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Application Manager/OFSAA, HFM
Summary
Primary point of contact for a set(s) of related applications and has overall responsibility for those applications. This is a hands-on position that requires a combination of business application knowledge, strong analytic skills, technical acumen, project management experience, and excellent communication skills.
Primary focus will be on the support of the bank’s financial applications including OFSAA, Hyperion Financial Management, Hyperion Planning, and Oracle General Ledge. Analytics and reporting covers several platforms including Qlik Sense, Hyperion, and Crystal Reports. Support of other applications could be included depending on the applicant’s experience.
Job Description

• Develop and maintain a deep knowledge of the in-scope applications, including what business functions are provided by each, the technical architecture, and all application interfaces.

o             Manage vendor relationships
o             1st level review and approval of invoices
o             Awareness of vendor product strategy, coming features, risks, issues

• Project management of application upgrades and patches. Coordinate with the business units, Information Technology, and various operations teams as necessary. Adhere to the bank’s SDLC and employ best practices to ensure that projects are delivered on time, within budget and to the expectations of project sponsors and stakeholders.
• Application management – overall responsibility for the in-scope production applications
• Business analysis for application upgrades and patches. Document business requirements, use cases, test plans, deployment plans, and user documentation.
• Process automation. Develop a strong understanding of in-house process automation tools and identify opportunities to gain efficiencies through automation in IT and in the business units.
• Provide guidance to the technical staff for development activities and routine maintenance.
• Assist strategic project teams with creation of use cases and integration testing (pre-UAT).
• Participate in technical design sessions.
• Proactively monitor for system issues and adherence to configurations standards. Lead issue resolution including reconciliation activities and data analysis and provide guidance to technical staff and business personnel.
• Monitor the bank’s end-of-day processes and assist with problem resolution as needed; escalate when appropriate.
• Provide SME to strategic projects.

Qualifications:

• 7+ years IT experience in the banking/finance industry highly preferred.
• A strong technical knowledge of OFSAA, with a solid understanding of the business functionality including Funds Transfer Pricing and Profitability analysis.
• Strong familiarity with Hyperion products highly desired with knowledge of budgeting & forecasting.
• Solid understanding of business intelligence best practices. Familiarity with Qlik a strong plus.
• Project management and strong business analysis skills. PMP and/or BA certification a plus.
• Outstanding organizational and leadership skills with an ability to drive issues to consensus while promoting a positive collaborative environment.
• Ability to build strong relationships and influence stakeholders at all levels.
• Versed in development methodologies such as waterfall and agile.
• Heavy experience with applications support, systems integration, data conversions, file transfers, and applications installation, configuration, upgrades, and decommissioning.
• Strong technical skills Oracle, SQL, MS Windows, Linux, and working knowledge of Microsoft Office (esp. Excel and Project).
• Excellent analytical skills.
• Experience managing vendor relationships.
• Ability to work effectively under pressure and to tight deadlines.
• Willingness to take ownership and accountability.

 
Application Manager/OFSAA, HFM
Summary
Primary point of contact for a set(s) of related applications and has overall responsibility for those applications. This is a hands-on position that requires a combination of business application knowledge, strong analytic skills, technical acumen, project management experience, and excellent communication skills.
Primary focus will be on the support of the bank’s financial applications including OFSAA, Hyperion Financial Management, Hyperion Planning, and Oracle General Ledge. Analytics and reporting covers several platforms including Qlik Sense, Hyperion, and Crystal Reports. Support of other applications could be included depending on the applicant’s experience.
Job Description

• Develop and maintain a deep knowledge of the in-scope applications, including what business functions are provided by each, the technical architecture, and all application interfaces.

o             Manage vendor relationships
o             1st level review and approval of invoices
o             Awareness of vendor product strategy, coming features, risks, issues

