Senior Project Manager / Business Analyst – Tax Regulatory Projects

Main Responsibilities

• Ensures end-to-end responsibility as global delivery lead for achieving the program / project objectives in accordance with commitments made by the business line.
• Facilitate committees and work closely with the project team to deliver the project deliverables, prioritization, estimations, and planning.
• Prepares, consolidates, and validates estimates and schedules throughout the project.
• Maintain project cost without any major drift in overall project costing till end of project. Challenge user needs and provide best optimum solution within budget and capacity.
• Planning of resourcing and capacity based on project needs.
• Creates partnership with product owners, stakeholders, and transversal teams (security, solution architects, compliance)
• Assist the project team in gathering the high-level business requirements from the end users and manage GFS
• Perform analysis with squad BA and with other applications squads/teams when involved in multi-systems features and interfaces.
• Work with the BA and testing team to review global strategy, test cases and results to ensure quality of delivery.
• Support UAT with users and BAs (reproduce issues, monitoring, fixing with the team).
• Vendor management along with tracking maintenance costs, budgets, and offers.
• Ensure coherent of the tasks and commitment based on release and functionality of overall product.
• Recognizes typical as well as complex and unusual issues, and actions needed to advance the decision-making process. Recommends possible solutions.
• Assists stakeholders in diagnosing problems and recognizing issues. Takes time to help them identify critical connections, consequences, and alternatives. Recognizes successful adaptations.
• Contributes & ensures compliance to organization governance, Secure Agile or SDLC frameworks.
• Provide regular update/ reporting to Division Manager/Domain Heads
• Manage the release planning and management of the deliveries and update necessary tools required. Ensure transparency and adapts plans when changes occur. Prioritizes tasks based on importance.
• Manage Global Program / Project Steering committee with senior management.
• Able to multi-task and work on multiple projects if required.

Qualifications & Experience

• Bachelor’s Degree in Computer Science, Finance or relevant fields.
• At least 12 years of experience in the banking IT field (Wealth Management/Private Banking) as a Project Manager with Business analysis background.
• Experience in working with large, distributed IT teams.
• PMP Certified (preferred).
• Good Knowledge of Regulatory or Tax Reporting with experience on any of the given topics: Tax Regulatory, Performance topics, German Tax reporting, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m.
• Knowledge of Transactions (Corporate Actions, Securities in particular).
• Good Knowledge on Market data providers (i.e., SIX, WmDaten and similar providers).
• Good Knowledge on Reporting systems (i.e., SECTRAS, EasyTax, FiTax or similar applications).
• Basic Knowledge on Standard Core Banking systems (i.e., Olympic, TRANSACT, Corporate Actions Systems).
• Basic Knowledge on Front Office applications (i.e., AAA ordering Tools, Client Management Tools).
• Excellent communication skills, able to spearhead Steering Committees and engage with end users and stakeholders at various levels.
• Excellent knowledge on program management, project planning, budgeting/estimations and conducting negotiations / arbitrations.
• Good understanding of project lifecycle and experience in functional and technical specification.
• Highly analytical, able to investigate, troubleshoot and determine issues at root cause.
• Adaptability & Flexibility to work on multiple tasks.
• Ability to collaborate / teamwork.
• Analytical ability.

Good To Have:

• IT experience: general knowledge (SQL, PL/SQL, IT Architecture principles, IT security concepts).
• Organization and management of tests (SIT / Non-regression, UAT).
• Methodology (Agile, Scrum, Waterfall etc).
• JIRA, Confluence, Release Management Tools, Skype, Microsoft Teams, Clarity.
• Exposure to applications revolving around: AAA, Olympic, TRANSACT, Client Management Systems, Datawarehouse, Batch processing of reports.

Main Responsibilities

• Ensures end-to-end responsibility as global delivery lead for achieving the program / project objectives in accordance with commitments made by the business line.
• Facilitate committees and work closely with the project team to deliver the project deliverables, prioritization, estimations, and planning.
• Prepares, consolidates, and validates estimates and schedules throughout the project.
• Maintain project cost without any major drift in overall project costing till end of project. Challenge user needs and provide best optimum solution within budget and capacity.
• Planning of resourcing and capacity based on project needs.
• Creates partnership with product owners, stakeholders, and transversal teams (security, solution architects, compliance)
• Assist the project team in gathering the high-level business requirements from the end users and manage GFS
• Perform analysis with squad BA and with other applications squads/teams when involved in multi-systems features and interfaces.
• Work with the BA and testing team to review global strategy, test cases and results to ensure quality of delivery.
• Support UAT with users and BAs (reproduce issues, monitoring, fixing with the team).
• Vendor management along with tracking maintenance costs, budgets, and offers.
• Ensure coherent of the tasks and commitment based on release and functionality of overall product.
• Recognizes typical as well as complex and unusual issues, and actions needed to advance the decision-making process. Recommends possible solutions.
• Assists stakeholders in diagnosing problems and recognizing issues. Takes time to help them identify critical connections, consequences, and alternatives. Recognizes successful adaptations.
• Contributes & ensures compliance to organization governance, Secure Agile or SDLC frameworks.
• Provide regular update/ reporting to Division Manager/Domain Heads
• Manage the release planning and management of the deliveries and update necessary tools required. Ensure transparency and adapts plans when changes occur. Prioritizes tasks based on importance.
• Manage Global Program / Project Steering committee with senior management.
• Able to multi-task and work on multiple projects if required.

Qualifications & Experience

• Bachelor’s Degree in Computer Science, Finance or relevant fields.
• At least 12 years of experience in the banking IT field (Wealth Management/Private Banking) as a Project Manager with Business analysis background.
• Experience in working with large, distributed IT teams.
• PMP Certified (preferred).
• Good Knowledge of Regulatory or Tax Reporting with experience on any of the given topics: Tax Regulatory, Performance topics, German Tax reporting, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m.
• Knowledge of Transactions (Corporate Actions, Securities in particular).
• Good Knowledge on Market data providers (i.e., SIX, WmDaten and similar providers).
• Good Knowledge on Reporting systems (i.e., SECTRAS, EasyTax, FiTax or similar applications).
• Basic Knowledge on Standard Core Banking systems (i.e., Olympic, TRANSACT, Corporate Actions Systems).
• Basic Knowledge on Front Office applications (i.e., AAA ordering Tools, Client Management Tools).
• Excellent communication skills, able to spearhead Steering Committees and engage with end users and stakeholders at various levels.
• Excellent knowledge on program management, project planning, budgeting/estimations and conducting negotiations / arbitrations.
• Good understanding of project lifecycle and experience in functional and technical specification.
• Highly analytical, able to investigate, troubleshoot and determine issues at root cause.
• Adaptability & Flexibility to work on multiple tasks.
• Ability to collaborate / teamwork.
• Analytical ability.

Good To Have:

• IT experience: general knowledge (SQL, PL/SQL, IT Architecture principles, IT security concepts).
• Organization and management of tests (SIT / Non-regression, UAT).
• Methodology (Agile, Scrum, Waterfall etc).
• JIRA, Confluence, Release Management Tools, Skype, Microsoft Teams, Clarity.
• Exposure to applications revolving around: AAA, Olympic, TRANSACT, Client Management Systems, Datawarehouse, Batch processing of reports.