Finance Change Resume Samples

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H Nienow

Henderson

Nienow

694 Joseph Crest

Los Angeles

+1 (555) 137 6824

694 Joseph Crest

Los Angeles

Phone

p +1 (555) 137 6824

Experience Experience

Dallas, TX

Finance Change

Dallas, TX

Stark-Nienow

Dallas, TX

Finance Change

Support project managers in defining project plans, developing project artefacts and managing stakeholders
Support engagement initiatives (coordinating/championing Knowledge Shares, Mentoring Programs, in cooperation with the engagement committee)
Facilitate human capital planning (leave, time tracking, training, talent management)
Assist in putting together presentation decks for Operating and Steering Committee Meetings
Provide input into regular management meetings around the status of the analysis being undertaken, noted issues requiring escalation etc
Determining and co-ordinating the execution of system deployment in a production environment
Coordinates with the Finance CTB team the drafting of Key Operating Procedures (“KOP”) for the new business processes prior to implementation

San Francisco, CA

PCB Technology Finance Change

San Francisco, CA

Kunde-Rippin

San Francisco, CA

PCB Technology Finance Change

Providing support and guidance on financial performance, processes and procedures to function and business areas
Shape the Identification of options for improved financial performance and regional cost take out
Performance management and feedback
Coach and support the development of colleagues in a line management and peer capacity
Provide cost management for “Change the Bank” costs
Manage the evaluation of business and functional decisions / proposals and provide support for the production of function proposals
Provide and manage the decision support for “Change the Bank” costs

present

Boston, MA

Finance Change Programme Director

Boston, MA

Hagenes Inc

present

Boston, MA

Finance Change Programme Director

present

Providing advice and direction to RTB on Change options
Manage large Group of Change professionals, both internal and external. Ensure roles match competencies and that there is a balanced team
Manage the issues/ and risks inherent in all Change projects and drive mitigating actions
Clear planning and execution of improvement actions in a condensed timeframe and challenge environment
Challenge the current operating environment
Raise awareness of the change and getting buy in from stakeholders
Operating and Organizational model in existence today and

Education Education

Undergraduate Degree in Business

Ashford University

Undergraduate Degree in Business

Skills Skills

Solid attention to detail and highly analytical and creative
Solid knowledge of the following technology applications: Excel, Access database, pivot tables, relational database, OLAP
High level knowledge of data warehousing concepts (basic knowledge of SQL is a plus)
You have strong attention to detail and highly analytical and creative
You have basic good knowledge of project management discipline and fundamentals
Basic to good knowledge of project management discipline and fundamentals
Excellent attention to detail and highly analytical and creative
Knowledge of the following technology applications: Excel, Access database, pivot tables, relational database, OLAP
Solid communication ability (verbal & written)
Ability to quickly learn new topics, identify and focus on key business concerns

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Finance Change Resume Examples & Samples

Provide progress updates to project management
Liaise with IT Business Analysts and Change Business Control to ensure short term and high level milestones will be met
Raise issues or risks in a timely manner and track internal and external dependencies while escalating items at risk when necessary
Work closely with Product Control to understand and document data and business requirements
Complete and deliver monthly updates to Senior Management on the progress of current projects
Assist in putting together presentation decks for Operating and Steering Committee Meetings
Collaborate with IT teams to interpret business requirements
Perform functional testing and analyze defects in collaboration with IT teams
Facilitate User Acceptance Testing (UAT) for Product Control
Conduct working group meetings with Product Control, IT teams and other project teams
Build and maintain good relationships with key Product Control and IT at a working level
Undergraduate degree in Accountancy, Business or Commerce
Solid analytical skills and ability to define and apply logical approach to issue resolution
Excellent communication (written, verbal, presentational) skills
PMP Designation preferred
Work experience of 5+ years in either or a combination of the following: Consulting Services industry, Audit & Advisory services industry or Financial Services industry

Finance Change Management Resume Examples & Samples

Understand and translate Section 165 IHC Consolidation and Legal Entity reporting requirements into appropriate business requirements in order to deliver a strategic systematic reporting solution within the required timeframes
Ensure detailed project planning and governance is applied to all projects
Working directly with Finance teams to assess current business processes and determine how these can be improved (e.g. business process re-engineering, new technologies, minor adjustments to existing process)
Developing future state business processes as well as the required activities to achieve the target end state
Determining business requirements and prioritizing them for change
Defining functional requirements, which reflect the business requirements and developing approaches to enable them to be delivered via process changes / technology solutions
Identifying and escalating as appropriate issues that may arise during the various stages of the change process (i.e. from analysis and design through to adoption)
Bachelors Degree in a Finance related field (BA/BS)
2+ years of direct relevant experience to the role
2+ years of Business Analysis/Project Management experience in the financial services industry
2+ years of experience in the finance function of an investment bank
2+ years working with Microsoft Suite including Excel, Word, Visio and Project
Finance Control experience, specifically Legal Entity reporting, consolidation accounting, month end close and daily P&L process
Knowledge of Investment Banking and Financial Services products; and US GAAP accounting
Experience and knowledge of Finance management and reporting / technology solutions
Knowledge and experience utilizing Project Lifecycle methods (e.g. Software Development Lifecycle, Six Sigma)
Ability to be able to take initiative, analyze, summarize, and communicate effectively both in writing and orally

