IT Business Analyst I

CIB ITO Quality and Efficiency Team

The CIB ITO Quality and Efficiency team is highly diverse and collaborative internally within CIB ITO and externally with clients across the Bank. Engagements can span multiple business lines, functions, and/or regions. The team provides a full service of capabilities aiming to standardize and industrialize ITO norms, governance and ways of working to fully optimize organizational efficiencies within CIB ITO Americas. The team's mandate is based on the following three pillars:

1. Business Management, including governance, budget monitoring, ITO diversity strategy
2. Strategic Transformation, including location strategy, efficiency transformation and platform continuous improvement
3. Project Office Management, include project lifecycle oversight.

Responsibilities:

• Lead CIB ITO Budget Management:
• Coordinate and drive the monthly budget and head count monitoring for Head of ITO AMER and his Executive Committee
• Prepare the presentations for ITO in monthly Cost Monitoring Forum and review with head of ITO AMER before the presentation. Content is related to monthly budget and head count actuals and forecasted projection for end of year spend and head count landing.
• Provide accurate figures, through presentation on a monthly basis with monitoring, of the external workforce.
• Work with entire ITO Business Management Community weekly to understand the projection of the spend on Travel & Entertainment for 2025, and consolidate the data with the Actual spend provided in the finance system. Consolidate the view and share with Head of ITO AMER and Global Head of ITO (when required) for the approval of the spend.
• Lead CIB ITO Budget Management (Annual Budget Exercise):
• Coordinate and run weekly reviews starting from Budget Kick-off (June) to end of the first version of the Forecast 2025 and Budget 2026. Reviews with local departments within ITO, to review and understand the head count and budget submission and prepare for monthly presentation to Head of ITO AMER, for review and approval.
• Organize all preliminary reviews (only head count in early July before simulation went live) and Forecast'25/Budget'26 reviews (after simulation go live) with each department head and head of ITO AMER.
• Capture exhaustive notes in each review, to ensure all feedback / asks from ITO AMER head are documented and implemented in the next simulation upload.
• Reviews with Finance team to create the template for presentations to ITO AMER head, for later presentation of the budget to COO of AMER and Global Head of ITO.
• Reviews with Head of ITO AMER to provide analysis on all changes received in the weekly simulations, to ensure alignment with the changes made locally and centrally for ITO AMER.
• Coordinated with local Finance team, the ITO AMER presentation for all content on the Forecast 2025 and Budget 2026 ask for ITO and each department. Write and manage all commentary for most slides, to align with the overall messaging and story for the F25/B26.
• After version 1 presentations conclude at end of September, monitor all changes made in the V1 and V2 budget and head count submissions; analyzed changes are to be reviewed and presented to the Department Heads and Head of ITO AMER. Coordinate and manage any change requests that were given by Head of ITO AMER.
• Quality & Efficiency / Drive Business Management:
• Monthly monitoring of the Q&E department head count and budget, to ensure alignment with the head count / budget guidelines.
• Analyze, Challenge and approve all invoices that come through to Q&E department, additionally processing and approving some ad hoc ITO Management and Local COO Management, per the request of the Head of ITO AMER.
• Work with Head of Drive and Head of Q&E on preparing the annual budget and head count submission for Q&E department and prepare the presentation to the Head of ITO AMER.
• Own and update the head count forecasting tool (HEAT) for Q&E / Drive department, for all HC changes, new hiring and leavers; tool must be maintained on a bi-weekly basis, to ensure accuracy for the monthly head count monitoring forums.
• Assist with ITO Level Up Framework:
• Ensure sustainability of the ITO Level Up Framework
• Contribute to the ITO Level Up scope expansion
• Stimulate creative problem solving while thinking "outside the box"

Minimum required qualifications:

• 5 years of experience in either project management or business management role, with proven ability to deliver efficient, controlled and properly documented solutions in a global structure.
• Excellent communication skills: Presentation through Power Point and other tools, ability to simplify complex topics, ability to influence technical and non-technical audience, as well as senior leaders in the organization.
• Strong coordination skills within a global organization.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Ability to interpret financial budgeting ledger, to preform analysis during the monthly and annual budget exercise.
• Ability to quickly adapt to new situations and ability to work with remotely located resources.
• Possess time management and priority management skills.
• Must act as a team player while being able to work autonomously.

Preferred qualifications:

• Knowledge in Power Bi, creating dashboards and interpreting them for presentations with senior management.
• Ability to use Excel for data analysis and reporting is an asset.

Candidate Success Factors:

• Client, Customer and Conduct
• Able to build and sustain relationships with various colleagues and clients.
• Interacts regularly with management and department leaders.
• Demonstrates ability to influence stakeholders at the team level.
• Results and Impact
• Demonstrates good judgement when making decisions of high complexity and impact.
• Responsible for driving outcomes, which have meaningful effect on team and/or department.
• Exercises appropriate autonomy in the execution and delivery of work.