AI Business Transformation Analyst

Navy Federal Credit Union; Pensacola (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Navy Federal Credit Union seeks an AI Business Transformation Analyst to drive value realization across the AI portfolio and to operationalize the AI Value Realization Framework with enterprise-wide standards for measuring outcomes.

You will collaborate across business, technology, finance, procurement, risk, and portfolio management to maintain value metrics, develop Lean Business Cases, and create dashboards, scorecards, and executive summaries that communicate investment performance and

Qualifications

• Experience developing or operationalizing value realization frameworks.
• Experience defining business value measures and KPIs.
• Advanced dashboards and executive communications for AI investments.
• Experience in AI or technology portfolio planning and funding governance.
• Experience creating Lean Business Cases and financial forecasts.
• Ability to drive capability roadmaps with business stakeholders.

Responsibilities

• Lead the development and operationalization of the AI Value Realization Framework.
• Monitor portfolio adherence and identify gaps, risks, and corrective actions.
• Define value metrics, baselines, targets, data sources, and reporting standards.
• Develop dashboards, scorecards, and portfolio reports on AI performance.
• Develop and review Lean Business Cases, funding requests, forecasts, and recommendations.
• Track portfolio funding, expenditures, and financial risks with cross-functional partners.
• Provide thought leadership on business transformation through new technology capabilities.
• Drive end-to-end solutions delivering rapid member value through iterative releases.
• Advocate an 'art of the possible' mindset across the enterprise.
• Liaise between business leads, product owners, and development teams.
• Interview stakeholders, evaluate alternatives, and present robust findings.
• Create executive summaries of requirements for senior stakeholders.
• Influence prioritization of delivery across multiple business areas.
• Synthesize changing inputs and dependencies from multiple stakeholders.
• Stay abreast of FinTech and analytics trends and technologies.
• Support agile ways of working across teams.

Skills

Value realization

Dashboard design

Stakeholder management

Financial analysis

Lean business cases

AI portfolio governance

Education

Bachelor's degree in Business Administration / IT / CS

Master's degree in Business Administration / IT / CS

Job description

Overview

The AI Business Transformation Analyst ensures enterprise artificial intelligence investments deliver measurable organizational and member value. The role develops and operationalizes the AI Value Realization Framework, establishes consistent standards for defining and measuring outcomes, and partners with initiative owners to apply the framework across the AI portfolio.

Working across business, technology, finance, procurement, risk, and portfolio management teams, the analyst maintains value metrics and reporting, evaluates progress against expected outcomes, and communicates performance insights to senior leadership and other stakeholders. The role also supports AI investment planning and funding governance by developing Lean Business Cases, funding requests, forecasts, and recommendations that connect investment decisions to measurable value. Conduct complex work with latitude for independent judgment and decision making.

Responsibilities

• Lead the development and operationalization of the AI Value Realization Framework and ensure portfolio initiatives define measurable outcomes aligned to strategic priorities


• Monitor portfolio initiative adherence to the AI Value Realization Framework and identify gaps, risks, and corrective actions needed to strengthen value realization


• Define and maintain value metrics, baselines, targets, calculation methodologies, data sources, ownership, and reporting standards across the AI portfolio


• Develop and maintain dashboards, scorecards, and portfolio reports that communicate AI investment performance, realized value, and expected outcomes across the organization


• Develop and review Lean Business Cases, funding requests, cost estimates, forecasts, investment recommendations, and supporting approval materials for AI initiatives


• Track portfolio funding, expenditures, commitments, requisitions, transfers, forecast changes, and financial risks in coordination with finance, procurement, and portfolio management partners


• 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


• Solve business problems by defining robust solutions via interviewing stakeholders, identifying and evaluating alternatives with a focus on transformative capabilities, and presenting findings


• Create and present executive summaries of requirements for senior stakeholders


• 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 developing, implementing, or operationalizing value realization, benefits realization, performance measurement, or portfolio measurement frameworks


• Experience defining business value measures, key performance indicators, baselines, targets, data sources, ownership, and reporting standards


• Advanced skill in developing dashboards, portfolio reports, and executive communications that convey AI investment performance, business outcomes, and value realization


• Experience supporting AI or technology portfolio investment planning, program funding, financial analysis, business case development, forecasting, or funding governance


• Experience developing or reviewing Lean Business Cases, cost estimates, forecasts, funding requests, investment recommendations, or financial approval materials


• 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 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


• Bachelor's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience

Desired Qualifications

• Master's degree in Business Administration, Information Technology, Computer Science, or related field, or the equivalent combination of training, education, and experience

Additional Information

Hours:

• Monday - Friday, 8:00AM - 4:30PM

Location:

• 820 Follin Lane, Vienna, VA 22180

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* FORTUNE 100 Best Companies to Work For 2026* Yello and WayUp Top 100 Internship Programs 2025* Computerworld Best Places to Work in IT 2026* Most Loved Workplace - America's Top Most Loved Workplaces 2025* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America 2026* Military Times 2025 Best for Vets Employers* Forbes 2026 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2026 Handshake Early Talent Award* Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity:

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations:

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers:

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Bank Secrecy Act:

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.