Senior Manager – SSIM Finance (Index Licensing Fee & Systematic Equity FP&A)
Index Licensing Fee Process
- Drive end-to-end streamlining of Index Licensing Fee activities across Institutional business lines.
- Develop and maintain comprehensive Standard Operating Procedures (SOPs) to ensure process consistency and scalability.
- Lead cross-training initiatives to strengthen team capability, enhance redundancy, and improve understanding of interdependent processes.
- Own BAU deliverables, ensuring timely, accurate, and high-quality managerial reporting.
- Identify and implement process optimization, automation, and digitalization opportunities to improve efficiency and control.
- Ensure timely completion of Archer control certifications in line with governance requirements.
- Oversee monthly Swing List updates for Variable Market Data expenses.
- Maintain robust process documentation and ensure effective implementation of control frameworks.
- Perform detailed analysis and deliver insights, including executive-ready presentations, to support Bloomberg negotiations on ABF for Fixed Income portfolios.
Systematic Equity FP&A
- Perform balance sheet reconciliations to ensure accuracy and timely clearance of aged items.
- Lead preparation and delivery of QBR updates for Systematic Equity within the IM LOB.
- Manage and report monthly headcount metrics to CIO stakeholders.
- Ensure adherence to reporting, budgeting, and forecasting timelines, strengthening IM Finance’s credibility with key stakeholders (Center Finance, Corporate Finance, IM Leadership).
- Promote accountability and transparency across financial processes and deliverables.
- Partner with GA Finance leadership to support revenue growth and market share expansion through actionable MIS, analytics, and insights.
- Engage regularly with business leaders to understand operational drivers and align financial metrics with performance scorecards.
- Transition QBR reporting toward an OKR-driven framework, embedding strategic alignment and performance tracking.
- Deliver against SLAs with a focus on timeliness, accuracy, and quality.
- Develop and enhance IM forecasting models, targeting ≤2% variance against monthly P&L forecasts.
- Strengthen process ownership to streamline reviews and reduce leadership review cycles.
- Leverage and enhance Tableau dashboards to improve reporting effectiveness and decision-making insights.
- Conduct deep-dive analysis of market data spend across IM, driving improvements in inventory tracking, cost allocation, and accountability.
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