Provides leadership, management and execution for a variety of areas including executive presentations, dashboard reporting, internal communications, divisional goals/metrics reporting and coordination of projects with internal corporate partners.
Facilitate meetings with our internal corporate partners to discuss current and future initiatives to ensure alignment with goals and objectives of the Office(HR, Finance, Legal, Marketing, Realty, etc.).
Works at the division, area and corporate levels on strategic business initiatives owned by the CAO.
Support the CAO in the management of Executive Governance meetings including materials preparations, consolidation and management of action items, etc., including planning and executing off site strategic planning sessions.
Manages the real estate portfolio by working with the Realty Division to plan for new space needs, lease expirations, cost oversight, moves, and new employee space.
Performs internal division wide communications using multiple communication channels
Manages human resources initiatives tied to employee engagement and diversity.
Performs financial management oversight to enable achievement of financial goals.
Manages executive dashboard reporting to management on a weekly, monthly and quarterly basis.
Education and Experience
Bachelor's degree or equivalent.
Minimum 10 years financial services experience including project/program management experience. Consulting experience a plus.
Coordinate across managers and teams to align activities with business priorities
Manage operations and processes to ensure achievement of performance and strategic goals
Manage processes and controls to ensure consistency and compliance across functions
Enhance operational efficiency and develop performance metrics and reports
Develop divisional and enterprise-wide communication for internal and external stakeholders
Primary point of contact with corporate functions (e.g. Finance, HR, Marketing, Legal, Procurement, Global Realty Services, etc.) to provide review and strategic inputs
Ensures standard, consolidated processes across BU functions and regions (NA, EMEA, APAC).
Strategic Planning / Implementation
Define strategic goals and review performance targets
Strategic review and planning with leadership team
Prioritization of activities to align with funding capacity/constraints in collaboration with managers
Manage and monitor implementation of initiatives to ensure achievement of cost, timing, quality, and benefits
Responsible to lead and support multiple strategic initiatives.
Develops management reporting/analytics
Attends CAO Council meetings and alignment with other business units
Identify best practices and benchmark/trends to support operations and transformation
Strategic Planning & Development
Lead corporate/BU strategic and transformation initiatives
Assess strategic growth/reduction areas
Plan, Execute location strategy
Design, implement organizational/ operating model
Due diligence, negotiation, and implementation support for M&A, large client deals
Drive process excellence
Define vendor strategy
Resolve program level issues and controls
Leverage best practices and drive continuous improvement
Financial & Resource Planning: Responsible for operational analysis and coordination/planning with BU managers and functions/teams, manage resource planning and approval processes, and support strategic programs.
Financial Planning and Analysis
Financial planning, management, analysis, and reporting
Analyze & interpret data to assist BU Leadership in understanding and delivering vs strategies and targets
Work with other BU business leads to ensure achievement of financial including revenue and expense targets
Review/Approval of Invoice (MarkView)
Support Contractor workflows (funding and approval)
Project/Program Portfolio Management & Reporting
Lead strategic cost reduction
Provide financial modeling of expected results vs Budget/Forecast)
Support BU divisions in delivering Budget requests and strategic resource needs
Review resource allocation, forecasting, variances
Identify and collaborate financial risks and opportunities
Support BU divisions with Project management, support and oversight
State Street Global Advisors