Business Transformation Analyst - Finance

Sedgwick Claims Management Services Inc.; Texas; Hybrid; USD 95,000 - 130,000; Full time

Job summary

Sedgwick is seeking a Business Transformation Analyst - Finance to drive enterprise-wide growth, performance and innovation using data-driven approaches and AI. You will collaborate with stakeholders across departments to identify opportunities, design programs, and translate insights into actionable strategies that deliver measurable transformation.

The role emphasizes change management, KPI tracking, and continuous improvement as Sedgwick expands its AI-enabled finance processes and

Qualifications

• Bachelor's degree or equivalent in a related field is preferred.
• Certifications in business transformation/analysis (CBTP, CBAP, PMI-PBA, PMP) preferred.
• Six years of related experience in business analysis and data analysis.

Responsibilities

• 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.

Skills

Collaboration & communication

Analytical thinking

AI & analytics familiarity

Navigate ambiguity

Presentation skills

Teamwork

Education

Bachelor's degree in Business Administration, IT/Computer Science, Finance/Economics, Data Science/Analytics

Tools

AI tools

Microsoft Office

Job description

Business Transformation Analyst - Finance

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.

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.

Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape.

For more, see sedgwick.com