HR Data Risk & Control Analyst

Senior Internal Auditor-ICG(Institutional Clients Group)

SVP, Independent Risk Management Senior Credit Officer

Strategic Ledger Data Issue Remediation Manager

Controller Data Transformation Lead Analyst – Data Requirements

Strategic Ledger Data Requirements Manager

Balance Sheet Control Lead Analyst

Legal - All roles

Controller Roles

Controller Data Transformation

Role Description: <ul><li>The Human Resources organization is building a new Data group. This is an exciting opportunity for a Risk &amp; Control Lead Analyst, to enter at the “ground floor” and shape the future organization. Reporting to the Head of HR Risk and Control in the HR Chief Data Office (CDO), you will navigate global and cross-functional needs, collaborate with Enterprise Chief Data Office (ECDO) and drive towards an ideal state of a mature data governance program.</li><li>This role will be responsible for compliance with the enterprise-wide data governance policy and standards, HR data issue management, Manager’s Control Assessment (MCA) monitoring, and risk and controls identification, management and reporting across the HR organization.</li></ul> Responsibilities: <ul><li>Manage and support data risk and control programs for the organization including refining the approach, processes, quality, tools and reporting that provide global data risk management consistency and excellence. Programs to support will span MCA, Internal Audit, Root Cause Analysis and Compliance Assurance activities.</li><li>Develop and support procedural implementation, controls, and the change management process with appropriate teams to ensure proper governance and controls exist.</li><li>Manage and support procedures to ensure compliance with, as well as further the implementation, of the Data Governance Policy and Standards. Partner with HR to support their adoption using a risk-based prioritization.</li><li>Refine and implement metrics to measure effectiveness and drive adoption of the Data Governance Policy and Standards at the HR level.</li><li>Establish quarterly audit process of attributes to ensure proper calculation and control.</li><li>Identify emerging risk and control issues and manage them in a disciplined and consistent way, ensuring that issues and corresponding action plans are systematically captured and partnering with issue owners to prevent closure delays/extensions.</li></ul> Requirements: <ul><li>6-10 years of relevant experience in risk and controls, compliance, audit or regulatory functions</li><li>Knowledge of risk and control processes, including a good understanding of risk assessment, identification, and mitigation</li><li>Prior experience in data management, data governance and/or data quality with experience defining and testing data controls a plus</li><li>Strong project management, stakeholder management and organizational skills</li><li>Pragmatic problem-solver with the ability to see the big picture with high attention to critical detail</li><li>Ability to work independently but also in a collaborative environment to achieve objectives</li><li>Eagerness to learn, test and improve</li><li>Strong interpersonal and communication skills</li></ul> Education: <ul><li>Bachelor’s/University degree or equivalent experience, potentially Masters degree</li></ul> Other Location: <ul><li>﻿Irving, Texas</li></ul>

