Business Financial Lead
We are seeking a detail-oriented, analytically driven Business Financial Lead who will be responsible for supporting the financial planning, cost transparency, and economic analysis of our technology investments. The ideal candidate will combine strong financial acumen with a solid understanding of IT cost structures and technology service modeling.
The person will manage a diverse portfolio of business management activities for complex or high-risk functional area(s) and implement policies / processes and / or initiatives to meet business management, strategy and governance objectives. Interfaces regularly with management in the delivery of work activities.
Depth & Scope :
- Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others
- Provides seasoned specialized knowledge, advice and / or guidance to various stakeholders and team members
- Scopes of role may have enterprise impact
- Focuses on short to medium - term issues (e.g. 6-12 months)
- Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and / or the integration of cross functional processes within own area of expertise
- Oversees and / or independently performs tasks from end to end
Education & Experience :
Undergraduate degree7+ years relevant experienceCustomer Accountabilities :
Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategyPlans, leads / manages and / or oversees a diverse set of work activities requiring alignment across multiple areasLeads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areasProvides direction and / or input to complex, wide ranging enterprise or cross-function / business projects / initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementationFacilitates key discussions and provides thought leadership to executive audience (output is roadmap and / or strategic plan / deliverables / frameworks / short to long term goals etc.)Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior managementWorks effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as neededShareholder Accountabilities :
Adheres to enterprise frameworks and methodologies that relate to business management activities for own areaActively manages relationships with corporate and / or control functions and ensure alignment with enterprise and / or regulatory requirementsKeeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the BankAssesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where requiredMaintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetiteEnsures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets).Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situationsLeads relevant governance meetings or committees and related deliverables / outcomesLeads / facilitates and / or implements action / remediation plans to address performance / risk / governance issuesEmployee / Team Accountabilities :
Provides thought leadership and / or industry knowledge for own area of expertiseSupports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues / points of interestIdentifies and recommends opportunities to enhance productivity, effectiveness and operational efficiencyWorks effectively as a team, supporting other members of the team in achieving business objectives and providing client servicesParticipates in knowledge transfer within the team and business unitsPreferred Qualifications :
Bachelor's degree in Finance, Economics, Accounting, Information Systems, or related field is highly preferred.7+ years of experience in technology finance, FP&A, or IT business management, preferably within banking or financial services.5+ years of supporting the development and maintenance of the Bill of IT and create comprehensive views of technology costs by service, application, or business unit.Familiarity with Apptio, or similar cost transparency tools is strongly preferred.Familiarity with cost allocation methodologies, IT service costing, and cloud economics (AWS, Azure, etc.).Understanding of budgeting, forecasting, and financial modeling for technology initiatives.Experience with enterprise tools such as Oracle Cloud ERP, Anaplan, or ServiceNowAbility to conduct cost-benefit analyses and total cost of ownership (TCO) assessments for new and ongoing tech allocationsPhysical Requirements :
Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%
Domestic Travel OccasionalInternational Travel NeverPerforming sedentary work ContinuousPerforming multiple tasks ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds OccasionalSitting ContinuousStanding OccasionalWalking OccasionalMoving safely in confined spaces OccasionalLifting / Carrying (under 25 lbs.) OccasionalLifting / Carrying (over 25 lbs.) NeverSquatting OccasionalBending OccasionalKneeling NeverCrawling NeverClimbing NeverReaching overhead NeverReaching forward OccasionalPushing NeverPulling NeverTwisting NeverConcentrating for long periods of time ContinuousApplying common sense to deal with problems involving standardized situations ContinuousReading, writing and comprehending instructions ContinuousAdding, subtracting, multiplying and dividing ContinuousThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.