Strategic Ledger Data Issue Remediation Manager

Controller Data Transformation

Controller Roles

Strategic Ledger Data Requirements Manager

FB&R Transformation Solutions Lead - VP

Data Information Management Senior Manager

Data Quality Issues Manager

R2R B&R GPO - Financial Solutions Senior Lead Analyst - Senior Vice President

FB&R Sub Ledger Process Manager

Risk - All Roles

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>

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>

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>

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>

Role Description: <ul><li>The Strategic Accounting &amp; Ledger Program implements a new platform with enhanced technical capability and supports our finance transformation strategy and realization of our Target Operating Model (including global and local processes).</li><li>Thus, a proven track record in large-scale complex programs, change management, process simplification &amp; re-engineering and technology enabled (SaaS/Oracle) implementation are preferred.&nbsp;</li></ul> Responsibilities: <ul><li>Support Product Owners/ Workstream leads in the successful execution &amp; timely completion of the Strategic Ledger Program to achieve business outcomes, including the identification and resolution of issues with proactive risk management, mitigation planning, and resolutions</li><li>Participate strategic ledger governance meetings and complete deliverables within Integrated Project Plan</li><li>Execute the FB&amp;R workstream strategy across Process, Controls and Reporting and Operating Model design</li><li>Deliver workstream communications, prepare and present FB&amp;R updates to senior management forums</li><li>Collaborate with SMEs and End Users to identify key user stories for integration into Target State platforms and contribute to the remediation roadmap to decommission legacy platforms</li><li>Partner with other Product Owners (Accounting, Ledger, Close, Operating Model, Process, or Controls) to coordinate priorities and ensure consistency of deliverables and artifacts across all workstreams</li><li>Provide workstream level metrics and business cases including risk reduction and efficiency measures</li><li>Participate in testing, deployment of system modules and provide inputs to defining the future state service delivery and sustainment model</li><li>Manage workstream intra- and inter-dependencies across stakeholder groups including System Integrators</li><li>Build strong relationships with Program Office Leaders, Program Sponsors and Technology Leaders as well as stakeholders in other Client-wide initiatives (Finance Data initiative, Consent Order), Product Control, Financial Control, and operational stakeholders (FRSS) to identify further transformation opportunities&nbsp;&nbsp;</li><li>Work with multiple stakeholders, including process and product owners to identify and prioritize improvement opportunities and oversee implementation of Finance Transformation initiatives</li><li>Lead process standardization, assessing current state processes, identifying key metrics for tracking performance of core processes and driving process improvements</li><li>Design processes solutions, leveraging best-in-class business process management tools and Client Enterprise Architecture Methodology (CEAM), to measure performance and drive Target Operating Model implementation</li></ul> Requirements: <ul><li>6-10+ years of relevant experience, in financial services with a focus on transformation and program delivery</li><li>Previous experience in Finance and/or Accounting</li><li>Work experience in Controllers and/or Shared Services (FRSS) areas supporting Controllers is preferred</li><li>Strong verbal and written communication skills; ability to present ideas to audiences at all levels.</li><li>Organizationally savvy; understands systems, management processes, knows where to go for information and how to interpret</li><li>Franchise player; ability to operate both broad and deep, critical thinker, self-motivated; comfortable working with ambiguity</li><li>Understanding of the regulatory and control requirements around Client’s ledgers including ICOFR and SOX (Accounting roles focus)</li><li>High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation development</li><li>Experience with Process re-engineering, business transformation and process simplification is preferred</li><li>CA/ CPA preferred</li></ul>&nbsp;Education: <ul><li>Bachelors Degree, potentially Masters degree in Business, Technology or a quantitative discipline or equivalent work experience</li></ul>

