DIVISIONAL OVERVIEW

The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third-party risk management, and governance strategies across the firm.  CPM have 5 operating pillars. 

Finance & Planning supports the execution of the firm’s strategic objectives through the management of the planning process, firmwide reporting and analytics and insights into the firm’s business plans and budgets. They develop consistent framework for revenue division projections creating transparency, accountability and efficiency around projections. This pillar also includes the CF&O, EO and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities. Product Finance is responsible for the overall governance and proactive management of the firm’s non-compensation expenses. Spend Management encompasses the functions responsible for managing all aspects of the firm's spend with third parties - advising commercial agreements and driving operating efficiency. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation and Sustainable Operations. Operational Risk & Resilience (ORR) drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. This pillar also includes the Third-Party Risk Management (TPRM) team, responsible for identifying, managing, monitoring and reporting third-party risks and providing governance and operational frameworks for all the firm’s third parties (vendors, non-vendors, contingent workers, and interaffiliate services). The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses. The CPM Engineering team provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses and support corporate decision making in-line with the firm’s strategic objectives.

ROLE OVERVIEW

Professionals in CPM possess an analytical mindset, intellectual curiosity, and come from diverse academic backgrounds. The Associate level role is based in Birmingham and is part of TPRM’s Operational Risk & Resilience Transformation team, which ensures the delivery of the entire transformation portfolio within TPRM. Utilizing excellent program, design, and change management skills, along with a drive to become experts and lead our strategic transformation, this team aims to deliver various programs that meet divisional goals, adhere to global and regional regulations, and enhance the Firm’s TPRM risk landscape. This includes the transformation book of work across Vendor, Contingent Worker, Interaffiliate Service Provision, and Non-Vendor Management functions. The Transformation team collaborates closely with senior leadership, functional owners, internal divisions, and Engineering to drive and achieve change, objectives, and key results. 

This role will serve as a Transformation Lead for CLM uplift, requiring regular collaboration with various functions across the firm, independent work capability, and interaction with senior professionals. The ideal candidate will combine expertise in program governance and design methodologies with a deep understanding of business requirements to support business objectives.

JOB RESPONSIBILITIES WILL INCLUDE, BUT ARE NOT LIMITED TO: 

Define and lead the TPRM program mgmt. and delivery of CLM platform for vendor contracts.Analyze and document existing vendor contract processes and identify areas for improvement within the CLM platform and processPartner with the Product Strategy & Enablement team on creation of detailed CLM TPRM test plans, test cases, and test scripts.Work closely with business stakeholders to identify critical data fields and establish rules for data standardization and validation.Collaborate with SMEs, Divisions and Product Strategy team to ensure delivery aligns with organizational TPRM policies and contract management goals.Build strong business relationships with teammates and stakeholders firmwide to understand impact of the Program requirements based on the business and divisional initiativesDrive projects for continuous process improvement and bring innovation into the teamLead initiatives / projects from inception to completionCommunicate progress and decision points for projects to relevant functions and maintain key documentation of approvals where requiredCoordinate input into firmwide transformation initiatives impacting (TPRM) Programs (e.g., Contract Lifecycle Mgmt., Vendor onboarding transformation, Contingent worker on-boarding transformation, Interaffiliate service provision etc.)Maintain TPRM program(s) documentation (e.g., Plans, Requirements, User Stories, Acceptance Criteria) to ensure consistency with program initiatives, regulatory guidance and broader TPRM transformation prioritiesCoordinate content for internal senior forums and business engagement meetings (e.g., Committees, Governance Groups, etc.)Drive forward integration opportunities across broader CPM CLM Program (e.g., Sourcing, Spend Mgmt.)Engage, initiate, contribute and deliver on Regional (TPRM Birmingham) expectations

QUALIFICATION:

Bachelor’s Degree 5+ years of experience in data governance, migration, or data management, preferably within Third Party Risk Management and CLM platforms or contract management systems.Proven experience in leading data migration projects, including extract, transform, and load processes and legacy system decommissioning.Experience in front to back process mapping and future state process re-designing for large scale process transformation projectsProficient in BPMN and Process Modelling Tools such as Signavio and VisioProficient in Microsoft Word, Excel, Powerpoint, Project & Visio or other business process management softwareExcellent communication and interpersonal skills both written and oral; confident in interaction with all levels of employees and navigating organizationsAbility to rapidly assimilate complex concepts and form practical solutions.Ability to break down complex processes into tasks and challenge status-quoBe highly collaborative, team orientated and a strong consensus builder Self-motivated and well organized. Proven track record: ability to handle multiple tasks, prioritize accordingly and make decisions as requiredStrong background in product management and strategy and good numerical analytical abilityTechnical and operational problem-solving skillsProactive, enthusiastic and team-oriented approach
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