Finance Change Job Description
Finance change
provides accounting expertise and enforce accounting policies with regard to expense management, financial analysis, internal financial reporting, financial planning, and performance measurement.
Finance Change Duties & Responsibilities
To write an effective finance change job description, begin by listing detailed duties, responsibilities and expectations. We have included finance change job description templates that you can modify and use.
Sample responsibilities for this position include:
Help support and drive business analysis for sourcing PECS Asset Management data, Residential and Commercial Loans P&L posting granularity changes, F2B automation of key manual entities for loans and into Financial Accounting Data Warehouse
Define and measure success metrics and monitor change progres
Support and engage senior leaders and manage stakeholder
Determine thebusiness requirements
As in all roles, a high degree of flexibility is required
Liaise with business clusters to identify key business forecast drivers and mappings defining end state forecasting capabilities to support CCAR forecasting model development
Developing future state business processes the required activities within a control environment to support implementation of the target end state CCAR forecasting process
Identifying and escalating as appropriate issues that may arise during the various stages of the CCAR change process
Identifying and escalating as appropriate issues that may arise during the various stages of the change process for Regulatory Capital
Be point of contact for any change issues relating to the Change generally manage relevant stakeholders
Finance Change Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Finance Change
List any licenses or certifications required by the position: CPA
Education for Finance Change
Typically a job would require a certain level of education.
Employers hiring for the finance change job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Business, Accounting, Business/Administration, Accountancy, Computer Science, MBA, Technical, Economics, Management
Skills for Finance Change
Desired skills for finance change include:
Project management discipline and fundamentals
Financial accounting
Investment banking Product Control
Relational database
US GAAP accounting
Access database
Balance Sheet / Off Balance Sheet data
Finance management and reporting / technology solutions
Financial Accounting and/
Investment Banking / Financial Services products
Desired experience for finance change includes:
Industry accreditation on Programme/Project Management preferred, PMP / Prince2 would be a definite asset
Proven hands-on experience either in using, operating or developing large-scale financial control and management reporting systems
Knowledge and experience utilizing Project Lifecycle methods
Delivery of quality documentation and deliverables in a project/program environment
Strong understanding/knowledge of financial and regulatory reporting processes
Strong verbal and written communication skills and stakeholder management
Finance Change Examples
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Finance Change Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of finance change. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance change
- Providing regular updates to the Senior Change Team
- Reviewing and documenting systems and processes, focusing on efficiency and control
- Reviewing and documenting requirements for all projects and change including those driven by the business
- Assessing the impact of change on Finance systems and processes and where necessary provide recommendations for improvements
- Training and knowledge transfer to business as usual Finance team
- Building and maintaining strong relationships with internal stakeholders across Finance, Corporate Operations Group, business
- Prepare the NIE analysis for global project costs, ensuring entries have been booked accurately and all significant variances are investigated and documented
- Prepare the annual Finance projects NIE Operating Plan and quarterly Forecast updates
- Lead the Annual Initiatives Planning process, facilitating the global team through the process of defining the annual book of work
- Lead the development of the Quarterly senior executive update, highlighting overall global portfolio status, benefits realization, and financials
Qualifications for finance change
- Experience in development methodologies such as SDLC and Agile
- Proven capabilities in MS Word, MS PowerPoint, MS Visio and MS Excel
- 1+ years of experience in or understanding of forecasting and stress testing processes for Balance Sheet, P&L, and Capital for Investment Banking, Wealth and/or Credit Card businesses
- Understanding of how Regulatory Capital reporting requirements are used to drive decisions the downstream requirements that underpin a Regulatory Capital reporting framework
- Grow and scale the team in line with the demand for change
- Excellent Business Analysis Requirement gathering/writing
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Finance Change Job Description
Job Description Example
Our growing company is looking to fill the role of finance change. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance change
- Develop and enhance presentations in response to ad-hoc requests for communication
- Coordinate among IT and business peer regarding project administration and create project artefacts in conjunction with project managers, business contacts, and audit/risk teams
- Representing markets finance in a number of relevant bank-wide structural change projects
- Acting as a Subject Matter Expert (SME) to the rest of Markets' Finance, around the pipeline of structural changes
- Taking the lead and owning at least one priority work-stream
- Monitoring regulatory developments
- Interacting with key stakeholders, notably Markets’ Portfolio Risk Management
- Participating in certain structural change items
- Directly interacting with the Markets Chief Financial Officer (CFO) and there Executive Committee (ExCo)
- Responsible to implement projects as business analyst to bridge between Finance users and Technology Teams during the project cycles
Qualifications for finance change
- Partner with the Global Head, Regional Heads, Change Enablement and the Program Management Office in development of content to support Finance Change Management initiatives
- Understanding of software delivery to be able to engage with IT
- ACCA or CIMA qualified is a bonus
- Professional Accounting certification preferred
- Experience at a large consulting organization in their risk or finance advisory practice
- A history of successfully delivering initiatives leveraging the Project Lifecycle methods
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Finance Change Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of finance change. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance change
- Responsible to involve in globally-initiated projects, including managing/liaison with Head Office and local users in various project cycles, coordinating with local users to participate in testing and parallel run
- Responsible to review the existing business processes and propose any improvement and enhancement, if any, in the course of the projects implementation
- Responsible to participate in any business driven system enhancements or ad-hoc change requests from users and assess the benefit/ justification
- Driving the testing phase with all stakeholders (test strategy document, test cases, test plan, ..)