Finance Change Management Resume Examples & Samples

Liaise with business clusters to identify key business forecast drivers and mappings as well as defining end state forecasting capabilities to support CCAR forecasting model development
Working directly with Finance teams to assess current business processes and determine how these can be optimised for CCAR purposes (e.g. business process re-engineering, new technologies, minor adjustments to existing processes)
Developing future state business processes as well as the required activities within a control environment to support implementation of the target end state CCAR forecasting process
Identifying and escalating as appropriate issues that may arise during the various stages of the CCAR change process (i.e. from analysis and design through to adoption)
4+ years of experience in Business Analysis/Project Management in the financial services industry and subject matter expertise in the finance function of an investment bank
1+ years of experience in or understanding of forecasting and stress testing processes for Balance Sheet, P&L, and Capital for Investment Banking, Wealth and/or Credit Card businesses; Bank Holding Company (BHC), CCAR (e.g. PPNR reporting requirements) and Basel I II/III capabilities (e.g. Capital Calculations & Reporting)
3+ years PC skills (Microsoft Suite including Excel, Word, Visio and Project)
Degree in Finance related field preferred
Working knowledge of model based projections around Balance Sheet, P&L, and RWA
Knowledge and experience of the regulatory landscape and the changes impacting Foreign Banking Organizations in the USA
Audit and/or Finance Consulting experience Working knowledge of Investment Banking / Financial Services products; and US GAAP accounting
Experience managing staff

Finance Change Management Avp Resume Examples & Samples

Understand and translate US Federal Reserve Regulatory Capital reporting requirements for Basel III into appropriate business requirements in order to deliver a strategic systematic reporting solution within the required timeframes
Developing future state business processes as well as the required activities to achieve the target end state for reporting under US Federal Reserve Regulatory Capital Rules
Determining business requirements for Regulatory Capital and prioritizing them for change
Developing approaches and tools to test new solutions and business processes prior to use
Performing functional tests of newly built processes and solutions and guiding end user testing of these
Identifying and escalating as appropriate issues that may arise during the various stages of the change process for Regulatory Capital (i.e. from analysis and design through to adoption)
4+ years of direct relevant experience to the role (e.g. Business Analysis/Project Management experience in the financial services industry, subject matter expertise in the finance function of an investment bank)
4+ years of strong project management experience in Regulatory Reporting automation driving business requirements and functional specification
2+ years experience specialist regulatory knowledge in one or more of: Basel I, II & III or Dodd Frank
Working with Regulatory reporting architecture or tools for an Investment Bank (i.e. industry standard regulatory calculation & reporting platforms)
Working knowledge of key Credit and Market Risk Regulatory Capital reporting requirements and calculations, and understanding of how these are used to drive decisions as well as the downstream requirements that underpin a Regulatory Capital reporting framework
Knowledge of Project Lifecycle methods (e.g. Software Development Lifecycle, Six Sigma)
Knowledge of Investment Banking and Financial Services products
A strong, polished presence and ability to challenge opinions with confidence and professionalism
Professional Accounting qualification preferred (i.e. CPA)
Audit and/or Finance Consulting experience

Finance Change Management Resume Examples & Samples

4+ years of direct relevant experience to the role
4+ years of Business Analysis/Project Management experience in the financial services industry
4+ years of experience in the finance function of an investment bank
4+ years working with Microsoft Suite including Excel, Word, Visio and Project
Experience and knowledge of the Product Control function and interaction with Financial Control

Finance Change Management Resume Examples & Samples

Working directly with Finance teams to determine the Credit and Market Risk Regulatory Capital business requirements and prioritizing them for change
Developing future state business processes as well as the required activities to achieve the target end state for end state for reporting under US Federal Reserve Regulatory Capital Rules
Bachelors Degree (BA/BS) required
2+ years of working experience in the finance function of an investment bank
2+ years of experience working with one or more of the following Regulatory areas: Basel II & III, CCAR or Dodd Frank
2+ years of working knowledge of key Credit and Market Risk Regulatory Capital reporting requirements and calculations
2+ years of working knowledge of Investment Banking / Financial Services products
2+ years of experience working with Microsoft Suite including Excel, Word and Visio
Understanding of how Regulatory Capital reporting requirements are used to drive decisions as well as the downstream requirements that underpin a Regulatory Capital reporting framework
Ability to be able to take initiative, analyze, summarize, and communicate effectively both in writing and orally A strong, polished presence and ability to challenge opinions with confidence and professionalism

Finance Change Management Resume Examples & Samples

Working directly with Finance teams to assess current business processes and determine how these can be optimized for CCAR purposes (e.g. business process re-engineering, new technologies, minor adjustments to existing processes)
4+ years of working in the finance function of an investment bank
4+ years of working knowledge of forecasting and stress testing processes for Balance Sheet, P&L, and Capital for Investment Banking, Wealth and/or Credit Card businesses
4+ years of working knowledge of model based projections around Balance Sheet, P&L, and RWA (strongly preferred)
4+ years of working knowledge of Bank Holding Company (BHC), CCAR (e.g. PPNR reporting requirements) and Basel I II/III capabilities (e.g. Capital Calculations & Reporting)
Working knowledge of Investment Banking / Financial Services products; and US GAAP accounting
A strong, polished presence and ability to challenge opinions with confidence and professionalism Experience managing

