Objective Paradigm
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AVP – Front Office Technology ( PowerBI / Manager )
Department Overview
The Technology Solutions Department is responsible for designing and delivering state of the
art technology solutions that are designed to create efficiency, mitigate risk and grow revenue
for the Firm. Technology Solutions is also responsible for defining, managing and executing a
robust Cyber Security program following the NIST Cyber Security Framework. Technology
Solutions focuses on technical excellence through innovative application designs, robust data
integration and analytics, high availability infrastructure and gold level service for our key
stakeholders with information security embedded throughout. Critical functions within
Technology Solutions include Project Management, Vendor Management, Business Analysis,
Enterprise Data Governance and Stewardship, Application Development and 3rd Party
Integration, Strategic and Secure Infrastructure and Operations. The Technology Solutions
Department collaborates closely with Firm leadership and business unit heads to develop
plans in line with business objectives.
Position Responsibilities
The Technology Solutions Department is looking for a skilled Senior Technical
Lead for the Front Office Reporting & Power Apps Team dedicated to expanding and
enhancing our Front Office reporting capabilities using Power BI and unlocking our CRM data
by leveraging Power Apps and other tools in support of our strategic “ Data is Power” initiative.
The successful candidate must have demonstrated prior experience working in a data
intensive environment, delivering robust and progressive reporting solutions to end users. The
candidate must be able to quickly gain a deep understanding of key business processes and
the supporting enterprise data models to help design and deliver impactful analytic and
reporting technology solutions to enhance those processes. This hands-on role requires
strategic thinking, strong client focus, strong technical leadership and the ability to execute
and deliver.
This individual will be responsible for managing a small team of 2 to 4 resources
and leading the development of functional and non-functional requirements, iteratively
translating those requirements into quality solutions and resolving end-user issues in order to
ensure adoption within the business and realization of the business benefits. This is a client-facing role requiring communication with users and internal / external team members at all
levels so exceptional verbal and written communication skills are a must.
The ideal candidate must be able to perform the following:
− Demonstrate mastery of the enterprise reporting development and delivery domain areas,
using multiple technologies and tool sets.
− Master Power BI Paginated (SSRS) and Power BI and stay abreast of rapid developments
in these technologies. Independently execute complex data analysis across multiple
platforms using Excel, Power BI, Power BI Paginated or other available tools. Utilize
reporting tools to design and deliver dashboards and reports to stakeholders. Participate in
strategic designs of centralized and decentralized reporting platforms based on business
needs.
− Become a subject matter expert in the core business functions and technology solutions.
Understand the relationships, dependencies and impact of related business functions to
your area of responsibility. Be a thought partner with our business creating a competitive
advantage through analytics and reporting.
− Build strong and productive relationships with key business stakeholders, sponsors,
technology colleagues and technology vendors to analyze and understand complex
business processes and present them in an understandable and logical format. Develop
detailed requirements documentation including user stories, use cases, design
specifications, business process, data flows and acceptance criteria. Execute projects that
involve team members across all areas including internal and external partners.
− Accountable for deliverables by understanding and balancing the competing demands for
project scope, time and quality. Provide day-to-day consultation and technical leadership,
inclusive of project life cycle planning. Understand and apply the enterprise vision and
strategy to the project solution while balancing tactical needs to deliver.
− Ensure that all delivered solutions meet the highest quality standards and satisfy all
specified business requirements through rigorous validation and testing. Manage support
issues raised by the business through to resolution and within defined support SLAs.
− Confidently facilitate meetings and manage frequent communications with all levels of the
organization including key stakeholders and senior management. Be very resourceful to
proactively identify and engage available resources and subject matter experts in related
areas to achieve your goals, with a strong ability to multitask and manage time and
priorities under pressure while meeting deadlines.
− Mentor others in using analytical and reporting tools, while evaluating and enhancing
existing reports and dashboards.
− Keeps abreast of industry trends through benchmarking and participation in professional
associations in order to advise others of strategic technology direction.
Qualifications & Experience:
− Bachelor’ s degree required
− 7-10 years of work experience in a similar role, preferably in Financial Services
− 4+ years of quality experience using and demonstrating exceptional proficiency with at
least 3 of the following: T-SQL, Data Warehouse, Power BI, SSRS, SSIS and SSAS / AAS
technologies
− High level of proficiency with Microsoft Office applications (Word, Excel, PowerPoint, MS
Project)
− A solid understanding of the agile development cycle, in particular with 3rd party vendors
− Experience executing small to medium sized projects and general understanding of Project
Management principles
− Self-motivated, team oriented, flexible and able to multi-task with a positive can-do and ‘ no
job too small’ attitude
− Detail-oriented with excellent analytical and problem-solving skills
− Exceptional interpersonal, verbal, written and presentation skills
− Results oriented with a high level of personal accountability
− Motivated by a fast paced, complex environment
Critical Competencies for Success:
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions:
Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These
behaviors and competencies drive our ability to win together.
− Leadership: Role models in this area consistently focus on the right goals and priorities
and continually develop themselves and others. Always team players, they influence and
engage with others to contribute to a great culture.
