1. Job Purpose The key purpose of this role is to build rapport both over the phone and email with the customers and to deal with all the queries raised by customer in a professional manner. You'll spend most of your time with customers undertaking reviews, building strong lasting relationships and helping them by offering simple, straight forward support. You might have opportunity to travel to UK based on the business requirement. 2. Core Responsibilities Handling incoming and outgoing telephone calls from both existing and prospective customers and dealing with all queries in a professional manner. To manage non voice tasks, like working on mail, secure messages and manual letters. To demonstrate an all-round knowledge of the companys products Follow up to ensure that appropriate actions were taken on customers' requests. Refer unresolved customer grievances or special requests to designated departments for further investigation. Contributes to team effort by accomplishing related results as needed. To ensure the timely communication of information to colleagues and line management To maintain timelines and work as expected to fill and complete tasks Adherence to legislative regulatory and compliance standards. 100% attendance on all the company’s mandated trainings. Undertake any other duties, commensurate with grade and job title, requested by Line Manager or above. To respond to all enquiries, whether received by telephone, in writing, by e-mail or made in person efficiently, professionally and within any specified timescales. Coaching and training of new and existing employees, sharing of knowledge and tips with immediate colleagues. To bring to the immediate attention of an appropriate line manager any problems or issues, such as a complaint, potential fraud, a health and safety issue, a breach of policies etc.. To ensure the timely communication of information to first line manager. Follow basic behaviours and expectations of maintaining schedule adherence Follow and respect company values and act and support accordingly 3. Experience Requirements 12m previous experience working in an international call centre environment, undertaking a voice process is essential 12m previous experience working within the financial services industry is desirable 4. Qualification SSLC qualification is essential PUC qualification is essential Graduation in commerce stream is desirable 5. Knowledge Requirements Intermediate level skills in Microsoft Word and Excel are essential Basic knowledge of UK mortgage and/or savings products is desirable 6. Skill and Competency Requirements Strong communication skills both written and verbal Understanding of risks and internal controls Attention to detail and organisational skills Problem solving and analytical skills Good people management skills 7. Responsibilities re Information Security Management System (as per ISO 27001 Certification Requirements) Ensure strict adherence to company’s security policies and procedures (for ex: Password policy, clear screen and clear desk policy, etc.) Take ownership of all the assets/information assigned and secure it in compliance with ISO 27001 standard implemented in the company. Co-operate and co-ordinate for the internal audits conducted in the company (complying to ISO 27001 standard). Report to the Incident Response Manager, any incidents you come across in the office with regard to Security threats like threats to physical asset & stored information or any risks detrimental to the Security Policies of the company, etc.,. Responsible to supervise in ensuring that all personnel reporting to you shall observe all Security requirements and be appropriately trained in Security.
Role & responsibilities : Over all 2 plus years of experience with minimum of 2 years experience on Automation Tools like QTP, HP ALM, Selenium, minimum of 2 years’ experience on Automation Tools like WDIO,API Testing and BDD framework Automation framework development, stakeholder interaction, risk management and team management skills Good experience on VB Scripting, Java and other object oriented programming languages Good Understanding of DevOps and Agile practices Excellent communication skills Experience of Testing core systems within the Financial Services industry is essential Previous experience working with Mortgage and Savings products and systems is desirable
