Manager – Finance Transformation, Banking and Capital Markets

Role Overview

• Lead a wide range of Finance Transformation projects within banking or capital markets
• Assist with the design and implementation of accounting rules engines, subledgers, and general ledgers
• Develop proof of concepts, rapid prototypes, and accelerators in SQL Lab environments
• Support automation of workflows, reports, journals, reconciliations, and testing
• Contribute to solutions for fungible trade and counterparty netting
• Apply driver-based modeling and predictive analytics to enhance finance processes
• Collaborate with cross-functional teams including Risk, Treasury, and IT
• Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion
• Proactively monitor industry trends and articulate their potential impact on clients, especially in data strategy and governance.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
• Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively support project teams in resolving complex issues
• Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service
• Play an active role in attracting, interviewing, hiring, and retaining top talent

Requirements

• 5+ years of relevant experience, including delivering transformation programs into CDO, CTO, COO, CFO, and/or CRO organizations
• Strong strategic planning skills with experience working with C-suite executives to build organizational-level strategic roadmaps
• Deep understanding of financial services sectors, including banking and capital markets, investment banking, broker-dealers, custody, fund administration, and investment management
• Demonstrated knowledge of current industry trends, data strategy best practices, governance frameworks, and emerging technologies
• Proficiency in tools such as SQL, Tableau, PowerBI, Alteryx, Snowflake
• Familiarity with platforms such as Collibra, OvalEdge, Atlan, Talend, SAP Master, BigID, OneTrust
• Experience mentoring and developing junior team members
• Consistent success in building and developing strong client relationships
• Continuous Learning Mindset: openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Professionalism and discretion in interacting with executives and clients

Tech Stack

• SQL
• Tableau

Benefits

• comprehensive healthcare options,
• medical, dental, and vision coverage,
• flexible spending accounts,
• 401(k) with company matching,
• generous parental and maternity leave policies,
• technology stipends,
• wellness reimbursement programs