The Wealth Data team requires support for senior executive Technology and Operations leaders to drive departmental performance and business objectives, involving financial guidance, strategic initiative support, and alignment on financial goals.
Requirements
- 5-7 years of experience with financial management including the review of budgets, forecasts and monthly actuals in financial services domain.
- Detail-oriented and structured in approach to prioritization, analysis, planning and reporting; Able to multi-task, manage multiple projects and work under pressure to deliver high-quality outcomes
- Sets high standards for self and others with a strong desire to overachieve on agreed objectives
- Service Framework – Leverages, supports and builds shared services to deliver globally consistent output and reporting using global source, enterprise data
- Budgeting
- Cost Allocations
- Data Analysis
Responsibilities
- Enhancing reporting frameworks, automating business dashboards, and contributing to the improvement of KPI monitoring
- Leverage global processes ensuring that regional requirements are include standard reports and commentary
- Develop and align regional business management operating model with global practices
- Support portfolio management requirements to create accurate resource forecasts and project spend reporting
- Understand and represent financials in partnership with Finance including the annual budgeting and forecasting processes along with reviewing budgets/forecasts/monthly actuals, supporting monthly processes and controls (approvals, accruals, recharges, etc.)
- Develop workforce plan inclusive of appropriate resource mix and location strategy, tracking headcount and recruitment pipeline in line with established targets and global business line strategies
- Monitor vendor processes and approvals in partnership with Sourcing, ensuring compliance with vendor risk management framework and preferred supplier and product strategies
Other
- Collaborating with business unit leaders and other departments to provide financial guidance, support strategic initiatives, and ensure alignment on financial goals
- Build relationships with senior leadership as well as with the Corporate Functional Leaders and support teams
- Coordinate agendas, content and papers for management meetings and other executive presentations
- Build colleague engagement and communication strategy, including town halls, response to employee survey, recognition schemes, learning & development planning and internal/external brand development & promotion
- Stakeholder Management – Team player with good communication skills, able to work effectively within a global team