1. Core Responsibilities Responsible for Anaplan development, which includes building new modules and updating or amending existing modules. Ensuring work is completed to Anaplan development principles and standards. Responsible for fully documenting the build of each module to facilitate support in the future and audit expectations. Track and provide regular updates on benefits of work, including decommissioning existing End User Developed Applications (EUDAs) Establish UAT for end users to complete as modules are developed and support the UAT process. Provide structured training on developed modules and support the end user. (End user is responsible for running modules and not this role) Manage data integrity within Anaplan which includes working with the FP&A Management team to establish data control principles which formalise data readiness through accounting cycles (including reconciliation to firm ledger) and defining and embedding approach to version control Ensure that you fully understand and comply with the organisations Risk Management Policies as they relate to your area of responsibility and demonstrate in your day-to-day work that you put customers at the heart of everything you do. Ensure that you fully understand and comply with the organisation’s Data Governance Policies as they relate to your area of responsibility and demonstrate in your day-to-day work that you treat data as an important corporate asset which must be protected and managed. Maintain the company’s compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. 2. Experience Requirements 3 years’ experience of Anaplan development aligned to the module design principles of Anaplan 3 years previous experience of dealing with stakeholders at all levels is essential 3 years previous experience of working in Financial Services is essential 3 years of experience working closely with a network outside of the immediate function and building trusted partnerships that are collaborative but still enable healthy challenge is essential 3. Knowledge Requirements Expert knowledge Anaplan development and system design best practices Knowledge of financial information structures including general ledger and an appreciation of how information flows from front office systems into a ledger Expert knowledge on how to structure and support a formal UAT for small system development Expert knowledge on how to structure and write development documentation 4. Skill and Competency Requirements Exceptional communication and stakeholder management skills are essential Specialist analytical skills are essential Advanced skills with respect to defining quality management reporting and the ability to mould output to the right level is essential. Strong collaboration skills are essential Strong ability to be proactive in asking questions and engaging teams as needed as will be reliant on relationship building over time Understanding of the constituents of a strong control environment is essential to ensure that the Finance considerations are built based on a strong foundation Intellectual curiosity and the desire to learn so that the right level of knowledge is used to make sound decisions. Emotional intelligence to undertake this in the right way is essential Strong ability to present at management and committee level is essential Strong ability to quickly adapt knowledge to new situations is essential Specialist skills in respect of MS Office, particularly Excel are essential 5. Required Qualifications/Certifications GSCE/GCE qualifications in both Maths and English are essential Professional Finance Qualification is essential
Role & responsibilities Handling incoming and outgoing telephone calls from both existing and prospective customers and dealing with all queries in a professional manner. To manage non voice tasks, like working on mail, secure messages and manual letters. To demonstrate an all-round knowledge of the companys products Follow up to ensure that appropriate actions were taken on customers' requests. Refer unresolved customer grievances or special requests to designated departments for further investigation. Contributes to team effort by accomplishing related results as needed. To ensure the timely communication of information to colleagues and line management To maintain timelines and work as expected to fill and complete tasks Adherence to legislative regulatory and compliance standards. 100% attendance on all the companys mandated trainings. Undertake any other duties, commensurate with grade and job title, requested by Line Manager or above. To respond to all enquiries, whether received by telephone, in writing, by e-mail or made in person efficiently, professionally and within any specified timescales. Coaching and training of new and existing employees, sharing of knowledge and tips with immediate colleagues. To bring to the immediate attention of an appropriate line manager any problems or issues, such as a complaint, potential fraud, a health and safety issue, a breach of policies etc. Preferred candidate profile 1 to 3 experience working in an international call centre environment, undertaking a voice process is essential 12 months previous experience working within the financial services industry is desirable 1. Qualification SSLC qualification is essential PUC qualification is essential Graduation in commerce stream is desirable.
