Vice President, Finance Transformation Planning Initiative – Models, Lead Analyst

Record to Report GPO, Financial Solutions

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

Financial Planning Analysts

SVP - Capital Planning GPO (RWA Forecasting)

FB&R Transformation Solutions Lead - VP

Sr Solution Architect

FB&R Transformation Solutions Lead

Controller Data Transformation Lead Analyst – Data Requirements

Controller Roles

Responsibilities: <ul><li>Facilitate Internal Audit engagement across milestone lifecycle. Manage calendar of Internal Audit interaction and coordinate SMEs to source and organize content for milestone kick-off, deliverable pre-closures, closure, and validation materials.</li><li>Oversee and refine the closure process to maintain efficiency.</li><li>Ensure consistency/quality of content and timeliness of responses.</li><li>Identify risks and issues impacting schedule and quality of deliverables with follow-through on mitigation and resolution.</li><li>Support efforts to define and implement the Models Project target state.</li><li>Design and maintain Dashboards to track key metrics for forecasting models</li><li>Provide analytical support and develop analytical tools to track milestones progress.</li><li>Provide reporting and informational updates to the Finance Transformation office and collaborate with the team to develop and ensure timely and consistent status reporting.</li><li>Partner closely with key stakeholders and contribute to driving key priorities within Planning.</li><li>Identify opportunities to add value beyond the scope of formal projects.</li><li>Oversight and Coordination of ad-hoc requests.</li><li>Perform other duties and functions as assigned.</li></ul> Requirements: <ul><li>5-10+ years of relevant experience within the financial services industry required.</li><li>MUST have Experience in auditing and model risk management (model development, model validation, model performance monitoring, model risk management governance) or equivalent experience</li><li>An understanding of Internal Audit processes</li><li>MUST have Understanding of SR11-07 and SR15-18</li><li>Excellent report writing skills</li><li>Excellent quantitative and qualitative skills; being able to analyze and present data insights (excellent data visualization skills, and fluency in Microsoft Excel, Power BI, Visio and Power Point), draw conclusions, identify trends and issues, and diagnose root cause of issues.</li><li>Outstanding communication, diplomacy &amp; presentation skills required in order to guide and influence stakeholders at all levels within the Organization.</li><li>Demonstrated ability to translate data into insights that are clear, concise, and meaningful.</li><li>Strong business analysis competency with historic success in shaping opportunities via conceptual thinking and abstract problem solving capabilities.</li><li>Knowledge of financial forecasting, modelling and stress testing methodologies and processes.</li><li>Track record of success in delivering high quality work in a fast paced and dynamic environment within a heavily matrixed organization.</li><li>The ability to multi-task productively while managing conflicting priorities is necessary for success</li><li>Experience in supporting transformation projects and organizational change initiatives.</li><li>Integrity, maturity, dependability, a “roll-sleeves” and “can-do” professional attitude.</li></ul>

