Manager – Data Transformation and Analytics (Banking and Capital Markets)
About The Position
From the beginning, our goal was to establish an advisory firm that stands apart from the rest â one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve todayâs challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation team you will serve as a trusted partner to our clients. Youâll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, strategic solutions. These not only address today's challenges but also lay the groundwork for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that encourages contributions beyond the scope of client delivery.
Requirements
- 5+ years of relevant experience, including delivering transformation programs into CDO, CTO, COO, CFO, and/or CRO organizations
- Strong strategic planning skills with experience working with C-suite executives to build organizational-level strategic roadmaps
- Deep understanding of financial services sectors, including banking and capital markets, investment banking, broker-dealers, custody, fund administration, and investment management
- Demonstrated knowledge of current industry trends, data strategy best practices, governance frameworks, and emerging technologies
- Proficiency in tools such as SQL, Tableau, PowerBI, Alteryx, Snowflake
- Familiarity with platforms such as Collibra, OvalEdge, Atlan, Talend, SAP Master, BigID, OneTrust
- Experience mentoring and developing junior team members
- Consistent success in building and developing strong client relationships
- Continuous Learning Mindset: openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Professionalism and discretion in interacting with executives and clients
Responsibilities
- Lead a wide range of Data Transformation and Analytics projects within banking or capital markets
- Support automation of workflows, reports, journals, reconciliations, and testing
- Contribute to solutions for fungible trade and counterparty netting
- Apply driver-based modeling and predictive analytics to enhance finance processes
- Collaborate with cross-functional teams including Risk, Treasury, and IT
- Oversee project administration activities, encompassing project setup, planning, budgeting, account management, and billing, ensuring smooth project completion
- Proactively monitor industry trends and articulate their potential impact on clients, especially in data strategy and governance.
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
- Mentor team members through coaching, regular ongoing feedback, annual performance reviews, and actively support project teams in resolving complex issues
- Build and nurture strong client relationships, serving as a trusted advisor who understands their business needs, identifies opportunities for new business, and delivers high-quality service
- Play an active role in attracting, interviewing, hiring, and retaining top talent
- Lead data governance to ensure trusted, compliant analytics across banking and capital markets
Benefits
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- a 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
501-1,000 employees