1. Core Responsibilities Handling incoming and outgoing telephone calls from both existing and prospective customers and dealing with all queries in a professional manner. To manage non voice tasks, like working on mail, secure messages and manual letters. To demonstrate an all-round knowledge of the companys products Follow up to ensure that appropriate actions were taken on customers' requests. Refer unresolved customer grievances or special requests to designated departments for further investigation. Contributes to team effort by accomplishing related results as needed. To ensure the timely communication of information to colleagues and line management To maintain timelines and work as expected to fill and complete tasks Adherence to legislative regulatory and compliance standards. 100% attendance on all the company’s mandated trainings. Undertake any other duties, commensurate with grade and job title, requested by Line Manager or above. To respond to all enquiries, whether received by telephone, in writing, by e-mail or made in person efficiently, professionally and within any specified timescales. Coaching and training of new and existing employees, sharing of knowledge and tips with immediate colleagues. To bring to the immediate attention of an appropriate line manager any problems or issues, such as a complaint, potential fraud, a health and safety issue, a breach of policies etc.. To ensure the timely communication of information to first line manager. Follow basic behaviours and expectations of maintaining schedule adherence Follow and respect company values and act and support accordingly 2. Experience Requirements 1 to 3 experience working in an international call centre environment, undertaking a voice process is essential 12 months previous experience working within the financial services industry is desirable 3. Qualification SSLC qualification is essential PUC qualification is essential Graduation in commerce stream is desirable 4. Knowledge Requirements Intermediate level skills in Microsoft Word and Excel are essential Basic knowledge of UK mortgage and/or savings products is desirable 5. Skill and Competency Requirements Strong communication skills both written and verbal Understanding of risks and internal controls Attention to detail and organisational skills Problem solving and analytical skills Good people management skills
1. Core Responsibilities Handling incoming and outgoing telephone calls from both existing and prospective customers and dealing with all queries in a professional manner. To manage non voice tasks, like working on mail, secure messages and manual letters. To demonstrate an all-round knowledge of the companys products Follow up to ensure that appropriate actions were taken on customers' requests. Refer unresolved customer grievances or special requests to designated departments for further investigation. Contributes to team effort by accomplishing related results as needed. To ensure the timely communication of information to colleagues and line management To maintain timelines and work as expected to fill and complete tasks Adherence to legislative regulatory and compliance standards. 100% attendance on all the company’s mandated trainings. Undertake any other duties, commensurate with grade and job title, requested by Line Manager or above. To respond to all enquiries, whether received by telephone, in writing, by e-mail or made in person efficiently, professionally and within any specified timescales. Coaching and training of new and existing employees, sharing of knowledge and tips with immediate colleagues. To bring to the immediate attention of an appropriate line manager any problems or issues, such as a complaint, potential fraud, a health and safety issue, a breach of policies etc.. To ensure the timely communication of information to first line manager. Follow basic behaviours and expectations of maintaining schedule adherence Follow and respect company values and act and support accordingly 2. Experience Requirements 12m previous experience working in an international call centre environment, undertaking a voice process is essential 12m previous experience working within the financial services industry is desirable 3. Qualification SSLC qualification is essential PUC qualification is essential Graduation in commerce stream is desirable
