GDQ434 | Manager- GBO Conversion

GDQ434 | Manager- GBO Conversion

30 Jun

30 Jun



Job Description

The Conversion Specialist will be responsible for migrating clients from the legacy system to the new platform. They will perform the following functions:

Conversion exception analysis Review the data conversion exceptions, research exceptions, update conversion rules, correct data exceptions

Reconcile, analyze and document root cause of data and calculation differences between the legacy and new platform

Work across the project team with business and technology to analyze and explain any issues

Develop procedures and checklists as required The Conversion Specialist will work in a fast-paced complex engagement model on a day-to-day basis.

The individual will be directly responsible for the resolution of exceptions and conversion of customers to the new billing platform.

Business As Usual BAU Activities:

Collaborate closely with the onshore team to understand expectations and deliverable timelines and ensure that deliverables of the team are load balanced as compared to team staffing.

Develop the team to adopt owners mind set, work independently, and effectively manage timelines

Manage resources to assist with ad-hoc projects and new transactions to support the GBO controller group

Lead the day to day activities of BTP Conversion Set-up Global level engagement to convert clients from legacy systems to Oracle platform and evolve process for Billing Transformation Performing managerial reasonableness reviews and discussing reporting & analytics deliverables prepared by the team to ensure results make sense, that messaging is on point for the audience and ensuring the core objective of the deliverable is met

Provide support to key stakeholders of the team to present analytical results, findings

First point of escalation within the local reporting line for dealing with issues people/process/technology and ensuring that compliance requirements are adhered to e.g. company policies surrounding standard of conduct, information security, employment regulations

be required to participate in or conduct a wide range of accounting and financial analyses on critical and complex issues which include variance analysis and accounting transactions.

serve as a subject matter expert on particular Set-up transactions. Coordinate with onshore team treatment for complex transactions

Coaches the team and works with onshore leadership to establish the team member goals and gather feedback for performance appraisals.

Participate in or manage function specific projects as needed

Ensure completion of deliverable within the committed timeframe including assistance with development of deliverable plans, attending deliverable specific or recurring meetings between the team and the onshore team. Team deliverable revolve around

Work Experiences:

Bachelors/Masters Degree in Finance, Chartered Accountant CA or preferred Certified Public Accountant CPA/MBA Finance 10-13 years of progressive experience in Accounts receivable, banking areas with major financial institutions Financial Planning & Analysis in a global setting

Complex operational setting involving analysis of financial data

Direct support to business or product line management / executives

Financial services setting

Well Versed with ERP ORMB - good knowledge, experience

Well versed with O2C process, system automation etc

Project experience

Variance analysis and reporting of insights

Financial modelling

Billing operations

Revenue accrual


Excellent interpersonal, written, and verbal communication skills, with the ability to interface effectively with individuals at various levels, both internal and external

Analytical, with strong problem-solving abilities and creative resolution skills

Self-motivated, with the ability to work on multiple projects in a fast-paced environment

Comfortable presenting and pitching new ideas to senior management teams in large settings

Ability to remain organized, pay strict attention to detail, and meet critical deadlines within a high volume, fast-paced environment

Must be able to work in a fast paced environment

Detailed orientated with ability to consistently and accurately execute against operational controls

Ability to adapt to a changing environment and demands of transition of new clients

Must possess strong communication skills with ability to participate in or lead conference calls and present financial results to financial and non-financial audiences at various levels of seniority

Pride of ownership with the ability to drive results within the Business

Solid business knowledge as it relates to the financial services industry

Strong Analytical skill set

Financial product and institution knowledge

Self-motivated, self-assured, and self-managed

Results oriented ownership mindset

Ability to multi-task and work under high pressure deadlines


Knowledge of various services and industry trends of billing methods for those services like Custody services, Sub custodian, trust services and out pocket expense billing, asset management etc.

Should have knowledge on setting up clients in banking sector

Demonstrated knowledge in improving the billing function for multiple geographies and business areas.

Other Skills required:

Proficiency in Microsoft Office suite Excel, Access, PowerPoint, Word, Visio, advance levels of Excel pivot tables, formulas, excel workbook maintenance best practices

Knowledge of billing systems

Conceptual understanding of company-wide financial architecture GL, sub-GL technology, specialized tools applicable to the above process groups of processes

Independent decision-making capabilities, demonstrated thought leadership

Pride of ownership with the ability to deliver high quality results timely

Self-motivated, self-assured, and self-managed

Strong analytical and ability to analyze and summarize complex financial transactions

Strong attention to details

Problem solving skill

Highly organized with ability to multi-task and work under high pressure deadlines

Must be able to work in a fast paced environment

Job Function:

Accounting/Tax/Company Secretary/Audit


Banking, Financial Services/Stockbroking


Audit & Risk


Any Graduate

Employment Type:

Full Time

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