Report directly to the Chief Technology Officer as strategic business partner to the CTO
Act as primary liaison between Technology Division and Finance; manage and track departmental budgets, forecast spending, analyze OpEx and CapEx
Identify cost-saving opportunities, drive efficiencies, and provide variance and ROI analysis to support board-level decision making
Lead business analysis for initiatives from concept to post-implementation review and conduct ROI analysis
Implement and manage timesheet processes for accurate project time attribution and provide visibility on project costs and portfolio performance
Continuously review and refine business processes to streamline workflows and improve project delivery efficiency
Commercial owner for technology suppliers: negotiate contracts, oversee SLAs, manage renewals, ensure continuity and exit strategies
Own DORA compliance for the Technology Division; maintain oversight of ICT risk management, incident reporting, and third-party resilience
Prepare and present reports and executive-level presentations on financial performance, project status, vendor performance, and resilience metrics
Requirements
Minimum of 7-10 years of experience as a business analyst, with significant experience in a senior or lead role
Proven track record of managing technology budgets and leading complex projects
Extensive knowledge of the financial services industry, specifically within a brokerage or banking environment; experience with a proprietary trading platform is an advantage
Deep understanding of financial concepts including budgeting, forecasting, valuation methods; skilled in financial modeling and ROI analysis
Strong knowledge of the software development lifecycle (SDLC) and experience working in agile and scrum environments
Strong communication skills to partner with software developers and product managers effectively
Strong understanding of regulations governing online brokerages (e.g., FINRA, SEC) is highly desirable
Integrity, loyalty, team player, hands-on attitude, overachiever mentality, ability to work in a fast-paced environment, regulatory discipline balanced with commercial judgment
Benefits
Competitive compensation and growth opportunities in a dynamic international environment
Shaping the future of a well-established but evolving global wealth tech firm
Collaboration with top-tier professionals across finance and technology
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