The scope of the program includes:·&nbsp;&nbsp;&nbsp;Centralizing and standardizing accounting into global accounting hubs and sub-ledgers&nbsp;·&nbsp;&nbsp;&nbsp;Implementing a standard sub ledger and general ledger for the firm·&nbsp;&nbsp;&nbsp;Replacing Citi’s current Operating and Reporting ledgers, including those embedded in bank-in-a-box platforms such as Flexcube·&nbsp;&nbsp;&nbsp;Automating and streamlining accounting and ledger processes and controls·&nbsp;&nbsp;&nbsp;Addressing source data quality issues impacting ledgers in partnership with enterprise-wide data priorities·&nbsp;&nbsp;&nbsp;Aligning contractual and instrument&nbsp;level balances and positions with financial balancesThe&nbsp;FB&amp;R Close and Substantiation Senior Vice President&nbsp;will be part of the overall FB&amp;R Initiative.Key Responsibilities:·&nbsp;&nbsp;&nbsp;Owning the definition and execution of FB&amp;R Close and Substantiation strategy and related workstreams including operating model, process, and controls·&nbsp;&nbsp;&nbsp;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.·&nbsp;&nbsp;&nbsp;Partner with the Finance Data Initiative to coordinate alignment of FB&amp;R and Data transformation priorities·&nbsp;&nbsp;&nbsp;Partner with General Ledger workstream to coordinate alignment of Ledger and Chart of Account design, and enablement of reconciliations and Close &amp; Substantiation processes·&nbsp;&nbsp;&nbsp;Partner with Accounting workstream to coordinate alignment of Sub-Ledger Design Strategy, and enablement of reconciliations and Close &amp; Substantiation processes·&nbsp;&nbsp;&nbsp;Formulating and setting strategic direction for the process, organization, and architecture for Close &amp; Substantiation·&nbsp;&nbsp;&nbsp;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.·&nbsp;&nbsp;&nbsp;Participate in strategic ledger governance and lead workstream deliverables·&nbsp;&nbsp;&nbsp;Manage workstream intra- and inter-dependencies across stakeholder groups including System Integrators·&nbsp;&nbsp;&nbsp;Manage workstream level metrics and business cases including risk reduction and efficiency measures·&nbsp;&nbsp;&nbsp;Lead workstream communications, prepare and present FB&amp;R updates to senior management forums·&nbsp;&nbsp;&nbsp;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 modelA high-profile role within Citi’s 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 Citi or a similar institution. 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.The ideal candidate will be highly motivated, team oriented, and a proactive problem solver. 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. They must feel comfortable navigating complex and ever-changing environments with the ability to educate and persuade senior stakeholders. They will possess the ability to drive change throughout a large, global organization.Qualifications:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Previous experience as a Solution Architect for Oracle EPM Cloud specialized on Oracle EPM FCCS and ARCS.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Good knowledge on financial consolidation and accounts reconciliation&nbsp;using Oracle EPM FCCS and ARCS.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Areas of Responsibility:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Identify, develop and implement new finance processes and drive harmonization with Oracle Cloud.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Support the process to ensure that current and future business requirements are comprehensively mapped.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Ensure that any proposed solutions fit for the needs of the finance function in terms of quality, functionality and overall integrity.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Provide consultancy on clear expectations and acceptance criteria of the system, processes and solutions.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10+ years of relevant work experience with global corporations and financial services experience gained in Banking or in an associated consulting role·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10+ years of experience in Accounting, Finance or related field in the Financial Services industry·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Proven track record of significant Finance organizational transformations·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Prior experience with implementation of complex global group close and substantiation and reconciliation solutions·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Significant experience in process re-engineering / improvement design and implementation of finance solutions using commercial Cloud technologies·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Understanding of accounting concepts related to US GAAP and IFRS standards, balance sheet substantiation, ledger, and close processes·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Understanding of the regulatory and control environment and requirements around Citi’s ledgers or a similar institution·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience in building and managing diverse, inclusive, and high-performing teams·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Highly motivated, strong attention to detail, team oriented, organized·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;High proficiency with Microsoft Office Suite, particularly Excel for reporting and PowerPoint for presentation developmentPreferred:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Experience with SaaS enabled ERP transformations (Oracle, SAP)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Leadership Experience as a Process or Product Owner within a Chief Accounting Officer, Controllership and Finance Shared Services Organization is preferred.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Project Management certifications e.g., PMP (Project Management Professional), Agile Certifications or equivalent is a strong plus.Education:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Bachelors’ degree in Finance, Accounting, Business, Management, or related field is required; CA or CPA or equivalent will be a differentiatorWe 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.

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>As a Financial Planning Analyst in the new CoE, you will embrace a huge challenge and responsibility:&nbsp;</li><li>First point of contact for the Market counterparts to integrate market business strategies into Operating Income</li><li>Simulations and scenarios (Price, Excise Tax, Share of Market, Consumer Acquisition and Volume) for decision-making.&nbsp;</li><li>As Power User of the Operating Income forecasting tool you will deliver high quality estimates.&nbsp;</li><li>You will provide markets services, based on a Service Level Agreement, with timely input and analysis delivery.&nbsp;</li><li>You will take initiative and participate in the process of continuous improvement, in collaboration with the System Governance team and Markets.&nbsp;</li><li>For this purpose, you will work closely with both internal and external partners supporting PMI affiliates with new analytics solutions at the&nbsp;</li><li>Same time you’ll be challenged to contribute with innovative ideas and work collaboratively not only with your team, but the entire organization.</li></ul> Requirements <ul><li>Degree in Management, Finance, Statistics, Economics, Mathematics, Business Analytics or similar;&nbsp;</li><li>Minimum 2 years of validated experience in analytical functions;&nbsp;</li><li>Business Development and Planning experience is a strong plus;&nbsp;</li><li>Strong numerical and analytical skills, including experience with developing and/or maintaining financial models;&nbsp;</li><li>Proficiency in MS Office and English language (spoken and written);</li><li>Good communication skills: strong ability to communicate complex scenarios in a simple way;&nbsp;</li><li>Customer satisfaction mindset: quality and timeliness of delivery.</li></ul>

