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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading financial services transformation initiatives, with a strong focus on GL matching, reconciliation processes, and advanced business analysis. Proficient in stakeholder engagement, change management, and technical leadership in data transformation and reporting solutions.
Highest-signal resume keywords
Financial Services TransformationGL Matching and ReconciliationSmartStream TLM ProficiencyRequirements Elicitation and ManagementCross-Functional Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisData TransformationETL OptimizationSource-to-Target Data MappingUAT TestingProcess Flows DevelopmentAdvanced Reporting SolutionsGap AnalysisReconciliation Process DesignFinancial Information Business Rules
Soft Skills
Stakeholder EngagementChange ManagementIndependent WorkCross-Functional CollaborationOrganizational Transformation
Tools & Technologies
SmartStream TLMDatastageMonarchApache AirflowPythonTableauJIRAConfluence
Industry Keywords
Domestic BankingInternational BankingInsuranceGL Attestation PoliciesReconciliation WorkflowsTrade Lifecycle ManagementSDLC Principles
Tech Stack
Tools & technologiesAirflowApacheETLPythonSDLCTableau
About the role
Key responsibilities & impact- Lead transformational business initiatives across assigned business units and design future-state reconciliation solutions
- Drive organizational change management with cross-functional teams, business units, operations teams and global process service partners
- Establish enterprise reconciliation centers of excellence and best practices
- Conduct advanced business analysis and requirements elicitation
- Lead strategic stakeholder alignment and organizational transformation
- Design and optimize GL-to-source, sub-ledger, intragroup, cash, asset and n-way reconciliation processes
- Optimize SmartStream TLM configurations and implement reconciliation best practices
- Develop EPICs, user stories, process flows, UAT plans, cut-over strategies and RTB hand-over documentation
- Architect Financial Information Business Rules and static data configurations for onboarding and off-boarding
- Provide technical leadership in data transformation, ETL optimization and advanced reporting solutions
Requirements
What you’ll need- Bachelor's degree in Business, Information Technology, Engineering, or equivalent professional qualification
- 6+ years of business analysis experience delivering large-scale initiatives
- 3+ years leading end-to-end financial services transformation initiatives
- Deep understanding of GL matching, exception management, cash reconciliation, balance reconciliation, suspense accounts, sub-ledger reconciliation and multi-way reconciliation
- Experience in domestic banking, international banking or insurance environments
- Expertise in requirements elicitation and management, enterprise analysis, requirements analysis, solution assessment and validation
- Ability to translate financial services requirements into technical solutions
- Source-to-target data mapping and current-state versus future-state gap analysis proficiency
- Enterprise-level delivery experience across CTB, RTB and Operations teams
- Cross-functional leadership, stakeholder engagement and change management capabilities
- Ability to work independently with minimal support
- Flexibility for occasional weekend availability during go-lives and production cutovers
- SmartStream TLM Platform proficiency
- Knowledge of GL attestation policies, reconciliation workflows and PEGA Attestation Workflow
- Understanding of trade lifecycle management and SDLC principles
- Experience with Datastage, Monarch, Apache Airflow or Python
- Tableau proficiency
- UAT testing and production release support experience
- Familiarity with JIRA and Confluence
Benefits
Comp & perks- Inclusive workplace focused on respect, belonging and opportunity
- Policies and programs supporting employees to perform at their best, collaborate, innovate and grow professionally
- Employee volunteer activities
- Community donations and investments
