Job Description

We are seeking a highly motivated and detail-oriented professional to join our Digital Transformation Group within a dynamic banking environment. This role plays a critical part in advancing strategic initiatives that modernize operations, enhance data capabilities, and drive innovation across the organization.

This position reports directly to the SVP, Digital Transformation and requires a high degree of professionalism, accountability, and independent execution. The ideal candidate is analytical, proactive, and capable of managing priorities in a fast-paced environment while supporting senior leadership initiatives.

The role will initially be performed in a remote capacity, with a preference for candidates located in or near the Orange County area, as the position is expected to evolve to include regular in-office presence over time.

Key Responsibilities

• Support enterprise digital transformation initiatives across multiple business units
• Assist in executing strategic priorities and initiatives driven by senior leadership
• Assess and monitor project status, identifying risks, gaps, and potential issues, and escalating as appropriate
• Apply a risk-based approach to all assignments, ensuring alignment with regulatory, operational, and business expectations
• Collaborate cross-functionally to evaluate current processes and recommend improvements
• Serve as a liaison between divisions to ensure alignment, communication, and execution of priorities
• Develop dashboards, reports, and insights using Power BI
• Support the organization’s transition from Tableau to Power BI, including knowledge transfer and reporting enhancements
• Work with and support data warehouse environments for reporting and analytics
• Contribute to exploratory initiatives involving AI and automation tools
• Manage multiple priorities effectively while maintaining attention to detail and quality
• Adapt quickly to changing priorities and shifting business needs

Qualifications

• Bachelor’s degree in a STEM or related field is preferred, but not required
• Demonstrated skills in programming, data analytics, or a related technical discipline (academic or professional experience welcomed)
• Experience with data warehouses and data structures
• Proficiency in Power BI, including dashboard creation and data visualization
• Experience with Tableau is a strong plus
• Exposure to or working knowledge of AI, automation, or advanced analytics tools
• Familiarity with project lifecycle concepts, business analysis, and reporting

Requirements

Core Competencies

• Strong Work Ethic, Accountability & Ownership: Demonstrates reliability, discipline, and responsibility for outcomes
• Attention to Detail: Produces accurate, high-quality work with strong follow-through
• Analytical & Critical Thinking: Evaluates project health and identifies risks proactively
• Risk-Based Mindset: Integrates risk awareness into analysis and decision-making
• Collaboration & Influence: Works effectively across teams and builds strong relationships
• Independence & Initiative: Able to operate with minimal oversight and anticipate needs
• Organization & Time Management: Effectively manages competing priorities and deadlines
• Adaptability: Comfortable switching gears as business priorities evolve
• Professionalism & Integrity: Maintains high ethical standards in all interactions
• Growth Mindset: Demonstrates curiosity and a strong desire to learn and grow