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Job Summary

This critical role is responsible for overseeing the benefit valuation framework, managing the governance model, ensuring accurate opportunity tracking, and developing executive level materials that provide progress and value to the company. This individual will ensure ideas across the company are thoroughly evaluated, progress is tracked, and decision-making processes align with the company's goals. This role will need to have advanced analytical/ Finance understanding, cross-organization influence, executive level presentations, and excellent communication skills, enabling them to work collaboratively across Bread Financial and with executives.

 

Essential Job Functions

• Lead financial valuation of submitted ideas, quantifying hard and soft benefits. Maintain and update the executive scorecard to track initiative progress and value. Analyze trends and metrics to identify risks and opportunities. Constructively challenge leaders and valuations when necessary. - (30%)

• Develop and deliver high-impact presentations for XLT, SLT, and Board of Directors. Translate complex data into insights and compelling strategic narratives. Collaborate with senior leaders to align messaging and storytelling. Create visuals that clearly communicate financial and strategic information. - (25%)

• Establish and manage the governance framework for the Operational Excellence lifecycle. Drive ideas through the pipeline efficiently, collaborating with Finance, Business Units, and OpEx. Oversee review checkpoints, approvals, and compliance, while providing executive leadership with key insights, metrics, and recommendations - (20%)

• Lead planning sessions and support development of annual OpEx goals and budget. Track department goals and manage monthly budget planning and capital funding. Promote a culture of continuous improvement and innovation. Provide thought leadership and act as a strategic advisor to business partners. - (10%)

• Design, refine, and scale frameworks for value realization, governance, and reporting. Continuously assess and improve processes to enhance efficiency, transparency, and strategic alignment across the organization. - (10%)

• Build strong relationships with senior leaders and cross-functional teams to drive alignment and adoption of governance and valuation practices. Act as a trusted advisor, influencing decision-making through data-driven insights and strategic recommendations. - (5%)

Minimum Qualifications

• High School Diploma or GED

• 12+ years of relevant experience in finance, business analysis, marketing, continuous improvement, governance, Operational Excellence, process improvement, or another related field

Preferred Qualifications

• Bachelor’s Degree in Business Analysis, Business Administration, Project Management or related field of study.

• 14+ years of relevant experience in finance, business analysis, marketing, continuous improvement, governance, Operational Excellence, process improvement, or another related field

Skills

• Analytical Acumen

• Strategic Planning

• Strategic Influence

• Program Support

• Process Management

• Presentation Techniques

• Organizational Processes

• Operational Excellence

• Governance Management

• Financial Acumen

• Executive Communications

• Cross-Departmental Collaboration

Reports To: VP and above

Direct Reports: 0

Work Environment

• Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location.

Travel

• Ability to travel up to 10% annually

Physical and Mental Requirements

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.

• Communicate/Hearing

• Communicate/Talking

• Move/Traverse

• Reaching

• Standing

• Stationary Position/Seated

• Typing/Writing

Other Duties<