Six Sigma Black Belt-finance Change Resume Examples & Samples

Working with key SMEs and project managers within the business you will be expected to analyse and re-design key processes in line with the business strategy, document and implement the change
Ensure development of training and coaching team members
Work closely with the process implementation and location teams to identify and promote changes to existing processes and related systems that are suitable for further development, automation and right-shoring
Set the overall strategy for, and manage the daily activities of, the project teams the jobholder has responsibility for and ensure compliance to applicable procedures and policy guidelines
Grow and scale the team in line with the demand for change. Ensure recruitment, where required, is undertaken in a timely and effective manner (including direct involvement in the recruitment process e.g. participation in interviews) and ensure smooth induction of new hires in the team
Manage senior stakeholders, when necessary negotiate and influence
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Operational Risk Framework
Will come from an investment banking background or financial services background
Accountancy Qualified or equivalent
Six Sigma - Black Belt
Prince2
Management of projects and change re-location

Finance Change Resume Examples & Samples

Support Project Manager with activities including project planning and initiation/inception of Change projects that impact Finance
Leading Business Requirements Gathering and also working with IT and Business to produce solution designs
Be point of contact for any change issues relating to the Change as well as generally manage relevant stakeholders
Working closely with many different areas of the Bank including Finance and IT

Pcbi PEX Finance Change Leader Resume Examples & Samples

Challenges department heads during Diagnose and Design and supports during Plan and Implement
Deliver quantifiable effectiveness and efficiency benefits
Regularly update functional/ regional stakeholders to ensure project delivery
Previous experience as a Change Agent across all Lenses within the UBS PEX Way, or equivalent
Certified in Lean and/or Six Sigma – working knowledge of "Lean 5 lenses" an advantage
Ability to travel at least 25%

Finance Change Leader Pcbi Resume Examples & Samples

Delivers to key milestones within the deployment's roadmap
Ensure that benefits are captured and reported
Leads, coaches and develops project team members ("Change Agents") in PEX tool application and project delivery
Minimum of 5 years of line and/or project management experience
Experience and passion for Process / Continuous Improvement and the necessary gravitas to be credible with peers and mid/senior management (globally, regionally and functionally) and with process redesign, including conducting workshops and interviews
Good understanding of operational processes within the financial services industry
Strong analytical, communication and facilitation (workshops) skills
Fluency in English both oral and written – other relevant languages an advantage

Finance Change Resume Examples & Samples

Understand relevant business drivers, requirements and processes of FA / Treasury users
Translate business requirements into clear, concise and comprehensive functional requirements understandable for IT teams for design and implementation
Gain sound functional and system understanding as a basis to conduct AS-IS vs. TO-BE analysis, involving detailed data, calculation and reporting logic analysis
Define test strategy and approach, identify test scenarios and objectives based on documented requirements, and develop test cases
Perform Functional Testing, identify and analyse defects, and work with IT teams in their resolution
Facilitate User Acceptance Testing for business users, analyse defects and work with functional and IT stakeholders in their resolution
Conduct working group meetings, business requirement gathering workshops and UAT status update meetings with FA / Treasury users and IT teams
Provide prompt and concise status updates to project managers, including accurate progress updates and escalation of risks, issues and dependencies within areas of responsibilities
Support project managers in defining project plans, developing project artefacts and managing stakeholders
Experience of a high-profile, complex multi-jurisdictional regulatory delivery project
Exposure to wide array of stakeholders across departments, businesses and locations
Experience in a line Financial Accounting or Regulatory Reporting role
Experience of Basel III Liquidity Ratios/Reporting (eg LCR/NSFR)
Experience in implementing or using regulatory reporting solutions in the Financial Services industry, particularly the leading vendor applications (e.g. Axiom, FRS)
Experience in process change management and benefit realisation

Finance Change Resume Examples & Samples

Co-ordinate workstream activities across the full project lifecycle – initiation, definition, design, implementation, testing
Define and impose structure and governance on all aspects of the workstream
Liaise with stakeholders from Treasury, FA and IT within Shared Services, Private Banking and Investment Banking division to identify priorities, define and agree solutions, or steps to be taken to resolve
Drive working group meetings, requirement gathering workshops and design discussions with functional as well as IT stakeholders
Own and Manage the project plan and ensure tracking of milestones
Mange the scope of the project and ensure strong change request process in place
Align with other workstreams and projects working on related initiatives to ensure joined-up approach
Prepare regular periodic status updates to senior management and run STC meetings within the region
Build knowledge of the business and system process to ensure appropriate guidance and direction is provided to the business analysts
Ensure that Risks and Issues are escalated in timley manner and resolved in agreed timeframes
Demonstrate ability to manage users expectations and to resolve conflicting opinions
Experience of a high-profile, complex delivery project
Experience of an interesting, much sought-after subject matter
Recognised Project Management qualification (eg Prince 2, PMP etc)
Experience/understanding of Treasury and Liquidity concepts and processes
Up-to-date knowledge of Liquidity regulatory environment
Experience in implementing or using regulatory reporting solutions in the Financial Services industry