Responsibilities:: <ul><li>Research the business problem, related issues and then develop and socialize solutions and improvements with all the relevant partners and seniors (including all key requirements and constraints).</li><li>Understand the current state, design and create the lead business view of the new target states and long term operating models (people, process, systems) for the most critical Capital Planning processes (Capital Ratios, GCIB, RWA etc.).</li><li>Drive process, control and technology improvements for Capital Planning processes with the goal of reducing manual processes and improving the control environment.</li><li>Responsible for control and completion of specified projects ensuring consistency with project management governance.</li><li>Participates in formulating and setting direction for process and business architecture being changed.</li><li>Accountable for credible evaluation of methodologies, results, governance and processes related to capital planning and contribution to future strategy of the overall approach to capital planning review and challenge.</li><li>Use business proof of concepts (e.g. utilizing excel, diagrams, etc.) to analyze and identify deficiencies in current process and to design enhancements and proposals.</li><li>Present outcome of proof of concepts, in partnership with SMEs, to senior leaders to get sponsorship for solutions.</li><li>Acts as an end to end SME on individually owned initiatives and work streams for holistic capital planning process. Be a fast learner on each new initiative and project by reaching out and gathering all the facts.</li><li>Manage matrix teams and partners across multiple initiatives.</li><li>Be able to identify material variances and their drivers at the individual and total Business levels.</li><li>Partner in investment / budget estimation for new solutions. Create business case for chosen solutions and present to senior leadership to request budget. Finalize requirements for chosen solutions for technology development.</li><li>Plan and execute upon the agreed upon tactical as well as strategic road map of each initiative to drive the results, improvements, innovations and transformations.</li><li>Own and drive the new solutions, designs and build (the manual and automated portions) with the partners, the ultimate development of new capabilities and the aggregation, reporting and visualization of the results.</li><li>Conduct oversight as to any errors, manual interventions and tests on data quality, data tracing, manual adjustments and entries for logic and reasonableness.</li><li>Develop, resolve and closely monitor execution of any regulatory, audit or self-identified control issues.</li><li>Own the delivery of remediation activities against Regulatory Reporting issues committed to partners, IA and/or Regulators as the case may be.</li><li>Emphasize improvements, with a business lens, that ultimately help solve big problems, streamline global processes, reuse existing infrastructure, improve timeliness, automate information flows, leverage latest technologies, eliminate large redundant steps, reconciliations and multiple manual touch points.</li><li>Surface any new capital planning or digital innovation opportunities identified in the businesses and functions during the course of own analysis and research of the current processes.</li><li>Build strong partner relationships with other counterparts across the organization.</li><li>Drive and lead discussions with management and stakeholders on all the owned initiatives.</li><li>Create project plans and manage project execution in partnership with SMEs from finance, business, technology and operations.</li><li>Manage governance of projects and provide regular updates to Capital Planning leadership team.</li><li>Present in groups meetings and contribute to best-in-class thought-leadership.</li><li>Maintain written documentation of projects, processes and procedures related to preparing and filing any reports, for senior management communications and/or in case of an audit requirement.</li><li>Provide related training to counterparts across the organization in the area of expertise.</li><li>Continuously improve own expertise of the capital planning domain to be a trusted advisor in the area.</li><li>Drive planning and execution to meet strategic objectives of regulatory transformation programs around report automation, strategic consumption, EUC remediation, and other funded programs as identified</li></ul> Requirements:: <ul><li>This is a highly strategic and business critical regulatory role that will provide significant exposure to senior management, and will partner extensively with colleagues across Finance, Technology, Operations; other 2nd line of defense functions including Risk Management and IA; and lines of businesses.</li><li>The body of work involves an agenda for transformational change and complex re-engineering across multiple areas as opposed to bau. </li><li>Consequently, each project, subject matter area or problem that will manifest would be different, resulting into an ever changing variety of interesting efforts and challenges.</li><li>Position provides a unique vantage point to gain a firm-wide perspective across all businesses (ICG, CCB and Consumer), scenarios and methodologies (e.g. Standard, Advanced, COVID-19) and risks (credit, market, liquidity, strategic and reputational).</li><li>The candidate has a unique opportunity to gain a broad understanding of many key facets of capital planning and stress continuum, including how it is done in a large globally systemic financial institution.</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>

