Senior Vice President - Business Transformation

Key Responsibilities

Business Management & Strategy

• Partner with Executive Management and Business Heads to define and execute strategic business objectives.
• Drive business planning, budgeting, capacity management, forecasting, and performance tracking activities.
• Lead strategic initiatives to improve profitability, scalability, client service delivery, and operational efficiency.
• Collaborate with Fund Accounting leadership to enhance operating models across global fund administration functions.
• Support growth initiatives, business expansion, client transitions, acquisitions, and integration activities.
• Provide business insights through analysis of operational, financial, and client performance metrics.
• Drive transformation initiatives across Fund Accounting, Investor Services, Transfer Agency, Depositary, and Asset Servicing functions.

Fund Accounting Business Oversight

• Provide strategic oversight of Fund Accounting and Fund Administration operations across multiple jurisdictions.
• Partner with operational leaders to monitor NAV delivery, financial reporting, valuation processes, and client servicing performance.
• Review and analyze key operational metrics, productivity indicators, control environments, and commercial performance.
• Support business management across Alternative Investment Funds, Private Equity, Real Estate, Private Credit, Hedge Funds, Hybrid Funds, and Fund of Funds structures.
• Drive initiatives focused on operational excellence, service quality, risk mitigation, and client satisfaction.
• Evaluate resource utilization, workforce planning, and capacity management across business functions.

Reporting, Analytics & Management Information Systems

• Design and implement executive dashboards, scorecards, and business intelligence frameworks.
• Develop meaningful management reporting covering:
• NAV Delivery Metrics
• Operational KPIs
• Client Service Performance
• Financial Performance
• Productivity and Capacity Metrics
• Risk and Control Indicators
• Revenue and Profitability Analysis
• Drive reporting automation and digitization initiatives.
• Utilize Power BI, Excel, and analytics tools to provide actionable business insights.
• Present business performance updates to Executive Leadership and Global Management Committees.

Stakeholder Management

• Build and maintain strong relationships with senior leaders, clients, investors, regulators, and internal stakeholders.
• Act as a strategic advisor to business leaders on operational and commercial decisions.
• Lead governance forums, executive business reviews, and leadership committees.
• Facilitate collaboration across Operations, Finance, Risk, Compliance, Technology, HR, and Client Service teams.
• Manage and influence senior stakeholders across multiple global locations.

Process Improvement & Digital Transformation

• Identify process optimization and automation opportunities across Fund Administration operations.
• Lead implementation of operational transformation and digital innovation initiatives.
• Drive efficiency improvements through Lean Six Sigma, Agile, and continuous improvement methodologies.
• Partner with Technology teams to enhance reporting platforms, workflow tools, and operational infrastructure.
• Promote innovation and adoption of emerging technologies within business processes.

Governance, Risk & Compliance

• Ensure compliance with regulatory requirements, organizational policies, and client obligations.
• Support business governance related to:
• NAV Production
• Valuation Oversight
• Financial Reporting Controls
• Operational Risk Frameworks
• Client Service Standards
• Oversee remediation of audit observations and risk issues.
• Monitor operational risk metrics and control effectiveness.
• Maintain strong governance and data management standards.

People Leadership

• Lead and mentor senior managers and functional leaders.
• Establish high-performance teams focused on accountability, client service, and operational excellence.
• Drive succession planning and leadership development initiatives.
• Promote employee engagement, talent retention, and capability development programs.
• Foster a culture of collaboration, innovation, and continuous improvement.

Required Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, Economics, Engineering, or related discipline.
• MBA, CA, CFA, CPA, ACCA, or equivalent professional qualification preferred.
• Advanced certifications in Project Management, Lean Six Sigma, Agile, Business Analysis, or Change Management are advantageous.

Experience

• 15+ years of experience within Fund Administration, Fund Accounting, Asset Servicing, Financial Services, Investment Operations, or Business Management functions.
• Proven leadership experience managing global teams and senior stakeholders.
• Strong experience in Fund Accounting and Fund Administration environments.
• Demonstrated expertise in Alternative Investment structures including:
• Private Equity
• Real Estate
• Private Credit
• Hedge Funds
• Fund of Funds
• Hybrid Funds
• Experience overseeing NAV production, fund financial statements, investor reporting, and valuation governance processes.
• Proven track record in business transformation, operational excellence, reporting automation, and strategic planning.
• Experience working in multinational and multi-jurisdiction fund administration environments.

Technical Skills

• Fund Accounting & Fund Administration
• NAV Oversight & Governance
• Fund Financial Reporting
• Portfolio & Investment Accounting
• Alternative Investment Structures
• Business Intelligence & Analytics
• Power BI
• Advanced MS Excel
• PowerPoint
• SharePoint
• Dashboard Development
• Reporting Automation
• Operational Risk Management
• Data Analytics & Visualization
• Workforce Planning & Capacity Management
• Financial Performance Analysis

Key Competencies

• Strategic Leadership
• Operational Excellence
• Executive Stakeholder Management
• Commercial & Financial Analysis
• Governance & Risk Management
• Data-Driven Decision Making
• Change & Transformation Leadership
• Client Relationship Management
• Problem Solving & Decision Making
• People Leadership & Talent Development
• Influencing & Negotiation Skills
• Innovation & Continuous Improvement