Role Description: <ul><li>Internal Audit Institutional Clients Group (ICG) Team is a global organization covering ICG, the global business serving wholesale clients in over 190 countries. This talented team provides independent assessments of the effectiveness of the ICG internal control environment for key stakeholders including the Board of Directors, senior management and numerous regulators globally.</li><li>Internal Audit is a change agent within aimed to enhance the control culture worldwide and thereby support senior management decision making around the globe.</li><li>We are seeking Senior Auditors (an intermediate level role) and Audit Managers (a supervisory level role) in our ICG Audit Team.</li><li>The Internal Audit ICG Team seeks to cover top ranked, industry leading Banking, Markets and Institutional Services businesses, including the operations and technology platforms. ICG activities have an ever-increasing reliance on technology such as algorithmic trading, machine learning, artificial intelligence, big data, real time services and digital assets. The suite of business and coverage includes the following:</li><li>Sales &amp; Trading activities spanning a vast array of asset classes and currencies, sectors and industries across the globe.</li><li>Corporate and Investment Banking</li><li>Treasury Management Solutions</li><li>Trade Finance</li><li>Capital Markets</li><li>Securities Services (issuers and investors)</li><li>Commercial Banking</li><li>Senior Auditor (C12 – AVP) (New York, NY/Irving, TX/ Wilmington, DE/ Tampa, FL/ Jacksonville, FL)</li><li>The Senior Auditor is an intermediate level role responsible for managing a small team in performing moderately complex audits and assessments of risk and control environments in coordination with the Audit team. The overall objective is to apply disciplinary knowledge and provide value-added perspectives while assessing risks and controls, developing testing strategies and performing audits that help reach its business goals.</li></ul> Responsibilities: <ul><li>Manage a small team of internal audit professionals that performs moderately complex audits.</li><li>Complete assigned audits within budgeted timeframes, and budgeted costs.</li><li>Monitor, assess, and recommend solutions to emerging risks.</li><li>Contribute to the development of audit processes improvements, including the development of automated routines to help focus audit testing.</li><li>Draft audit reports, and present issues to the business while discussing practical cross-functional solutions.</li><li>Recommend appropriate and pragmatic solutions to risk and control issues.</li><li>Apply understanding of internal audit standards, policies, and local regulations to provide timely audit assurance.</li><li>Develop internal audit staff, and provide coaching to team members.</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.</li></ul> Requirements: <ul><li>5-8 years of relevant experience.</li><li>Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred.</li><li>Effective verbal, written and negotiation skills.</li><li>Effective project management skills.</li><li>Effective influencing and relationship management skills.</li><li>Demonstrated ability to remain unbiased in a diverse working environment.</li><li>Ability to travel up to 10% for onsite audits.</li></ul> Education for Senior Auditor: <ul><li>Bachelor’s/University degree or equivalent experience</li></ul>

Locations: Long Island City NY and Irving TX Responsibilities: <ul><li>Assist in the structuring of credit opportunities to ensure that risk and reward are appropriately balanced in extending credit.</li><li>Review and approve credit proposals, annual reviews and criticized credit reviews.</li><li>Responsible for oversight and credit approvals (including product/credit standards as applicable) for one or more industry verticals covered by Global &amp; National Industries and Mid Corporate business segments.</li><li>Ensure that all credit extensions are in compliance with target market, collateral, documentation, legal and regulatory requirements as well as risk appetite framework.</li><li>Responsible for Risk oversight and approvals for one or more credit products, including product/credit standards, as applicable.</li><li>Promote a strong and balanced risk management culture and demonstrate rigorous credit analysis in the underwriting and portfolio management processes.</li><li>Lead execution of key projects.</li><li>Assess the implications to other Risk disciplines when approving transactions or statistical methodologies.</li><li>Lead and coordinate cross functional teams to build credit processes and undertake necessary projects.</li><li>Use available tools and portfolio management techniques to effectively identify and assess trends and risks in the portfolio.</li><li>Assess overall risk infrastructure and linkages within Clients architecture.</li><li>Anticipate client needs (internal and external) and proactively generate ideas to deliver innovative solutions and improve Client’s competitiveness. Ensure that escalated client issues are resolved with urgency.</li><li>Build partnerships across functions/regions. Create and sustain a network of strong relationships.</li><li>Monitor portfolio performance, monitor exceptions, and recommend, where appropriate, to refocus Business strategy and credit approval workflows to be more effective and efficient in turnaround and the quality of approvals.</li><li>Conduct periodic portfolio, remedial, industry and credit product reviews.</li></ul> Requirements: <ul><li>Minimum Bachelor’s degree required MBA or equivalent advanced training preferred.</li><li>Minimum 10 years’ experience in commercial lending risk management and/or related assignments with at least 3 years’ experience in the U.S.</li><li>Product or industry expertise preferred.</li><li>Superior risk assessment skills, including problem recognition, defining and structuring solutions to credit related issues.</li><li>Strong technical skills</li><li>Experience in remedial management situations.</li><li>Demonstrate integrity, independence, leadership, judgment and ability to balance risk and reward.</li><li>Conversant in risk principles, including market, operational, cross border and concentration risk.</li><li>Experienced in a wide range of products (including capital markets, derivatives, and leverage finance), industries and type of financing (acquisition, corporate).</li><li>Experience through multiple credit cycles.</li><li>Ability to deal with ambiguity on credit and business issues in reaching decisions.</li><li>Senior Credit Officer approval authority, or equivalent required.</li><li>Comprehensive knowledge of legal documentation associated with credit risk.</li><li>U.S. collateral perfection requirements.</li><li>Expertise in or the ability to quickly develop the required skill-set in identified specialized segments.</li><li>Computer literate: Word, Excel, PowerPoint, and familiarity with internal bank systems and platforms. Attention to detail with focus on maintaining data integrity.</li><li>Ability to work closely with Loan Operations, Service, Product Managers, Remedial Management, Legal, and Compliance to achieve the business’s objectives.</li><li>Ability to balance risk and reward. Willingness to support business growth.</li></ul> Education: <ul><li>Bachelors degree/University degree or equivalent experience</li><li>Masters degree preferred</li></ul>&nbsp;

