Senior Business Analyst

Company Overview

Trianz is an applied AI solutions company that accelerates customer business transformation through AI powered "Transformation Services as a Software Model". With 25+ years of transforming enterprises, we've evolved to a product-led, platform-driven organization serving global enterprises across Financial Services, Insurance, Healthcare, Hi-Tech, Manufacturing, and other industries.

With global presence across 4 continents, our platform portfolio under the unified Concierto brand delivers end-to-end transformations including solutions for Migrate, Manage, Maximize, Modernize, Insights & Agentic AI, and SecOps - delivered through strategic partnerships with leading hyperscalers.

We're building the premier innovation-led organization in the digital transformation space through AI-first methodologies and data-driven excellence - RevolutionAIzing Transformations.

Role Overview

As a Sr. Business Analyst in the Global Technology Business Office, you will play a pivotal role in enabling financial transparency, operational efficiency, and value realization across IT. This role is focused on the business of IT supporting strategic decision-making through data-driven insights, financial collaboration, and performance reporting. You will work closely with IT leaders and Finance partners to ensure technology investments are aligned with business outcomes, while helping to operationalize frameworks, tools, and processes that drive accountability and measurable impact.

Key Responsibilities

• Collaborate with Finance to support IT financial planning and analysis (FP&A) activities, including budgeting, forecasting, accruals, and variance analysis.
• Partner with IT stakeholders to gather and interpret financial data, ensuring alignment with technology strategy and operational goals.
• Support the development of Annual Operating Plans (AOP), business cases, and cost-benefit analyses for IT initiatives, working cross-functionally to ensure completeness and accuracy.
• Assist in the creation and maintenance of financial models that support long-term planning, software and infrastructure spend, and investment prioritization.
• Monitor IT financial performance against budget and forecast, identifying trends, risks, and opportunities, and collaborating with Finance to recommend corrective actions.
• Design and maintain executive dashboards and reports using Power BI, Tableau, and Excel to provide visibility into IT spend, performance metrics, and value delivery.
• Ensure data integrity and sustainability across financial systems and reporting platforms, coordinating with Finance and IT data owners.
• Support month-end and year-end close activities, ensuring timely and accurate reporting of IT financials in collaboration with Finance teams.
• Operationalize Technology Business Management (TBM) practices using tools such as Apptio, including cost modeling, service mapping, and value tracking.
• Provide stewardship for IT portfolios, including CapEx/OpEx tracking, cost allocation, and spend categorization aligned with IT services and functions.
• Translate financial and operational data into actionable insights for IT leadership, enabling informed decision-making and strategic alignment.
• Continuously improve financial and operational processes, identifying automation opportunities and standardizing reporting practices.
• Prepare and deliver executive presentations for the CIO and technology VPs, synthesizing financial insights, performance trends, and strategic recommendations.

Ideal Candidate Profile

• 3+ years of experience in IT financial analysis, planning, and reporting.
• Strong proficiency in financial modeling, data visualization, and executive reporting.
• Excellent communication skills with the ability to translate financial concepts for technical and non-technical audiences.
• Analytical mindset with attention to detail and a proactive approach to problem-solving.
• Experience working in dynamic, cross-functional environments.

Systems & Tools:

• Financial & Planning Tools: Oracle Hyperion, Apptio, Coupa
• Reporting & Analytics: Tableau, Power BI, Excel
• IT Operations & Service Management: ServiceNow
• ERP & Procurement Systems: Coupa, Oracle

Preferred / Nice to Have:

• Experience with Technology Business Management (TBM) frameworks and tools (e.g., Apptio).
• Familiarity with corporate FP&A principles and IT cost structures.
• Proven ability to drive cross-functional collaboration and influence change.
• Knowledge of IT budgeting, CapEx vs. OpEx classification, and value realization methodologies.

Professional Skills:

• IT Financial Management & Value Realization
• Business Case Development & AOP Support
• Executive Reporting & Dashboarding
• Strategic Communication & Presentation
• Data Stewardship & Process Improvement
• Cross-Functional Partnership & Enablement
• TBM Operationalization & Tool Enablement

Education:

• Bachelor’s degree in Business Administration, Information Technology, Finance, or related field; MBA is a plus.

Why choose Trianz?

• Personal Growth: Startup agility with enterprise impact. Experience rapid innovation cycles while working on Fortune 500 transformations.
• AI-First Future: Where humans and AI revolutionize business. Lead the charge in implementing AI-driven transformation at scale.
• Global Impact: Shape transformation across continents. Work with diverse teams and clients spanning Americas, Europe, Asia, and beyond.
• Executive Access: Direct impact on Fortune 500 strategies. Work alongside C-suite leaders and influence major business decisions.
• Ownership & Entrepreneurial Spirit: Your ideas, our platform, global impact. Zero bureaucracy culture with decision-making autonomy and rapid execution.

Equal Employment Opportunity

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