
ProViso Consulting
Candidate profile details:
• Degree/Certifications Required: Scrum / MBA ideally
• Years of experience: 5+ yrs
• Reason for request/why opened: New project
• Interaction with Stakeholders: 80%
• Project Scope: Project US treasury
• Team Size: 7 ppl
• Selling Points of Position: Working within a leading FI organization
Background:
• US Treasury , back office exp , client reference data , settlements confirmation
• Banking on the dealer side
Summary of day to day responsibilities:
• Day to day can differ depending on the stage of the project my team is working in.
• For Requirements, it’s a lot of collecting data from stakeholders, coordinating and formalizing requirements and getting signoff
• For Dev, its working with tech, running meetings
• For Test, its writing test cases and running testing.
• Roll out, its putting together documentation, procedures training for BAU team etc
• Hosting recurring meetings with all stakeholder to get updates and track and doing data analysis to make some informed decisions.
• Manages projects with moderate to high regulatory oversight
• Work in close partnership with all project stakeholders to align plans, timelines, expectations and deliverables to meet project’s objectives.
• Use negotiation and influencing skills to build consensus amongst diverse stakeholder groups to ensure project deliverables are met
• Ensure projects are delivered based on agreed scope, agreed timeline and approved budget
• Manage resolution of issues and risks effectively and if required ensures timely escalation of the issues and risks
• Communicates effectively project status communication to stakeholders
• Manage project financials, including monthly variance analysis, program benefits and on-going costs
• Create and maintain comprehensive project management artifacts in compliance with Change Delivery methodologies, in alignment with waterfall, rapid, client’s Agile and Agile delivery practices.
• Considered as a subject matter expert on practices, procedures and principles of project management
• Manage initiatives through to completion including Planning, Execution, Control and Closure of initiatives.
• Exercise discretion in managing correspondence and information, escalating issues where appropriate
• Manage communications to: Program Delivery Leadership team, impacted stakeholders and Control Partners
• Coordinates with the respective enterprise control partners (e.g., EPDE, Strategic Sourcing Group, Legal, TRMIS, OCDO. etc.) to appropriately select, engage and manage external service providers as required
• Leads a large diverse business team to effectively deliver scope and quality in an initiative
• Manage initiatives through to completion including Planning, Execution, Control and Closure
• Part of a team working primarily on global change projects in the financial industry.
Qualifications/Skills/Experience:
• 5-7 years experience in a change delivery role as a Project Manager / Scrum Master.
• Outstanding record of project delivery success, preferably in Capital Markets and Regulatory related initiatives
• Experience and strong subject matter expertise in Capital Markets and Large Regulatory Change/AML/Sanctions ideally with experience managing change projects in this space
• Strong understanding of end-to-end dealer functions (trade booking, regulatory reporting, risk, pnl, confirmations, settlements, cash reconciliation, etc) is preferred
• Experience with Middle office or Back Office functions (trade booking, confirmations, settlements, reference data .
• String understanding of Security, Client, Account and SSI reference data.
• Team player with ability to build and maintain strong working relationships with internal and external partners
Must have:
• US Treasury
• Project exp ( PMLC )
• Data analysis
• Requirements gathering
Nice To Have:
• Jira
• Scrum
• Testing UAT
• SQL