Responsibilities: <ul><li>Works across the organization to prioritize and resolve data quality issues that impact the success of the strategic Ledger Program.</li><li>Manages resource allocation of work on key projects/initiatives.</li><li>Deals with complex and highly variable issues with substantial potential business impact.</li><li>Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.</li><li>Advises or coach to new or lower level personnel in the business processes and procedures of area supported.</li><li>Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.</li><li>Influences strategic functional decisions through advice, counsel or provided services that have direct impact on the business.</li><li>Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.</li><li>Handles staff management issues, including resource management and allocation of work within the team/project.</li><li>Potentially Interact with regulators..</li><li>Captures requirements and develop delivery plans</li><li>Develops SLAs, initiate and lead process reengineering to continually drive efficiencies across the management information process.</li><li>Additional responsibilities include senior relationship management, coordinate communications multiple workstreams and organizations.</li><li>Performs other duties and functions as assigned.</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> Requirements: <ul><li>15+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role</li><li>Proven track record of significant organizational transformations and SaaS enabled ERP transformations (Oracle, SAP)</li><li>Highly motivated, strong attention to detail, team oriented, organized</li><li>Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives.</li><li>In-depth analysis with interpretive thinking will be required.</li><li>Utilizes excellent communication skills required to influence and negotiate with senior leaders (across functions); may communicate with external parties.</li><li>Pro-active problem-solver who works well in high-pressure fast-paced environments</li><li>High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation development</li><li>Strong written/verbal communications skills; must be concise, articulate, and persuasive with the ability to articulate complex problems and solutions and the judgement and authority to provide insightful commentary to senior stakeholders.</li><li>Comfortable navigating complex, highly matrixed organizations</li><li>Strong interpersonal skills for interfacing with all levels within the organization including senior management, including a proactive and no surprises approach in communicating issues/requests</li><li>Growth mindset, seeking and implementing feedback and maintaining flexibility to pivot and course correct as needed</li><li>Excellent oral and written communications skills; must be articulate and persuasive Ability to drive change to business practices by working effectively across a global organization and to understand different perspectives</li></ul> Education: <ul><li>Bachelor’s/University degree or equivalent experience, potentially Masters degree</li></ul>