• Project management of application upgrades and patches. Coordinate with the business units, Information Technology, and various operations teams as necessary. Adhere to the bank’s SDLC and employ best practices to ensure that projects are delivered on time, within budget and to the expectations of project sponsors and stakeholders.
• Application management – overall responsibility for the in-scope production applications
• Business analysis for application upgrades and patches. Document business requirements, use cases, test plans, deployment plans, and user documentation.
• Process automation. Develop a strong understanding of in-house process automation tools and identify opportunities to gain efficiencies through automation in IT and in the business units.
• Provide guidance to the technical staff for development activities and routine maintenance.
• Assist strategic project teams with creation of use cases and integration testing (pre-UAT).
• Participate in technical design sessions.
• Proactively monitor for system issues and adherence to configurations standards. Lead issue resolution including reconciliation activities and data analysis and provide guidance to technical staff and business personnel.
• Monitor the bank’s end-of-day processes and assist with problem resolution as needed; escalate when appropriate.
• Provide SME to strategic projects.

Qualifications:

• 7+ years IT experience in the banking/finance industry highly preferred.
• A strong technical knowledge of OFSAA, with a solid understanding of the business functionality including Funds Transfer Pricing and Profitability analysis.
• Strong familiarity with Hyperion products highly desired with knowledge of budgeting & forecasting.
• Solid understanding of business intelligence best practices. Familiarity with Qlik a strong plus.
• Project management and strong business analysis skills. PMP and/or BA certification a plus.
• Outstanding organizational and leadership skills with an ability to drive issues to consensus while promoting a positive collaborative environment.
• Ability to build strong relationships and influence stakeholders at all levels.
• Versed in development methodologies such as waterfall and agile.
• Heavy experience with applications support, systems integration, data conversions, file transfers, and applications installation, configuration, upgrades, and decommissioning.
• Strong technical skills Oracle, SQL, MS Windows, Linux, and working knowledge of Microsoft Office (esp. Excel and Project).
• Excellent analytical skills.
• Experience managing vendor relationships.
• Ability to work effectively under pressure and to tight deadlines.
• Willingness to take ownership and accountability.

 

Operations & Development Coordinator
Coordinator reporting directly to the Partners in helping them to manage time, resources and deliverables related to day-to-day operations and business development opportunities. A self-motivated, detail-oriented person that is resourceful and able to work in a team-based, collaborative environment. 3-5 years of experience.
 
Skill Set:
_ Strong writing and communication skills
_ MS Office
_ Ability to prioritize multiple projects
_ Open to working in a team-oriented environment
_ Good research skills
_ Strong organizational skills
_ Working knowledge of digital marketing, a plus
 
Responsibilities:
Support Partners with daily tasks including resource planning, schedule coordination, outbound business development and marketing, project management assistance and meeting/presentation preparation
 

Fortune 100 company is looking for designers to transform often complex insurance, investment, and/or other financial information into easily understood, branded, visually engaging, print and digital marketing content. 

General Responsibilities:

Work as a collaborative member of our in-house Creative Services team across numerous projects including print collateral, promotional material, social media, motion graphics, and a wide variety of print and digital marketing content. Must be comfortable working on multiple projects simultaneously. Must be comfortable working collaboratively in a team environment and interacting closely with project managers, designers, writers, external vendors, and internal clients to meet multiple daily deadlines. Maintain quality and consistency by strictly adhering to established brand guidelines. Must be able to interpret briefs into visually appealing, on-brand layouts and graphic assets to promote marketing and financial concepts (i.e., data visualization, infographics, presentation decks, motion graphics, and more). Image research.

Basic Qualifications:

Candidate must have an online portfolio demonstrating mastery of fundamental design concepts and experience creating a variety of design solutions. Solid written and verbal communication skills needed, along with the ability to present a strong rationale for design decisions. Insurance, financial services, professional services, or experience in any other regulated industries is helpful. Must be amenable to a highly collaborative work process with frequent interaction with your supervisor and internal clients.

Requirements:

Consulting position for 12 months to provide functional support and administration of the PeopleSoft GL/AP/AM and PO modules.  The individual will work closely with the global accounting and technical staff to diagnose and resolve and/or coordinate with IT on the resolution of production issues.    Where applicable, the individual will be part of the ERP modernization program as well as be involved in any key projects to support the production platform.
 
