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Reporting Transformation Lead

Axelon Services Corporation
Manhattan, New York, United States
Closing date
Feb 15, 2024

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Job Role
Financial Accountant
Contract Type
Full Time
Global Financial Firm located in NYC, NY has an immediate contract opportunity for an experienced Reporting Transformation Lead

This role is currently on a Hybrid Schedule.
You will need to have reliable internet, computer and android or iPhone for remote access into the client systems during remote work.
We will be expected in the office weekly 2-3 days depending on the team requirement.

****Video/ f2f interviews are required prior to all offers.

Pay rate range: $ 80.00 - $ 100.00 Negotiable based upon years of experience

Function background / context:
The Institutional Credit Management (ICM) team is a critical component of Client s First Line of Defense for wholesale lending and counterparty credit risk. It partners with businesses Client-wide to ensure we have best-in-class risk and control capabilities. ICM also plays an important role in Client s Transformation efforts by helping to drive a Client-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 Client, 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.

ICM is looking for a highly energized, dynamic Reporting Transformation Lead. This individual should have a sound understanding and experience of:
" 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.

Key Responsibilities:
" 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 Client 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 Client, 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

Qualifications and Competencies:
" 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

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