Finance Change Resume Examples & Samples

Target Business Process (as defined by Business Architects) is mapped to the target logical application landscape
Derive the target functional capabilities of the target application landscape to ensure the target business process is supported
Work collaboratively with Risk and Finance Architects to evolve the Target Logical Component Interaction model to ensure that the process and component landscapes are aligned
Work with Risk and Finance IT to refine target state roadmaps to ensure appropriate opportunities are identified and associated books of work developed
Ensure there is a clear understanding of the data classes required across all CFO processes and centrally developed target coneptual data models adequately refelct these

Finance Change Resume Examples & Samples

Management, oversight of the delivery work streams within the APAC Legal Entity Program
This includes completion of fesibility studies to determine the scopoe and timetable for delivery, the CFO system architecture to be deployed for the specific requirements raised and delivering the solutioning of those requirements through system set-up, configuration and development
Ensure governance framework is in place and operating for risk, issue and dependency management
Partnering with Finance Change Program Leads, CFO IT and Finance Stakeholders to define, plan and execute projects to enable products in-scope as well as to remediate / enhance associated business processes
Provide people and thought leadership to the APAC LE programme and ensuring that the teams objectives are aligned to the overall objectives of the programme
Implementation of processes to monitor, track and report project progress to stakeholders
Communication to key stakeholder on the programme status and issue resolution
Ensuring the business are prepared for use of new CFO processes and appropriately adopt the solutions delivered
Demonstrated foundation of Business Analysis as it relates to CFO processes through Project business analyst roles; and/or
Experience in a line Financial Accounting or Product Control role in the Financial Services industry; and/or
Familiarity with Prince 2 or an equivalent project management methodology, e.g. certification for PMP

Finance Change Resume Examples & Samples

Work closely with PC and FA users to understand and document data and business requirements to address Finance's needs
Facilitate User Acceptance Testing (UAT) for PC & FA users and analyse defects in collaboration with IT teams
Build and maintain good relationships with key PC & FA users at a working level
Understanding of PC Processes & Regulatory Reporting preferred

VP-risk & Finance Change Management Resume Examples & Samples

Project Manager responsible for ensuring the delivery of key data sourcing capabilities
Advising senior stakeholders on business planning, operating models, project prioritization and business case to meet new regulatory indicatives
Determining appropriate solutions for regulatory related projects in accordance with the overall Finance Strategy
Defining and leading project governance and ensuring key stakeholders are engaged appropriately
Leading a team of business analysts who are responsible for creating project deliverables (e.g. Business Requirements) and executing the testing of new business processes and technologies
Recruiting and developing business analysts, managing their individual performance and determining their suitability for career progression
Managing and mentoring staff in day to day responsibilities as well as their career

Finance Change Resume Examples & Samples

Completing feasibility studies to determine the scope and timetable for delivery of a new business project (Deliverables include; Impact on Finance of proposed CFO architecture, Budget request, Proposed timetable for CFO implementation)
Determining the CFO system architecture to be deployed for the specific requirements of the new business initiative (Recommended CFO system/process architecture)
Gather detailed data and functional requirements to support PC/FA processes, document in clear, concise and comprehensive manner, and articulate to IT teams for their understanding
Determining the CFO requirements and the solutioning of those requirements through system set up, configuration and development (Deliverables include; Business requirement document)
Own and Manage the project delivery plan and ensure tracking of milestones. Run working group meeting, business requirement gathering workshops and UAT status update meetings with PC/FA users and IT teams
Preparing test plans and co-ordinate the execution of user acceptance testing by the Financial Accounting and Product Control departments providing CFO services for the new business initiative (Deliverables include; Test plan, Test cases with expected results, Defect register and resolution plan)
Determining and co-ordinating the execution of system deployment in a production environment
Complete post implementation reviews to determine Day 2 resolution of sub-optimal processes in solutioning CFO requirements (Deliverables include management of a sub-optimal process register and resolution plan)
Provide prompt and concise status updates to project managers, including accurate progress updates and escalation of risks, issues and dependencies in respective areas of responsibilities
Conduct training to end users on changed processes and new applications, where applicable
Experience in implementing or using reporting solutions in the Financial Services industry

Finance Change Resume Examples & Samples

The Finance Change department is looking for a Junior Business Analyst in Singapore
This is a role implementing a strategic system solution for Finance as part of a large multi-division project
Assist the PM/lead BA in working group meetings with PC & FA users, IT teams and other project teams

Finance Change Resume Examples & Samples

The Finance Change department is looking for a DIR in Singapore
This is a Finance Programme Manager role implementing a strategic system solution for Finance as part of a large multi-region, multi-division project, namely the Legal Entity Programme
Management, oversight of the multiple Finance Infrastructure and Migration workstreams within the Legal Entity Programme
Ensuring a governance framework is in place and operating for risk, issue and dependency management. This includes chairing of Opco and STC with key stakeholders
Partnering with CFO IT and the CFO functions to define, plan and execute projects that deliver the recommended solution as part of LE APAC
Providing people and thought leadership to the LE APAC programme of work and ensuring that the teams objectives are aligned to the overall objectives of the programme
Implementation of processes to monitor, track and report project progress to stakeholders, including Finance Change, Finance sponsors, CFO clients as well as the LE APAC infrastructure leads
Communication to key stakeholders on the programme status and issue resolution