Role Description: <ul><li>The Controllers Data team is responsible for the implementation of enhancements to our client Data Operating Model (DOM) in relation to data consumed or produced by the Controllers organization.</li><li>The team is responsible for understanding the concerns of the stakeholders within the Controllers organization relative to data quality and availability to assess required solutions to address those issues ensuring to coordinate closely with both internal and external stakeholders.</li><li>They are engaged in efforts to remediate the issues through engagement with resolution teams, bridging the gap between the technology teams and the business teams. The focus will be to satisfy the data needs of the Controllers organization with data that is high quality and fit for purpose.</li><li>The Controllers Data team will execute activities in support of Finance Transformation Plan sections for data management and remediation to support data consumption, data production, adjustment reduction and other remediation efforts.</li><li>This position will be a lead analyst role within the team who will be responsible for the operationalization of data management standards for data produced and consumed by the Controllers organization.</li><li>This role will be involved in supporting the data management implementation including defining requirements, supporting implementation, and facilitating consumption of data. Additionally, the role will require coordination with stakeholders in the Controllers organization and other stakeholders across our client.&nbsp;</li><li>The individual in this role will focus on data requirements for data consumed by the Controllers organization, primarily focused on Regulatory Reporting and Books &amp; Records.</li></ul> Responsibilities: <ul><li>Coordinate requirements gathering process for the Controllers consumption of data, working closely with functional teams, process owners, product SMEs across Controllers / Finance to understand data needs, including critical data elements, data quality rules, etc.</li><li>Assess functional team requirements and consolidate/standardize to facilitate conversations with upstream data producers and implementation teams.</li><li>Analyze data to correlate data quality issues with data specifications and quality rules.</li><li>Support the implementation of data management initiatives across our client to ensure the needs of Controllers are met and that the data is fit for purpose.</li><li>Contribute to development and maintenance of data lineage, process maps, data concepts and glossaries</li><li>Facilitate the transition of data consumption from existing models to the enhanced data management framework, including defining consumption points, trusted sources, and technology enablers</li><li>Participate in the development of data quality rules and metrics, including dashboards, KPIs, and other measurements of success.</li><li>Facilitate or contribute to status meetings (recurring and ad-hoc) with required stakeholder communities (including senior management) by preparing materials and updates, summarizing issues and risks, defining agreed action items and next steps</li><li>Create project artifacts including, but not limited to: business and functional requirements, user acceptance test plans, and operational readiness documents</li></ul> Requirements: <ul><li>Bachelor’s degree in Economics, Finance, Accounting, Data Management or related field is required.</li><li>5+ years working in the financial services industry, financial data management, or financial data remediation is required</li><li>Outstanding analytical, strategic and problem-solving skills with ability to break challenges into component parts</li><li>Strong written and verbal communications skills</li><li>Strong interpersonal skills, with evidence of working in collaboration across large organizations, including a proactive and no surprises approach in communicating issues/requests&nbsp;</li><li>Ability to lead and drive change through creative thinking and pragmatism</li><li>Ability to manage multiple activities simultaneously and plan / prioritize appropriately</li><li>Ability to work with stakeholders to elicit and formally define their requirements</li><li>Ability to understand the strategic direction and translate to the delivery of successful results in a complex and cross-functional organization</li><li>Strong ability to extract information by questioning, active listening, and interviewing</li><li>Proficiency in Microsoft Word, Excel, and PowerPoint</li></ul> Preferred Qualifications <ul><li>MBA or other advanced degree is a plus.</li><li>Broad experience of Finance or Operational/Technology function within Banking organization is preferred</li><li>Experience supporting transformation projects and organizational change initiatives a plus</li><li>Demonstrated experience working with financial products life cycles and associated data needs preferred</li><li>Experience with controller functions, financial books &amp; records, and/or regulatory reporting is a plus</li><li>Experience in data governance programs with knowledge of data governance principles and practices is a plus</li><li>Practical experience of data management, data remediation, front to back system data flows, data handling, transmission, aggregation and/or data modelling is a plus</li><li>Program and project management skills that include both Waterfall and Agile e.g. Scrum is a plus</li><li>We are currently working on a hybrid schedule consisting of 2-3 days in office and the remainder remote (specific details depend on location and business group). This is not a remote only role.</li></ul>

