Head of Corporate Finance/IM/ERM Portfolio
- Key Responsibilities**
- **Planning and prioritization**
- Define, own and facilitate the project prioritization process across IM, CFO and ERM for projects factoring in available capacity and benefits
- Lead work, partnering with the Executive and Program Sponsors, to establish timelines, set milestones and identify and acquire the resources required
- **Stakeholder Management**
- Understand the needs and expectations of stakeholders throughout the Program Governance Structure, managing concerns and feedback promptly
- Establish the framework and oversee collaboration by driving discussions and decisioning, instilling consistency, and promoting discipline in defining and managing the delivery of the program
- Act as a trusted strategic advisor to all stakeholders, ensuring the target operating model aligns with enterprise strategic goals
- **Process Integration**
- Evaluate existing project management processes, systems, and structures across functions to build the program; this will include a cross-functional team and potentially contracting and directly managing third party resources
- Ensure program execution strategy is aligned with business strategies, company policies and target operating model expected outcomes and delivered upon consistently for value
- Analyze, understand and communicate the tradeoffs involved with roadmap and prioritization decisions
- **Change Management**
- Build relationships and work closely with key stakeholders to identify areas of focus, anticipate change impacts, and assess change readiness
- Develop and deliver change management strategies to support a smooth transition, including effective communication, training, and ongoing support
- Support this program through unexpected events, ambiguous information or changes in scope, timeline or stakeholder needs
- **Program Governance**
- Define success metrics and monitor against established goals and milestones
- Provide centralized and regular visibility via status reporting and demand capacity monitoring
- Communicate risks, issues and dependencies and drive collaborative, coordinated decision-making and resolution efforts amongst stakeholders
- Enable and ensure consistent implementation of people, process and technology improvements and plans to sustain them
- **Team Leadership**
- Design, build and lead direct program management team, that is diverse and inclusive, to deliver program
- Provide clear direction, support, motivation and development opportunities to team members
- Role model an agile mindset through change and ambiguity; inspire others and drive culture of continuous improvement.
- Bachelor's degree
- 7+ years of experience in project management
- Proven success in delivering projects on time, within budget, and to scope
- Strong understanding of project management methodologies
- Proficiency in project management software including but not limited to MS Project, Smartsheet, and Jira as well as dashboarding and visualization tools (e.g., MicroStrategy, Tableau, PowerBI)
- 10+ years of program and project management experience
- 7+ years of experience leading and managing people/teams
- 5+ years of experience leading, managing, or contributing to projects within Investment Management, Corporate Finance, and/or Enterprise Risk functions
- Robust knowledge of Investment Management, Corporate Finance, and/or Enterprise Risk Management domains, acumen, processes, and systems as well as interdependencies between end-to-end or shared processes
- Experience in financial services
- Project Management Professional (PMP) certification or equivalent
- Agile/Waterfall project management experience
- Robust knowledge and experience with best practices, especially related to communications, reporting, prioritization, capacity and resource planning, forecasting, financial planning, and performance measurement
- Regular meetings with the CFPMO
- Focused one-on-one meetings with your manager
- Access to mentorship opportunities
- Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
- Access to learning content on Degreed and other informational platforms
- Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
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