May 24, 2018


  • Lead financial services engagements and manage the process from start to finish, including setting scopes, budgets, staffing resources, creating and coordinating final deliverables, and assisting with presentation of results
  • Establish client value propositions that tie key strategic, financial and operational metrics directly to near and long term strategic business goals
  • Oversee and manage the analysis and the implementation of Regulatory reporting for IHC (Intermediate holding company)/CCAR (Comprehensive Capital Analysis and Review) reports like FR Y-14A, FR Y-14Q, FR Y-15.
  • Act as the day-to-day, full-time project manager to help ensure successful problem formulation, comprehensive analysis, and problem resolution
  • Gather and organize information on problems or procedures.
  • Work closely with client leadership to develop long term stakeholder relationships
  • Provide oversight of highly skilled work teams throughout the project lifecycle and serve as the primary team interface with various levels of executives and team members
  • Conduct a deep dive into the instructions from the Federal Reserve board. Analyze all the documents from the Federal Reserve for CCAR/DFAST to extract requirements
  • Coordinate the implantation of requirements with multiple stakeholders of the project that include management, SMEs and testers across regions like US & APAC.
  • Maintain requirement traceability matrix for multiple projects and ensure compliance with internal audit procedures.
  • Understand various financial instruments used in the Securities and Capital markets and its implication across CCAR reports.
  • Continuously improve and enhance standards and implement internal controls to ensure data integrity and consistency across Regulatory Reports.
  • Prepare and/or coordinate complex written and verbal materials
  • Confer with personnel concerned to ensure successful functioning of newly implemented systems or procedures
  • Document findings of study and prepare recommendations for implementation of new systems, procedures, or organizational changes.
  • Responsible for ensuring excellence and consistency in project management through the use of standard processes, practices, documentation and templates.
  • Oversees and assists with the process implementation ensuring that information concerning content (e.g. deliverables, risks, issues) passes to and from project sponsors in a timely and effective manner.
  • Deeply involved in improving the consistency, predictability and efficiency of the organizations project delivery capability.
  • Provides leadership in best practices; must also ensure that the operational issues are managed, focusing on the project interface with project sponsors, project teams and technology.
  • Add value by implementing project management best practices and promoting a culture of continuous improvement of project management related processes.
  • Supporting stakeholders resolve defects identified and implement strategic solutions.
  • Highlight benefits within the CFO portfolios, and escalate any dependencies and risks in timely manner to stakeholders.
  • Validate each observation/ risk item/ issues outlined, involving technology team and the business team to understand if they are false positives or genuine issues.
  • Attend workshops related to remediation of the issues involving various stakeholders from Information Technology, Change Management team & Internal Audit teams.

This position requires a minimum of Bachelor’s degree in Finance or a related field. Extensive travel/relocation to various unanticipated client sites for assignments of various unanticipated duration within the US is required.  Send resume to: M2 Resources, Inc. d/b/a Bluestar Technology Solutions, 1000 White Horse Road, Suite 404, Voorhees, NJ 08043; Attn: Job MS.

print page