AVP - Financial Planning & Analysis - Finance Transformation

- Overall program management of the multiple high visibility global process transformation efforts including strong governance / tracking of program execution partnering with key stakeholders

- Establish re-engineering program focused on structuring target state global forecasting processes and create capability by hiring specialized resources in Mumbai

- Structure and conduct re-engineering workshops with senior stakeholders across Finance to agree on interim and end state process structure to achieve Agile Planning transformation program objectives and related regulatory remediation efforts

- Partner with other Agile Planning workstreams (Data, Infrastructure/Tech, Models, Reporting & Analytics, UI/Workflow, etc.) to align efforts and program milestones required to achieve process transformation objectives

- Apply process improvement / re-engineering frameworks (Lean, etc.), to identify and implement tangible and measurable process improvements without impacting quality of outcomes

- Build out process maps to identify bottlenecks and interdependencies and establish explicit performance metrics for tracking finance planning processes

- Leverage process design workshops to identify key control points required to ensure process integrity and quality of outcomes

- Design process controls in partnership with the sub-process owners and drive automation of controls for all planning processes

- Determine and define required controls in line with relevant Risk and control policies

- Coordinate with GFT and infrastructure transformation (UI/ workflow, reporting and analytics) and process design teams to automate controls as much as possible

- Work in a cross functional collaborative team environment with an intense focus on impactful tangible outcomes

- Partner with FP&A GPO to ensure strategic planning policy incorporates latest process updates and process execution adheres to all policy, governance and control requirements

- Partner with Digital Transformation teams to incorporate and integrate digital tools into the forecasting processes

Requirements:

- 8-10 years work experience with significant part of that focused on driving large scale transformation efforts, Process Re-engg programs, Financial Planning and Budgeting leadership experience, preferably with global exposure, in Financial Services / Banks

- MBA in Finance from a top tier institution and a Bachelor's degree in Mathematics, Information Systems, Economics, Computer Science, Engineering, Finance or a related quantitative discipline preferred

- Experience interacting with senior management on building consensus for contentious topics

- Experience establishing tracking of KPIs for processes and showing ongoing improvement

- Experience working in FP&A or related to business and operational planning and budgeting

- Strong executive presence and experience running senior level workshops

- Expert knowledge and experience in storyboarding and creating compelling presentations along with strong written and verbal communication skills

- Past experience in managing and running global financial planning processes with a focus on process efficiency, continuous improvement and process performance analytics

- Past experience playing leadership role in driving programs in a matrix environment

- Experience in process re-engg programs with strong knowledge of process improvement frameworks (like Lean)

- Knowledge of risk and control frameworks and knowledge of best practices to implement controls

- Knowledge of digital tools incl visualization, AI, Machine learning a plus

- Experience of partnership with multiple workstreams to drive acceptance and adoption of agreed process changes

- Knowledge of Agile methodology and experience in projects preferred

- Experience in process mapping using tools like Blue Works preferred

- Strong analytical and problem solving skills and track record of leading diverse teams

- Proficient in Microsoft office suite of products, including expertise in Excel and PowerPoint