Bulge Bracket Investment Banks

Posted 7 days ago

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**Markets Head of Planning & Analysis Innovation: Director Role** leads strategy for upgrading infrastructure, automating processes, and enhancing operating models. Develop and execute roadmaps, collaborate with stakeholders, and influence design decisions across Markets Trading, Sales and Research. Role involves close partnership with CIB Financial Analysis, process pain point elimination, and successful change management. Requires outstanding analytical skills, experience with finance technology and MIS systems, and proven leadership in diverse global environments. 15+ years of finance experience, strategic planning, and transformation roles preferred. Drive innovation and transformation from Brooklyn, NY.

Compensation: Not specified USD
City: Brooklyn
Country: United States

Full Job Description

Location: Brooklyn, NY, United States

As the Head of Planning & Analysis Innovation and Transformation within Markets Trading, Sales and Research, you will be responsible for crafting a strategic vision and a multi-year plan to provide tangible benefits to our finance team. Your role will involve close collaboration with the finance community to spearhead change management and adoption, while directly reporting to the Markets Head of Financial Analysis. This position provides the chance to design, develop, and implement a strategic vision for infrastructure enhancements, process automation, and improvement of the operating model. Furthermore, you will have the privilege to influence and guide crucial design decisions, establish a product roadmap, and supervise the development and launch of new products throughout the organization.

Job Responsibilities:

Develop, create and execute a strategic vision for the upgrade of our infrastructure, the automation of our processes and the optimization of our operating models
Partner with CIB (Commercial Investment Bank) Financial Analysis on the design, build and roll-out of future forecasting and budgeting platforms
Partner with Planning & Analysis leadership to understand and eliminate finance process pain points through automation while improving the overall control environment
Lead strategy for data modeling and path and collaborate and motivate the organization to align and execute
Define objectives and key results to measure success / failure across transformation projects (including in cost benefit terms)
Partner and collaborate effectively with stakeholders, especially line of business CFOs/Business Managers, Corporate P&A, Controllers and CIB and Corporate Technology
Communicate the strategy, effectively, across the organization and influence stakeholders to align with objectives
Influence and lead critical design decisions
Establish a product roadmap and coordinate the build / rollout of new products across the organization
Establish change readiness program to ensure the smooth rollout of new products across the organization.

Required qualifications, capabilities and skills:

Outstanding analytical and presentation skills (verbal and written)
Demonstrated the ability to deploy new technologies and influence appropriate business process changes
Understanding of Finance technology and in particular MIS Systems and planning tools
Proven ability to think outside the box and come up with innovative solutions to deliver improvements in Finance productivity at scale
Proven ability to act independently with excellent decision-making skills
Proven ability to work well under pressure and handle multiple projects and initiatives at same time
Strong leadership skills with experience working in a demanding global environment
Demonstrated experience with strategic planning, issue resolution and negotiation
Ability to identify and mitigate risk based on company and industry guidelines
Ability to be strategic and forward-thinking in approach to organizational structure and process improvements
Superior verbal and written communication especially with senior level management

Preferred qualifications, capabilities and skills:

Bachelors degree in Finance, Technology, Mathematics, Engineering or related majors; advanced degree preferred
15+ years of finance and/ or MIS Systems experience in a complex financial organization; Finance, Transformations and Planning & Analysis experience preferred
Leadership experience over geographically distributed team a plus
Process re-engineering skills a plus
Financial Planning experience preferred

Full Job Description

Location: Brooklyn, NY, United States

Job Responsibilities:

Develop, create and execute a strategic vision for the upgrade of our infrastructure, the automation of our processes and the optimization of our operating models
Partner with CIB (Commercial Investment Bank) Financial Analysis on the design, build and roll-out of future forecasting and budgeting platforms
Partner with Planning & Analysis leadership to understand and eliminate finance process pain points through automation while improving the overall control environment
Lead strategy for data modeling and path and collaborate and motivate the organization to align and execute
Define objectives and key results to measure success / failure across transformation projects (including in cost benefit terms)
Partner and collaborate effectively with stakeholders, especially line of business CFOs/Business Managers, Corporate P&A, Controllers and CIB and Corporate Technology
Communicate the strategy, effectively, across the organization and influence stakeholders to align with objectives
Influence and lead critical design decisions
Establish a product roadmap and coordinate the build / rollout of new products across the organization
Establish change readiness program to ensure the smooth rollout of new products across the organization.

Required qualifications, capabilities and skills:

Outstanding analytical and presentation skills (verbal and written)
Demonstrated the ability to deploy new technologies and influence appropriate business process changes
Understanding of Finance technology and in particular MIS Systems and planning tools
Proven ability to think outside the box and come up with innovative solutions to deliver improvements in Finance productivity at scale
Proven ability to act independently with excellent decision-making skills
Proven ability to work well under pressure and handle multiple projects and initiatives at same time
Strong leadership skills with experience working in a demanding global environment
Demonstrated experience with strategic planning, issue resolution and negotiation
Ability to identify and mitigate risk based on company and industry guidelines
Ability to be strategic and forward-thinking in approach to organizational structure and process improvements
Superior verbal and written communication especially with senior level management

Preferred qualifications, capabilities and skills:

Bachelors degree in Finance, Technology, Mathematics, Engineering or related majors; advanced degree preferred
15+ years of finance and/ or MIS Systems experience in a complex financial organization; Finance, Transformations and Planning & Analysis experience preferred
Leadership experience over geographically distributed team a plus
Process re-engineering skills a plus
Financial Planning experience preferred

Markets Head of Planning & Analysis Innovation and Transformation, Executive Director

Full Job Description

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Full Job Description

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