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Business Transformation Analyst - Finance

Role overview

Qualifications

  • Bachelor's degree in Business Administration, IT/Computer Science, Finance/Economics, Data Science/Analytics, or related field
  • Six (6) years of related experience in business analysis and data analysis
  • Experience applying AI and analytics to business processes
  • Certified Business Transformation Professional (CBTP), Certified Business Analysis Professional (CBAP), Professional in Business Analysis (PMI-PBA), or Management Professional (PMP) preferred

Responsibilities

  • Supports enterprise-wide transformation initiatives that align with growth objectives
  • Engages with stakeholders across departments to understand business needs
  • Assists in the design and delivery of transformation programs
  • Utilizes AI tools and technologies to automate workflows and enhance decision-making

Hard skills

Other skills

  • Metric System
  • Collaboration
  • Communication
  • Time Management
  • Social Skills
  • Teamwork

About the company

Sedgwick logo

Sedgwick

  • Insurance
  • Large
  • 10,001+
Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in every time zone, the most well-known and respected organizations place their trust in us to help their employees regain health and productivity, guide their consumers through the claims process, protect their brand and minimize business interruptions. Our more than 31,000 colleagues across 80 countries embrace our shared purpose and values as they demonstrate what it means to work for an organization committed to doing the right thing – one where caring counts. Join us! Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive. A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you’re someone who cares, there’s a place for you here. Join us and contribute to Sedgwick being a great place to work. Great Place to Work® Top 100 Most Loved Workplace® Forbes Best-in-State Employer

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Job description

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Business Transformation Analyst - Finance

PRIMARY PURPOSE OF THE ROLE: The Business Transformation Analyst supports enterprise-wide initiatives aimed at enhancing growth, performance, and innovation. This role collaborates across departments to identify and prioritize opportunities, applying analytical and data-driven capabilities to solve business challenges, and leverages AI to improve business processes. The Analyst requires a strong foundation in business problem-solving, data analysis, and the ability to translate insights into actionable strategies that drive meaningful change.


ESSENTIAL RESPONSIBILITIES MAY INCLUDE

  • Supports enterprise-wide transformation initiatives that align with growth objectives and deliver measurable impact.
  • Engages with stakeholders across departments to understand business needs and align transformation efforts with organizational goals.
  • Assists in the design and delivery of transformation programs, coordinating with cross-functional teams.
  • Utilizes AI tools and technologies to automate workflows, enhance decision-making, and accelerate innovation.
  • Identifies, prioritizes, and implements high-impact AI use cases in collaboration with tech and business leaders.
  • Utilizes analytical rigor to diagnose challenges, solve problems, and inform decisions.
  • Drives adoption and cultural alignment through proactive change management and stakeholder engagement.
  • Partners with leadership to define success metrics and monitors progress against transformation objectives.
  • Tracks outcomes, manages risks, and embeds continuous improvement into all transformation efforts.

QUALIFICATIONS


Bachelor's degree in Business Administration, IT/Computer Science, Finance/Economics, Data Science/Analytics, or a related field from an accredited college or university preferred. Certified Business Transformation Professional (CBTP), Certified Business Analysis Professional (CBAP), Professional in Business Analysis (PMI-PBA), or Management Professional (PMP) preferred.


Six (6) years of related experience in business analysis and data analysis, or an equivalent combination of education and experience required. Experience applying AI and analytics to business processes is highly preferred.


Skills & Knowledge

  • Strong collaboration, influence, and communication skills.
  • Analytical, innovative, and comfortable navigating ambiguity in complex organizations
  • Working knowledge of large language models and AI applications.
  • Excellent oral and written communication skills, including presentation skills
  • Proficiency in Microsoft Office products
  • Strong analytical and interpretive skills
  • Effective time management and organizational skills
  • Excellent interpersonal skills
  • Ability to work in a team environment
  • Ability to meet or exceed performance competencies

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description.  They are not intended to constitute a comprehensive list of functions, duties, or local variances.  Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

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