Program Management Finance - Commercial and Investment Bank

Job Responsibilities

• Strategy and Portfolio Leadership
  • Set the transformation agenda and roadmap for P&A, aligned to Finance's strategic architecture and firmwide priorities.
  • Manage a portfolio of multi-workstream programs with clear OKRs/KPIs, benefit realization plans, and outcome-based milestones.
  • Translate strategic objectives into executable plans across platforms, data, processes, and operating model.
• Program Delivery and Governance
  • Oversee end-to-end delivery of multiple large-scale initiatives, including scope, business case, plans, budgets, timelines, and resource allocation.
  • Proactively identify, manage, and resolve risks, issues, and cross-program dependencies; ensure strong controls and audit readiness.
  • Establish executive-ready governance, steering forums, scorecards, dashboards, and MIS to track performance and inform decisions.
• Stakeholder and Executive Engagement
  • Build and maintain senior-level relationships across LOBs, Technology, Data, Risk/Controls, and Operations to ensure alignment and sponsorship.
  • Lead forums for updates and decisions, driving consistent and transparent communication across stakeholders and work streams.
• Operating Model and Process Reimagination
  • Design and implement target operating models, future-state process flows, and handoffs across P&A to reduce cycle time and risk.
  • Leverage automation, AI/ML, and data-driven insights to optimize planning, forecasting, close, and reporting processes.
• Data, Digital, and Cloud Enablement
  • Partner with Technology and Data teams to modernize data pipelines and platforms (e.g., cloud, Databricks, AWS) with strong data quality, lineage, and governance.
  • Integrate analytic capabilities and advanced methods (e.g., AI/ML, LLMs) to enhance forecasting, scenario modeling, and decision support.
• Requirements, Testing, and Change Management
  • Lead development and refinement of strategic business requirements; ensure traceability from requirements to benefits realization.
  • Own UAT strategy end-to-end: test planning, test case design, environment readiness, execution oversight, and sign-off governance.
  • Drive business readiness and adoption, including communications, training materials, and enablement sessions for end users.
• Financials, Benefits, and Value Realization
  • Manage program budgets and vendor engagements; measure and report on benefits (productivity, quality, control, customer experience).
  • Ensure sustained outcomes post-implementation via stabilization plans, run-state governance, and continuous improvement.
• Leadership and Culture
  • Lead and mentor project managers and analysts in a matrixed environment; foster accountability, curiosity, and an ownership mindset.
  • Champion agile ways of working, continuous improvement, and a culture of transparency and collaboration.

• Bachelor's degree in Finance; strong grounding in financial concepts relevant to P&A.
• 10+ years of experience in program/project management and business analysis, including leadership of multi-year, multi-workstream transformations.
• Proven end-to-end delivery expertise: scoping, business case development, budget and timeline management, implementation, and change management.
• Mastery of delivery methodologies and governance (Agile, SCRUM, and Waterfall) with the judgment to select and blend approaches.
• Demonstrated success influencing and engaging senior stakeholders; excellent executive communication and presentation skills.
• Advanced analytical and structured problem-solving skills; ability to decompose complex processes and architect scalable solutions.
• Strong understanding of data flows between applications and cloud architecture; ability to leverage data for decision-making.
• Hands‑on experience with Microsoft Office (Excel, Visio, PowerPoint) for executive‑ready materials, process maps, and decision support.
• Established track record building and operating governance, scorecards, and MIS to manage risk, performance, and benefits.
• Ownership mindset with the ability to operate in a fast‑paced, ambiguous environment and drive outcomes across functions.

• Advanced degree or relevant certifications are a…