Principal, Transformation Analytics & Value Realization

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization.

You will lead initiatives from ideation through execution—translating complex challenges into actionable insights and measurable value. You’ll also champion enterprise-wide value realization by embedding best practices in business case development, benefit tracking, and performance transparency.

This role offers a unique opportunity to work at the intersection of business strategy, analytics, and innovation—including exposure to AI/ML-driven methods through collaboration with our AI Center of Excellence.

Section 2: Job Functions, Essential Duties and Responsibilities

Strategic Framing & Value Realization

• Partner with business leaders to define problems, shape outcomes, and identify value opportunities using a consultative, data-informed approach.
• Lead the development of business cases that support strategic investment decisions.
• Promote disciplined value measurement and benefit realization practices across the transformation lifecycle.

Process Mapping & Operational Analysis

• Facilitate discovery sessions and develop process maps to identify inefficiencies and improvement opportunities.
• Use tools like Lucidchart, Visio, or Miro to create scalable, actionable documentation.
• Integrate process insights with value assessments to support opportunity sizing and strategic planning.

Data Analysis & Insight Generation

• Analyze data from multiple enterprise sources using tools like SQL, R, and Python to uncover trends and performance drivers.
• Design and deliver end-to-end analyses—from data gathering to executive-ready insights.
• Collaborate with the AI COE to apply advanced techniques (e.g., NLP, pattern recognition) to enhance strategic decision-making.

Cross-Functional Partnership

• Serve as a trusted advisor to Product Owners, Project Managers, and operational leaders.
• Facilitate ideation and strategic alignment sessions to ensure initiatives deliver on business goals.
• Support initiative readiness reviews and advise on risk and impact considerations.

Value Tracking & Transparency

• Develop frameworks and dashboards to track initiative performance and realized value in partnership with Product and other stakeholders.
• Deliver clear, actionable reporting to executives and stakeholders.
• Continuously refine value measurement practices to improve transparency and accountability.

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision  

• N/A

Section 3:  Experience, Skills, Knowledge Requirements

Professional Experience

• 10+ years in strategic consulting, business analytics, or enterprise transformation.
• Proven experience in business case development, opportunity analysis, and value realization.
• Strong command of SQL, R, Python, and Excel; skilled in statistical analysis and data storytelling.
• Experience synthesizing insights for executive audiences and influencing decision-making in matrixed environments.
• Familiarity with AI/ML concepts and collaboration with technical teams on advanced analytics.

Certifications

• Lean Six Sigma (Black Belt preferred), PMP, or equivalent certifications in structured problem-solving and continuous improvement (preferred but not required).

Preferred Industry Experience

• 5+ years in retirement services, financial services, or other regulated industries.
• Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required).

The national average salary range for this role is $150-$170k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis.  Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc.  For more information, please visit careers.ascensus.com/#Benefits. 

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