About The Position

We are seeking a highly skilled Investment Governance, Process and Controls Specialist to join our team. The successful candidate will play a pivotal role in engaging with senior stakeholders, articulating the multi-year Technology Investment narrative, and supporting Digital & Platform Services Objectives and Key Results. As a Technology Investment Governance and Program Management – Senior Associate in the Digital & Platform Services team, you will utilize strategic thinking, excellent communication skills, an advanced understanding of financial analysis, controls and governance processes, as well as problem-solving skills and the ability to address ad-hoc queries effectively.

Requirements

  • Bachelor’s degree in accounting, Finance, Economics, or related field.
  • 4 years of professional experience in handling large volume of data.
  • Proven experience in Technology Investment Governance or a related field.
  • Advanced communication and stakeholder management skills.
  • Ability to articulate complex investment narratives clearly and concisely.
  • Experience with financial controls and alignment processes.
  • Proficiency in using reporting and data analysis tools (e.g., data bricks, tableau, Qliksense).
  • Advanced problem-solving skills and the ability to address ad-hoc queries effectively.
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular).
  • Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure.
  • Self-starter who is motivated to excel in all aspects of their role and seeks to break the status quo and initiate improvements where necessary.

Nice To Haves

  • Previous experience in a Technology finance/planning role in banking or financial services preferred.
  • Experience with data transformation tools such as Alteryx, Databricks – SQL, dashboards, Tableau, Sigma highly preferred.

Responsibilities

  • Collaborate with senior stakeholders, including the Digital & Platform Services CFO, Business Managers, Financial Managers, and Product Managers to ensure alignment and transparency in Digital & Platform Services Technology Investment governance.
  • Articulate the multi-year tech investment narrative, providing supporting details to facilitate informed decision-making.
  • Contribute to the achievement of Digital & Platform Services Objectives and Key Results by aligning Investment Governance activities with strategic goals.
  • Work closely with Planning & Analysis teams to ensure that Technology Investment Governance aligns with Planning & Analysis control numbers, maintaining accuracy and consistency. Perform financial analysis as and when required.
  • Serve as the point of contact for key processes such as Benefits review, Hygiene issues, Monthly Estimate Forecast, and timesheet status, supporting Investor Day, Mid-Year Forecast, and Annual Planning
  • Learn and guide users on Digital & Platform Services processes using in-house tools
  • Address any ad-hoc queries from senior stakeholders in coordination with Line of Business Financial & Business Managers

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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