Associate Director - Business Transformation (Banking & Capital Markets) (NY)

Associate Director - Business Transformation (Banking & Capital Markets) (NY)

From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today's challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture.

By joining our rapidly growing Business Transformation Banking and Capital Markets practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities.

What You'll Do :

Working with high-performing teams to analyze, evaluate and enhance our clients' capital markets businesses, including processes, governance, data and technologies

Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services

Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market / credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus

Conduct current state / future state gap analysis for individual business areas

Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio

Conduct requirements gathering / scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)

Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report

Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management

Create system test plans and perform testing, being familiar with testing tools such as JIRA

Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements

Provide insight to clients' teams in industry leading practices

Assist with training and other change management activities, including development of materials / communications

Support CrossCountry leadership team on internal projects, including but not limited to the following : sales / marketing initiatives, recruiting, and organizational development

What You'll Bring :

Bachelor's degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline

9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization

Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps.

Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities

Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management

Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance)

Background in either finance optimization, operations improvement, business process improvement, change management, program / project management, acquisition and divestiture implementation and / or regulatory compliance

Business acumen with a strong understanding of business processes, as well as information systems

Professionalism and discretion in interacting with executives and clients

Proven track record of showing initiative

Excellent verbal and written communication skills

Strong attention to detail and organizational skills

Creativity, confidence, and flexibility

High energy, enthusiasm, and an entrepreneurial spirit!