Job Abstract

Join the Planning & Analysis (P&A) Innovation and Transformation Team that is tasked with defining the book of work by coordinating with senior management and stakeholders across Financial Analysis, Corporate Technology, and lines of business. The Team partners with Corporate Technology to ensure quality delivery of solutions by leveraging an Agile software development lifecycle.

As an Associate on the Innovation and Transformation Product Manager Team, you will be responsible for defining and launching the next generation of forecasting solutions and capabilities. You will develop a multi-year feature-based roadmap and break it down into development and release plans. You will take ownership of day-to-day project delivery and maintain relationships across multiple levels of the firm.

Product Management is also responsible for executive messaging to highlight accomplishments, communicate business cases, and when necessary, escalate issues to senior leadership across Financial Analysis, Technology, and other Finance/Planning & Analysis lines of business.

Job responsibilities:

• Identify and analyze for process improvements and change management on a continual basis for forecasting product
• Engage customers by analyzing their needs/ what customers need and want and use prioritization techniques to determine which features or products would meet those demands.
• Partner with peers and product managers across Financial Analysis, with Technology counterparts, and with Line of Business (LoB) stakeholders across the firm to gather feedback on the roadmap, execute on the Book of Work, and manage key program cross-dependencies.
• Develop a communications strategy to market the product
• Document requirements and lead backlog refinement sessions by breaking Epics down into user stories.
• Provide support for areas of the product that you own, support triaging and issue resolution to meet end user’s needs before ultimately operationalizing them for handoff to BAU support.
• Provide on-time and accurate reporting, as well as ongoing updates to all project team members and notify all stakeholders of any shifting priority upfront to allow for informed decision making.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Technology, Finance, Mathematics, Engineering or related majors. 3+years of finance and overall business management experience in a complex financial organization;
• Demonstrated experience with agile product planning, issue resolution and negotiation
• Experience developing and designing financial analysis tools such as: FP&A/Forecasting, Finance Workflow/Automation, Financial Reporting, Analytics/Dashboarding
• Data analysis experience with a passion for technology
• Knowledge of and/or experience using programming and query languages (e.g., SQL, Python), as well as experience leveraging automation and business intelligence (BI) tools such as Alteryx, Tableau, or Anaplan
• Superior verbal and written communication skills, with the ability to communicate effectively with all levels of management and staff
• Demonstrates flexibility, teamwork, and ability to work in a fast-moving environment. Must be detail oriented and maintain professional behavior under stressful situations.

Preferred qualifications, capabilities, and skills

• Possess project management skills, including ability to develop project plans, roadmaps, and status reports with proficiency in project management software (Jira and Confluence, a plus)
• Experience using UX Design Tools (e.g., Balsamiq) a plus
• Finance / Planning & Analysis experience preferred