Job Role: <ul><li>The Client Remediation Issue Management Lead accomplishes results through the management of professional team that Integrates subject matter and industry expertise within a defined area.&nbsp;</li><li>Contributes to standards around which others will operate.&nbsp;</li><li>Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function.&nbsp;</li><li>Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and Regulators.&nbsp;</li><li>Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise.&nbsp;</li><li>Involved in short-term planning resource planning.&nbsp;</li><li>Indirect responsibility of a cross-functional team to identify and validate client population analytics for issues requiring client remediation and remuneration.</li></ul> Responsibilities: <ul><li>Manage and drive the client remediation process ensuring alignment with Issue Management Procedure and Policy and US Consumer Remediation Procedure.</li><li>Ensure client remediation identified populations are accurate, complete, appropriate and well-documented in terms of data waterfalls, sources, flows, limitations and assumptions.</li><li>Work with Issue/CAP owner, subject matter experts, and other key stakeholders to outline requirements needed to identify impacted population</li><li>Perform maker-checker analysis and data validation.</li><li>Provide consistent Issue status communication to senior leaders in supported Lines of Business which includes applicable escalations.</li><li>Develops and supports analytical solutions for continuous auditing across a wide array of consumer products.</li><li>Support Issue Validation through requisite testing of data sets across multiple platforms, including SAS, SQL Server, Oracle and other databases for accuracy and applicability to internal audit testing and regulatory requirements.&nbsp;</li><li>Leverage communication and influencing skills to guide issue and corrective action plan owners and issue managers throughout the remediation issue management process.&nbsp;</li><li>Enable the Client Remediation and Issue Management teams so that their knowledge and confidence ensures successful results.</li><li>Display continued growth in leadership and coaching to be a quality contributor and point of contact for all areas of the business in identifying and escalating issues and making sound decisions based on facts and business knowledge, and delivering innovative decisions/solutions</li><li>Drive a culture of continuous improvement and efficiency within the Client Remediation team as well as with our involvement with our business partners. Improve speed and consistency in identifying and escalating Issues while maintaining accuracy and full mitigation.</li><li>Keeps abreast of the organization’s operational processes and best practices for business strategy.</li><li>Build partnerships with supported Line of Businesses Operations leaders, process owners, client experience leaders, analytic partners, control leaders, Legal, Compliance, Risk, Internal Audit and Training, so that efforts are aligned with strategy and department efforts, ensuring downstream impacts are considered and business solutions are optimized.</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: Project Management and interpersonal skills: <ul><li>Strong Project Management skills with continuous effort to identify and overcome bottleneck.</li><li>Ability to identify, clearly articulate and solve complex business problems and present them to the management in a structured and simpler form</li><li>Ability to build connections, promote ideas and work collaboratively across all levels of seniority and across boundaries</li><li>Well organized with excellent time management skills</li><li>Self-motivated, focused, detailed oriented and able to work efficiently to deadlines are essential</li><li>Lateral thinker, with ability to manage change and analytical ability to recognize areas of improvement</li><li>Ability to work with a high degree of autonomy</li><li>Confident, articulate and have a high degree of personal integrity</li><li>Presentations to both technical and non-technical personnel including Senior Management</li></ul>

Overview: <ul><li>The Human Resources organization at is building a new Data group.&nbsp;</li><li>This is an exciting opportunity for an experienced Data Issues manager, to enter at the “ground floor” and contribute to the future organization.&nbsp;</li><li>As Data Issues manager for HR Chief Data Officer (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 management program.</li><li>Reporting to the Head of Data Quality for HR CDO, you will demonstrate hands-on expertise in building and executing HR data issue management solutions to mitigate risks and to help ensure function-wide adoption of industry best practice. You will be responsible to implement the standardized Data Concern Remediation Process across the HR Organization.</li></ul> Responsibilities: <ul><li>Support the implementation of data governance initiatives including documenting enterprise data, managing data issues, and reporting/metrics</li><li>Partnering with business function leads in the data quality issue/defect management process, including maintaining a repository of issues for monitoring and filtering/triaging data concerns</li><li>Analyze data quality exceptions to identify root cause and business impact for data quality issues raised</li><li>Collaborate with data users, owners and enablers to assist with the implementation and adoption of tools necessary to build and run effective data management tools and processes</li><li>Enhance data quality process automation, governance and reporting</li><li>Prepare and present written and verbal updates to senior management</li></ul>&nbsp;Requirements: <ul><li>6-10 years of relevant experience with a particular focus in the data, technology and/or operations space highly preferred</li><li>Experience in data governance and data management tools and concepts, and the ability to understand issues at both strategic and operational levels</li><li>Proven ability to quickly learn and apply data concepts may be considered in lieu of experience</li><li>Strong problem-solving skills with the ability to evaluate moderately complex and variable issues and where the development of approach and action may involve consideration/weighing of various alternatives</li><li>Eagerness to learn, test and improve</li><li>Strong interpersonal and communication skills</li><li>Ability to work effectively within a large, matrixed organization</li><li>Strong stakeholder management, project management and organizational skills</li><li>Experience working on large scale projects and change initiatives preferred</li></ul>&nbsp;Education: <ul><li>Bachelor’s/University degree or equivalent experience / Masters degree</li></ul>