Role Description: <ul><li>The Sr Solution Architect will play a pivotal role in software development activities and long-term initiative planning and collaboration across the Strategy &amp; Transformation (S&amp;T) organization.</li><li>Software Engineering is the cornerstone of scalable digital transformation across the company’s value chain.</li><li>This leader will establish an end-to-end vision of the overall application design and provide technical leadership to the application architecture in terms of focus, technical direction, and breadth of coverage of relevant technologies.</li></ul> Responsibilities: Strategy​: <ul><li>Create the vision and guide aÌ team of engineers to build and support digital products and services (DPS) across S&amp;T core priorities</li><li>Lead multi-discipline, high-performance work teams distributed across remote locations effectively. Build, manage, develop, and mentor a team of engineers.</li><li>Interact with executives across the company to lead the narrative around software engineering</li><li>Manage and appropriately escalate delivery impediments, risks, issues, and changes tied to the engineering initiatives to the stakeholders</li><li>Develop application architecture strategy in alignment with the Business goals​</li><li>Manages an application architecture governance process develops, communicates and ensures adherence to architecture processes, principles, policies and standards for the enterprise​</li><li>Review business drivers and strategies understands the implications to the application architecture and identifies/mitigates risks to solutions. ​</li><li>Champion and communicate the application architecture to the business leaders and contracting teams, associating the implication of the architecture to objectives/drivers/goals. ​</li></ul> Architect: <ul><li>Define development guidelines and standards to be utilized in application development and integration​</li><li>Analyze the current IT ecosystem application architecture to identify weaknesses and develop opportunities for improvements​</li><li>Define transition steps and strategy from the current to the future application architecture​</li><li>Define the conceptual and detailed architecture for the development of applications and oversee the evolution of that architecture as the platform is deployed across the entire organization​</li><li>Develop methods to integrate systems that interact and extend across organizational and functional lines​</li><li>Develop and maintain IT ecosystem application architecture models, processes and documentation</li></ul> Innovate: <ul><li>Identify emerging technologies that can enable the overall business architecture​</li><li>Contribute to the development of proof of concepts or prototypes​</li><li>Partners with associates to build a comprehensive reference architecture, examine existing frameworks and prepare for the future</li></ul> Requirements: <ul><li>Demonstrated passion for excellence with respect to Engineering services, education, and support</li><li>Strong interpersonal skills, ability to navigate through a complex and matrixed internal environment</li><li>Ability to work collaboratively with regional and global partners in other functional units</li><li>Ability to navigate a complex organization and to influence and lead people across cultures at a senior level</li></ul>

Responsibilities: <ul><li>Drive 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 in identifying areas of improvements to drive simplified products, create repeatable processes, implement the Target State systems, improve the customer experience, reduce issues and streamline the control environment</li><li>Facilitate strategic ledger governance meetings and manage deliverables within Integrated Project Plan</li><li>Execute the FB&amp;R workstream strategy for Process, Close Reporting or Controls</li><li>Manage workstream communications, prepare and present FB&amp;R updates to senior management forums</li><li>Collaborate with existing Product Owners and End users to identify key user stories for integration into Target State 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 wide initiatives (Finance Data initiative, Consent Order), Product Control, Financial Control, and operational stakeholders (FRSS) to identify further transformation opportunities&nbsp;&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 Enterprise Architecture Methodology (CEAM), to measure performance and drive Target Operating Model implementation</li></ul> Requirements: <ul><li>10+ years of relevant experience, in financial services with a focus on transformation and program delivery (full project lifecycle, from conception through rollout and ongoing support)d</li><li>Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function.</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>Excellent verbal and written communication skills; ability to present ideas to audiences at all levels.&nbsp;</li><li>Skills to engage with senior management while also engaging product owners and SMEs</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>Strong business analysis competency with measurable success in shaping opportunities via conceptual thinking</li><li>Understanding of the regulatory and control requirements around ledgers including ICOFR and SOX (Accounting roles focus)</li><li>Self-motivated with the ability to make decisions in the absence of detailed instructions.</li><li>Advanced Microsoft Office skills</li><li>In depth knowledge of banking products / systems highly preferred.</li><li>CA or CPA preferred</li></ul> Education: <ul><li>Bachelors degree, potentially Masters degree in Business,Technology or a quantitative discipline or equivalent work experience</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>

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>

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