Vice President, Transformation & Project Management

Key Responsibilities

• Serve as a liaison and advisor to all business, IT and third-party vendors on an ongoing basis; driving strategic priorities and managing expectations.
• Build and manage trusting relationships with internal stakeholders between technology and the business within the CFO organization.
• Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s).
• Provide hands-on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress.
• Gather, document, analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation.
• Develop a new level of subject matter expertise around the procedure, process or technology within the scope of the initiative responsibilities.
• Set key performance indicators to measure and improve team/project performance.
• Manage multiple highly visible initiatives with minimal oversight.
• 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 business and technology stakeholders.
• Facilite and support efforts of prioritization.
• 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.
• Continuously identify opportunities and make actionable recommendations to improve processes and standards of the Finance Operations team; employing best practices to ensure optimal value delivery.

Qualification & Requirements

Qualifications:

• Bachelor’s degree, preferably in Accounting, is required.
• 10+ years in process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management.
• Active leader within the team driving areas within the team operations.
• Effectively communicate across different audiences and ability to manage up, lateral and down.
• Experience in “Big 4” type organizations (or comparable), in consulting.
• Track record in advisory, 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.

Skills/Abilities:

• Relationship Building: Works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds.
• Communication: Strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material.
• Independence & Collaboration: Experience at working both independently and in a team-oriented, collaborative environment.
• Work Ethic: Focuses on continual development, performance, accountability and self-motivation.
• Flexibility & Organization: Adapts to shifting priorities, demands, and timelines through analytical and problem-solving capabilities; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment.
• Intellectual Curiosity: Energized by learning new things and engaging across a wide range of issues.
• Driving Results: Sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure.
• Judgment: Makes recommendations and decisions that balance a variety of factors.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)