Ideally the individual will possess the following skills set,

• General Ledger Accounting knowledge, (understanding the journal entries for a consolidation process)
• Understanding of PeopleSoft GL/AP/AM application  (understanding the journal data flow at a table level and the ability to use queries to access this data)
• Creating Test scripts for a Peoplesoft (ERP) GL/AP/AM application
• Performing testing for a Peoplesoft (ERP) GL/AP/AM application
• Understanding and developing Business Processes for GL accounting
• Experience resolving issues within a PeopleSoft customization
• Experience testing a PeopleSoft customization.
• Ability/Experience managing an existing group of PeopleSoft analysts to provide support for issue resolution, small project work and business process improvements.
• Ability/Experience interacting with accountants and accounting managers to resolve business process issues and process improvements related to the General ledger.   

Additional skills that would be an beneficial but not essential are;
US banking regulatory reporting experience, Project Management experience

The Director, Global Information Technologies (IT)  is responsible for the development and execution of  the IT Plans for a large instrumentation designer/manufacturer in Boston area.
In this hands-on role one will be responsible for leading a global IT function.
He/she will be the internal Strategic Business Partner to both Corporate and all Global locations on all IT related matters within the company.
The ideal candidate would have strong experience with SOX control, multi-national conversions and large-scale Enterprise Resource Planning (ERP) & Customer Relationship Management (CRM) implementations. 

Responsibilities:
-Provide the technology vision for the company and lead the development, implementation and continuous improvement of the enterprise-wide application development and information systems infrastructure for the company 
-Develop business case justifications and cost/benefit analysis for IT spending initiatives to ensure maximum value to the company.
-Manage all aspects of IT Department staffing, including setting organizational structure, defining knowledge capability, employee development and annual compensation planning to meet present and future needs of the business.
-Perform audits and internal control reviews to ensure the integrity of IT systems and Operations. 
-Maintain and practice firm's IT Governance policies and procedures and ensure that priorities are aligned with Company business goals 
-Coordinate and ensure completion of any future acquisition integration efforts 
Experience/Requirements:
-Ten plus (10+) years of increased responsibility in leading Business-Driven IT Infrastructure in a rapidly growing global company is required 
-Sound understanding and appreciation for all major functional areas of IT; application development, improving business process workflow to drive business improvement, application of mobile and cloud technologies a plus 
-Strong experience with SOX control, multi-national conversions and large-scale ERP & CRM conversions.
-Experience with Cybersecurity a plus in-depth understanding of cloud computing and leveraging economics. 
-Previous experience in integrating acquisitions in a timely and cost-effective manner.
-Must be strong in execution including direction, strategy, tools, systems, project management, influential decisions and while cost conscious.
-Consultative skills and the ability to lead clients and staff through business requirement and delivering business and technical solutions are required.
-Demonstrated ability to engage with business leaders, C-level executives, external clients, vendors, and peers – A Must!
-Track record of attracting and developing a strong and diverse IT organization.
-Ability to travel globally as needed
Education:
A Bachelor’s degree in Computer Science, Information Technology or related discipline. 
An advanced degree a plus.
 For more information and confidential consideration please contact: LenG@dtg-usa.com

Job Description
Fortune 100 company in NYC has an immediate need for a Consultant Scrum Master to lead cross functional and technology teams to drive the research, implementation and deployment of innovative technologies for Insurance and Investments products. The ideal candidate should possess 5+ years of experience implementing Agile based projects. The candidate should have exceptional communication skills both written and verbal, and will lead multi-discipline product initiatives. The candidate should have managed one or more FinTech/InsurTech products. The candidate must be comfortable managing multiple products along with the Product Manager and the Scrum teams. The candidate should be able to facilitate brainstorming of innovative ideas to implement cutting edge business solutions. The ideal candidate should be a passionate self-starter able to navigate through a technology startup culture.

• Review and proofread all communications and marketing materials
• Execute compliance review of all communications and marketing materials
• Provides communication data and analytic reports
• Oversee mail deliveries and packages and ship and track supplies for Marketing department
• Maintain, monitor, and organize marketing materials inventory
• Update communication calendar and send prior communications to teams for review
• Maintain and update distribution lists

• Daily website maintenance
• QA 

• Upload documents in content management system and provide URLs
• Update tagging info in content management system
• Provides data and analytic reports
• Check that documents submitted are in good order