What are the responsibilities and job description for the Business Transformation Analyst position at CalPrivate Bank?
CalPrivate is an equal opportunity employer, committed to diversity, equity & inclusion.
Job Title
Business Transformation Analyst
Department
Corporate Administration
Reports To
Director of Business Transformation
FLSA Status
Exempt
Job Summary
Business transformation analyst to support change management and process optimization initiatives, process mapping, administrative functions, and data analysis. This role will play a crucial part in optimizing business processes and workflows. The ideal candidate should have strong skills in Excel, process documentation, and the ability to work collaboratively across departments.
Duties and Responsibilities
DUTIES AND RESPONSIBILITIES:
Works with the Sr Directors of Business Transformation to collaborate with departments to identify operational inefficiencies and areas for improvement through analysis of workflows, systems and metrics
- Prepare detailed documentation, including process maps, standard operating procedures, and project reports
- Assist in monitoring the implementation of process changes and tracking performance metrics
- Analyze and present data insights by using tools like Excel
- Develop dashboard and reports to track process performance and key metrics
- Assist with system administration tasks related to business tools and platforms
Qualifications
- A Bachelor’s Degree in Business Administration or a related field or equivalent experience.
- Minimum of 5 years of experience as a business transformation analyst or similar role
- Experience in strategy, process mapping, change management methodologies and data analysis
- Intermediate experience in Excel and Powerpoint
- Tenacious, high energy, strategic thinker with track record of executing with strong analytical with critical thinking abilities.
- Ability to multitask and work in a fast-paced environment
- Excellent communication, interpersonal skills, and presentation skills, including experience presenting to executive-level with storyboarding, development and delivery to executive audience.
- Demonstrated knowledge and proficiency with computers, software packages (analysis, MS applications and mapping), basic statistics, and technical applications of planning.
BSA/AML Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
Competencies
-
Leadership;
- Demonstrates an intellectual and professional leadership style that supports the attainment of mutual respect.
- Ability to establish and encourage positive working relationships with key stakeholders.
- Ability to influence or persuade others to gain acceptance or agreement of ideas and approaches.
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Strategy Formulation
- Ability to formulate strategies and policies, and create new approaches in adverse situations.
- Ability to take a broad based view of issues and events, and have an understanding of their long-term impact or wider implications.
- Ability to translate strategies into strategic an operational activities.
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Communication and Interpersonal Skills
- Ability to assimilate complex issues and use appropriate communication strategies to influence wide and diverse audiences.
- Ability to actively listen, seek information and ask questions to ensure the understanding of underlying concerns of others.
- Is resilient, remains calm and deliberate under conditions of stress.
- Maintains a positive non-threatening presence which commands respect from staff members and stakeholders.
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Project Management
- Demonstrates an in-depth knowledge of, and experience in, project management related to the banking and finance industry.
- Multi-tasker and ability to effectively manage multiple projects simultaneously.
Physical Demands
Primary Tasks:
The role involves analyzing business processes, identifying areas for improvement, and developing transformation strategies. This requires significant time spent at a computer, analyzing data, and communicating with stakeholders.
- Physical Demands:
- Sitting: A large portion of the work involves sitting for extended periods, which can lead to physical strain.
- Repetitive Hand Motions: Using a keyboard and mouse for data entry, analysis, and report generation requires repetitive hand motions.
- Visual Tasks: Constantly reading and interpreting data, reports, and documents require sustained visual focus.
- Hearing and Communication: The role involves frequent communication with stakeholders, requiring the ability to hear, listen, and speak clearly.
- Work Environment:
- Office Environment: The work is primarily conducted in an office setting, with minimal exposure to unusual or adverse environmental conditions.
- Minimal Physical Exertion: The role does not typically involve heavy lifting, carrying, or other physically demanding tasks.