Finance Change Resume Examples & Samples

Act as key contact to a variety of stakeholders, including other Finance Change Regional COOs and Singapore-based COOs of other functions, HR, Recruitment, Shared Services Finance, CRES, etc
Recruitment process streamlining
Enable resource planning (with the PMO) and corporate hierarchy/cost centre maintenance
Deliver innovative department communications to Singapore staff
Provide department financials analysis (supported by Finance experts)
Facilitate human capital planning (leave, time tracking, training, talent management)
Create Presentations and Town Halls (as required)
Support engagement initiatives (coordinating/championing Knowledge Shares, Mentoring Programs, in cooperation with the engagement committee)
Review IT system access and inform staff on relevant IT tools (to work from home, for new joiners, etc.)
Perform Business Continuity Planning
To deliver in a Shared Services COO function within Credit Suisse
Gain a strong network and understanding of surrounding departments, including but not limited to Product Control, Group Finance, Finance IT, and the other regions of Finance Change
Experience in a line Accounting role within Banking
Certified Accounting degree, e.g. CIMA, CPA, ACCA, etc
Demonstrated foundation of Project knowledge
Some understanding of HR practices

Finance Change Resume Examples & Samples

Own and execute a process and controls documentation and review exercise across the Leverage Ratio programme. This role includes working with the various line resources to understand their current processes, related timelines and controls and to develop and document the future state process
Manage discussions with key stakeholders to confirm requirements, investigate noted issues and manage delivery
Provide input into regular management meetings around the status of the analysis being undertaken, noted issues requiring escalation etc
Oversee the development of test plans, cases and scripts for system releases and manage and/or execute testing
Execute tasks on a timely basis according to a defined project work plan / project schedule
LI-KJ1*
5+ years of experience in Financial Services Industry
Developing and implementing process and system improvement solutions
Business Analyst experience required
Ability to perform detailed/complex data analysis tasks
Prior experience in performing business analysis
Proven track record in delivering major projects especially projects delivered in an investment bank or similar institution
Ability to be proactive in identifying opportunities for process and systems change and assess / improve business processes
Able to perform in high-pressure environment
Able to multitask and work on multiple projects at the same time
Excellent attention to detail and highly analytical and creative
Ability to document information accurately and succinctly
Excellent team player (displays enthusiasm, confidence & commitment)
Excellent communication ability (verbal & written)
Ability to work independently and with colleagues in off-site locations
Excellent MS Excel, Access, Word and PowerPoint skills

Business Finance Change Lead-VP Resume Examples & Samples

Delivery of full project life cycle for Global Markets Change initiatives, including the strategic P&L production and reporting tool (dbPalace)
Business case assessment of initiatives for Finance Change Investment Governance decisions
Project resourcing to execute against specific demand requirements
Strong SME interaction with technology partners and Business Finance clients in project deliveries
Represent Product Control clients (Risk/ PL & Financial Control) on dbpalace implementations ensuring that Product Control design principles are adhered to and implement governance in the form of a Day 2 book of work to remediate potential gaps
Ensure consistent approach and governance to all projects. Communication and collaboration on projects with Finance Change colleagues to ensure best practice is adhered to
Manage, mentor and feedback on junior staff member project involvement
10 to 15 years of relevant industry experience in financial, consulting or Big 4 accounting firms
Excellent problem solving and analytic skills
Strong interpersonal and organizational skills, Detail orientated
Solid understanding of trade life cycle and system architecture
Understanding of the principles and frameworks of successful project management
Excellent communication and presentation skill
Strong influencing and stakeholder management skills

Finance Change Programme Director Resume Examples & Samples

Technology platforms
Operating and Organizational model in existence today and
Location footprint to support
Manage a high performance CTB Team (currently around 75) to ensure the team works as part of the wider Finance Change organization
Deliver on the existing IHC Project, a multi-year Program, specifically Reporting Requirements, Functional Requirements and Process design and implementation across the various phases of the programme
Deliver on other Regulatory programs that are in flight or in planning
Work with other CTB professionals across Infrastructure (in particular GT and Risk) to optimize solutions and delivery
Provide significant contribution to the Global Finance Change Agenda
Ultimately responsible to RTB stakeholder to deliver within the project plan and costs
Clear planning and execution of improvement actions in a condensed timeframe and challenge environment
Manage the issues/ and risks inherent in all Change projects and drive mitigating actions
Lead through the delivery project lifecycle in support of agreed scope & objectives
Raise awareness of the change and getting buy in from stakeholders
Be able to influence key stakeholders
Excellent verbal and written communications skills across all levels (including good presentation preparation and delivery skills)
Challenge the current operating environment
Strong Program/Project Management skills
Organisational experience either of DB or similar Financial Institution in the Accounting / Local Regulatory Reporting space i.e. a good understanding of the finance function and processes of a financial service organization is essential (General Ledger processes, accounting/finance processes, regulatory reporting, etc...)
Experience of working in transformational Projects covering Architecture, Process and Data
Visionary, able to design appealing visions of the future/ thinking out of the box
Never satisfied with current performance/searching for perfection/attracted by tough challenges
Risk-friendly but conscious, able to take a decision quickly without mastering all parameters and knowing when too risky to implement
Doing everything possible to get things done on time
Able to work with limited direction
Track record of managing high performance Teams