1. Core Responsibilities Implement change into regulatory reporting and Pillar 3 workbooks. Provide input on relevant regulatory reporting project work, pro-actively supporting the MI and Projects Team with building and testing new reports Provide support in testing of new Regulatory reporting system and validating input data to source system. Provide ad hoc cover within BAU regulatory reporting activities. Produce aspects of the capital calculations, reconciling the input data to the General Ledger, for incorporation into individual banks and Group Regulatory Reporting workbooks Produce disclosure templates, reconciling the output data to the General Ledger for upload into RegData. Maintain a close relationship with stakeholders across Finance, Treasury, Capital markets, Risk, Credit risk and Change. Ensure that you fully understand and comply with the organisations Risk Management Policies as they relate to your area of responsibility and demonstrate in your day to day work that you put customers at the heart of everything you do. Ensure that you fully understand and comply with the organisations Data Governance Policies as they relate to your area of responsibility and demonstrate in your day to day work that you treat data as an important corporate asset which must be protected and managed. Maintain the company’s compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. 2. Experience Requirements Overall 10+ years of experience in regulatory world. 5 years previous experience working in Treasury, Finance or Risk within retail banking is essential 5 years previous experience understanding and interpreting regulatory policy is essential 5 years previous experience of analysing and processing large volumes of data is essential Previous experience of interacting with senior stakeholders is essential Previous experience of carrying out detailed testing activity and carrying out technical validation is essential Previous experience of implementing regulatory change is essential Experience of writing policy and framework documents is essential Previous experience of delivering Pillar 3 disclosures is desirable Experience in change management processes is desirable 3. Knowledge Requirements Familiarity with elements of the PRA/EBA regulatory framework is essential Advanced knowledge of Excel is essential and knowledge of VBA is desirable Wide range of technical understanding, including retail, treasury and accounting is essential Specialist regulatory knowledge regarding IRB and IFRS9 is desirable Specialist regulatory knowledge regarding the retail banking industry is desirable 4. Skill and Competency Requirements Strong analytical skills with an ability to process, collate and present large volumes of data/findings in a clear and consistent manner is essential Ability to work in a collaborative and consensus building manner with excellent interpersonal skills and ability to maintain constructive internal relationships is essential Ability to work flexibly in a fast-paced environment in order to meet urgent requests from stakeholders is essential Enthusiasm and curiosity about regulatory policy environment and how it affects the Group is essential Ability to write reports in a clear and succinct manner, with the ability to communicate complex technical information to a senior audiences is essential
Role & responsibilities Handling incoming and outgoing telephone calls from both existing and prospective customers and dealing with all queries in a professional manner. To manage non voice tasks, like working on mail, secure messages and manual letters. To demonstrate an all-round knowledge of the companys products Follow up to ensure that appropriate actions were taken on customers' requests. Refer unresolved customer grievances or special requests to designated departments for further investigation. Contributes to team effort by accomplishing related results as needed. To ensure the timely communication of information to colleagues and line management To maintain timelines and work as expected to fill and complete tasks Adherence to legislative regulatory and compliance standards. 100% attendance on all the companys mandated trainings. Preferred candidate profile 1 to 3 experience working in an international call centre environment, undertaking a voice process is essential 12 months previous experience working within the financial services industry is desirable Note : Only immediate joiner walk in to our office .
