Transformation Analyst

Support the delivery of SBG’s transformation agenda by providing analytical, process, and change capability that bridges strategy and execution. The Transformation Analyst works across business and operational teams to map and improve processes, develop business cases, produce user-facing documentation, and support the embedding of change, enabling the organisation to adopt new ways of working with confidence and clarity.

Responsibilities:

Business Analysis & Process Improvement

• Map, document, and analyse current-state business processes, identifying inefficiencies, risks, and opportunities for improvement using tools such as Visio, Lucidchart, or equivalent.
• Facilitate process workshops with business stakeholders, capturing inputs and producing clear, agreed-upon target-state process designs..
• Develop process improvement recommendations grounded in evidence, with clear articulation of benefits, risks, and implementation considerations.
• Support operational teams in identifying where processes can be standardised, simplified, or automated in line with transformation objectives.

Business Case & Analysis

• Support the development of business cases for transformation initiatives, including options appraisals, cost-benefit analysis, and articulation of strategic alignment.
• Gather, structure, and interpret qualitative and quantitative data to inform decision-making and support prioritisation across the transformation portfolio.
• Produce clear analysis outputs — including summaries, reports, and dashboards — tailored to the needs of different audiences from operational teams to senior leadership.
• Track and monitor benefits realisation post-implementation, flagging variance and providing updated analysis as required.

User Guides & Documentation

• Produce and maintain high-quality user guides, process documentation, and training materials that support the adoption of new systems, processes, and ways of working.
• Work with subject matter experts to ensure documentation is accurate, accessible, and fit for purpose across different user groups.
• Review and update existing documentation in response to process or system changes, ensuring materials remain current and aligned with live operations.

Change Support & Stakeholder Engagement

• Support change management activity across transformation workstreams, including impact assessments, stakeholder mapping, and readiness analysis.
• Act as a point of contact for business stakeholders during periods of change, helping to manage expectations, surface concerns, and communicate progress clearly.
• Contribute to the planning and execution of user acceptance testing (UAT), coordinating business participation and ensuring feedback is captured and resolved effectively.
• Support the communication of change to affected teams, drafting materials such as briefings, FAQs, and launch communications as required.

Personal profile

Qualifications required 

Essential

• N/A

• Qualification or certification in Business Analysis, Change Management, or a related discipline (e.g. BCS, Lean, APMG Change Management).

Experience required

Essential

• Demonstrable experience in a business analysis, operational improvement, or change support role, with evidence of delivering tangible outcomes.
• Experience producing process maps, user documentation, and/or business cases in a professional context.
• Experience engaging with and influencing business stakeholders at multiple levels of seniority.

Desirable

• Previous experience in Financial Services, retail distribution, or the IFA market.
• Exposure to transformation or change programmes in a regulated business environment.

Our Expectations

Our Approach to Risk Management

• You will require an awareness of operational and regulatory risk which may impact on SBG. You will be responsible for reporting to your line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model

• You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG delivers a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle

• You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

Information Security

• You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.