Finance Change Management Lead
NYC, NY
Long Term
Contract
The Finance Division is seeking an experienced Finance Change Management Lead to directly support a senior Finance lead across strategic change initiatives, with primary focus on the Finance Data Warehouse.
The ideal candidate combines deep Capital Markets product and data knowledge with hands-on Finance change delivery. They will manage multiple initiatives, translate complex business and regulatory needs into executable plans, and produce concise Steering Committee and senior-management materials.
Key Responsibilities
• Partner directly with a senior Finance lead to drive the Finance Data Warehouse and broader strategic change portfolio.
• Lead multiple workstreams end to end, owning priorities, milestones, dependencies, risks, implementation, and transition to BAU.
• Bridge Finance, Technology, Data, Architecture, and Product teams to turn business and regulatory requirements into executable solutions.
• Define and validate Finance Data Warehouse requirements, including user stories, acceptance criteria, data requirements, solution validation, and end-user sign-off.
• Apply Capital Markets product and trade-lifecycle knowledge across derivatives, loans, fixed income, and securities financing transactions to shape and validate data requirements.
• Drive data sourcing, lineage, mapping, transformation, reconciliation, data quality, and control requirements supporting Finance and regulatory reporting.
• Support capital, leverage, financial, and prudential reporting initiatives, aligned to regulatory deadlines, controls, and stakeholder expectations.
• Create Steering Committee and senior-management materials, including executive presentations, decision papers, status and risk packs, roadmaps, and supporting analysis.
• Lead governance forums and stakeholder meetings; communicate decisions, risks, issues, actions, and recommendations clearly and concisely.
• Coordinate testing, implementation readiness, and BAU transition while guiding Business Analysts, testing resources, and cross-functional contributors.
Required Qualifications
• 10 years of relevant experience in Finance change, portfolio/program delivery, product ownership, business analysis, or project management within a large financial institution.
• Strong Capital Markets product and trade-lifecycle knowledge across derivatives, loans, fixed income, and securities financing transactions.
• Strong Finance data and enterprise data warehouse experience, including sourcing, lineage, mapping, transformation, reconciliation, data quality, and controls.
• Demonstrated experience delivering Finance Data Warehouse, Finance data transformation, or other large-scale data-intensive change initiatives.
• Working knowledge of regulatory reporting across capital, leverage, financial, and/or prudential reporting; FED, SEC, PRA, EBA, or comparable regulatory experience is highly relevant.
• Proven ability to run multiple complex initiatives across requirements, prioritization, testing, implementation, BAU transition, risk, and dependency management.
• Excellent executive communication and presentation skills, including the ability to distill complex topics into clear Steering Committee and senior-management materials.
• Strong stakeholder management, analytical, and organizational skills, with the ability to influence senior Finance, Technology, Data, Architecture, and control-function stakeholders.
• High proficiency in Microsoft Excel and PowerPoint, including analysis of large datasets and creation of concise management insights.
• Ability to work in person in the New York office a minimum of three days per week.
Preferred Characteristics
• Experience working in Agile squads or fleets, with familiarity with traditional project and program management approaches.
• Strong facilitation, conflict-management, and influencing skills; able to drive decisions without direct authority.
• Data-driven, accountable, self-motivated, and highly organized, with a strong focus on data quality, controls, and measurable outcomes.
• Continuous-improvement mindset and interest in AI-enabled tools that improve analysis, documentation, and delivery execution.
| Vinay Ram
(Direct) Suwanee, GA - 30024 An MBE & eVerify Company |
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