Technology Transformation Analyst – Capital Markets

Zohorecruit; Charlotte (NC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Zohorecruit in Charlotte, NC seeks a transformation reporting specialist to support enterprise technology initiatives. You will help standardize how initiatives are tracked, reported, and governed, across Jira, ServiceNow SPM, and Excel, delivering executive-ready insights.

The role emphasizes data-driven stakeholder support, cross-functional collaboration, and building dashboards and KPIs to guide decisions within a hybrid work environment.

Qualifications

• 5–7 years of relevant experience supporting technology delivery, project operations, PMO functions, enterprise transformation, or similar initiatives.
• Strong hands-on experience with Jira for project, delivery, backlog, or book-of-work tracking.
• Advanced Microsoft Excel capabilities, including pivot tables, lookup functions, data validation, and reconciliation.
• Strong PowerPoint skills with ability to produce concise, executive-ready presentations.
• Experience gathering and synthesizing information from multiple systems, stakeholders, and data sources.
• Strong analytical ability with attention to inconsistencies, reporting gaps, and data-quality issues.
• Effective written and verbal communication skills with the ability to coordinate across technical and nontechnical teams.

Responsibilities

• Support transformation initiatives designed to improve technology delivery discipline, reporting consistency, financial visibility, and operating-model effectiveness.
• Evaluate current practices across project management, Jira usage, reporting processes, governance, and data quality.
• Track transformation milestones, risks, dependencies, action items, and measurable outcomes.
• Consolidate information from multiple systems and stakeholder groups into concise, actionable presentations and recommendations.
• Reconcile and validate project, portfolio, and financial information across Jira, ServiceNow SPM, Excel, and related reporting sources.
• Develop and maintain trackers, KPIs, dashboards, and management reports used to support decision-making.
• Identify gaps in processes, reporting, and data quality and help implement practical improvements.
• Coordinate communications, training, follow-ups, and change-adoption activities across technology and business stakeholders.

Skills

Jira

Excel

PowerPoint

Power BI

SQL

Data analysis

Stakeholder communications

Tools

Jira

ServiceNow SPM

Job description

Job Description

Be Part Of A Dynamic Team

Join a global financial-services organization supporting a Capital Markets Technology group focused on strengthening how technology initiatives are planned, tracked, governed, and communicated. This team partners across technology, project delivery, finance, and business management to improve development efficiency, financial transparency, reporting quality, and alignment with enterprise operating standards.

This is a broad transformation-support position suited for someone who enjoys bringing structure to complex environments, working across multiple stakeholder groups, analyzing inconsistent information, and converting data into clear recommendations and executive-ready reporting.

What's In Store For You

• Engagement: W2 only (no C2C/1099)
• Long-term contract assignment supporting enterprise technology transformation initiatives.
• Hybrid work environment in Charlotte, North Carolina.
• Exposure to Capital Markets Technology, technology portfolio management, financial tracking, operating-model transformation, and executive-level reporting.
• Opportunity to work across Jira, ServiceNow SPM, Excel, and enterprise reporting processes while helping improve how technology initiatives are managed.

How You Will Make An Impact

• Support transformation initiatives designed to improve technology delivery discipline, reporting consistency, financial visibility, and operating-model effectiveness.
• Evaluate current practices across project management, Jira usage, reporting processes, governance, and data quality.
• Track transformation milestones, risks, dependencies, action items, and measurable outcomes.
• Consolidate information from multiple systems and stakeholder groups into concise, actionable presentations and recommendations.
• Reconcile and validate project, portfolio, and financial information across Jira, ServiceNow SPM, Excel, and related reporting sources.
• Develop and maintain trackers, KPIs, dashboards, and management reports used to support decision-making.
• Identify gaps in processes, reporting, and data quality and help implement practical improvements.
• Coordinate communications, training, follow-ups, and change-adoption activities across technology and business stakeholders.

Requirements

Do you bring proven success in technology transformation, project reporting, and data-driven stakeholder support?

• Bring approximately 5–7 years of relevant experience supporting technology delivery, project operations, PMO functions, enterprise transformation, or similar initiatives.
• Strong hands-on experience with Jira for project, delivery, backlog, or book-of-work tracking.
• Advanced Microsoft Excel capabilities, including pivot tables, lookup functions, data validation, and reconciliation.
• Strong PowerPoint skills with demonstrated ability to produce concise, executive-ready presentations.
• Experience gathering and synthesizing information from multiple systems, stakeholders, and data sources.
• Strong analytical ability with attention to inconsistencies, reporting gaps, and data-quality issues.
• Effective written and verbal communication skills with the ability to coordinate across technical and nontechnical teams.
• Familiarity with technology portfolio management, financial project tracking, book-of-work reporting, or operating-model transformation is highly valuable.
• Experience with ServiceNow Strategic Portfolio Management (SPM) is preferred.
• Exposure to Power BI and SQL is beneficial but not required.
• Comfortable operating in a less rigidly defined environment where priorities may span several transformation workstreams.