Balance Sheet Governance Lead Analyst

Balance Sheet Governance Lead Analyst

The BSG team is a strategic component of the organization's vision, leveraging its change management and transformational core skill sets. This analysis, change/project management role is responsible for execution and supporting oversight of critical initiatives within the Finance Substantiation team. The role will lead small to medium projects independently and co-lead/support management of large scale change initiatives.

The position will include:

• On-going maintenance and enhancement of Balance Sheet Reconciliation and Substantiation (BSRS) Policy and Procedure
• Driving Compliance Monitoring around Balance Sheet Reconciliation and substantiation processes
• Supporting/Driving Policy Training by working with learning and development teams
• Corrective Action Plan Tracking and Escalation, working with Business Leads
• Partner with Business/Functions/Controllers on all Balance Sheet Reconciliation related matters
• Perform Quality Assurance (QA) review on selected samples
• Working with business area and other support functions to ensure adherence to Balance Sheet standards/policies
• Providing advisory/guidance on issue investigation/resolution
• Ensuring issues identified are resolved or escalated accordingly
• Driving initiatives around the generation of consolidated Balance Sheet Reconciliation metrics and exception reporting for key forums
• Supporting ongoing enhancements to stakeholder reporting processes
• Assessing ad-hoc reporting requests and working with support functions on effective utilization of self-service tools being developed
• Working with Digital team to automate and enhance reporting being performed

Ideal background:

• Bachelor’s degree required, certification or Master’s degree in relevant field a plus.
• 6-10 years of experience in financial services field/Risk and Control field.
• Experience in writing and managing Policies preferred but not required
• Excellent management presentation skills (PowerPoint, Project plan and Status reporting, Executive presence)
• Excellent project management and organizational skills.
• Outstanding relationship building and management skills
• Excellent written and verbal communication skills in English
• Proficient in Microsoft Office with an emphasis on advanced MS Excel
• Ability to balance multiple initiatives within a portfolio of concurrent projects
• Understanding process flows, risk analysis/mitigation, and ensuring controls are in compliance with all internal guidelines/requirements.
• Strong analytical and problem-solving skills
• Experience with pivot tables, charts, and data visualization