− Achieving Results: Role models in this area are high achievers who develop careful plans
and execute consistently and effectively. They hold themselves and others accountable for
delivering high quality results.
− Thinking Critically: Role models in this area understand our business, rely on analytical
reasoning to define and solve problems and make decisions effectively. They are forward
thinking, anticipating issues and addressing them in advance.
− Personal Effectiveness: Role models in this area build strong relationships and
communicate effectively. They are driven to exceed expectations and adaptable to
changing circumstances.
The department-specific competencies define the knowledge, skills and abilities that are
needed to successfully perform the functional or technical work of this role.
− Technical Support: Triages, troubleshoots and resolves technical support issues.
Escalates issues as needed.
− Software Development Principals: Utilizes software development, secure programming
principles and a knowledge of programming languages to develop, configure and / or
integrate new software and applications.
− Business Needs Assessment: Identifies business needs across departments within the
Firm to understand the challenges, goals and problems that the business needs to solve
and identifies appropriate technical solutions.
− Data Management and Information Security: Manipulates, restructures and / or queries
data for various purposes, including reconciling issues in the database, designing database
structures and / or generating reports. Adheres to governance principles and maintains
data integrity and security.
− Risk Management: Identifies, forecasts and articulates ways to pursue and manage
informed risks in ambiguous, complex or uncertain situations based on sound value
propositions and an analysis of potential rewards and costs.
− Testing: Evaluates the functionality of an application, system or solution to ensure that
requirements have been met and defects have been identified. Applies an understanding of
end user requirements and usage in the end-to-end system to produce a quality product.
− Industry Knowledge: Demonstrates an understanding of the Firm' s position in the industry,
including its complex structure and competitive advantage in the marketplace. Monitors
industry trends and changes and recognizes their relevancy and implications.
− Technical Communication and Documentation: Documents and communicates technical
processes and procedures in area of specialty to stakeholders. Adapts the level of detail
and specificity based on the needs of the intended audience.
− Vendor Management: Manages and coordinates with external vendors. Researches and
identifies new vendors as needed and monitors performance.
− Relationship Management: Builds and maintains effective partnerships with internal
clients and end users by advising on their needs and options, advocating for their business
within the Technology Solutions department and managing expectations appropriately.
− Project / Program Management: Manages Technology Solutions project elements
considering conflicting priorities, interdependencies, business objectives, communications
and available resources.
− Innovative Mindset: Leverages an agile and creative mindset to drive innovative value
creation, continuous process improvement and proactive learning through new technology,
processes and people
AVP Front Office Technology (PowerBI / Manager)
Chicago, IL 60606
Posted: 12/30/2020
2020-12-30
2021-02-27
Category: Management
Job Number: 13780
Job Description
AVP – Front Office Technology ( PowerBI / Manager )
Department Overview
The Technology Solutions Department is responsible for designing and delivering state of the
art technology solutions that are designed to create efficiency, mitigate risk and grow revenue
for the Firm. Technology Solutions is also responsible for defining, managing and executing a
robust Cyber Security program following the NIST Cyber Security Framework. Technology
Solutions focuses on technical excellence through innovative application designs, robust data
integration and analytics, high availability infrastructure and gold level service for our key
stakeholders with information security embedded throughout. Critical functions within
Technology Solutions include Project Management, Vendor Management, Business Analysis,
Enterprise Data Governance and Stewardship, Application Development and 3rd Party
Integration, Strategic and Secure Infrastructure and Operations. The Technology Solutions
Department collaborates closely with Firm leadership and business unit heads to develop
plans in line with business objectives.
Position Responsibilities
The Technology Solutions Department is looking for a skilled Senior Technical
Lead for the Front Office Reporting & Power Apps Team dedicated to expanding and
enhancing our Front Office reporting capabilities using Power BI and unlocking our CRM data
by leveraging Power Apps and other tools in support of our strategic “ Data is Power” initiative.
The successful candidate must have demonstrated prior experience working in a data
intensive environment, delivering robust and progressive reporting solutions to end users. The
candidate must be able to quickly gain a deep understanding of key business processes and
the supporting enterprise data models to help design and deliver impactful analytic and
reporting technology solutions to enhance those processes. This hands-on role requires
strategic thinking, strong client focus, strong technical leadership and the ability to execute
and deliver.
This individual will be responsible for managing a small team of 2 to 4 resources
and leading the development of functional and non-functional requirements, iteratively
translating those requirements into quality solutions and resolving end-user issues in order to
ensure adoption within the business and realization of the business benefits. This is a client-facing role requiring communication with users and internal / external team members at all
levels so exceptional verbal and written communication skills are a must.
The ideal candidate must be able to perform the following:
− Demonstrate mastery of the enterprise reporting development and delivery domain areas,
using multiple technologies and tool sets.
− Master Power BI Paginated (SSRS) and Power BI and stay abreast of rapid developments
in these technologies. Independently execute complex data analysis across multiple
platforms using Excel, Power BI, Power BI Paginated or other available tools. Utilize
reporting tools to design and deliver dashboards and reports to stakeholders. Participate in
strategic designs of centralized and decentralized reporting platforms based on business
needs.