Responsibilities: <ul><li>The Financial Books &amp; Records (FB&amp;R) Transformation Initiative has been established under the wider Finance Transformation and comprises three pillars - Accounting, Ledgers and Close, and associated global platforms, processes, and governance.&nbsp;</li><li>The program includes standardizing and reducing risk across current FB&amp;R processes and establishing the next iteration of ledger strategy to adopt and implement global standard SaaS/Cloud based accounting and ledger platforms (the “strategic ledger”).&nbsp;</li><li>The outcome will be a robust global process, governance, and controls to ensure consistent and materially accurate, complete, and timely ledger data and results.&nbsp;</li><li>The Strategic Ledger Data Requirements Manager will be part of the Controllers Data organization supporting the Strategic Ledger Program.</li><li>Directs key initiatives within the business through the collection, analysis, review, reporting, documentation and communication of business needs and requirements.</li><li>Manages resource allocation of work on key projects/initiatives.</li><li>Deals with complex and highly variable issues with substantial potential business impact.</li><li>Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.</li><li>Advises or coach to new or lower level personnel in the business processes and procedures of area supported.</li><li>Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions.</li><li>Influences strategic functional decisions through advice, counsel or provided services that have direct impact on the business.</li><li>Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives.</li><li>In-depth analysis with interpretive thinking will be required.</li><li>Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations.</li><li>Handles staff management issues, including resource management and allocation of work within the team/project.</li><li>Potentially Interact with regulators..</li><li>Captures requirements and develop delivery plans</li><li>Develops SLAs, initiate and lead process reengineering to continually drive efficiencies across the management information process.</li><li>Additional responsibilities include senior relationship management, coordinate communications multiple workstreams and organizations.</li><li>Performs other duties and functions as assigned.</li><li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding , its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal Behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> Requirements: <ul><li>15+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role</li><li>Proven track record of significant organizational transformations and SaaS enabled ERP transformations (Oracle, SAP)</li><li>Utilizes excellent communication skills required to influence and negotiate with senior leaders (across functions); may communicate with external parties.</li><li>Highly motivated, strong attention to detail, team oriented, organized</li><li>Pro-active problem-solver who works well in high-pressure fast-paced environments</li><li>High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation development</li><li>Strong written/verbal communications skills; must be concise, articulate, and persuasive with the ability to articulate complex problems and solutions and the judgement and authority to provide insightful commentary to senior stakeholders.</li><li>Comfortable navigating complex, highly matrixed organizations</li><li>Strong interpersonal skills for interfacing with all levels within the organization including senior management, including a proactive and no surprises approach in communicating issues/requests</li><li>Growth mindset, seeking and implementing feedback and maintaining flexibility to pivot and course correct as needed</li><li>Excellent oral and written communications skills; must be articulate and persuasive Ability to drive change to business practices by working effectively across a global organization and to understand different perspectives</li></ul> Education: <ul><li>Bachelor’s/University degree or equivalent experience, potentially Masters degree.</li></ul>

