Description for Internal Candidates

The Commercial Investment Bank (CIB) Finance Head of P&A and Transformation is responsible for creating a strategic vision and a multi-year roadmap to deliver tangible benefits to finance employees on a regular cadence, and partner with the finance community to drive change management and adoption. The role will report to the Commercial Investment Bank Head of Financial Analysis.

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 Firmwide Financial Analysis on the design, build and roll-out of future forecasting and MIS platforms, including the rollout of Anaplan and other forecasting applications
• Partner with P&A 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 (OKRs) to measure success / failure across transformation projects (including in cost benefit terms)
• Partner and collaborate effectively with stakeholders, especially LOB CFOs, LOB/Corporate P&A, Controllers 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:

• Bachelor’s 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
• 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:

• Leadership experience over geographically distributed team a plus
• Process re-engineering skills a plus
• Financial Planning experience preferred