Role Description: <ul><li>Centralizing and standardizing accounting into global accounting hubs and sub-ledgers&nbsp;</li><li>Implementing a standard sub ledger and general ledger for the firm</li><li>Replacing current Operating and Reporting ledgers, including those embedded in bank-in-a-box platforms such as Flexcube</li><li>Automating and streamlining accounting and ledger processes and controls</li><li>Addressing source data quality issues impacting ledgers in partnership with enterprise-wide data priorities</li><li>Aligning contractual and instrument level balances and positions with financial balances</li></ul> Responsibilities: <ul><li>Owning the definition and execution of FB&amp;R Close and Substantiation strategy and related workstreams including operating model, process, and controls</li><li>Work with existing FB&amp;R platforms, Close and Substantiation teams to identify key use cases and user stories for integration into defining the Strategic Close &amp; Substantiation for the Oracle platform and advise on the roadmap to decommission legacy platforms, capabilities, and processes.</li><li>Partner with the Finance Data Initiative to coordinate alignment of FB&amp;R and Data transformation priorities</li><li>Partner with General Ledger workstream to coordinate alignment of Ledger and Chart of Account design, and enablement of reconciliations and Close &amp; Substantiation processes</li><li>Partner with Accounting workstream to coordinate alignment of Sub-Ledger Design Strategy, and enablement of reconciliations and Close &amp; Substantiation processes</li><li>Formulating and setting strategic direction for the process, organization, and architecture for Close &amp; Substantiation</li><li>Working with Financial Control, Product Control, Valuation Control, Tax and operational stakeholders to identify further transformation opportunities related to closing and substantiating our legal entities and group consolidation.</li><li>Participate in strategic ledger governance and lead workstream deliverables</li><li>Manage workstream intra- and inter-dependencies across stakeholder groups including System Integrators</li><li>Manage workstream level metrics and business cases including risk reduction and efficiency measures</li><li>Lead workstream communications, prepare and present FB&amp;R updates to senior management forums</li><li>Partner and coordinate across build, testing, training, and deployment activities of Close and Substantiation and provide inputs to defining the future state service delivery and sustainment model</li></ul> Areas of Responsibility: <ul><li>Identify, develop and implement new finance processes and drive harmonization with Oracle Cloud.</li><li>Support the process to ensure that current and future business requirements are comprehensively mapped.</li><li>Ensure that any proposed solutions fit for the needs of the finance function in terms of quality, functionality and overall integrity.</li><li>Provide consultancy on clear expectations and acceptance criteria of the system, processes and solutions.</li></ul> Requirements: <ul><li>A high-profile role within Finance transformation with a global scope, ideal candidates would have an in-depth knowledge of financial close, balance sheet substantiation and reporting processes gained through extensive experience in a senior Controller, Finance Transformation or Technology role at or a similar institution.&nbsp;</li><li>The role holder will be expected to provide both strategic and operational thought leadership over the FB&amp;R transformation with the ability to lead and influence a wide number of stakeholders, virtual and matrix teams at SVP (Senior Vice President) level.</li><li>The ideal candidate will be highly motivated, team oriented, and a proactive problem solver.&nbsp;</li><li>They will possess strong communication and interpersonal skills with the ability to synthesize and communicate complex information in a clear, concise manner to various levels of stakeholders including both end users and senior/executive leadership.&nbsp;</li><li>They must feel comfortable navigating complex and ever-changing environments with the ability to educate and persuade senior stakeholders.&nbsp;</li><li>They will possess the ability to drive change throughout a large, global organization.</li><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>15+ years of experience in Accounting, Finance or related field in the Financial Services industry</li><li>Proven track record of significant Finance organizational transformations</li><li>Prior experience with implementation of complex global group close and substantiation and reconciliation solutions</li><li>Significant experience in process re-engineering / improvement design and implementation of finance solutions using commercial Cloud technologies</li><li>Understanding of accounting concepts related to US GAAP and IFRS standards, balance sheet substantiation, ledger, and close processes</li><li>Understanding of the regulatory and control environment and requirements around ledgers or a similar institution</li><li>Experience in building and managing diverse, inclusive, and high-performing teams</li><li>Highly motivated, strong attention to detail, team oriented, organized</li><li>High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation development</li></ul> Qualifications: <ul><li>Previous experience as a Solution Architect for Oracle EPM Cloud specialized on Oracle EPM FCCS and ARCS.</li><li>Good knowledge on financial consolidation and accounts reconciliation using Oracle EPM FCCS and ARCS.</li></ul> Preferred: <ul><li>Experience with SaaS enabled ERP transformations (Oracle, SAP)</li><li>Leadership Experience as a Process or Product Owner within a Chief Accounting Officer, Controllership and Finance Shared Services Organization is preferred.</li><li>Project Management certifications e.g., PMP (Project Management Professional), Agile Certifications or equivalent is a strong plus</li></ul> Education: <ul><li>Bachelors’ degree in Finance, Accounting, Business, Management, or related field is required; CA or CPA or equivalent will be a differentiator</li></ul>