Responsibilities: <ul><li>The purpose of the Controller Data Team (CDT) is to strengthen controls and transparency of the Balance Sheet by enhancing the quality of the account reconciliation process with strong centralized governance and standardization of the substantiation process, performed in strategic sites, while leveraging best in class automated tools.&nbsp;</li><li>individual responsibilities expected to support initiatives for the CDT commitments related to the Core Capabilities.</li><li>Responsible to the CDT provides accounting guidance, control, support and governance for all business units related to reconciliation processes.</li><li>Responsible to Supporting the CDT project lead in working with Senior Leadership across the organization and with the Core</li><li>Capability chapter owners to understand the requirements impacting CDT, and manage the scope and expectations of those requirements.</li><li>Partnering with technology to document requirements for the strategic technology solutions needed to execute on the commitments</li><li>Maintain Working with all Strategic Partner sites to implement the change in CDT processes</li><li>Providing updates to the project lead and escalating timely if progress in hindered</li><li>Understand current state CDT processes and technology to ensure alignment with the strategic vision</li></ul>&nbsp;Requirements: <ul><li>Experience in Banking or Financial Services industry preferred</li><li>Accounting degree is required</li><li>Candidate will have 7+ years of experience with a degree in accounting from accredited institution, a proven track record for success, and preferably be a CPA or equivalent or working towards a certification.</li><li>Experience with Finance’s strategic technology architecture and other key finance processes across all regions is strongly recommended.</li><li>Candidate should be willing to travel globally as needed.</li></ul> Skills: <ul><li>The selected individual must possess the following skills:</li><li>Well-developed analytical skills</li><li>Must be able to work independently with very little supervision and handle multiple&nbsp;projects simultaneously</li><li>Communication skills including excellent verbal, written and interpersonal skills.</li><li>Proficient in MS Office with Advanced Excel skills</li></ul> Competencies: <ul><li>&nbsp;Versatility and high degree of flexibility required.</li><li>&nbsp;Must possess a strong sense of accountability. Will be required to take responsibility for meeting key milestones to ensure timely execution.</li><li>Demonstrated ability to execute on key deliverables working across functions, regions and business lines.</li></ul>

Role Description: <ul><li>The&nbsp;Legal department seeks to fill the role of Associate General Counsel, Tech Transactions, within the global IP and Operations &amp; Technology law group</li></ul> Responsibilities: <ul><li>This senior role will be responsible for directly negotiating a wide range of complex tech agreements, including software, SAAS, outsourcing and services arrangements for managing members of the tech transactions team, and working on a variety of 3rd party contract related projects at a programmatic level, including regulatory related matters.&nbsp;</li><li>The role requires an enthusiastic team player/leader, with strong relationship and management skills and the ability to communicate complex issues crisply and clearly.&nbsp;</li><li>The successful candidate will proactively work with business and function partners, guiding and supporting their team to resolve deal blocks, and handling assessments and escalations of complex legal/regulatory issues with senior business and control function partners.&nbsp;</li><li>The successful candidate should have extensive experience with complex tech transactions, including SAAS agreement, software licenses and outsourcing agreements, as counsel either to vendor or corporate clients, with ability to directly negotiate deals and manage members of the tech transactions team.&nbsp;</li><li>Excellent analytical, communication and writing skills, with ability to work both independently and collaboratively and demonstrated ability to pragmatically address complex challenges.</li></ul> &nbsp;Requirements: <ul><li>Juris Doctor degree U.S. state bar admission required.</li><li>Minimum 10+ years legal experience required, with 5+ years experience with tech transactional work.&nbsp;</li><li>Experience with financial institutions and/or the financial markets, preferred. Prior management experience a plus.&nbsp;&nbsp;</li><li>Ability to multi task and handle a demanding workload.</li></ul>

