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Reporting Transformation Lead

SGA Inc.
New York City, New York, United States
Closing date
Feb 15, 2024

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Job Role
Financial Accountant
Contract Type
Full Time
Software Guidance & Assistance, Inc., (SGA), is searching for a Reporting Transformation Lead for a contract assignment with one of our premier financial services clients in New York, NY.

The Institutional Credit Management (ICM) team is a critical component of the firm's First Line of Defense for wholesale lending and counterparty credit risk. It partners with businesses firm-wide to ensure we have best-in-class risk and control capabilities. ICM also plays an important role in the firm's Transformation efforts by helping to drive a firm-wide focus on wholesale credit risk management. Through ongoing investment in processes, controls, systems, and governance, ICM continues to further embed consistency and best practices across the firm, driving closer alignment between our business and regulatory goals. The Lending Transformation Program (LTP) is a key initiative within ICM. The goal is to transform the end-to-end wholesale lending process which will consolidate all remediation efforts for loan product processing and establish a consistent target operating model with a focus on improved processes, controls, and enhanced technology to achieve best-in-class processing capabilities to support our client franchise.

Responsibilities :
  • Wholesale lending, including the product and its supporting operating model (e.g., transaction management, operations, reporting, controls, data and technology requirements etc.)
  • Operations and regulatory reporting op model design and execution, inc best practices related to key metrics and data
  • Deep data analytical skills and able to grasp large and complex datasets quickly and willing to pro-actively deep diving into data warehouse and systems independently to gain understanding
  • Core change delivery and execution
  • The role entails significant exposure to senior leadership and the successful candidate will be eager to join a fast paced, world leader in the financial services industry.
  • Lead planning and coordination of day-to-day LTP Reporting workstream(s) activities; specific focus on reporting applications, metrics/CDEs, inventories, controls
  • Collaborate with colleagues across the firm and external subject matter experts to drive design, build and production of key operational and regulatory Reporting, Metrics and management information solutions
  • Ensure quality, sustainable Metrics & Reporting design and production processes (consistency, accuracy, completeness, timeliness) including identification, documentation, and risk acceptance of any deviations/ gaps
  • Validate detailed requirements, identify root cause reporting deficiencies and recommend solutions to strengthen the global platform and supporting control framework
  • Lead meetings with senior management groups including governance, operating committees, workshops and working groups
  • Manage program communications and governance (e.g., plan, status reporting, RAIDs) inc preparation of associated governance forum materials
  • Direct the identification and escalation of risks and issues impacting workstream delivery and ensure mitigation strategies are developed and executed that address key risks and issues
  • Maintains robust change delivery documentation and evidence to meet IA and regulatory scrutiny
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the firm, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency
Required Skills:
  • 10+ years' experience in project management and reporting related functions (i.e. metrics, CDEs, reports)
  • Bachelor's degree required; Master's degree preferred
  • Must have wholesale lending experience, preference for background in Transaction Management, Operations, Risk or Finance function
  • Proven business/ data analysis expertise, problem solving skills and curiosity to develop deep process and systems knowledge
  • Interprets business stakeholder needs and translates into considered reporting requirements
  • Possesses a strong knowledge of reporting, data and metrics control design
  • Advanced communication, advocacy and stakeholder management skills to influence and drive decision-making
  • Eagerness for ownership, demonstrates sense of urgency and positive and optimistic approach to change
  • Operates independently under tight deadlines and prioritizes competing demands in a dynamic environment
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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