Role & responsibilities

Core Responsibilities

Management Reporting & Insights (50% - PRIMARY FOCUS)

- Executive Reporting: Implement framework and structure for weekly, monthly, and quarterly reports for CIO, C-suite, IT leadership, business units

- Multi-level Dashboards: Develop executive dashboards in Power BI and/or Tableau showcasing IT performance, cost optimization, service delivery, and TBM metrics

- Business Intelligence: Transform raw data into actionable insights with trend analysis, variance explanations, and recommendations

- Value Narrative Development: Translate technical metrics into business value stories that resonate with different stakeholder levels

- Ad-hoc Analysis: Respond rapidly to senior management information requests with accurate, well-presented analysis

- Reporting Automation: Drive automation initiatives to eliminate manual reporting processes and improve data refresh cycles

- Quality Assurance: Ensure consistency, accuracy, and professional presentation across all reporting deliverables

Service Governance & Compliance (30%)

- Service Management Maturity: Document and standardize the roles & responsibilities, including training sessions for our Service Managers

- BAU Governance Reporting: Support for new requirements to stand up and operationalize governance forums for CIO BM senior management

- Service Governance Documentation: Build service governance documentation, frameworks, policies, and procedures

- Stakeholder Mgmt. & Collaboration: Ability to collaborate with varied stakeholders to drive the change agenda and maturity to manage senior stakeholders who have diverse requirements and build consensus on a solution that is in the best interest of the organization

- Compliance & Metrics: Ensure adherence and compliance with governance framework; track and report service metrics

- Data Quality Checks: Implement and execute monthly / quarterly data quality checks; drive closure on breaks and pending inputs

- Service Catalog:



Ensure service catalog and CMDB accuracy; and mapping with downstream applications

- Standardization: Standardize job families, roles, and responsibilities aligned with CIO principles

- Action items: Document governance decisions with action item tracking to closure

- Change Management: Support change impact assessments for IT initiatives

TBM Operations & Data Management (20%)

- Data Validation & Recon: Support TBM Program Lead with data validation and reconciliation across Apptio, ServiceNow, financial systems, and project tools

- Data Management:

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Maintain master data for services, vendors, cost centers, & TBM taxonomy elements

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Analyze data management & cataloging requirements to support business management application improvements

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Business case development with cost analysis & TBM-aligned financial modeling

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Conduct current state analysis & identify gaps in service delivery framework & tooling

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Perform root cause analysis on data discrepancies and service performance issues

- Analytical Support: Provide analytical support for TBM-related strategic planning and decision-making

- Support Developers: Support application developers on data requirements related to building CIO dashboard and cost transparency initiatives

Required Qualifications

Education & Certifications

Required:

- Bachelors degree in business administration, Information Technology, Finance, Computer Science, or related field

Preferred Certifications:

- ITIL Foundation or higher (can be obtained within first 6 months if not currently held)

- TBM Practitioner or TBM Analyst certification

- Business Analysis certification (CBAP, CCBA, or PMI-PBA)





- Six Sigma Green Belt or Lean certification

- Project Management (PMP, PRINCE2)

- Agile certifications (CSM, SAFe)

Skilled Experience (REQUIRED - Non-Negotiable)

- Minimum 8+ years in financial services, banking, or regulated industries (investment banking, asset management, or retail banking)

- Minimum 5 to 8 years in roles combining reporting/business intelligence, data analysis, and IT governance

- Proven track record creating executive-level dashboards and management reporting in large enterprise environments (5,000+ employees)

- Demonstrated experience working as vendor/contractor supporting CIO/CTO offices or senior IT leadership teams

- Experience in matrix organizations with complex IT landscapes and multiple stakeholder groups

- Understanding of Technology Business Management (TBM) framework and taxonomy

- Background in IT service management frameworks (ITIL, COBIT)

Technical Proficiency (REQUIRED - Non-Negotiable)

Core Technical Skills:

- Advanced Microsoft Excel: Complex formulas, pivot tables, VLOOKUP/XLOOKUP, macros, data modeling - expert level required

- Data Visualization Mastery: Power BI and/or Tableau - must demonstrate portfolio of executive dashboards created for senior leadership

- ServiceNow: Hands-on experience with reporting, CMDB, and service catalog modules

- SQL: Intermediate to advanced querying capabilities for data extraction, validation, and analysis

- Data Integration: Proven experience reconciling data from multiple source systems (ERP, ITSM, project management tools)

Preferred Technical Skills:

- Apptio TBM platform experience (strong plus but can be learned on the job with solid TBM framework knowledge)

- Process mapping tools (Visio, Lucidchart, or similar)

- Project management tools (MS Project, Jira, Smartsheet)

- Collaboration tools (SharePoint, Confluence, MS Teams)

- Knowledge/usage of AI-powered data analytics tools

- Python or R for advanced analytics

📌 Business management (Mumbai)
🏢 Kiya.ai
📍 Mumbai