− Become a subject matter expert in the core business functions and technology solutions.
Understand the relationships, dependencies and impact of related business functions to
your area of responsibility. Be a thought partner with our business creating a competitive
advantage through analytics and reporting.
− Build strong and productive relationships with key business stakeholders, sponsors,
technology colleagues and technology vendors to analyze and understand complex
business processes and present them in an understandable and logical format. Develop
detailed requirements documentation including user stories, use cases, design
specifications, business process, data flows and acceptance criteria. Execute projects that
involve team members across all areas including internal and external partners.
− Accountable for deliverables by understanding and balancing the competing demands for
project scope, time and quality. Provide day-to-day consultation and technical leadership,
inclusive of project life cycle planning. Understand and apply the enterprise vision and
strategy to the project solution while balancing tactical needs to deliver.
− Ensure that all delivered solutions meet the highest quality standards and satisfy all
specified business requirements through rigorous validation and testing. Manage support
issues raised by the business through to resolution and within defined support SLAs.
− Confidently facilitate meetings and manage frequent communications with all levels of the
organization including key stakeholders and senior management. Be very resourceful to
proactively identify and engage available resources and subject matter experts in related
areas to achieve your goals, with a strong ability to multitask and manage time and
priorities under pressure while meeting deadlines.
− Mentor others in using analytical and reporting tools, while evaluating and enhancing
existing reports and dashboards.
− Keeps abreast of industry trends through benchmarking and participation in professional
associations in order to advise others of strategic technology direction.
Qualifications & Experience:
− Bachelor’ s degree required
− 7-10 years of work experience in a similar role, preferably in Financial Services
− 4+ years of quality experience using and demonstrating exceptional proficiency with at
least 3 of the following: T-SQL, Data Warehouse, Power BI, SSRS, SSIS and SSAS / AAS
technologies
− High level of proficiency with Microsoft Office applications (Word, Excel, PowerPoint, MS
Project)
− A solid understanding of the agile development cycle, in particular with 3rd party vendors
− Experience executing small to medium sized projects and general understanding of Project
Management principles
− Self-motivated, team oriented, flexible and able to multi-task with a positive can-do and ‘ no
job too small’ attitude
− Detail-oriented with excellent analytical and problem-solving skills
− Exceptional interpersonal, verbal, written and presentation skills
− Results oriented with a high level of personal accountability
− Motivated by a fast paced, complex environment
Critical Competencies for Success:
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions:
Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These
behaviors and competencies drive our ability to win together.
− Leadership: Role models in this area consistently focus on the right goals and priorities
and continually develop themselves and others. Always team players, they influence and
engage with others to contribute to a great culture.
− Achieving Results: Role models in this area are high achievers who develop careful plans
and execute consistently and effectively. They hold themselves and others accountable for
delivering high quality results.
− Thinking Critically: Role models in this area understand our business, rely on analytical
reasoning to define and solve problems and make decisions effectively. They are forward
thinking, anticipating issues and addressing them in advance.
− Personal Effectiveness: Role models in this area build strong relationships and
communicate effectively. They are driven to exceed expectations and adaptable to
changing circumstances.
The department-specific competencies define the knowledge, skills and abilities that are
needed to successfully perform the functional or technical work of this role.
− Technical Support: Triages, troubleshoots and resolves technical support issues.
Escalates issues as needed.
− Software Development Principals: Utilizes software development, secure programming
principles and a knowledge of programming languages to develop, configure and / or
integrate new software and applications.
− Business Needs Assessment: Identifies business needs across departments within the
Firm to understand the challenges, goals and problems that the business needs to solve
and identifies appropriate technical solutions.
− Data Management and Information Security: Manipulates, restructures and / or queries
data for various purposes, including reconciling issues in the database, designing database
structures and / or generating reports. Adheres to governance principles and maintains
data integrity and security.
− Risk Management: Identifies, forecasts and articulates ways to pursue and manage
informed risks in ambiguous, complex or uncertain situations based on sound value
propositions and an analysis of potential rewards and costs.
− Testing: Evaluates the functionality of an application, system or solution to ensure that
requirements have been met and defects have been identified. Applies an understanding of
end user requirements and usage in the end-to-end system to produce a quality product.
− Industry Knowledge: Demonstrates an understanding of the Firm' s position in the industry,
including its complex structure and competitive advantage in the marketplace. Monitors
industry trends and changes and recognizes their relevancy and implications.
− Technical Communication and Documentation: Documents and communicates technical
processes and procedures in area of specialty to stakeholders. Adapts the level of detail
and specificity based on the needs of the intended audience.
− Vendor Management: Manages and coordinates with external vendors. Researches and
identifies new vendors as needed and monitors performance.
− Relationship Management: Builds and maintains effective partnerships with internal
clients and end users by advising on their needs and options, advocating for their business
within the Technology Solutions department and managing expectations appropriately.
− Project / Program Management: Manages Technology Solutions project elements
considering conflicting priorities, interdependencies, business objectives, communications
and available resources.
− Innovative Mindset: Leverages an agile and creative mindset to drive innovative value
creation, continuous process improvement and proactive learning through new technology,
processes and people
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