Finance Change Resume Examples & Samples

Assisting in the collection and documentation of the business requirements
Performing data quality gap analysis
Ensuring traceability between business requirements and functional specifications drafted by the GTO solution provider teams
Driving the testing phase with all stakeholders (test strategy document, test cases, test plan, etc...)
Facilitating the transition to Business As Usual (“BAU”) processes to Finance
Documenting procedures
Responsible for making sure the current state processes are properly documented for Deutsche Bank’s execution of compliance with FBO Finance Reporting requirements
Responsible for ensuring that detailed business requirements have been provided by the Finance US team; the detailed requirements should allow for the drafting of detailed functional specifications
In charge of performing a data quality gap analysis between the current state system and data versus the future state Finance Data Warehouse (FDW) and data included in FDW
Reviews feasibility studies and estimates provided by the GTO Solution Provider teams
Reviews the Functional Specification Document drafted by the GTO Solution Provider teams and ensures that the functional specifications address the business requirements
Participates in meetings with programme, project manager, Finance subject matter experts, and/or other stakeholders as appropriate and presents business analysis deliverables and/or answers detailed business analysis questions
Responsible for making sure the QA & Testing Team appropriately defines the testing requirements, writes the Test Strategy Document, Test Plan, Test Cases, and sets up correctly testing tools like “ALM / HP Quality Center”
Raises to the Project Manager’s attention the assumptions, dependencies, risks, and issues
In charge of drafting the Service Level Agreement (“SLA”) document and of reviewing the Technical Training Documentation written by the GTO solution provider team
Coordinates with the Finance CTB team the drafting of Key Operating Procedures (“KOP”) for the new business processes prior to implementation
7-10 years of relevant experiences as Business Analyst working on regulatory projects/programs delivery for the Finance/Accounting department of a large investment bank
Broker/Dealer experience important
A good understanding of the finance function and processes of a financial service organization is essential (General Ledger processes, accounting/finance processes, regulatory reporting, etc...)
Experience with USGAAP/IFRS consolidated and standalone financial regulatory reporting requirements (Trial Balance, Balance Sheet, Income Statement, Cash Flow, etc...)
Exposure to Bank Holding and broker-dealer Financial and Regulatory Reporting. This would include exposure to the FOCUS Report, management reporting,, Audited Financial Statements, consolidation, financial accounting close processes (CUSIP Netting, RV/RP Netting, FASB 157), regulatory reporting instructions and threshold requirements, and other entity financial reporting (ie. TIC and BE reports)
Understanding of Dodd-Frank Enhanced Prudential Standards (section 165), CCAR, Basel III, Bank Regulatory Reporting (BRR), and Average Daily Balance (ADB) requirements would be a plus
Experiences across a range of financial products (Fixed Income, Equity, Derivatives, etc...)
Strong data analysis and problem solving skills are required to perform data quality gap analysis, scenario simulations, and data reconciliations
High level knowledge of data warehousing concepts (basic knowledge of SQL is a plus)
Experience writing Current State Analysis Document, Current to Future State Gap Analysis Document, Business Requirement Document and in participating in the drafting of Functional Specification Document is required
Knowledge of PMI and the SDLC methodology, processes, and best practices is critical
Experience working in decentralized global projects with virtual teams within matrix organization
Experience drafting Test Strategy Document, Test Cases, and Test Plan is necessary

Finance Change Management, VP Resume Examples & Samples

Lead planning, design, establishment and execution of financial data integration for financial and regulatory reporting of Mizuho’s U.S. entities, including banking entities, broker-dealer, swap-house, leasing and other subsidiaries
Manage the scope, objectives and key deliverables of the change project
Support other system projects/enhancements from a financial and regulatory reporting perspective
Maintain up-to-date knowledge of financial and regulatory reporting requirements and provide solutions to changing business requirements
Experience in the financial industry
VBA, SQL and Access skills preferred
Professional certification is preferred

Senior Finance Change Manager Resume Examples & Samples

End to end delivery of a set of deliveries within the portfolio of Business as Usual (BAU) and Project led Change
Coordinate delivery of BAU change process with Functional SME's as required
Prepare detailed project plan/packages
Maintain relevant Management Information and reporting to control change delivery including budget
Develop and operate relevant controls
Monitor and control the delivery of the agreed change
Develop and maintain good relationships with Key Stakeholders
Initial point of contact for all BAU and Project Driven Change

