Data Automation Lead/Program Manager-Vice President
About the position
Responsibilities
• Lead and execute complex projects, programs, and initiatives from inception through to delivery and support the completion of Project Life Cycle deliverables that include documentation of Business Requirements, Design/ Approach, Operating Model, Testing and Production Readiness (as necessary)
• Estimate, design and manage the delivery of scalable solutions including Intelligent Automation and Artificial Intelligence/Machine Learning aligned to a business strategy
• Analyze large datasets to identify trends, patterns, and insights that can drive operational improvements and compliance
• Develop and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metrics
• Provide input to the annual plan process ensuring relevant budget requests are incorporated and use Data Modelling techniques to provide better business intelligence
• Manage multiple fast-paced, cross-functional strategic priorities that have significant regional and global impact
• Lead large scale steering committee meetings with senior management focused on providing updates on the health of the business including KPIs and KRIs
• Develop and maintain long-lasting collaborative relationships by partnering with various stakeholders (Service, Operations, Technology, Product, etc.) and Subject Matter Expert to identify and address efficiency opportunities to continuously improve the business as well as establish effective issue escalation management
• Maintain a controlled environment by ensuring projects are completed in accordance with all Risk, Control, and other relevant firm wide guidelines.
Requirements
• 5+ years' experience in project management and agile methodology working on technology related projects
• Understanding of banking products and investment banking
• Exceptional record of delivering innovative solutions that improve client experience and reduce costs to the firm
• Detailed oriented, with the ability to manage multiple tasks while maximizing quality of service and maintaining a flexible attitude with Intellectual curiosity and propensity to learn new subjects quickly
• Ability to work under pressure and to deadlines, with accountability and responsibility for owning actions
• Ability to work independently and through ambiguity and define path forward
• Demonstrated initiative and creativity to ensure successful and timely execution
• Excellent verbal and written communication skills; must be able to communicate progress and issues to stakeholders at all levels regularly, thoroughly, and clearly
• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint), with demonstrated ability to simplify complex subject matter into digestible executive communications
• Working knowledge and experience with new age tools of No-Code like Alteryx, UiPath, Pega, Instabase, Tableau, Power BI, and others
• High-level organizational skills, design thinking, analytical, technical, problem-solving, and inter-personal skills to instill confidence and trust.
Nice-to-haves
• Experience with tax information reporting and withholding (IRW), tax form validation, withholding determinations, year-end tax reporting or equivalent experience
• Experience with data governance, data quality assurance and management
• Experience with machine learning and advanced analytics techniques
• Knowledge of financial systems and products.
Benefits
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Discretionary incentive compensation based on firm performance and individual achievements.
Apply Now
Apply Now
Responsibilities
• Lead and execute complex projects, programs, and initiatives from inception through to delivery and support the completion of Project Life Cycle deliverables that include documentation of Business Requirements, Design/ Approach, Operating Model, Testing and Production Readiness (as necessary)
• Estimate, design and manage the delivery of scalable solutions including Intelligent Automation and Artificial Intelligence/Machine Learning aligned to a business strategy
• Analyze large datasets to identify trends, patterns, and insights that can drive operational improvements and compliance
• Develop and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metrics
• Provide input to the annual plan process ensuring relevant budget requests are incorporated and use Data Modelling techniques to provide better business intelligence
• Manage multiple fast-paced, cross-functional strategic priorities that have significant regional and global impact
• Lead large scale steering committee meetings with senior management focused on providing updates on the health of the business including KPIs and KRIs
• Develop and maintain long-lasting collaborative relationships by partnering with various stakeholders (Service, Operations, Technology, Product, etc.) and Subject Matter Expert to identify and address efficiency opportunities to continuously improve the business as well as establish effective issue escalation management
• Maintain a controlled environment by ensuring projects are completed in accordance with all Risk, Control, and other relevant firm wide guidelines.
Requirements
• 5+ years' experience in project management and agile methodology working on technology related projects
• Understanding of banking products and investment banking
• Exceptional record of delivering innovative solutions that improve client experience and reduce costs to the firm
• Detailed oriented, with the ability to manage multiple tasks while maximizing quality of service and maintaining a flexible attitude with Intellectual curiosity and propensity to learn new subjects quickly
• Ability to work under pressure and to deadlines, with accountability and responsibility for owning actions
• Ability to work independently and through ambiguity and define path forward
• Demonstrated initiative and creativity to ensure successful and timely execution
• Excellent verbal and written communication skills; must be able to communicate progress and issues to stakeholders at all levels regularly, thoroughly, and clearly
• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint), with demonstrated ability to simplify complex subject matter into digestible executive communications
• Working knowledge and experience with new age tools of No-Code like Alteryx, UiPath, Pega, Instabase, Tableau, Power BI, and others
• High-level organizational skills, design thinking, analytical, technical, problem-solving, and inter-personal skills to instill confidence and trust.
Nice-to-haves
• Experience with tax information reporting and withholding (IRW), tax form validation, withholding determinations, year-end tax reporting or equivalent experience
• Experience with data governance, data quality assurance and management
• Experience with machine learning and advanced analytics techniques
• Knowledge of financial systems and products.
Benefits
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Discretionary incentive compensation based on firm performance and individual achievements.
Apply Now
Apply Now