Role Description: <ul><li>The Controllers Data team is responsible for the implementation of enhancements to our client Data Operating Model (DOM) in relation to data consumed or produced by the Controllers organization.&nbsp;The team is responsible for understanding the concerns of the stakeholders within the Controllers organization relative to data quality and availability to assess required solutions to address those issues ensuring to coordinate closely with both internal and external stakeholders.&nbsp;They are engaged in efforts to remediate the issues through engagement with resolution teams, bridging the gap between the technology teams and the business teams.&nbsp;The focus will be to satisfy the data needs of the Controllers organization with data that is high quality and fit for purpose. The Controllers Data team will execute activities in support of Finance Transformation Plan sections for data management and remediation to support data consumption, data production, adjustment reduction and other remediation efforts.</li><li>This position will be a lead analyst role within the team, responsible for the operationalization of data management standards for data produced and consumed by the Controllers organization.&nbsp;The individual in this role will focus on one of the following areas:</li><li>Books &amp; Records Data, supporting data consumed and produced by Controllers in the Financial Books &amp; Records processes, such as accounting, ledger, and close; including initiatives such as data requirements, data quality issue remediation, data controls, contractual anchoring/governance, and contractual adjustment remediation.</li><li>Reporting Data, supporting requirements for data consumed by Regulatory Reporting stakeholders in preparation of BCBS 239 and other reports.</li><li>Data Analytics and Program Governance, providing program support across the Controllers Data Team including stakeholder management, status reporting and metrics, action plan execution focused on scoping and risk reduction metrics, along with other strategic initiatives; responsible for budget and headcount management.</li></ul> Responsibilities: <ul><li>Support the implementation of data management initiatives across our client to ensure the needs of Controllers are met and that the data is fit for purpose.</li><li>Participate in the design and implementation of strategic solutions to enhance the data delivery and provisioning platforms for Controllers</li><li>Facilitate the transition of data consumption from existing models to the enhanced data management framework, including defining consumption points, trusted sources, and technology enablers</li><li>Participate in the development of data quality rules and metrics, including dashboards, KPIs, and other measurements of success</li><li>Facilitate or contribute to status meetings (recurring and ad-hoc) with required stakeholder communities (including senior management) by preparing materials and updates, summarizing issues and risks, defining agreed action items and next steps</li><li>Create project artifacts including, but not limited to: business and functional requirements, user acceptance test plans, and operational readiness documents</li><li>Other specific responsibilities as related to the supported function, including requirements gathering, issue root cause remediation, data lineage documentation, control design, process governance etc.</li></ul> Requirements: <ul><li>Bachelor’s degree in Economics, Finance, Accounting, Data Management or related field is required.</li><li>5+ years working in the financial services industry, financial data management, or financial data remediation is required</li><li>Outstanding analytical, strategic and problem-solving skills with ability to break challenges into component parts</li><li>Strong written and verbal communications skills</li><li>Strong interpersonal skills, with evidence of working in collaboration across large organizations, including a proactive and no surprises approach in communicating issues/requests&nbsp;</li><li>Ability to lead and drive change through creative thinking and pragmatism</li><li>Ability to manage multiple activities simultaneously and plan / prioritize appropriately</li><li>Ability to work with stakeholders to elicit and formally define their requirements</li><li>Ability to understand the strategic direction and translate to the delivery of successful results in a complex and cross-functional organization</li><li>Strong ability to extract information by questioning, active listening, and interviewing</li><li>Proficiency in Microsoft Word, Excel, and PowerPoint</li></ul> Preferred Qualifications <ul><li>MBA or other advanced degree is a plus.</li><li>Broad experience of Finance or Operational/Technology function within Banking organization is preferred</li><li>Experience supporting transformation projects and organizational change initiatives a plus</li><li>Demonstrated experience working with financial products life cycles and associated data needs preferred</li><li>Experience with controller functions, financial books &amp; records, and/or regulatory reporting is a plus</li><li>Experience in data governance programs with knowledge of data governance principles and practices is a plus</li><li>Practical experience of data management, data remediation, front to back system data flows, data handling, transmission, aggregation and/or data modelling is a plus</li><li>Program and project management skills that include both Waterfall and Agile e.g. Scrum is a plus</li></ul>

