Job Description

The Corporate Sector, with an annual operating expense budget of over $10B and headcount of more than 35,000, is managed in two groups: CTC (the Chief Investment Office, Treasury and Private Investments), and Other Corporate (all other functions). The responsibilities below pertain to Other Corporate only.

The Corporate Sector Finance & Business Management (CS F&BM) group provides financial management, business management and reporting support for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Risk, Compliance, Finance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas. Corporate Sector Planning & Analysis (P&A) is a centralized team that partners with the functional teams and supports their CFOs in the 30+ corporate functions that span the Firm. The team coordinates across all Corporate Sector teams and has direct interaction with Firmwide P&A, Investor Relations, the Regulatory Capital Management Office, Resolution & Recovery, Corporate Financial Reporting and the Global Finance & Business Management organization among other groups. The team consists of approximately 70 people, with primary locations in Jersey City, Plano, and Mumbai.

This role reports to the ED leading the Data Management and Reporting team within Corporate Sector Planning & Analysis in Plano with specific responsibility for transforming the Reporting environment by implementing automated reporting, dashboards, and other productivity, analytical, and control enhancements. The VP will liaise between technology, stakeholders, and internal partners for cross-collaboration to assist in defining the strategy, building stakeholder confidence and engagement with the solutions and developing metrics to track adoption of strategy, including decommission of legacy reporting. In addition, the individual will also be charged with building on the CS P&A Digital Accelerator program by creating a community that increases usage of the skills of the future by syndicating available tools and monitoring and highlighting best practices in automation.

Responsibilities Include:

* Help define the transformation road map and develop metrics to measure successful implementation and adoption of the strategy
* Act as liaison across Corporate functions, Firmwide P&A, and other relevant teams to execute on the Reporting and automation agenda
* Communicate and syndicate plans and frame them appropriately for the intended audience
* Lead the team to develop, implement, and enhance P&L, Headcount, and other relevant dashboards or automations to support the Corporate functions
* Create a learning environment and build resiliency across the teams for production and the Dev Ops activities while optimizing processes and strengthening the control environment
* Prepare additional ad hoc and/or recurring deliverables as required by senior management
* Provide timely and concise updates and escalate issues appropriately

Qualifications

* BA/BS in Finance or Accounting (CFA, CPA, MBA a plus) with 6+ years of relevant Finance/Reporting/FP&A experience preferably in the financial services industry
* Adept at mentoring team members and proven ability to effectively lead in a global and matrixed team environment
* Strong analytical, problem solving, critical thinking and program management skills
* Excellent oral and written communication and relationship management skills, with an emphasis on influencing and negotiation
* Detail-oriented and able to multi-task in a fast paced environment with evolving priorities; comfortable with ambiguity
* Self-starter that challenges the status quo and proactively identifies and implements process improvements where necessary
* Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Alteryx, Tableau, and SQL; HTML and/or SharePoint experience desired