Manager, Transformation Performance and Finance
Core
Establish financial, performance-management, and benefits-realization disciplines to ensure the Wealth Management transformation portfolio delivers its commitments and creates a single view of investment, resource utilization, and realized value.
Role type
Manager, Transformation Performance and Finance
Builds
Integrated performance-management framework, portfolio dashboards, executive reporting, benefits records, and financial plans for the transformation portfolio.
Domain
Financial Services / Wealth Management / Transformation Management
Deliverable
dashboards & analysis
Required skills
Financial planning and budgeting, Performance management framework design, Benefits realization tracking, Capital governance, Vendor and consulting management, Executive reporting, Data analysis, KPI definition, Scenario analysis, Stakeholder partnership
Preferred skills
Enterprise visibility, Challenge assumptions, Identify performance gaps, Recommend corrective actions
Technologies
None explicitly stated
Responsibilities
Design and own the integrated performance-management framework for the transformation portfolio; Define standard KPI dictionaries, calculation methods, baselines, targets, data sources, owners, reporting frequency and escalation thresholds; Create portfolio dashboards and executive reporting that distinguish activity, outputs, adoption, outcomes and realized benefits; Establish a disciplined monthly performance review process and surface initiatives requiring intervention; Create and maintain benefits records for each transformation initiative; Lead annual and multi-year financial planning for the Transformation Office; Monitor approved capital, release schedules, capitalization eligibility, utilization, in-service timing and forecasted carryover; Manage the transformation portfolio view of software licenses, subscriptions, data expenses, external services, contractors and consulting arrangements.