The Global Technology (GT) Transformation team is part of the Global Technology organization that also has accountability to the Office of the CFO (OCFO) organization supporting all Corporate Sector and Line of Business (LOB) Technology functions. The team provides oversight and control for firmwide Technology expenditures, designs and delivers central reporting and actionable analysis, and leads Technology transformation program execution.
Job Summary
As the Executive Reporting, Program Execution & Analytics Associate, you will play a role in supporting technology transformation initiatives. You will collaborate with business managers, technology leaders, and analytics professionals to deliver strategic reporting, drive program execution, and provide data-driven insights. This role requires a blend of analytical expertise, program management skills, and the ability to synthesize complex information for executive audiences.
Key Responsibilities
- **Executive Reporting & Dashboarding**
- Produce monthly and ad-hoc reporting at firmwide and LOB levels, supporting Global Technology strategy for senior leadership
- Act as a central point of contact between businesses and subject matter experts
- Identify data and process automation opportunities to enhance efficiency
- Ability to learn and develop comfort with agile backlog management tools (JIRA, Confluence)
- Collaborate with team members to craft and refine user stories and acceptance criteria aimed at enhancing the online dashboard
- Develop and maintain descriptive and advanced analytics to inform senior management decisions
- **Program & Project Execution**
- Support complex technology transformation programs, ensuring alignment with business goals, enterprise architecture, and firm-wide standards
- Conduct regular reviews of program metrics, provide updates to executive teams, and take corrective actions as needed
- **Analytics & Insight**
- Apply leading practices for data discovery, cleansing, enrichment, analysis, and visualization
- Collate and enrich multi-functional datasets; apply data science and statistical modeling techniques for root-cause analysis and hypothesis testing
- Synthesize analytical observations into actionable recommendations for engineering teams, agility leads, and senior leaders
- Support ad-hoc analysis and special projects as required
- Stakeholder Management & Collaboration
Required Qualifications, Capabilities & Skills
- Bachelor's or Masters degree in Business, Finance, Economics, Computer Science, Information Systems, or related field
- 5+ years of experience in business management, technology transformation, program management, analytics, or related roles
- Strong analytical skillset with experience in developing and implementing metrics, reporting frameworks, and dashboards
- Excellent communication (verbal, written) and presentation skills; ability to articulate complex concepts to executive audiences
- High attention to detail, accuracy, and proactive problem-solving approach
- Strong inter-personal and relationship-building skills; ability to influence, lead, and gain consensus
- Proficiency with analytical and reporting software: Microsoft Excel, PowerPoint, Teams, Tableau, Alteryx
- Proven track record of successful program delivery in a fast-paced, results-driven environment
- Experience with both Waterfall and Agile project management methodologies
- Ability to multitask, prioritize, and manage competing priorities under pressure
Preferred Qualifications, Capabilities & Skills
- Work experience in financial services or technology strategy development
- Familiarity with product development and managerial reporting
- Experience structuring analytics to identify opportunities and key measures
- Strategic thinker with passion for technology transformation and continuous improvement
- Entrepreneurial self-starter with excellent time management and prioritization skills
- Certified Data Analyst, Data Scientist, or similar (preferred)
- Experience with agile backlog management tools (JIRA, Confluence)