- Responsible for ensuring that detailed business requirements have been provided by the Finance US team
- Managing the delivery of the change projects, working closely with Subject Matter Experts within Technical Services, Project Managers and Customers
- Assessing strategies for migration of future activities into Technical Services, building business cases, robust plans and solutions
- Preparing and managing cut-over plans and training plans for migrations and IT related projects such as data migrations and system upgrades
- Working closely with the Technical Services service delivery teams understanding their processes and operating issues
- Liaising and building relationships with various stakeholders
Qualifications for finance change
- Communication of financial control requirements throughout new and existing systems
- Review of project documentation making recommendations where appropriate
- Definition and documentation of data flows, accounting flows and controls
- Qualified accountant or qualified by experience with large company experience
- Previously worked in a changing driven environment
- Capability to work on multiple projects concurrently
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Finance Change Job Description
Job Description Example
Our growing company is looking for a finance change. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance change
- Advising clients regarding key industry topics Basel 3, ANACredit
- Responsible for the application configuration, Master Data management, governance and strategy the implementation of Business change requests
- Manage implementation lifecycle
- Review and analyze climate finance and policy in the Philippines, including mapping of all ongoing DENR-projects/Programs, climate finance flows (public and private), national strategies, policies or programming related to climate change
- Review current mitigation, adaptation and REDD+ prioritization procedures in the Philippines
- Analyze case studies on application of additionality/ incremental cost reasoning on climate change projects/Programs and relevant literatures on the subject of additionality
- Conduct a national workshop including DENR and other relevant ministries, civil society, private sector and candidate National Implementing Entities (NIEs) of Philippines, to present the concept and purpose of the Guideline and seek initial feedback to take into account for its development
- Present draft of the guidelines feedback from the Project National Director in DENR and the project management team
- Conduct a consultation and validation workshop with all relevant national stakeholders, to present the final prioritization guideline and obtain final feedback and endorsement
- Define roadmaps for longer term projects
Qualifications for finance change
- Experience in implementing FtB infrastructre in the Financial Services Industry
- Manages team responsible for BC User Training, Testing
- Demonstrated capability (2 years+) of managing and executing change in a Financial Services organisation
- Completing feasibility studies to determine the scope and timetable for delivery of a new business project (Deliverables include
- Determining the CFO requirements and the solutioning of those requirements through system set up, configuration and development (Deliverables include
- Own and Manage the project delivery plan and ensure tracking of milestones
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Finance Change Job Description
Job Description Example
Our company is looking to fill the role of finance change. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for finance change
- Assuming responsibility and playing an active, decisive role in further developing the division, developing best practices and methods
- Providing support and act as key interface between finance & controlling and IT
- Managing changes and further enhancements within our planning and reporting information system built in SAP BW/IP platform
- Ensuring that reporting and planning runs smoothly
- Reporting to the finance transformation manager you will prepare business cases in close collaboration with finance & controlling
- Formulate and plan change requests
- Supervise design and implementation
- Assessing, Defining, and mobilizing strategic process improvement programs that help transform the Finance organization in line with management priorities
- Co-coordinating delivery effort and implementing solutions across departmental/functional boundaries
- Driving clear communications around program goals and activities
Qualifications for finance change
- Strong communication (written, verbal, presentational) skills and ability to communicate with senior management
- Act as key contact to a variety of stakeholders, including other Finance Change Regional COOs and Singapore-based COOs of other functions, HR, Recruitment, Shared Services Finance, CRES
- Review IT system access and inform staff on relevant IT tools (to work from home, for new joiners)
- Certified Accounting degree, CIMA, CPA, ACCA
- A strong understanding of relevant rule-sets around leverage, risk weighted assets and liquidity
- Experience sufficient to allow you to evaluate major impacts on markets quickly, of various proposed regulations