Responsibilities: <ul><li>Support the definition and execution of FB&amp;R Instrument Sub-ledger strategy and related workstreams sub-ledger including operating model, process and controls</li><li>Work with existing sub-ledger platforms to identify key use cases and user stories for integration into strategic ledger and roadmap to decommission legacy capabilities and platforms.</li><li>Partner with Finance Data Initiative to coordinate alignment of FB&amp;R Sub-ledger and Data transformation priorities.</li><li>Partner with Accounting Transformation director to coordinate alignment of Accounting Hub and sub-ledger functionality.</li><li>Working with Product Control, Financial Control and operational stakeholders to identify further transformation opportunities and MVPs.</li><li>Participate in strategic ledger governance and ensure alignment of workstream deliverables</li><li>Manage workstream intra- and inter-dependencies across business stakeholder groups</li><li>Represent workstream in key CO governance meetings including ICG,CGB, CAO and Finance forums.</li><li>Manage workstream level metrics and business cases including risk reduction and efficiency measures.</li><li>Support workstream communications, prepare and present FB&amp;R updates to senior management forums.</li></ul> Requirements: <ul><li>Detailed knowledge of business and products</li><li>Detailed understanding of accounting concepts, both US GAAP/IFRS</li><li>In depth Knowledge Oracle, SAP or similar ledger platforms including instrument sub-ledger capabilities (e.g. OFSAA, AHCS) and sub-ledger data, process and operational design.</li><li>Experience with operating model design and shared services methodologies</li><li>Strong network of senior finance, shared services and business/operations stakeholders, with the ability to influence senior Finance, Business and Operations senior management at MD level</li><li>Ability to partner with other functions to drive the design and implementation of new ledger Governance, processes and controls</li><li>A strong track record in driving global change within a finance function, with significant experience with process re-engineering / process improvement, design and implementation of finance processes.</li><li>Experience of agile / hybrid program methodologies, with track record of delivering in agile</li><li>Ability to communicate effectively, both written and verbal, across organizational levels, functions and regions</li><li>Understanding of the regulatory and control requirements around ledgers including ICOFR and SOX.</li></ul> Qualifications &amp; Skills: <ul><li>Bachelors’ degree in Finance, Accounting, Business, Management or related field</li><li>Significant experience in Process re-engineering and current/target state process mapping</li><li>10+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role</li><li>8+ years of experience in implementing Technology Enabled Transformation or Digital Transformations in the Financial Services industry</li><li>Proven track record of significant organizational transformations and SaaS enabled ERP transformations (Oracle, SAP, Workday)</li><li>10+ years’ experience in successfully managing complex projects and programs which include external suppliers through the full project lifecycle, from conception through rollout and ongoing support.</li><li>High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation development</li></ul> Preferred: <ul><li>Experience with SaaS enabled ERP transformations (Oracle, SAP, Workday)</li><li>Leadership Experience as a Process or Product Owner within a Chief Accounting Officer, Controllership and Finance Shared Services Organization is preferred.</li><li>Project Management certifications e.g., PMP (Project Management Professional), Agile Certifications or equivalent is a strong plus.</li></ul> Education: <ul><li>Bachelors’ degree in Finance, Accounting, Business, Management, Engineering, or related field is required</li></ul>

