## About the Role

The TDX Senior Business Analyst, Performance, Financial & Value Management role supports financial transparency, value realization, and performance oversight for technology and operational excellence initiatives. The position is responsible for turning portfolio, financial, and performance data into clear insights that help leadership assess progress, risk, cost, and business impact.

This role reports to the SVP, Global Portfolio & Governance and works closely with technology, finance, and business stakeholders. It plays a key part in defining requirements, maintaining reporting frameworks, and supporting benefits realization so that investment decisions are backed by accurate data and consistent analysis.

The position also helps ensure that technology and operational excellence initiatives are managed with strong financial discipline, reliable performance metrics, and high-quality reporting. It contributes to executive and Board-level updates, while also helping improve reporting processes and standardize templates and metrics across the global environment.

## Key Responsibilities

– Prepare portfolio performance reports, strategic updates, and analysis for senior leadership and Board-level reporting.
– Build and maintain reporting that shows the performance and impact of global operational excellence initiatives.
– Support the rollout of performance management frameworks across technology and operational excellence programs.
– Define, collect, and maintain standardized KPIs covering delivery progress, risk, cost, and value realization.
– Design and maintain dashboards that give leadership visibility into portfolio health, milestones, and performance trends.
– Review portfolio performance data, identify variances, risks, and gaps, and recommend corrective actions.
– Work with Finance to track and reconcile technology and operational excellence investments.
– Support budget monitoring, forecasting, and financial reporting.
– Analyze technology spend and investment performance, and identify cost optimization opportunities.
– Maintain accurate portfolio financial data and reconcile approved funding, actual spend, and delivery outcomes.
– Support benefits realization by defining baseline metrics and measurement approaches.
– Track and validate realized benefits against approved business cases.
– Produce reporting on financial, operational, and strategic impact metrics.
– Gather, document, and validate business and reporting requirements from stakeholders.
– Act as a liaison between initiative teams, Finance, and leadership to align on definitions, metrics, and reporting.
– Facilitate working sessions and walkthroughs to review findings and align on next steps.
– Identify opportunities to improve reporting processes, data quality, and ways of working.
– Contribute to standardization of templates, metrics, and processes across global teams while accommodating local needs where required.

## Required Skills

– Bachelor’s degree in Business Administration, Finance, Information Technology, Data Analytics, or a related field
– Ongoing commitment to training and professional development in financial management, data analytics, technology governance, or portfolio management
– 5+ years of experience in business analysis, financial analysis, or performance reporting
– Experience in technology portfolio management or operational excellence programs
– Solid experience supporting financial planning, budgeting, and investment tracking for technology initiatives
– Hands-on experience building KPI frameworks, dashboards, and management reporting
– Strong analytical, data modelling, and financial modelling skills
– Advanced Excel skills
– Proficiency with business intelligence and data visualization tools such as Power BI or Tableau
– Experience with portfolio management tools
– SQL experience is advantageous
– Ability to translate complex operational and financial data into clear, actionable insights for senior stakeholders
– Experience eliciting and documenting business requirements in global, matrixed organizations

## Cloud Platforms & Technologies

### Business Intelligence & Reporting Tools
– Power BI
– Tableau
– Portfolio management tools

### Data & Analysis
– SQL
– Excel

## FinOps Responsibilities

– Track and reconcile technology and operational excellence investments
– Support budget monitoring, forecasting, and financial reporting
– Analyze technology spend and investment performance
– Identify cost optimization opportunities
– Maintain accurate financial data for approved funding, actual spend, and delivery outcomes
– Support value realization and benefits tracking against business cases
– Produce reporting on financial impact, operational impact, and strategic impact

## Why You Might Be Interested

This role offers the opportunity to work at the intersection of technology, finance, and portfolio governance. It is suited to someone who enjoys turning complex performance and financial data into clear reporting for senior stakeholders. The position also provides scope to contribute to KPI frameworks, dashboards, and benefits realization practices across a global organization.