财务治理与策略经理
Manager, Treasury Governance & Strategies
职位职责
支持资金管理治理与战略计划职能,实施有效的治理框架,推动战略项目,并确保资金管理部门遵守政策、控制措施和监管标准。该职位参与执行流程优化、系统改进和政策审查等举措,同时支持集团内资金管理部门国际分支机构的治理和项目协调工作。
关键成果领域
• 支持集团资金管理部门总部及国际分支机构的资金管理治理框架、政策和程序的制定、实施和定期审查。
• 协助协调新产品审批、监管变更实施和系统升级等战略项目。
• 促进资金管理部门内部单位之间的对齐和治理一致性,确保符合集团标准和运营框架。
• 与所有资金管理部门的利益相关者如销售、交易、结构、风险、运营、财务和合规部门沟通,确保跨职能协作和一致的项目执行。
• 准备管理报告和绩效仪表盘,突出关键绩效指标、风险指标和项目进展。
• 协调内部和外部审计,确保及时关闭发现的问题并改进控制流程。
• 支持关键资金管理委员会(如ALCO、市场风险和产品治理)的文档和审批流程。
• 协助开展资金管理流程的基准测试和最佳实践评估。
• 参与业务连续性计划、风险评估和资金管理系统准备性测试。
知识、技能与经验:
• 在银行或金融市场领域,具有6至9年资金管理治理、风险管理或项目管理相关工作经验。
• 对资金管理产品、系统和控制框架有深入了解。
• 有在多个资金管理实体中支持系统实施、新产品推出或政策重新设计等项目的经验。
• 具备出色的协调和沟通能力,能够管理跨职能和跨地区的交付成果。
• 熟练使用MS Office和报表工具如Power BI或Tableau者优先。
• 金融、经济或相关领域的学士学位;具备PMP或CFA资格者优先。
查看英文原文
Job Purpose
Support the Treasury Governance & Strategic Initiatives function in implementing effective governance frameworks, driving strategic projects, and ensuring Treasury’s adherence to policies, controls, and regulatory standards. This role contributes to the execution of initiatives such as process optimization, system enhancement, and policy reviews across Treasury & Global Markets, while also supporting governance and project coordination across Treasury international locations within the Group.
Key Result Areas
• Support the development, implementation, and periodic review of Treasury governance frameworks, policies, and procedures across the Group’s Treasury group head office and international locations.
• Assist in coordinating strategic projects such as new product approvals, regulatory change implementation, and system upgrades.
• Facilitate alignment and governance consistency across Treasury internal units, ensuring adherence to Group standards and operating frameworks.
• Liaise with all Treasury stakeholders such as Sales, Trading, Structuring, Risk, Operations, Finance, and Compliance to ensure cross-functional collaboration and consistent project execution.
• Prepare management reports and performance dashboards highlighting KPIs, risk metrics, and initiative progress.
• Coordinate internal and external audits, ensuring timely closure of findings and enhancement of control processes.
• Support documentation and approval processes for key Treasury committees such as ALCO, Market Risk, and Product Governance.
• Assist in conducting benchmarking and best-practice assessments across Treasury processes.
• Contribute to business continuity planning, risk assessments, and readiness testing for Treasury systems.
Knowledge, Skills & Experience:
• 6–9 years’ experience in Treasury governance, risk management, or project-management functions within banking or financial markets.
• Strong understanding of Treasury products, systems, and control frameworks.
• Experience supporting projects such as system implementations, new-product rollouts, or policy redesign across multiple Treasury entities.
• Excellent coordination and communication skills, with the ability to manage cross-functional and cross-location deliverables.
• Proficiency in MS Office and reporting tools such as Power BI or Tableau preferred.
• Bachelor’s degree in Finance, Economics, or related field; PMP or CFA qualification advantageous.
Originally posted on Himalayas