Senior Financial Analyst

3M HEALTHCARE; Jacksonville (FL); Hybrid; USD 85,000 - 120,000; Full time

Job summary

FIS is seeking an Analyst in the Client Office Transformation team to track, analyze, and support the financial performance of AI-enabled transformation initiatives. You will partner with transformation programs to measure impact on cost, effort, and timelines, develop financial models, and provide visibility into ROI and value realization.

The role focuses on delivering data-driven insights, dashboards (Power BI), and executive reporting to guide informed leadership decisions across multiple

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 4+ years of experience in financial analysis, program analysis, or consulting.
• Strong ability to analyze and interpret cost, effort, and performance data.
• Experience supporting financial modeling, forecasting, or ROI analysis.
• Ability to work effectively in a cross-functional, matrixed environment.
• Strong analytical and problem-solving skills with a data-driven mindset.
• Experience with data visualization and reporting tools (Power BI, Excel).
• Interest in AI, automation, and digital transformation initiatives.
• Strong communication skills, including experience supporting executive reporting.

Responsibilities

• Financial Impact of Transformation: Analyze transformation initiatives to quantify impacts on cost, effort, duration, and resource utilization.
• Track actuals vs. expected outcomes to support benefits realization and ROI measurement.
• Support development of financial models and assumptions tied to AI and automation use cases.
• Program Support & Performance Tracking: Partner with transformation program leads to monitor financial and operational performance metrics.
• Provide structured reporting on initiative progress, value delivered, and financial implications.
• Help maintain visibility into portfolio-level performance across transformation initiatives.
• Data, Reporting & Insights: Support development of dashboards and reporting solutions (Power BI) to track financial and operational metrics.
• Ensure consistency and accuracy of data used for program tracking and reporting.
• Translate data into clear insights for leadership decision-making.
• AI & Automation Enablement (Support Role): Support initiatives leveraging automation and AI tools (Power Automate, Copilot) to improve data capture, reporting, and analysis.
• Contribute to tracking adoption and impact of AI-enabled capabilities across delivery teams.
• Executive Reporting: Assist in preparing executive-level materials highlighting financial impact and progress of transformation initiatives.
• Ensure messaging is clear, data-driven, and aligned to business outcomes.

Skills

Financial analysis

Program analysis

Data interpretation

Cross-functional collaboration

Communication

Data visualization

Education

Bachelor’s degree

Tools

Power BI

Excel

Job description

About the team

As an Analyst within the Client Office Transformation team, you will support enterprise initiatives focused on deploying AI and automation across the delivery lifecycle and managing the financial impact of those changes.

This team partners across Professional Services, Delivery, Support, and Finance to:

• Enable AI‑driven transformation programs across the client lifecycle
• Measure and manage the financial outcomes of transformation initiatives
• Improve visibility into cost, effort, duration, and value realization
• Support leadership with data‑driven insights on transformation performance

About The Role

This role sits within the Client Office Transformation function and focuses on tracking, analyzing, and supporting the financial performance of AI‑enabled transformation initiatives.

You will act as a financial and analytical partner to transformation programs by:

• Measuring the impact of AI and automation on delivery cost, effort, and timelines
• Supporting the development of financial models and performance metrics
• Providing visibility into value realization and return on investment

This is not a traditional finance or delivery operations role. You will help ensure that AI‑driven changes translate into measurable financial outcomes, supporting leadership in tracking progress and making informed decisions.

Location

Hybrid (3 days in office, 2 days remote) in Jacksonville, FL or Milwaukee, WI or Atlanta, GA.

What you’ll be doing

• Financial Impact of Transformation
  • Analyze transformation initiatives to quantify impacts on cost, effort, duration, and resource utilization
  • Track actuals vs. expected outcomes to support benefits realization and ROI measurement
  • Support development of financial models and assumptions tied to AI and automation use cases
• Program Support & Performance Tracking
  • Partner with transformation program leads to monitor financial and operational performance metrics
  • Provide structured reporting on initiative progress, value delivered, and financial implications
  • Help maintain visibility into portfolio‑level performance across transformation initiatives
• Data, Reporting & Insights
  • Support development of dashboards and reporting solutions (e.g., Power BI) to track financial and operational metrics
  • Ensure consistency and accuracy of data used for program tracking and reporting
  • Translate data into clear insights for leadership decision‑making
• AI & Automation Enablement (Support Role)
  • Support initiatives leveraging automation and AI tools (e.g., Power Automate, Copilot) to improve data capture, reporting, and analysis
  • Contribute to tracking adoption and impact of AI‑enabled capabilities across delivery teams
• Executive Reporting
  • Assist in preparing executive‑level materials highlighting financial impact and progress of transformation initiatives
  • Ensure messaging is clear, data‑driven, and aligned to business outcomes

What you bring

• Bachelor’s degree required; Finance, Business, Economics, or related field preferred
• 4+ years of experience in financial analysis, program analysis, or consulting
• Strong ability to analyze and interpret cost, effort, and performance data
• Experience supporting financial modeling, forecasting, or ROI analysis
• Ability to work effectively in a cross‑functional, matrixed environment
• Strong analytical and problem‑solving skills with a data‑driven mindset
• Experience with or interest in data visualization and reporting tools (Power BI, Excel)
• Interest in AI, automation, and digital transformation initiatives
• Strong communication skills, including experience supporting executive reporting

Added Bonus If You Have

• Experience supporting transformation programs or PMO functions
• Exposure to AI, automation, or digital transformation initiatives
• Experience connecting operational metrics to financial outcomes
• Familiarity with delivery organizations (Professional Services, Implementation, Support)
• Experience working with large‑scale enterprise data and reporting environments

What we offer you

• A career at FIS is more than just a job. It’s the change to shape the future of fintech.
• A voice in the future of fintech
• Always‑on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits

Equal Employment Opportunity

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here.

ADA Disclaimer

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case‑by‑case basis.