Financial Officer

Overview

The Financial Officer will serve as the primary business counterpart for digital transformation, AI, automation, reporting, and data initiatives within the Pension Middle Office team. The role involves developing and maintaining a business technology roadmap and acting as a bridge between business stakeholders and technical teams.

Key Responsibilities

• Serve as the primary business counterpart to ITS and technology vendors for PENMO digital transformation, AI, automation, reporting, and data initiatives.
• Develop and maintain PENMO business technology roadmap aligned with strategic and operational objectives.
• Provide technical inputs and support for the implementation and enhancement of the Portfolio Management System and Private Book of Record.
• Act as the bridge between business stakeholders and technical teams by translating operational requirements into technology solutions and implementation plans.
• Lead discovery and assessment of business processes to identify opportunities for automation, AI enablement, workflow optimization, and enhanced decision support.
• Define business requirements, functional specifications, use cases, success criteria, and benefit realization metrics.
• Partner with ITS to design and deliver solutions that meet business needs while adhering to organizational standards and governance requirements.
• Prioritize, manage and support the implementation of a portfolio of technology initiatives supporting investment operations, accounting, performance measurement, valuation, and reporting.
• Oversee user acceptance testing, change management, training, adoption, and post-implementation reviews.
• Evaluate emerging technologies, AI capabilities, and industry practices, and recommend practical applications that improve business outcomes.
• Establish governance processes for business-owned AI and automation solutions and ensure compliance with responsible AI, data management, and information security policies.
• Advise management on technology investment decisions, process improvements, and opportunities for operational efficiency and risk mitigation.
• Mentor staff and promote innovation, digital literacy, and continuous improvement across the department.
• Keep abreast of industry’s best practices and technological improvements pertaining to the team’s functions.

Required Experience

• At least 5 years of post-qualification experience with majority in progressively responsible experience leading business technology, digital transformation, business analysis, or investment operations initiatives.
• Experience acting as a liaison between business functions and technology organizations.
• Experience in pension funds, treasury, asset management, or financial services preferred.

Qualifications

• Master’s degree in either Business Information Systems, Finance, Computer Science, Data Analytics, Business Administration, or an equivalent combination of education and experience.
• Professional certification such as CFA, CPA, Chartered Accountant is desired.

Other Details