Process Analyst II

Please review the following job description:

Supports the CSBB Data & Governance organization by leading the coordination, governance, and optimization of workload intake, portfolio management processes, and operational enablement activities across the CSBB Data & Governance organization.This role serves as the operational backbone of the Data Portfolio Strategy & Business Architecture (DPSBA) team, ensuring transparency, consistency, and efficiency in how work is requested, prioritized, tracked, and communicated. The incumbent partners cross-functionally with Data & Governance leadership, Business Data Product teams, and federated analytics teams to enable disciplined portfolio management, accurate progress tracking, and effective execution against strategic priorities.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Lead standardized intake processes to ensure incoming demand is properly documented, routed, and aligned to business priorities
• Manage and maintain backlog of initiatives across CSBB Data & Governance, ensuring visibility into prioritization, dependencies, and delivery status
• Facilitate recurring request review and intake governance forums to drive alignment on priorities, trade-offs, and workload distribution
• Act as portfolio steward within workload management platforms (e.g., Adobe Workfront), ensuring accurate structure, classification, and tracking of initiatives
• Maintain dashboards and reporting to track capacity utilization, delivery progress, and workload distribution across the organization
• Monitor on-track/off-track delivery indicators and escalates risks or constraints to leadership as appropriate
• Support leadership decision-making through data-driven insights on workload trends, demand patterns, and resource allocation

Quarterly Planning & Organizational Alignment

• Lead development of planning materials and coordinate quarterly planning processes, including demand, capacity, and priority alignment
• Facilitate cross-functional alignment sessions and document decisions, commitments, and follow-up actions
• Ensure alignment of planned work to strategic objectives, portfolio priorities, and available capacity

Performance Tracking, Scorecards & Executive Reporting

• Develop and maintain performance tracking mechanisms (e.g., scorecards, portfolio review materials) to provide leadership visibility into progress, milestones, and outcomes
• Ensure accuracy, consistency, and completeness of reported metrics by validating inputs with stakeholders and system sources
• Support preparation of executive-ready materials for senior leadership forums and portfolio reviews

Platform Administration & Operational Governance

• Serve as administrator for key collaboration and content platforms (e.g., SharePoint site collections, MS Teams channels), ensuring compliance, usability, and content integrity
• Conduct periodic access reviews, site audits, and content lifecycle management (e.g., archiving outdated materials, ensuring relevance)
• Support governance of platform usage standards and communicate updates or changes to stakeholders
• Develop and maintain standardized templates, intake forms, and documentation supporting portfolio and workload management processes
• Maintain training materials and reference documentation to enable consistent understanding and application of processes across teams
• Facilitate enablement sessions (e.g., office hours, training forums) to improve adoption of tools, processes, and best practices

Cross-Functional Coordination & Stakeholder Support

• Partner with DPSBA, Business Data Product, and Data Governance teams to ensure alignment of workload management practices across the operating model
• Support coordination of cross-team initiatives, ensuring timely communication, issue escalation, and resolution
• Provide structured support for stakeholder engagement processes, ensuring transparency and responsiveness to business needs

Continuous Improvement & Operational Optimization

• Identify process gaps, inefficiencies, and opportunities for automation or standardization across workload management and reporting processes
• Recommend and implement improvements to enhance consistency, reduce friction, and improve speed of execution
• Support evolution toward a more structured, portfolio-driven operating model aligned to CSBB Data & Governance objectives

QUALIFICATIONS

Required Qualifications

• Bachelors’ degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience
• 4+ years of experience in process analysis, project/program support, or workload/portfolio management within financial services or a comparable environment
• Demonstrated experience supporting workload intake, backlog management, or project portfolio tracking processes
• Strong analytical and problem-solving skills with ability to synthesize information and support decision-making
• Professional communication skills both verbal & written, with the ability to effectively communicate complex concepts to diverse audiences
• Experience developing dashboards, reporting, or executive-level materials for performance tracking and communication
• Proficiency with collaboration and productivity tools (e.g., Microsoft Office Suite, Visio, SharePoint, Teams) and familiarity with workload management tools (e.g., Adobe Workfront or similar platforms)
• Strong organizational, communication, and stakeholder management skills with ability to operate in cross-functional environments
• Ability to manage multiple priorities, maintain attention to detail, and deliver high-quality outputs under tight timelines
• Familiarity with data/analytics operating models, data product lifecycle concepts, or technology delivery processes
• Experience supporting executive reporting, scorecards, or KPI tracking frameworks
• Knowledge of process improvement methodologies (e.g., Agile, Lean, Six Sigma)
• Understanding of Reporting, Business Intelligence, & CX concepts
• Experience administering SharePoint or Microsoft Teams environments in an enterprise setting

Preferred Qualifications

• Quality/process improvement-related designation.
• Solid understanding of program and project management disciplines, techniques and approaches.
• Certified Associate in Project Management (CAPM)
• Experience with enterprise workload management or portfolio management platforms (e.g., Adobe Workfront)

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.