Navy Federal Credit Union

AI Business Transformation Analyst

Navy Federal Credit Union$88K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience creating and using value realization frameworks and performance measurement techniques.
  • Proficient in defining key business metrics, KPIs, and reporting standards.
  • Skilled in developing dashboards and executive reports that showcase AI investment outcomes.
  • Experience in planning and managing technology funding, business cases, and financial analysis.
  • Strong knowledge of banking and financial services, with an eye on current industry trends and dynamics.
  • Expertise in managing relationship across various functions, particularly in a technology-driven context.
  • Bachelor's degree in a relevant field or equivalent experience.

Responsibilities

  • Lead the creation and execution of the AI Value Realization Framework, aligning it with strategic goals.
  • Monitor adherence to the framework across initiatives, identifying risks and action items for improvement.
  • Establish and uphold metrics and reporting standards for value across the AI portfolio.
  • Create dashboards and reports that provide insight into AI investment performance and value realization.
  • Develop Lean Business Cases and investment recommendations for AI initiatives.
  • Coordinate with teams to manage funding, expenditures, and financial risks related to the portfolio.
  • Provide strategic insights on leveraging technology for business transformation and problem-solving.

Benefits

  • Flexible work schedule, including a standard Monday to Friday, 8:00 AM to 4:30 PM.
  • Opportunities for professional development and training in AI and business transformation methods.
  • Engagement in innovative projects within a significant enterprise-focused on technology adoption and improvement.
Full Job Description
Job Description

The AI Business Transformation Analyst II 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 FinTech 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


Qualifications

  • 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 significant experience with end to end MVP product and capability delivery
  • Ability to independently plan, organize, and lead large and complex efforts
  • Advanced skill in driving alignment and consensus across broad working groups from junior to executive stakeholder groups
  • Advanced skill in relationship management horizontally across multiple business and technology functions and sources of requirements inputs, including but not limited to senior business stakeholders, journey execution leads, goal owners, product owners, solution architects, etc.
  • Advanced change management skills and the ability to influence others and set priorities around constant change
  • Bachelor's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience


Desired Qualifications
  • Master's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience


Additional Information

Hours:
  • Monday - Friday, 8:00AM - 4:30PM


Location:
  • 820 Follin Lane, Vienna, VA 22180
  • 5510 Heritage Oaks Drive, Pensacola, FL 32526
  • 141 Security Drive, Winchester, VA 22602


About Navy Federal Credit Union

Navy Federal Credit Union is a credit union that serves members of the military and their families. The credit union offers a range of financial products and services, including checking and savings accounts, loans, and credit cards. Navy Federal Credit Union was founded in 1933 and is headquartered in Vienna, Virginia. The credit union has more than 9 million members and operates more than 300 branches across the United States and around the world.
Learn more about Navy Federal Credit Union
Size
18,000 employees
Industry
Founded
1933

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