tracking to support enterprise leadership decision-making.
Responsibilities
• Prepares and reviews initiative business cases for enterprise leadership approval. Ensures submissions meet financial rigor and standards; prepares briefings for senior leaders and makes recommendations on approval based on enterprise financial & business strategy
• Tracks and validates the financial impact of initiatives. Works with initiative owners and finance partners to ensure a consistent approach to valuation, including validation of business case inputs, assumptions, and estimated impact.
• Performs monthly financial reconciliation and variance analysis for the holistic book of change & transformation work. Produces views of actuals versus plan, forecast, and baseline, explains drivers of differences, and translates results into the overall financial impact of the enterprise transformation effort.
• Coaches initiative owners on how to develop high-quality business cases. Partners with the business and finance to strengthen assumptions, valuation approaches, benefit definitions, and measurement plans, driving consistency and comparability across initiatives.
• Highlights developing financial trends that could hinder or accelerate impact (e.g., liquidity analysis). Performs trend- and forward-looking analyses to forecast future scenarios, compare performance to financial goals, and surface risks, opportunities, and required actions.
• Produces executive-ready reporting and materials on transformation financial performance, including monthly progress, key drivers, risks, and decisions needed. Supports integration of transformation commitments into budgets and forecasts as required.
Requirements
• Minimum of five years’ related work experience, with at least two years supporting business case development, strategy & transformation efforts, product & portfolio reviews, or financial analysis required
• Undergraduate degree or equivalent combination of training and experience required
Nice-to-haves
• Economics, Finance, Business, or Industrial / Operations Engineering degree preferred.
• Graduate degree preferred
• CPA, CMA, or other financial designations preferred
• Experience supporting a Transformation Office, strategy function, or enterprise programs preferred
• Familiarity with lean / agile portfolio management or portfolio-level financial concepts preferred
• Scaled Agile (SAFe) Lean Portfolio Management (LPM) certification or similar portfolio / program finance training preferred but not required