The Middle Office (MO) team is responsible for validating, reconciling, and maintaining the integrity of trades, positions, cash balances, and valuation data across systems.
Assist in managing the day-to-day operation matters including disbursement checking (monitoring of pre-disbursement conditions and post-disbursement conditions) ensuring all standards and requirements are met.
Develop and execute the global operational strategy and roadmap for the OS&S Plan-2-steer service line, aligning resources and technology investment with growth targets and continuous improvement initiatives.
Execute and oversee daily and monthly B2C Accounting operational tasks, including GL Accounting (e.g., process journal entries, prepare and post recurring journals), Month-end Closing (e.g., perform close management, perform reconciliations, perform FI invoice accruals), Internal Reporting (e.g., prepare reporting package) and External Reporting (e.g., prepare statutory financial reports), ensuring timely and accurate execution
Own the End-to-End Pipeline Data Strategy: Design and maintain the reporting frameworks and data hygiene necessary to track partner-sourced pipeline progress. Develop and manage 'early warning' dashboards to proactively identify funnel gaps, ensuring accurate attribution and ROI measurement.
Perform 2LOD controls assurance/ testing of key controls mitigating Operational Risks in a business segment (Retail & Commercial Banking, Capital Markets, Wealth Management) and geography (Canada, US, UK, Asia Pacific).
Own and deliver the country/region Services & Solutions financial performance, including strategy development, revenue growth, margin expansion, and commercial execution, while building a high‑performing, results‑driven service sales organization.