Manage forecast updates within forecasting tool on weekly basis, reflecting financial risks and opportunities, meet regularly with the technology managers to review their finances. And support with annual expense/resource planning.
Use standard financial reporting to track forecast/actuals versus plan and articulate variance drivers across the portfolio to stakeholders. Investigate expense allocations charged to various businesses on regular basis and handle ad-hoc queries from stakeholders
Deliver reporting to senior management and governance committees to support decision making, including talent management, delivery prioritization, trend analysis etc.
Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
Communicate effectively with key business partners to understand projects and drive next steps
Project manage and deliver key work streams and tasks
Identify key business risks on the platform and drive resolution of mitigating controls
Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Required Qualifications
Bachelor’s degree in Business, Finance, Economics, or other related area
Prior experience(preferably at a Financial Services firm) in Business Management or COO role
Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
Demonstrated ability in dealing with different stakeholder groups and driving the agenda
Excellent communication, organization and project management skills
Ability to articulate and demonstrate thoughtful rationale in design decisions
Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
Self-motivated, tenacious and able to work with high degree of independence