Controller Data TransformationPrimary Location Getzville, New York; Dallas, Texas&nbsp;Job Category Finance Role Description: <ul><li>The Controllers Data team is responsible for the implementation of enhancements to Data Operating Model (DOM) in relation to data consumed or produced by the Controllers organization.&nbsp;The team is responsible for understanding the concerns of the stakeholders within the Controllers organization relative to data quality and availability to assess required solutions to address those issues ensuring to coordinate closely with both internal and external stakeholders.&nbsp;They are engaged in efforts to remediate the issues through engagement with resolution teams, bridging the gap between the technology teams and the business teams.&nbsp;The focus will be to satisfy the data needs of the Controllers organization with data that is high quality and fit for purpose. The Controllers Data team will execute activities in support of Finance Transformation Plan sections for data management and remediation to support data consumption, data production, adjustment reduction and other remediation efforts.</li><li>This position will be a manager role within the team, responsible for the operationalization of data management standards for data produced and consumed by the Controllers organization.&nbsp;The individual in this role will focus on one of the following areas:</li><li>Books &amp; Records Data, supporting data consumed and produced by Controllers in the Financial Books &amp; Records processes, such as accounting, ledger, and close; including initiatives such as data requirements, data quality issue remediation, data controls, contractual anchoring/governance, and contractual adjustment remediation.</li><li>Reporting Data, supporting requirements for data consumed by Regulatory Reporting stakeholders in preparation of BCBS 239 and other reports.</li><li>Data Analytics and Program Governance, providing program support across the Controllers Data Team including stakeholder management, status reporting and metrics, action plan execution focused on scoping and risk reduction metrics, along with other strategic initiatives; responsible for budget and headcount management.</li></ul> Responsibilities: <ul><li>Manage a team of data transformation analysts, including mentoring, guidance, and career development</li><li>Support the implementation of data management initiatives across to ensure the needs of Controllers are met and that the data is fit for purpose.</li><li>Participate in the design and implementation of strategic solutions to enhance the data delivery and provisioning platforms for Controllers</li><li>Facilitate the transition of data consumption from existing models to the enhanced data management framework, including defining consumption points, trusted sources, and technology enablers</li><li>Participate in the development of data quality rules and metrics, including dashboards, KPIs, and other measurements of success</li><li>Facilitate or contribute to status meetings (recurring and ad-hoc) with required stakeholder communities (including senior management) by preparing materials and updates, summarizing issues and risks, defining agreed action items and next steps</li><li>Create project artifacts including, but not limited to: business and functional requirements, user acceptance test plans, and operational readiness documents</li><li>Other specific responsibilities as related to the supported function, including requirements gathering, issue root cause remediation, data lineage documentation, control design, process governance etc.</li></ul> Requirements: <ul><li>Bachelor’s degree in Economics, Finance, Accounting, Data Management or related field is required.</li><li>Working in the financial services industry, financial data management, or financial data remediation is required</li><li>Demonstrated history of successful people management</li><li>Outstanding analytical, strategic and problem-solving skills with ability to break challenges into component parts</li><li>Strong written and verbal communications skills</li><li>Strong interpersonal skills, with evidence of working in collaboration across large organizations, including a proactive and no surprises approach in communicating issues/requests&nbsp;</li><li>Ability to lead and drive change through creative thinking and pragmatism</li><li>Ability to manage multiple activities simultaneously and plan / prioritize appropriately</li><li>Ability to work with stakeholders to elicit and formally define their requirements</li><li>Ability to understand the strategic direction and translate to the delivery of successful results in a complex and cross-functional organization</li><li>Strong ability to extract information by questioning, active listening, and interviewing</li><li>Proficiency in Microsoft Word, Excel, and PowerPoint</li></ul> Preferred Qualifications: <ul><li>MBA or other advanced degree is a plus.</li><li>Broad experience of Finance or Operational/Technology function within Banking organization is preferred</li><li>Experience supporting transformation projects and organizational change initiatives a plus</li><li>Demonstrated experience working with financial products life cycles and associated data needs preferred</li><li>Experience with controller functions, financial books &amp; records, and/or regulatory reporting is a plus</li><li>Experience in data governance programs with knowledge of data governance principles and practices is a plus</li><li>Practical experience of data management, data remediation, front to back system data flows, data handling, transmission, aggregation and/or data modelling is a plus</li><li>Knowledge of metadata management, data lineage, data tracing, and/or data certification is a plus</li><li>Program and project management skills that include both Waterfall and Agile e.g. Scrum is a plus</li></ul>

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