PCB Technology Finance Change Resume Examples & Samples

Partnering with PCB Technology Change, who are responsible for the delivery of CTA and SI funded projects
Will require the candidate to create efficiencies thorough the team by driving and creating best practice and consistency across the legacy clusters both in terms of process and reporting
Key specific accountabilities
Deliver a trusted and highly competent Finance Business Partnering service for “Change the Bank” functional costs including, the Management Reporting, Planning, Decision Support and Financial Control
Creating joined up data for management reporting and decision support for the function globally
Provide finance analysis and evaluation to support strategic, investment and commercial decisions
Execute the financial control process providing oversight and ensuring that the integrity of financial data remains within the highest standards and that adequate financial controls are in place
Execute the annual cycle of reporting and control processes - delivery of both scheduled ad hoc outputs to time and quality
Lead the marketing of O&T Finance by providing the roll out of high quality, transparent and value-add cost advice and commercial support
Manage functional costs , driving consistency and best practice, Incepting and driving analysis of business drivers for and “Change the Bank”
Provide cost management for “Change the Bank” costs
Provide and manage the decision support for “Change the Bank” costs
Manage the evaluation of business and functional decisions / proposals and provide support for the production of function proposals
Manage the finance analysis and evaluation to support strategic, investment and commercial decisions
Oversight and drive analysis in support of commercial insights, driving business performance
Build and maintain strong relationships with Key stakeholders (Internal and External) in the UK
Provide effective Finance Business Partnering for “Build The Bank”/”Change” functional costs
Providing support and guidance on financial performance, processes and procedures to function and business areas
Coach and support the development of colleagues in a line management and peer capacity
Manage business change that impacts the business
Performance management and feedback
Driving change across relevant finance processes to support the function
Understanding functional strategy, business drivers and operational challenges
Understand the drivers and implications around cost and optimise functional cost base. Identification of opportunities and threats
Shape the Identification of options for improved financial performance and regional cost take out
Provide analysis and evaluation of the regional budget / planning/ financial forecasts
Drive and oversee significant process improvements to drive higher standards of quality, consistency and insight
Excellent written and verbal communication, with regular presentations to management and key stakeholders
Qualified Accountant, Degree or equivalent qualification
Experience of IT function preferred
Strong relationship skills and commercially aware
Knowledge of technical accounting of property related costs and transactions
Experience of reporting systems, eg. SAP, CAP, Essbase preferred

Test Coordinator Finance Change Resume Examples & Samples

Overall coordination of the test activities (planning, follow up of execution) of Finance/IT projects in the area of Lending and Trade Finance Services within Finance COO
Defining the testing strategy for the testing of new releases and deliverables
Defining and checking acceptance criteria
Validating test plans and alignment with all stakeholders
Managing the Verification or Validation processes
Ensuring that the test activities comply with ING standard methods
Participating to method improvement initiatives

Senior Finance Change Lead Resume Examples & Samples

Ability to influence stakeholders at a senior executive level including communication and presentation skills
Proven track record in driving large-scale multi-country process, technology (ERP) and organizational development improvements from a change management perspective
Project management & training experience. Understanding and application of enterprise architecture concepts and ideas
Finance degree, prior Finance experience in banking environment preferred
Six-sigma, agile certifications preferred
In-depth knowledge and application of change management and organisational development concepts, models and frameworks
Communication, Presentation and Influence
People Management including building and developing high performers
Planning

Finance Change Resume Examples & Samples

This entails working with IT as the functional requirements are written and then prepare for the testing initiative
Additionally, the individual will be responsible for the traceability of the rules to the requirements
There will be coordination between CRO and CFO as well as engagement with the stakeholders
There will be extensive documentation, including working on the controls and process flows
Work experience: Minimum of 6-8 years of financial service industry experience
Expert in the business and data analysis function
Understanding of accounting
Understanding of bank data and products
Solid experience in working with internal or external clients in understanding and documenting business requirements
Solid experience in working with IT development in implementation and testing (SDLC Methodology)
Project experience: Yes
Managerial experience: Not required
Training skills / experience
Microsoft Office, Excel Pivot table skills required
Good communication and the ability to interact with all levels of personnel
Demonstrate correct attitude, energy and excitement to take on a challenging role

Finance Change Management, AVP Resume Examples & Samples

Assist management in planning, design, establishment and execution of financial data integration for financial and regulatory reporting of Mizuho’s U.S. entities, including banking entities, broker-dealer, swap-house, leasing and other subsidiaries
Analyze, identify and manage business requirements when considering new systems infrastructures
Assist in managing the scope, objectives and key deliverables of change projects
Support financial and regulatory reporting for data analyses
Interact with business users to review potential system enhancements
Eligible to work in the U.S
Experience in change management and system implementation
Experience in financial or regulatory reporting
3 or more years experience in the financial services industry
Knowledge of finance, financial accounting, regulatory reporting, and risk management
A CPA certification is preferred