Role Description: <ul><li>Chief Administrative Office (CAO) plays a critical role in leading Transformation initiatives, which represent the bank’s top priorities globally at an enterprise-wide level. This includes&nbsp;Data Governance Plan, which is being developed to bring the bank forward per the direction set in&nbsp;Enterprise Data Strategy. The CAO, in partnership with the Chief Data Governance Office (CDGO), will be focused on delivering against the commitments outlined in the Data Governance Plan including a governance framework, as well as a number of foundational data capabilities.</li></ul> <ul><li>The Program Delivery leads will ensure that the projects/programs they are involved in are completed on time, to specification, and within budget. They will ensure that all project/programs members deliver as required to meet committed deadlines and where concerns/risks are identified these are escalated in time for corrective action to the taken and the initial deadlines met wherever possible. These roles are very focused on driving delivery and as such, will suit hands-on delivery-focused professionals regardless of business background.</li></ul> Responsibilities: <ul><li>Overall Program/Project Deliverable management</li><li>Understand the key business deliverables required for a Program/Project and the associated dependencies on other programs to ensure all dependencies are actively managed</li><li>Develop, refine, and rebaseline detailed milestone plans; ensure they are available for all important deliverables, that the milestones are well understood, and have a single point owner responsible for delivery</li><li>Address potential barriers to timely execution before they impact critical path delivery. Ensure proactive management of deliverables such that issues/risks are escalated promptly in order to allow for timely remediation and delivery of the project/program as scheduled</li><li>Lead the identification and drive resolution of issues, including those outside established projects of work</li><li>Ensure clear and transparent reporting of project/program status to senior executives</li><li>Collaborate with Program Managers across other initiatives and programs to action deliverables from reviews of each program’s defined scope, target state, and success criteria to ensure it fully addresses the letter and the spirit of the regulatory feedback, broader supervisory expectations, and underlying issues and root causes, and is embedded in a broader strategic vision</li></ul> General Project Activities: <ul><li>Partner with members of the CDGO organization to drive and support the execution of data capability components, including but not limited to: metadata management; data lineage; data modeling; reference and master data management; and metrics</li><li>Collaborate with program/project teams and functional groups (Front-office, Risk, Finance, Technology, Learning &amp; Development, Human Resources) to drive execution of requirements, training, and ensuring compliance with standards</li><li>Build strong relationships with key stakeholders including program sponsors, program leads, and team members across all levels</li><li>Execute against multiple contending priorities simultaneously</li><li>Guarantee compliance with the PM standard procedures and with all applicable tools used for program and project management (including, but not limited to, issue/risk tracking and escalation, and scorecard/metrics)</li></ul> Requirements: <ul><li>A minimum of 10 years of experience</li><li>Demonstrates a consistent track record of having worked as a Program or Project Manager, or working on large, strategic cross-functional projects</li><li>Previous program/project management, consulting, or technology experience preferred with the ability to create and manage large and complex projects using MS Project</li><li>Demonstrates a consistent track record of having worked as a Program or Project Manager, or working on large, strategic cross-functional projects</li><li>General understanding of relevant banking regulation and supervisory expectations for large complex financial institutions is strongly preferred</li><li>Exemplary written and oral communication skills required, ability to synthesize key messages</li><li>Experience and ease in interfacing with Senior Management preferred</li><li>Well-developed listening skills and a strong ability to engage at the senior management level</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</li><li>Ability to see the "big picture" while thriving with activities requiring close attention to detail</li><li>Good influencing, facilitation, and partnering skills</li><li>Ability to "roll up sleeves" and serve as a “player-coach”</li><li>Need for ‘intellectual curiosity’, critical thinking skills, and ability to raise difficult questions</li><li>Bachelors degree and demonstrable delivery skills are the most critical qualification for these roles</li><li>Process reengineering and process mapping experience preferred, along with a proven track record of successfully managing meaningful portions of large, complex, and transformative projects</li></ul>

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479 strategic ledger data issue remediation manager Jobs found