Lead or co-lead a variety of cross-functional and corporate-wide initiatives and special projects within OCLO
Establish project scope and timeline, define measures of success, and manage the team(s) through successful completion of the initiative(s)
Support organizational excellence through analysis of operational efficiency and effectiveness
Collaborate with OCLO business leaders to engage and synthesize feedback and direct work related to the initiatives
Establish qualitative and quantitative measurements to inform continuous improvement effort
Support annual strategic planning process and quarterly learning reviews to assess attainment of business outcomes and key results
Develop and maintain effective working relationships with leaders and staff throughout OCLO
Plan and lead change management efforts to ensure successful adoption of new initiatives
Manage budget planning and financial management processes in partnership with Finance and budget owners
Track performance against financial targets and facilitate reporting within OCLO
Facilitate development of reporting and metrics to provide insight into department strategic and operational performance

Bachelor’s degree in business, communications, technology, or related field
Minimum of eight years’ experience in the financial services industry or regulation at FINRA or other similarly situated organizations in positions of increasing responsibilities
Strong collaboration skills and team player
Excellent written and verbal communication, interpersonal, and presentation skills
Exceptional organizational skills
Demonstrated record of acting independently to identify and address challenges
Proven record of project management, process improvement and goal attainment skills
Strong experience using productivity software and business intelligence tools for data analysis, visualization, and reporting.

Associate Director – OCLO Operations

Key skills