Finance Change Resume Examples & Samples

Interact with stakeholders globally across Treasury, LMR, MLRM, IT and various involved front office departments
Understand and manage the interdependencies between other projects and streams of work
Understand the end to end liquidity architecture and the impact of the in scope changes
Understand the end to end project plan for each project
Understand and document detailed business requirements and translate business needs into technical systems and process improvement solutions
Perform financial data sourcing gap analysis, data analysis and solutions. Manage business analysis who will perform this task
Develop test plans, cases and scripts for system releases and manage and/or execute functional testing and user acceptance testing. Manage business analysis who will perform his task
Assist with development and implementation of a short-term and long-term IT and process strategy
Manage issues / risks on projects with timely issue escalations and suggestions for issues resolution
Provide periodic status reports to program lead, stakeholders, and various governance forums
Effectively evaluation of different process and/or technology solutions
Apply knowledge of functionality and technology to automate processes as needed
Interface with other teams on cross-functional team projects
Perform detailed/complex data analysis tasks. Manage business analysts who will perform this task
Perform root cause analysis of issues related to data or business requirements. Follow through on issues and open item with multiple stakeholders globally and develop solutions, propose solutions, and facilitate agreeing a conclusion
3-5 years of Financial Services industry experience
3-5 years of financial reporting and analysis experience
2-3 years of developing and implementing process and system improvement solutions
3+ years of Banking / Broker-Dealer experience
1-2 years of consulting experience
2-3 years of project management experience (demonstrated Project management and organizational skills: ability to plan, execute, and manage projects utilizing project management practices
Basic to good knowledge of project management discipline and fundamentals
Proficient in use of Microsoft Office suite, including Visio and MS Project
Solid attention to detail and highly analytical and creative
Solid communication ability (verbal & written)
Ability to quickly learn new topics, identify and focus on key business concerns
Specific experience with Liquidity Treasury processes
Solid knowledge of Balance Sheet / Off Balance Sheet data
Detailed understanding of Investment Banking products
Solid knowledge of project management discipline and fundamentals
Solid MIS Reporting skills
Solid knowledge of the following technology applications: Excel, Access database, pivot tables, relational database, OLAP

Finance Change Resume Examples & Samples

You have 2-4 years of work experience in Financial Services, and financial reporting and analysis
You also have 1-2 years of experience developing and implementing process and system improvement solutions
You have Business Analyst experience
You have 2+ years of Banking / Broker-Dealer experience
You may also have 1-2 years of consulting experience
You are able to be dedicated in finding opportunities for process and systems change and assess / improve business processes
You have basic good knowledge of project management discipline and fundamentals
You are proficient in use of Microsoft Office suite, including Visio and MS Project
You are able to perform in high-pressure environment
You can multitask and work on multiple projects at the same time
You have strong attention to detail and highly analytical and creative
You demonstrated the ability to document information accurately and succinctly
You are an excellent teammate (displays enthusiasm, confidence & dedication)
You have solid communication ability (verbal & written)
You have the ability to work independently
You possess ability to quickly learn new topics, identify and focus on key business concerns
MIS Reporting skills
Knowledge of the following technology applications: Excel, Access database, pivot tables, relational database, OLAP

Finance Change Initiatives Resume Examples & Samples

Assessing, Defining, and mobilizing strategic process improvement programs that help transform the Finance organization in line with management priorities (e.g. Lean, Robotics, Manual Journals, etc.)
Contributing ideas towards creating more integrated, consistent and scalable processes across Finance
Co-coordinating delivery effort and implementing solutions across departmental/functional boundaries; including working with both primary (LN/NY) and deployed delivery locations (Glasgow/Budapest/India)
Driving clear communications around program goals and activities; support reporting to internal and external stakeholders, both Sr. Management and operationally
Proving overall program management support
Engaging consultancies to deliver on large-scale initiatives ($250k-$500)
Supporting program and governance integration across the portfolio
Effective process analysis skills, including experience with Lean, Six-sigma, etc
Effective relationship management skills - able to work with and co-ordinate multiple stakeholders across Finance and the Firm
Experience with multiple Finance departments including Product Control and Regulatory Reporting
Strong communication skills, including ability to ?tell the story? both internally and externally
Organized - able to work under pressure and manage multiple concurrent workstreams/projects
Proactive - self-starter, takes initiative, resourceful
Strong Excel, PowerPoint, and visio skills
Effective program and project management skills

Finance Change COO Senior Specialist Resume Examples & Samples

Wroclaw COO deliverables and financial analysis for Global COO function
You will assist in all aspects of Wroclaw Human Capital agenda. This includes coordination of new joiners onboarding and training, training coordination, staff engagement, MI reporting etc
You will assist in all aspects of financial analysis, management and reporting for COO Wroclaw and Global COO. This will include preparation of the monthly project financials, head count forecasting, budget preparation and forecast variance analysis
Tracking consulting spend, preparation of the T&E forecast and analyzing spend against budget
You will maintain the OE Code hierarchy and structure and implement the change control process
You will assist in preparing ad-hoc MI, analysis and reports, both in Excel and PowerPoint, for senior management
You will assist in producing internal communication updates including the Global newsletter
Support the Global COO on employee engagement related matters, including governance and survey development and execution
You have 3-4 years experience in Financial Analysis
Accounting knowledge would be a benefit
You are highly analytical, detail- and accuracy-oriented with good problem-solving skills
You should be self-motivated with an ability to work independently with minimal supervision
Do you have strong communication skills?
You possess the ability to build and maintain relationships with a variety of Business partners across multiple international locations
Do you have the ability to work under pressure to tight deadlines?
You have strong / Advanced MS PowerPoint and MS Excel skills