Pune, India, India
9 days ago
WM Global Reporting COE Lead

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Profile Summary 

Global Reporting COE head is an exciting business focused role for building Reporting and dashboarding function from ground up within India as part of Global Capability Center (GCC) for Wealth Management (WM). The lead, in partnership with the Chief Data and Analytics Officer business and Technology Practices will build and deliver a cohesive set of metrics and dashboards. Primary responsibilities including hiring High Quality Talent and retaining the talent, autonomously running several key projects, interaction with business stakeholders, running business workshops and developing dashboards and pipelines. Directs Business Intelligence projects and consults with business unit partners to determine the most effective solutions to solve business problems.

Skills

Lead development of a multi-year Reporting and Business Intelligence agenda and roadmap for WM, in collaboration with India Data head and global Chief Data Officer, business, Global Center of Excellence and technology practices, to solve complex client and operational challenges through data solutions.Prior experience building Reporting Center of Excellence in one of the premier financial institutions.Experience in setting up and managing a Reporting Center of Excellence (COE)Ability to gather requirements in collaboration with various business stakeholders and run effective workshops with business partners.Expertise in tools such as Power BI, Tableau (CRM Analytics), Databricks, Snowflake and IncortaBusiness domain experience in Financial Services preferably in Wealth ManagementExperience creating execute friendly written materials to communicate insights and results.Experience in developing data pipelines and data wrangling tools such as AzureStrong visualization background to create compelling actionable dashboards and insightsExpertise in Salesforce data models and objects as well as in Oracle Exadata Finance data experience will be preferred to help quantify the outcomesSemantic modelling of data to help define business terms and modelling.Domain experience in Sales and Marketing, Finance or portfolio, performance reportingRelentless focus on quantifiable value delivery and understanding of financial metricsDisciplined execution and proof of concept approach and disciplined execution of targeted initiatives.Hands on engagement in Reporting and Analytics efforts for key areas in WM, including current assessment, root cause analysis, developmentCollaborate with multi-disciplinary teams to assess current state and architect future-state operating models, processes, capabilities required by both business and technology to successfully adopt digitization and automation solutions.Lead the change management effort to ensure successful adoption of the transformation effort.Partner with Technology and Data to develop scalable solutions and evaluate build/buy/outsource decisions.

Knowledge

Strong consultative skills including project scoping, insight gathering, problem solving, Reporting strategy development, influencing, facilitation and consensus building.Prior experience in integrating and influencing others across a network, and unlocking new opportunities to drive excellence in data driven decision making.Demonstrated track record of developing an enterprise-view , Ensure robustness of business cases and tracking of value deliveryManages a function. Establishes performance standards for the unit. Conducts the performance management process, identifies training and career development needs.

Additional Skills

Manages business, processes and capabilities, enabling technologies, and governance and applying business architecture principles to business solutions.Strong negotiation and vendor management experience.Outstanding communication skills, both written and verbal, with demonstrated ability to develop materials and effectively present to and persuade executive audiences.Ability to adapt communication style to act as a liaison between the information technology groups and business teams.Dynamic relationship building and partnership skills; a strong collaborator with experience leading initiatives across multiple groups and stakeholders.Excellent motivation and team building skills, including the ability to recruit, develop and retain staff.Strong situational awareness and decision making capabilities

Experience

Overall 10 to 15 years of experience in managing and driving projects and change management.Experience working in Business data and Analytics within financial services in the area of applications, product management etc.Track record of developing and driving transformation vision and agendaAcademic qualifications from one of the premier institutions such as IIT or IIM.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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