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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in benefits realisation and value management methodologies, with a strong focus on financial and operational baseline definition, forecasting, and evidence-based reporting. Proven ability to build relationships across finance and business teams while communicating complex value concepts to senior stakeholders.
Highest-signal resume keywords
Benefits RealisationValue ManagementFinancial Baseline DefinitionPlanviewForecasting and Reconciliation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Value Management MethodologyBenefit Confidence AssessmentAttribution Rules DefinitionEvidence StandardsValue ReportingData AnalyticsFinancial Services KnowledgePortfolio ManagementChange ManagementForecasting
Soft Skills
Clear CommunicationCommercial JudgementRelationship BuildingAttention to DetailIntegrity
Tools & Technologies
PlanviewPortfolio Management Tooling
Certifications & Qualifications
Finance QualificationAccounting QualificationBenefits Realisation QualificationChange Management Qualification
Industry Keywords
Financial ServicesRegulated EnvironmentData and AI PortfolioManagement ControlP&L Impact
About the role
Key responsibilities & impact- Implement the Global value-management methodology locally across the Data & AI portfolio
- Define benefit baselines, attribution, confidence and evidence requirements at intake
- Distinguish clearly between deployment, value generated and value captured
- Coordinate monthly validation with Finance, initiative owners and Management Control
- Reconcile portfolio value with Planview and bank-wide change governance
- Prevent double counting and challenge unsupported value claims
- Maintain benefit confidence, forecast and evidence status, highlighting material gaps and changes
- Escalate benefits that lack the management actions required to convert productivity into P&L impact
Requirements
What you’ll need- Substantial experience in benefits realisation, value management, finance partnering, portfolio management or transformation
- Experience defining baselines, attribution rules, evidence standards and benefit confidence
- Experience validating benefits with Finance, business owners or management-control functions
- Experience challenging forecasts and reconciling value reporting across multiple sources
- Experience in data, analytics, AI, financial services or another regulated environment (Preferred)
- Relevant degree or equivalent professional experience
- Finance, accounting, benefits-realisation, portfolio or change-management qualification (Preferred)
- English (Required)
- Spanish (Preferred)
- Benefits realisation and value-management methodology
- Financial and operational baseline definition, attribution and evidence assessment
- Forecasting, reconciliation and confidence-based reporting
- Working knowledge of Planview or comparable portfolio-management tooling (Preferred)
- Strong commercial judgement and evidence-based challenge
- Ability to build effective relationships across Finance, delivery and business teams
- Clear communication of complex value concepts to senior stakeholders
- Integrity, curiosity and attention to detail
Benefits
Comp & perks- Competitive rewards that reflect the real impact you make and the value you bring
- Wellbeing partners across physical, mental, social and financial wellbeing
- Suite of wellbeing apps
- Discounted gym and fitness access
- Weekly online classes
- Flexible healthcare and mental health support
- Enhanced family leave
- Childcare options and tailored wellbeing support
- Volunteering opportunities
- Global growth opportunities to shape your career, learn new skills and explore opportunities across Santander’s international network
- Hybrid working pattern