Actively seek out developmental opportunities for growth, act as strong brand ambassadors for the firm as well as share their knowledge and experience with others.
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.
Perform daily Accounts Payable (AP) processing tasks, including invoice posting, payment processing, preparation of offsetting entries, IC payables and maintaining proper documentation. Ensure smooth hand-offs between individuals, systems, and interfaces.
Build data connectors: Design and ship robust connectors that ingest content from enterprise sources — cloud storage, CRMs, ticketing systems, document stores, databases, and web/APIs.