Role & responsibilities : 3+ years Data Engineering (SQL, Data warehousing) / ETL (SSIS) development experience is essential 3 years data design experience in an MI / BI / Analytics environment (Kimball, lake house, data lake) is essential 3 years experience of working in a structured Change Management project lifecycle is essential Experience of working in a financial services environment is desirable Experience of dealing with senior management within a large organisation is desirable 3 years experience of developing in conjunction with large complex projects and programmes is desirable Experience mentoring other members of the team on best practise and internal standards is essential Experience with cloud data platforms desirable (Microsoft Azure) is desirable
Core Responsibilities • Define, create and communicate learning pathways to increase OSBs modern data and technology capabilities to align to the Group’s goal to become “future-fit” • Collaborate with internal and external SMEs, business functions and the People Transformation team to understand the key capability gaps today and in the future • Take a ‘systems thinking’ approach designing learning journeys with consideration of all touch points during the colleagues e nd to end experience • Create, prioritise and maintain a learning backlog to achieve the learning vision for data and technlogy learning, incorporating stakeholder requirements • Curate learning pathways using a blended channel approach and a mix of external and internally created content , inclusive of different format such as digital learning, facilitated learning, workshops, on the job training and coaching • Ensure full visibility of the backlog, work in progress, flow and output of the work, escalating blockers and managing depend encies • Relentless focus on continuous improvement of the user experience during each touch point of the learning experience, optimising design and technology to create market leading learning experiences and drive impactful learning outcomes, including optimising the LMS • Regularly evaluate the effectiveness of training content and format to track their performance against desired outcomes • Lead the Data & Technology Learning team and cross functional squads using agile learning practices, providing management, leadership and coaching to nurture a high performing environment • Stay updated on industry trends, best practices, and emerging technologies within learning, to aid the continuous enhancement of the Group’s people related practices • Support the Group’s Diversity, Equity & Inclusion Specialist in identifying and implementing related initiatives to create a truly inclusive and equitable work environment • Ensure that you and your team fully understand and comply with the organisation’s Risk Management Policies as they relate to your area of responsibility and demonstrate in your day-to-day work that you put customers at the heart of everything you do • Ensure that you and your team fully understand and comply with the organisation’s Data Governance Policies as they relate to your area of responsibility and demonstrate in your day-to-day work that you treat data as an important corporate asset which must be protected and managed 3. Experience Requirements • Previous experience creating and delivering learning and development journeys including content curation • Previous experience leading high performing teams across multiple locations • Previous experience working effectively with Learning Management Systems, authoring tools and learning insight • Previous experience taking a product not project approach to the learning deliverables, driving optimisation and continuous improvement • Previous experience delivering end to end projects or products from inception, design, deployment and improvement • Familiarity with a skills based organisation approach (FSSC) 4. Knowledge Requirements • Knowledge of data and technology learning approaches • Specialist knowledge in learning & development best practices and industry trends • Robust knowledge industry tools, systems and methods to sustain a skills-based organisation • Robust knowledge of agile learning practices 5. Skill and Competency Requirements • Exceptional communication skills are essential (verbal and written), with the ability to effectively convey complex concepts to diverse audiences • Excellent design thinking and systems thinking capability • Demonstrated agile project management skills are essential, including the ability to prioritise and manage multiple initiatives simultaneously • Demonstrated skills to analyse complex problems and deliver insightful, practical, and sustainable solutions • Resilience and tenacity to lead through ambiguity and change with impact • People leadership skills to develop and sustain a high performing team • Intermediate skills in the use of Microsoft Excel, Word and PowerPoint is essentia
Responsible for Onboarding /Joining formalities of new hires Personnel files/Employee Files management: Maintain and keep the employee files up to date. Develop strategy to manage active/inactive files etc. Leave and attendance management: Govern leave and attendance of both employee and contractors as per company policy. Responsible for leave reconciliation and liaise with finance for actuarial evaluation Manage the life cycle of Fixed term contractors Administration of HR policies like Probations, Appraisals, and Internal Job postings Manage Background verification process Letters: Responsible for administration of HR letter SOPs/Procedure guide: Create, maintain and update Standard Operating Procedures. Periodically evaluate the current practices, suggest areas of improvement, and update standard operating procedures Maintain and monitor accurate records of staff, HR systems and databases Act as a consultant to managers and staff regarding policies and procedures Vendor management: Maintain cordial relationship with the vendors, evaluate their performance and, manage vendor agreements. Ensure best in class service for OSBI Compliance: Work with payroll to ensure OSBI is compliant on labour norms Reporting & Audits: Responsible for both internal and external audit of data, documentation and processes. Create, read, and interpret HR reports using data coming from different sources including Human Resource Information Systems. Use the data to make better decisions, evidenced based HR Monitor Key HR metrics, present insightful reports and dashboards with eye for detail Perform Internal audit, report findings and implement Corrective and Preventive measures for gaps identified Ensure that documents are maintained as per ISO requirements and attend audits without any observations Ensure compliances to all the statutory local legislations and submit reports and returns to statutory body on periodical basis as per the statute requirements. As nominated Risk Champion for your function, work alongside the Risk function in developing and maintaining a risk management agenda, acting both to ensure the necessary levels of transparency for potential risks and promoting a positive culture of awareness and accountability throughout your function Maintain the companys compliance standards and ensure timely completion of all mandatory on-line training modules and attestations Experience Requirements
Role & responsibilities : Excellent communication Hand-on experience on SAS and SQL + Excel Risk Background
Deliver end to end risk-based, value adding assurance on a timely basis in line with methodology: Independently conduct quality Technology and Business audits, including planning, execution, and reporting. Discuss the findings of audit reviews with senior management (incl. exec layer) on a constructive basis in order to develop practical, innovative and value-adding solutions to audit issues identified. Writing clearly and succinctly in a well-structured and logical way - drafting high quality audit reports that are impactful, balanced, and proportionate and address the root cause of issues. Perform follow-up work ensuring management progress actions through to closure, validate they are appropriately resolved with supporting evidence or escalated in a timely manner. Apply technical expertise to produce high quality analysis and input into both the technology and business risk assessment process and related audit plan. Support the wider GIA team around how to assess and test automated controls as part of their audit delivery. Support the wider team with the utilisation of data analytics. Perform business monitoring to ensure that GIA is aware of changes in Technology and Business areas, and a necessary audit response is developed. Continually display to a high standard the behaviours expected in the Groups value driven behaviours. Keep abreast of industry best practice and regulatory requirements; be accountable for on-going development of own technical skills and knowledge; Maintain the company’s compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. 1. Experience Requirements Essential: Minimum 7 years internal audit experience. Demonstrable experience of managing delivery of multiple audits at the same time. Experience of using data analytics to support audit delivery. Desirable: At least 7 years of experience out of which a minimum of 5 years of internal audit retail banking financial services experience ideally within the Big 4 and banking ideally covering both business and technology areas. Experience of business transformation/change and Cloud. 2. Knowledge Requirements Essential: Robust knowledge of risk and controls principles. Strong understanding of project management methodologies. Intermediate knowledge of MS Office, including word, Excel, PowerPoint, and Visio. Desirable: Knowledge of data analysis software such as SAS, ACL, IDEA, MS Power BI and Qlik Knowledge of UK banking regulations. 3. Skill and Competency Requirements Essential: High level of motivation and ability to work independently in an organised manner under pressure. Proven competence to deliver projects on time and to budget. Dynamic communicator who can build strong relationships and make effective use of data / technical expertise to influence and persuade others. Critical thinker with excellent attention to detail to assimilate relevant information and data and provide value-added insight. Open minded with the ability to receive, and provide, constructive feedback and grow. Excellent listening, verbal, written and presentation skills – speaking clearly and fluently; expressing opinion, information, and key points of an argument clearly; responding quickly to the needs of an audience and to their reactions and feedback; projecting credibility and intellectual curiosity. Desirable: Ability to interact comfortably with Executive management. 4. Required Qualifications/Certifications Essential: Bachelor’s degree, or equivalent professional experience in technology, business, change or a related field is essential. Desirable: Industry recognised qualifications such as CISA, CRISC, ACA. Industry recognised programme management qualifications such as Prince2, Project Management Qualification (PMQ) and Certified ScrumMaster. This Job Description defines the role as it exists now. It is not meant to represent an exclusive description of the job holder’s responsibilities as these may vary from time to time in line with the needs of the business. As such, Job Descriptions should be subject to regular review and updates, as necessary. The last updates is on 22-Jan-24
Deliver end to end risk-based, value adding assurance on a timely basis in line with methodology: Independently conduct quality Technology and Business audits, including planning, execution, and reporting. Discuss the findings of audit reviews with senior management (incl. exec layer) on a constructive basis in order to develop practical, innovative and value-adding solutions to audit issues identified. Writing clearly and succinctly in a well-structured and logical way - drafting high quality audit reports that are impactful, balanced, and proportionate and address the root cause of issues. Perform follow-up work ensuring management progress actions through to closure, validate they are appropriately resolved with supporting evidence or escalated in a timely manner. Apply technical expertise to produce high quality analysis and input into both the technology and business risk assessment process and related audit plan. Support the wider GIA team around how to assess and test automated controls as part of their audit delivery. Support the wider team with the utilisation of data analytics. Perform business monitoring to ensure that GIA is aware of changes in Technology and Business areas, and a necessary audit response is developed. Continually display to a high standard the behaviours expected in the Groups value driven behaviours. Keep abreast of industry best practice and regulatory requirements; be accountable for on-going development of own technical skills and knowledge; Maintain the companys compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. 1. Experience Requirements Essential: Minimum 7 years internal audit experience. Demonstrable experience of managing delivery of multiple audits at the same time. Experience of using data analytics to support audit delivery. Desirable: At least 7 years of experience out of which a minimum of 5 years of internal audit retail banking financial services experience ideally within the Big 4 and banking ideally covering both business and technology areas. Experience of business transformation/change and Cloud.
Job description Job Purpose The key purpose of this role is to support the Head of Regulatory Governance to incorporate change into prudential and regulatory reporting working files, including the Pillar 3 mapping file, produce the stand-alone parts of the capital calculations for individual banks and group, produce disclosure templated for upload into RegData, as well as supporting the implementation of the new regulatory reporting initiatives. The nature of the role allows for continued development of your technical knowledge and expertise, in a supportive and ever changing environment. The Group has offices in Wolverhampton, Chatham, London, Farnham and India and fosters a collaborative working culture environment. This is a first line role within Regulatory Reporting in Finance and has one direct report who is shared with specialists in the Chatham and Wolverhampton team. Core Responsibilities Implement change into regulatory reporting and Pillar 3 workbooks. Provide input on relevant regulatory reporting project work, pro-actively supporting the MI and Projects Team with building and testing new reports Provide support in testing of new Regulatory reporting system and validating input data to source system. Provide ad hoc cover within BAU regulatory reporting activities. Produce aspects of the capital calculations, reconciling the input data to the General Ledger, for incorporation into individual banks and Group Regulatory Reporting workbooks Produce disclosure templates, reconciling the output data to the General Ledger for upload into RegData. Maintain a close relationship with stakeholders across Finance, Treasury, Capital markets, Risk, Credit risk and Change. Ensure that you fully understand and comply with the organisations Risk Management Policies as they relate to your area of responsibility and demonstrate in your day to day work that you put customers at the heart of everything you do. Ensure that you fully understand and comply with the organisation’s Data Governance Policies as they relate to your area of responsibility and demonstrate in your day to day work that you treat data as an important corporate asset which must be protected and managed. Maintain the company’s compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. Experience Requirements Overall 10+ years of experience in regulatory world. 5 years previous experience working in Treasury, Finance or Risk within retail banking is essential 5 years previous experience understanding and interpreting regulatory policy is essential 5 years previous experience of analysing and processing large volumes of data is essential Previous experience of interacting with senior stakeholders is essential Previous experience of carrying out detailed testing activity and carrying out technical validation is essential Previous experience of implementing regulatory change is essential Experience of writing policy and framework documents is essential Previous experience of delivering Pillar 3 disclosures is desirable Experience in change management processes is desirable Knowledge Requirements Familiarity with elements of the PRA/EBA regulatory framework is essential Advanced knowledge of Excel is essential and knowledge of VBA is desirable Wide range of technical understanding, including retail, treasury and accounting is essential Specialist regulatory knowledge regarding IRB and IFRS9 is desirable Specialist regulatory knowledge regarding the retail banking industry is desirable Skill and Competency Requirements Strong analytical skills with an ability to process, collate and present large volumes of data/findings in a clear and consistent manner is essential Ability to work in a collaborative and consensus building manner with excellent interpersonal skills and ability to maintain constructive internal relationships is essential Ability to work flexibly in a fast-paced environment in order to meet urgent requests from stakeholders is essential Enthusiasm and curiosity about regulatory policy environment and how it affects the Group is essential Ability to write reports in a clear and succinct manner, with the ability to communicate complex technical information to a senior audiences is essential Required Qualifications/Certifications An accounting or treasury professional qualification is essential. This Job Description defines the role as it exists now. It is not meant to represent an exclusive description of the job holder’s responsibilities as these may vary from time to time in line with the needs of the business. As such, Job Descriptions should be subject to regular review and updates as necessary. Role: Treasury Operations ManagerIndustry Type: BankingDepartment: Finance & AccountingEmployment Type: Full Time, PermanentRole Category: Treasury
1. Core Responsibilities ESG/Sustainability Reporting Management: Manage the Groups ESG and Sustainability reporting, ensuring the Group’s disclosures align with best practices and meet stakeholder expectations, including regulators, investors, and rating agencies. Assurance & Governance: Guide the process of obtaining internal and external assurance for ESG and Sustainability reporting, ensuring the Group’s disclosures are robust and adhere to appropriate frameworks and methodologies. Process Development & Design: Oversee the development and refinement of the Group’s ESG and Sustainability reporting processes, ensuring they align with current and future ESG initiatives. Provide technical and design input for the ESG sections of the Annual Report & Accounts (ARA), identifying opportunities to streamline and enhance clarity. Stakeholder Management & Advisory: Serve as the key Subject Matter Expert (SME) on ESG standards, regulations, and reporting requirements for senior leadership. Manage relationships with stakeholders across the organization, advising on new ESG reporting requirements and developing processes to address these needs. Data Integrity & Control: Ensure the sourcing and reporting of key ESG metrics are subject to appropriate internal controls, collaborating with Internal Audit and external assurance providers to maintain accuracy and transparency in reporting. Strategic Insights & Benchmarking: Monitor and benchmark ESG/Sustainability disclosures across peers and market leaders to identify emerging trends and opportunities for the Group’s future ESG/Sustainability reporting strategy. Horizon Scanning & Reporting Trends: Consolidate ESG and Sustainability horizon-scanning efforts, keeping the Group informed of upcoming regulatory and market changes, and providing clear communication to stakeholders, including senior leadership, to prepare for evolving reporting requirements. Training & Development: Design and deliver targeted training sessions on ESG reporting matters to ensure stakeholders are well-informed of their roles and responsibilities and that reporting cycles are efficient and effective. Collaboration with ESG Teams: Work closely with the broader ESG and Sustainability team to ensure that reporting accurately reflects the Group's strategy, materiality, and stakeholder needs, including ratings agencies. Ensure that you fully understand and comply with the organisation’s Risk Management Policies as they relate to your area of responsibility and demonstrate in your day to day work that you put customers at the heart of everything you do. Ensure that you fully understand and comply with the organisation’s Data Governance Policies as they relate to your area of responsibility and demonstrate in your day to day work that you treat data as an important corporate asset which must be protected and managed. Maintain the company’s compliance standards and ensure timely completion of all mandatory on-line training modules and attestations. 2. Experience Requirements 3 years previous experience in a Statutory reporting or Financial reporting role is essential, ESG reporting experience is desirable 3 years previous experience of delivering ESG or statutory reporting is essential 3 years previous experience of providing technical input and commentary to ARA’s is essential 3 years previous experience of engaging with stakeholders of varying levels is essential Financial services experience desirable but not essential, as is experience of training delivery. 3. Knowledge Requirements Good understanding of design and implementation of internal controls over financial or non-financial reporting is essential Strong knowledge of UK and global ESG reporting requirements (ISSB, TCFD, CA2006 etc.) is essential Strong knowledge of UK Public Company financial reporting is essential Strong technical knowledge of statutory reporting is essential 4. Skill and Competency Requirements Ability to build effective working relationships quickly and convey technically complex topics in a clear manner is essential Strong written and verbal communication skills are essential Strong skills in respect of interpersonal and influencing skills, even when not having direct authority are essential Ability to work with a wide range of people across the business is essential Ability to understand and approach complex problems in a logical way is essential Ability to understand analytically and data intensive processes is essential Excellent skills in terms of organisation and ability to prioritise workload are essential 5. Required Qualifications/Certifications GSCE/GCE qualifications in both Maths and English are essential Professional accounting qualification (ACA or ACCA) is essential A level qualification and degree is desirable
1. Core Responsibilities Create and maintain financial models to support strategic decision making. Prepare monthly, quarterly and annual financial reports and presentations for stakeholders. Develop and manage the annual budget and periodic forecasting processes. Financial modelling - preparation of monthly/ad-hoc reports and analyse the data to provide a commentary against variances Ensure accuracy and timelines of financial reporting. Collaborate with department leaders to ensure alignment with financial targets. Analyse financial performance and provide actionable insights to senior management. Support the development and implementation of financial controls and processes to ensure accuracy and compliance with usage and spend. Monitor and analyse spend data to identify trends, patterns and areas of improvement Presenting information in a format that is accessible to non-finance managers i.e. using Power BI Accountable for ensuring all internal processes are adhered to, documented and kept up to date with any changes. Provide challenge to the existing process and controls, map out the current process and recommend improvements. Proactively drive the improvements by engaging with stakeholders 2. Experience Requirements 4+ years of experience working with large Service Enterprise is essential 2+ years of experience in FP&A, preferably in the banking or financial services industry 3. Knowledge Requirements Budget, forecasting and reporting knowledge is essential Knowledge of international accounting standards and their application is essential Expert knowledge of Power BI, Excel, PowerPoint, Word is essential Strong analytical and Quantitative skills Strategic thinking and problem-solving skills. 4. Skill and Competency Requirements Advanced skills in respect of budgeting, forecasting, variance analysis and reporting are essential Expertise in Power BI (preferred) Exceptional attention to detail and accuracy is essential Excellent organisation skills are essential Strong interpersonal skills are essential Ability to work as part of a team is essential Ability to work independently and on own initiative is essential Strong communication skills with the ability to communicate complex finance topics to non-finance managers are essential Ability to business partner with more senior team members and those in other areas of the business is essential Excellent time management and organisational skills are essential Strong numeracy and analytical skills, with advanced excel/financial modelling skills are essential Exceptional accounting skills are essential 5. Required Qualifications/Certifications Qualified accountant (ACA, ACCA, CIMA or equivalent) or qualified by experience and working towards accounting qualification
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