Associate CFO Strategy - Phaxis LLC
New York, NY 10019-7316
About the Job
Department Overview
The Regional Americas CFO Strategy team plays a critical role to the function by both acting as an advisor to the Americas CFO and managing a portfolio of strategic initiatives to help achieve critical short- and long-term Finance objectives. After initiative identification this includes defining the objective and stakeholders, formulating a delivery plan, tracking against milestones, and reporting on progress/ issues/risks. Initiative portfolio spans mostly across all areas of Finance (i.e., Tax, Treasury, Financial Control, Regulatory Reporting, Management Reporting and the Middle Office). Other critical aspects of the team are to support urgent and ad-hoc needs of Finance Management, as well as the Business on cross-functional initiatives.
Role Description
The CFO Strategic Initiatives team has an open Associate position that it is seeking to fill immediately. The ideal candidate should have significant experience in consulting / transformation within the financial services sector. We are looking for a motivated and ambitious individual with a track record of working in a high volume and results oriented environment. The candidate will have the opportunity to drive meaningful change and contribute to initiatives that are of high importance to the client's Management team.
Responsibilities
Skills, Experience, Qualifications and Knowledge Required
Compensation: 130-140K base salary
Reference #: (24-04482)
The Regional Americas CFO Strategy team plays a critical role to the function by both acting as an advisor to the Americas CFO and managing a portfolio of strategic initiatives to help achieve critical short- and long-term Finance objectives. After initiative identification this includes defining the objective and stakeholders, formulating a delivery plan, tracking against milestones, and reporting on progress/ issues/risks. Initiative portfolio spans mostly across all areas of Finance (i.e., Tax, Treasury, Financial Control, Regulatory Reporting, Management Reporting and the Middle Office). Other critical aspects of the team are to support urgent and ad-hoc needs of Finance Management, as well as the Business on cross-functional initiatives.
Role Description
The CFO Strategic Initiatives team has an open Associate position that it is seeking to fill immediately. The ideal candidate should have significant experience in consulting / transformation within the financial services sector. We are looking for a motivated and ambitious individual with a track record of working in a high volume and results oriented environment. The candidate will have the opportunity to drive meaningful change and contribute to initiatives that are of high importance to the client's Management team.
Responsibilities
- Stand up detailed plans to deliver on the objective of Finance Management across multiple competencies and sub-functions.
- Act as a strategic advisor by helping teams improve processes, solve problems and identify tactical and strategic solutions.
- Support regular and ad-hoc Senior Management requests and reporting.
- Consult directly and communicate effectively with staff across the firm (i.e., Finance, Technology, Front Office, Legal, Compliance, Operations, etc.) to manage initiatives.
- Align to existing CFO Strategic Initiatives reporting framework and provide consistent and detailed initiatives updates to all levels of the organization.
- Foster a results-oriented culture with stakeholders and aim to deliver initiatives on time and within budget.
- Take leadership role in identifying and documenting business requirements for initiatives involving technology solutions.
- Work creatively and analytically with a structured approach to problem-solving
- Ability to manage a large portfolio of initiatives with ability to re-prioritize as needed due to changing business demands.
Skills, Experience, Qualifications and Knowledge Required
- 3-7 years' work experience in the financial services sector driving strategic transformation.
- Prior experience at a consulting firm serving financial services clients is strongly preferred.
- Undergraduate or higher degree in Finance, Accounting or Business Management.
- Strong communication and stakeholder conflict resolution skills. Very strong level of comfort presenting to all levels of the organization, including the C-Suite.
- Experience in traditional and agile project management documentation and status reporting.
- Significant experience writing business and functional requirements for highly complex transformation related initiatives within the financial services sector.
- Strong work ethic, highly analytical, attention to detail and ability to think critically and challenge the norm.
- Ability to work as part of a cross-cultural team including flexibility to support multiple time zones.
- Demonstrable knowledge of wholesale banking and broker dealer activities and related Finance processes.
Compensation: 130-140K base salary
Reference #: (24-04482)
Source : Phaxis LLC
