Navy Federal Credit Union

Business Transform Analyst II (Portfolio Value Realization)

Navy Federal Credit Union$85K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in business transformation and capability roadmap development.
  • In-depth knowledge of the banking and financial services industry.
  • Proven history in large-scale IT or financial services organizations, emphasizing technology strategy.
  • Expertise in FinTech trends and emerging technologies.
  • Experience with customer experience and organizational transformation initiatives.
  • Strong leadership skills for managing complex projects and stakeholder alignment.

Responsibilities

  • Provide thought leadership on business transformation through new technology implementations.
  • Drive transformational solutions that deliver member value through iterative technology releases.
  • Promote innovative problem-solving approaches across the enterprise.
  • Act as a liaison between business leaders and development teams.
  • Prioritize future capability requests from business stakeholders for upcoming releases.
  • Conduct thorough requirements analysis and ensure clarity throughout the project lifecycle.
  • Develop executive summaries of product requirements and manage project backlogs.

Benefits

  • Workweek is Monday to Friday, with standard hours from 8:00AM to 4:30PM.
  • Opportunity to work in multiple locations: Vienna, VA, Pensacola, FL, and Winchester, VA.
Full Job Description
Job Description

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

The Business Transformation Analyst II drives measurable business value across data portfolio initiatives by aligning demands to strategic outcomes, establishing value metrics, and enabling transparent portfolio performance. This role leads the development of portfolio insights and executive communications, partnering across business, product, finance, and technology teams to connect work delivered to business impact. The analyst supports value-based prioritization and contributes to Azure cloud cost optimization efforts by advancing cost transparency, value realization, and alignment of cloud spend to business outcomes. Additionally, the role helps maintain portfolio governance practices including metrics frameworks, while delivering clear, data-driven insights that inform decision-making. This position promotes a value-first mindset and is designed with a focus in portfolio strategy, value realization, and investment prioritization.

Responsibilities

  • 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
  • Drive and prioritize capability feature and function requests for future releases from business
  • Solve business problems by defining robust solutions via interviewing stakeholders, identifying and evaluating alternatives with a focus on transformative capabilities, and presenting findings
  • Track and manage requirements status and changes throughout project / product lifecycle via board/backlog management
  • Conduct requirements analysis and validation, ensuring requirements are complete, consistent, concise, comprehensible, traceable, feasible, unambiguous, verifiable, and that they conform to defined standards
  • Create and communicate artifacts; translating business needs into executable requirements and acceptance criteria for delivery teams
  • Create and present executive summaries of requirements for senior stakeholders
  • Partner with Scrum Masters and Release Train team for overall product board/backlog creation, maintenance, and management as related to requirements
  • Maintain backlog of business needs and transformation objectives and works with team capability strategy team to prioritize in an iterative and agile framework
  • 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 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 working in a large-scale IT and/or financial services organization with responsibility for the technology strategy relating to business transformation via digital experience platforms and processes, cloud-native, etc.
  • Knowledge of FinTech space and emerging technologies (Cloud, Data Virtualization, etc.)
  • 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
  • Advanced project management skills and/or experience working in Agile project management
  • Advanced skill in developing high quality deliverables, including oral, written, and PPT presentations for executive communications
  • Bachelor's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience


Desired Qualifications
  • Define, track, and report on business value metrics for data portfolio initiatives
  • Establish value hypotheses, KPIs, and success measures in partnership with stakeholders
  • Partner across business, product, finance, and technology stakeholders to connect delivery activities to measurable outcomes
  • Promote a value-first mindset, shifting focus from outputs to outcomes
  • Identify opportunities to improve value transparency, cost optimization, and ROI tracking practices
  • Contribute to and apply value management, FinOps, and portfolio performance frameworks
  • Advanced skills in storytelling with data and executive communication
  • Experience working with executive stakeholders and contributing to strategic decision-making
  • Certifications or training in Agile (SAFe/Scrum), Cloud, or portfolio/program management
  • Master's degree in Business, Analytics, Technology, or related field (preferred)


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

Similar Jobs

More Jobs at Navy Federal Credit Union

More Finance & Insurance Jobs

Find similar Business Transform Analyst II (Portfolio Value Realization) jobs: