Work with the technology teams as a trusted partner to drive transparency and accountability of financials and support their business management needs. Hold monthly business review meetings on financial results, risks and issues, and demand management Systematic and accurate tracking and reporting of project roll-off, reinvestment, unfunded demand, infrastructure costs, productivity, vendor costs, forecasting and business allocations. Support of workforce and location strategies Partner with Tec... more details
Reporting to the Equities Technology Business Manager, the primary function of the role is to provide comprehensive financial and strategic support to the Equities Technology organization primarily the EDG line of business. The role will involve regular interaction with key stakeholders across Technology, Finance, Strategy and Front Office.
Job Responsibilities:
Work with the technology teams as a trusted partner to drive transparency and accountability of financials and support their business management needs.
Hold monthly business review meetings on financial results, risks and issues, and demand management
Systematic and accurate tracking and reporting of project roll-off, reinvestment, unfunded demand, infrastructure costs, productivity, vendor costs, forecasting and business allocations.
Support of workforce and location strategies
Partner with Technology Finance management to use standard financial reporting in all forums
Partner with Business and Technology to effectively deliver on the Delivery Roadmaps
Assist with communication of key Technology accomplishments and risks/issues to Global Business Heads as part of the quarterly governance review
Communicate and document all financial risks and opportunities across managed and allocated financials. Track, account for and explain allocations and variances for Technology costs to Front Office businesses.
Provide inputs to the global Business Controls Forums and Committees, highlighting key Technology risk/controls projects and production stability issues
Analyze existing capabilities and identify priority gaps and opportunities for optimization across variances toolsets and processes
Prioritize needs and investments based upon relationship insights, competitive positioning and industry research
Required Qualifications, Skills and Capabilities:
1-3 years’ experience in Business Management and / or strategy roles, preferably in Financial Services or Technology organization.
Ability to synthesize information to formulate a “story” for Senior Management
Strong work ethic, self-starter who is creative with a ‘can-do’ attitude
Quick learner with strong attention to detail
Ability to execute multiple projects simultaneously and independently, while maintaining a high degree of communication and escalation at appropriate junctures
Team player comfortable working in a fast-paced consulting-style environment
Excellent quantitative and analytical problem solving skills – as well as written and verbal communication
Professional maturity, personal integrity, and excellent interpersonal skills
Ability to receive and act upon feedback
High-level of proficiency in MS-Office products (PowerPoint, Excel, Word)
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