Lead finance/treasury systems design projects: create initiative charter, document current-state workflows, perform gap analysis across NIR/ALM/FTP, define end-state NIR strategy, develop phased implementation plan, manage timelines, budgets, stakeholders, risks, and change management; produce training materials and support executive-level reporting.
Company Description
Job Description
Title:- Project Manager Systems Design
Location:- Boston, Massachusetts
Duration:- 6 months
Minimum Requirements
- Bachelors Degree in technology, finance, business or equivalent. MBA, CPA or CFA a plus.
- 10+ years minimum overall with current 5+ years PM experience – strong preference in financial operations and must have PM work in systems design.
- Extensive knowledge of business functions.
- Excellent analytical skills.
- Excellent communication and presentation skills.
- Very strong management, project management and leadership skills.
- Very strong relationship management skills.
Description:
- Complete Initiative Charter and Summary (Scope, Case for Change, Team Members, Stakeholders, Timeline Proposal, etc.)
- Develop, manage, review, and prioritize project work plans with objective to stay on time and on budget; monitor project health from both a timing and financial perspective
- Work with SMEs; document current state operational workflows and business models / analysis for OTT NIR/ALM Basecase FCST
- Review gaps and redundancies in the current state, end-to-end operating model covering existing NIR, ALM/FCST and FTP processes
- Analyze and document Chart of Account differences; identify duplicative processes across the three teams (OTT-/NIR/FTP, ALM FCSTing/Basecase) related to current position creation and NIR forecast generation as used by the respective teams.
- Review and identify opportunities to incorporate common accounting methodology into QRM, consolidate assumptions and identify areas to reduce time spent on data reconciliations
- Work with SMEs; define end-state NIR Production Future Strategy]; identify & develop phases to achieve end-state; identify Business/Functional Requirements
- Build out Treasury NIR components QRM Initiative implementation timeline and manage end-to-end timeline execution
- Facilitate meetings with key stakeholders (i.e. Business partners, IT, Finance, Management, and others as required in fulfillment of key deliverables)
- Drive status tracking and reporting at the Transformation Office and Steering Committee levels
- Identify implementation roadblocks; manage action items, dependencies, issues, risks; develop contingency plans; enforce formal thresholds, change controls processes
- Support change management / business readiness activities and development of training materials
- Serve as an additional resource towards identifying items that require course correction and process improvement areas to enable focused decision-making across key stakeholders and business partners
- Work with manager to further identify additional, specific deliverables, operational dependencies and/or other related initiatives as they pertain to Client’s Finance and/or Global Treasury
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