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About the role

W2 ONLY - NO CORP TO CORP - NO 3RD PARTY AGENCIES - NO VISA SPONSOR/TRANSFERRequired 10+ years of project management experience, including 5+ years delivering large, multi-year technology and business transformation programs in financial services (insurance or asset management preferred) Proven track record of delivering a system implementation or platform conversion end to end: planning, vendor management, testing, cutover and hypercarePMP, PRINCE2 or equivalent certificationStrong command of planning and scheduling tools (MS Project / Project Server, Excel, Power BI or similar) and of structured WBS-based planningExperience running formal governance: status reporting, RAID management, change control, steering committee preparation and executive communicationExperience working alongside a software vendor’s implementation team (BlackRock Aladdin, SimCorp, SS&C, FIS or similar) and holding them to deliverables and SLAsDemonstrated ability to manage cross-functional dependencies across Accounting, Finance, Operations, Technology and Data teamsClear, concise written and verbal communication; comfortable presenting to CFO-level stakeholdersStrongly preferredABOR conversion experience: Has led or played a senior role in converting an investment accounting book of record from one platform to another, including opening-balance load, conversion reconciliation and first close on the new systemMulti-basis accounting knowledge: Understands the differences between US GAAP, Statutory (NAIC) and Tax accounting for invested assets (amortization methods, impairment, IMR/AVR treatment) and how each basis is maintained and reported in parallelIBOR / ABOR architecture: Understands the split between the investment book of record and the accounting book of record, how they reconcile, and how the general ledger and downstream reporting consume ABOR outputInsurance investment operations: Familiar with the asset classes typical of a life insurer’s general account (public and private fixed income, structured products, mortgages, alternatives, derivatives) and their accounting treatmentAladdin Accounting: Hands-on exposure to BlackRock Aladdin, particularly its accounting and data modules, or to a comparable platform (PAM, Eagle, SimCorp Dimension, SS&C) Accounting background: CPA, CFA or an accounting degree, or prior time in an investment accounting or financial reporting function

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JOB OVERVIEW

Experience level

Manager

Location

White Plains, NY

Occupation

Project Management Specialists

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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