Vice President or Senior Vice President, Business Transformation, Finance Org

Scope and responsibilities

The Senior Vice President position is within the Strategy and Operations Team of the Business Transformation department. This person will serve as a leader within the group driving department priorities, owning domains/areas of focus across the back office, and owning the end-to-end delivery of key projects/programs with a focus on Finance.

• Serve as a liaison and advisor to all business, technology, data, and third-party vendors on an ongoing basis; driving strategic priorities and managing expectations in partnership with Product Management
• Build and manage trusting relationships with stakeholders across Finance functions
• Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s)
• This is inclusive of adjusting communication styles and presentations to the audience needs
• Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress
• Analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation
• Facilitate prioritization and strategic planning with senior leaders within the Finance area to drive scoping for project execution
• Be seen as a subject matter expert (SME) for the procedure, process or technology within the scope of initiative responsibilities
• Set key performance indicators to measure project performance and intended outcomes
• Manage multiple highly visible initiatives with minimal oversight
• Own and drive the end to end effort to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines and tasks, including:
• Create and own project plan, project charter and other artifacts
• Plan and facilitate working sessions with stakeholders
• Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team
• Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
• Effectively grow and manage direct reports both in their professional growth and in the successful delivery of their initiatives
• Effectively communicate across different audiences and ability to manage up, lateral and down
• Pro-actively lead and execute internal initiatives within the Strategy Operations team

Experience required for Senior Vice President

• 12+ years in transformation, process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management
• Experience in “Big 4” type organizations (or comparable), in consulting preferred
• Track record in advisory/transformation, project management and process improvement
• Experience managing and growing direct reports
• Solid analytical skills and ability to understand and resolve complex problems
• Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
• Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
• Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations
• Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio

Experience required for Vice President

• 10+ years in transformation, process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management
• Experience in “Big 4” type organizations (or comparable), in consulting preferred
• Track record in advisory/transformation, project management and process improvement
• Experience managing and growing direct reports
• Solid analytical skills and ability to understand and resolve complex problems
• Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
• Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
• Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations
• Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio