Director Business Analysis & Transformation

The Director of Business Engagement & Business Analysis is a senior leadership role focused on aligning technology and business operations to enhance efficiency and client experience within the bank. This role manages embedded business analysts, drives current state and target state business process & workflow optimization through AI and automation opportunities, and ensures regulatory compliance and performance tracking.

In this Role You Will

• Serve as the primary engagement point between Technology and all LOB executives.
• Translate business goals into actionable technology initiatives.
• Facilitate intake, prioritization, and roadmap planning.
• Influence and support change adoption across the bank.

• Lead a team of BAs embedded within lines of businesses.
• Ensure each BA becomes a subject-matter expert.
• Standardize discovery, requirements documentation, and process mapping.
• Develop a professional growth path for Business Analysts.

• Assess workflows across Retail, Lending, Treasury, Operations Credit Administration & Contact Centers.
• Identify bottlenecks and inefficiencies.
• Identify business processes and interactions with data across third-party applications and the bank's core systems.
• Facilitate workshops to map current and future states.
• Build quantifiable improvement targets.

• Identify AI and automation opportunities.
• Partner with AI Task Force and IT Architecture.
• Prioritize AI solutions based on value and feasibility.
• Measure performance impact across efficiency and experience.

• Ensure high-quality requirements, user stories, and test plans.
• Collaborate with Architects, IT, PMO, and Product Owners.
• Validate solutions and support UAT activities.
• Maintain alignment between system capabilities and business processes.

• Translate technical concepts into business insights.
• Provide ongoing reporting and transparency.
• Educate business teams on AI and technology enablement.
• Build trusted partnerships across the enterprise.

• Ensure redesigned processes meet regulatory requirements.
• Embed operational controls into workflows.
• Partner with Information Security, Risk Management, and Compliance on AI governance.
• Maintain documentation standards.

• Establish KPIs (cycle time, cost-to-serve, automation adoption, error reduction, etc.).
• Maintain performance dashboards for leadership.
• Track BA and engagement performance across lines of business.

Qualifications, Competencies and Skills

• Bachelor's degree in Business Administration, Information Technology, or related field
• 10+ years of experience in business analysis or process engineering.
• Deep experience designing optimized future-state workflows.
• Strong banking industry knowledge.
• Leadership experience managing BAs in an embedded model.
• Proven experience in stakeholder engagement and cross-functional collaboration.
• Excellent analytical, problem-solving, communication and facilitation skills.
• Proficiency in business analysis tools and techniques.
• Familiarity with process mapping tools and enterprise architecture concepts.
• Exposure with AI, automation, and RPA tools or services.
• Experienced in developing SME depth within teams.

• Master's degree in Business Administration, Information Systems, or related field.
• Certification in Business Analysis (e.g., CBAP, PMI-PBA).
• Experience with Agile and Waterfall project methodologies.
• Knowledge of data analytics and digital banking technologies.

• Strategic Thinking with strong business and technical acumen
• Leadership and Team Development
• Stakeholder Management
• Communication and Influence
• Analytical and Critical Thinking
• Change Management
• Experienced in large-scale workflow redesign.
• Curious, process-minded, and motivated by modernization and AI.