The Strategic Program Senior VP provides leadership over issues management end-to-end process. This role will work cross functionally to develop a sustainable issues review and reporting process that meet CAA goals and objectives including strategic initiatives. Track and identify deficiencies to resolution and implements the requisite project management process to achieve that objective. Manage prioritization activities, budget and resource planning. Manage relationship and operational logistics of external vendors including delivery quality and budget. Works closely with CAA internal partners to ensure mutual project commitments and service level agreements (SLA's) are met. Ensure compliance with the Enterprise Project Methodology if applicable including project reviews and reporting.
Work directly with the Director of CAA Strategic Program and CAA team on the operational planning and special initiatives to support defining the business objectives in measurable terms and the actions necessary to accomplish these objectives.
Assist with the identification and tracking of risks & deficiencies and recommend remedial actions to mitigate them. Support initiative review meetings by compiling materials for presentations and follow up on open items.
Support the development of the annual SOX/ICRR plan by working jointly CAA team, corporate functions and lines of business partners in the company.
Assist in standardizing internal processes and protocols related to CAA execution and communication in the company and externally.
Provide oversight in validating remediation of deficiencies/issues
Support project management of CAA projects related to the delivery and implementation and other actions necessary to successfully accomplish the initiatives in the portfolio with planned timing and responsibility assignments. Assist in tracking project budgets and communicate potential risks.
Prepare or reviews reports to key committees and internal constituents including the Disclosure & Accounting Committee, Financial Controls Committee and Audit & Finance Committee of the Board of Directors.
Conduct and obtain research to bring industry practice and current thinking into the discussions.
Assist the team to ensure that project delivery is compliant with the Bank policies and standards, including compliance with the Enterprise Project Methodology. Monitor the cost of projects, and work orders to ensure that costs do not exceed approved amounts.
Responsible for leading training to other team members or stakeholders on CAA processes and standards.
Manage CAA team members either directly or cross-functionally
Typically requires Bachelor's degree in Accounting or Finance and minimum of 10-15 years of experience in external audit, internal audit and/or Sarbanes Oxley, or equivalent in the combination of education and experience; internal control testing experience, process mapping and control analysis.
Large institutional and/or banking experience, Big Four experience, and CPA or CIA desired.
Strong analytical skills and judgment required to assess risks and controls in business processes.
Collaborative/ teamwork approach.
Proactive in approach, process leadership and project management skills
Excels in working in a fast-paced environment.
Proficient in handling multiple assignments effectively.
Excellent written and verbal communication skills.
Strong Microsoft Word, Visio, Excel, and Adobe Acrobat skills
Working knowledge of Hyperion, PeopleSoft, and OpenPages desired.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank, N.A.