Capital Change Management Consultant
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Role details
Tech stack
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Job description
β Lead complex Finance technology change to deliver strategic regulatory and renovation objectives across Capital Finance. β Advance Finance Data Governance, including the data dictionary, data attributes, dataset-level controls, feed governance, and data lineage. β Coordinate delivery across Finance, Risk, IT, product owners, and approximately 10 Agile squads; manage priorities, dependencies, risks, implementation, and BAU transition. β Run working groups and governance forums, including 1LOD/2LOD/3LOD support, to drive decisions, actions, and accountability. β Create Steering Committee and senior-management materials, including executive summaries, KPIs, critical-work spotlights, status, risks, and actions. β Own and report KPIs across user-maintained tables, data issue management, and end-user computing, including Capital Calculations metrics for regulatory governance forums. β Drive Agile execution discipline through squad-board reviews, user-story hygiene, planning, and cross-fleet coordination with product owners and management. β Lead end-to-end testing and UAT, from requirements and acceptance criteria through test scenarios, test data, execution metrics, and defect resolution. β Drive process improvement and testing automation where appropriate; leverage AI agents to accelerate and enrich analysis. β Support annual planning and ensure a smooth transition from project delivery to BAU.
Requirements
Required Qualifications β Proven experience leading large, complex regulatory change initiatives as a Project Manager, Product Owner, Scrum Master, or program/workstream lead. β Experience leading Data Governance or Data Lineage programs, including controls and feed governance. β Experience with regulatory reporting, including FR-Y9C, FR-Y15, FFIEC-101, and FR-Y14A or comparable reports. β Strong trade-lifecycle knowledge across Investment Banking products, including derivatives, secured-financing transactions, and loans. β Excellent executive communication and stakeholder-management skills, with the ability to communicate status, risks, KPIs, and recommendations clearly to senior stakeholders and Fleet leadership. β Strong Agile delivery expertise with clear ownership of quality and timeliness and a continuous-improvement mindset. β Hands-on understanding of end-to-end testing and UAT, including test strategy, execution, defect management, metrics, and automation. β Strong coordination and organizational skills across geographically dispersed Finance, Risk, IT, users/SMEs, and other stakeholders in a dynamic, high-pressure environment. β Ability to work in person in the New York office a minimum of three days per week.
Preferred Characteristics
β Experience in US Client Basel 3 capital regulations β Knowledge of tools -Rally, JIRA, Alteryx, and Power BI. β High proficiency in Microsoft Excel and Visio. β Strong facilitation and independent working-group leadership, with the ability to coordinate business, technology, and senior-management stakeholders. β Experience using AI agents or AI-enabled tools to improve analysis
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