CalPrivate Bank is an equal opportunity employer, committed to diversity, equity, and inclusion.
CalPrivate Bank is a dynamic, growing financial institution, with a strong foundation built on Relationships, Solutions, Trust. We are looking for a talented Business Transformation Analyst to join our growing innovative team!!!
Job Summary: The Business Transformation Analyst will 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 & 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
Other duties or projects as assigned
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.
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.
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.
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.
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