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Associate Director - Business Transformation (Banking & Capital Markets) (NY)

CrossCountry Consulting

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and hard work as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

We are currently seeking an Associate Director to assist in developing and growing the Business Transformation practice in the NYC market with a primary focus on providing services in the Banking and Capital Markets space. In this role, you will have the opportunity to provide various services including (but not limited to):

  • Evaluate and enhance our clients’ capital markets businesses by modernizing their operating model, processes and architecture, dealing with new business priorities or regulatory change, adjusting their long-term business outlook, etc.
  • Work across our clients’ front, middle and back offices as well as corporate functions (e.g., Finance, Risk) or at the industry level to drive performance improvement across sell-side, buy-side and market infrastructure participants in the capital markets
  • Process improvement, process automation, and operating model design; data management and model optimization
  • Competitor benchmarking, cost transformation, customer and product innovation, and growth strategy development
  • Assist and participate actively in developing strategic/ tactical proposals and campaigns, authoring proposals, company research and proposal production
  • Using a combination of direct management and hands-on delivery, you will craft solutions for clients, guide and oversee the quality of your team’s deliverables and recommendations, and manage day-to-day stakeholder relationships

Responsibilities:

  • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies
  • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services
  • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus
  • Conduct current state/future state gap analysis for individual business areas
  • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio
  • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
  • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report
  • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management
  • Create system test plans and perform testing, being familiar with testing tools such as JIRA
  • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements
  • Provide insight to clients’ teams in industry leading practices
  • Assist with training and other change management activities, including development of materials/communications
  • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development

Qualifications:

  • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline
  • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization
  • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps.
  • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities
  • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management
  • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance)
  • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
  • Business acumen with a strong understanding of business processes, as well as information systems
  • Professionalism and discretion in interacting with executives and clients
  • Proven track record of showing initiative
  • Excellent verbal and written communication skills
  • Strong attention to detail and organizational skills
  • Creativity, confidence, and flexibility
  • High energy, enthusiasm, and an entrepreneurial spirit!

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For applicants located in New York, CrossCountry Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $171,700 - $261,500 per year + annual bonus + additional benefits.

CrossCountry Consulting is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants regardless of their race, color, religion, age, sex, national origin, disability status, pregnancy, genetics, sexual orientation, protected veteran status, gender identity or expression or any other characteristic protected by federal, state, or local laws. We encourage and welcome candidates from diverse backgrounds to apply and will consider all applicants based on their qualifications, skills, and experience. We embrace and value our individual experiences, capabilities, talents, and perspectives by fostering and promoting a culture of diversity, equity, and inclusion.

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Confirmed 4 hours ago. Posted 30+ days ago.

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