Corporate Planning

Divisional Overview

The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm. CPM has 5 operating pillars:

• Finance & Planning supports the execution of the firms strategic objectives through the management of the planning process, firmwide reporting and analytics and insights into the firms business plans and budgets. They develop a consistent framework for revenue division projections creating transparency, accountability, and efficiency around projections. This pillar also includes the CF&O, EO, and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities.

• Product Finance is responsible for the overall governance and proactive management of the firms noncompensation expenses.

• Spend Management encompasses the functions responsible for managing all aspects of the firm's spend with third parties - advising commercial agreements and driving operating efficiency. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation, and Sustainable Operations.

• Operational Risk & Resilience (ORR) drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. This pillar also includes the Third-Party Risk Management (TPRM) team, responsible for identifying, managing, monitoring, and reporting third party risks and providing governance and operational frameworks for all the firms third-parties (vendors, non-vendors, contingent workers, and interaffiliate services). The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses.

• The CPM Engineering team provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses and support corporate decision making in line with the firms strategic objectives.

Professionals in CPM have an analytical mindset, exhibit intellectual curiosity, and are from diverse academic backgrounds. The Associate level role is based in Hyderabad and sits within TPRMs Program Design and Compliance capability, which is responsible for the design and implementation of the firms Third Party Risk Management program and control framework. This includes maintenance of the firmwide Policies and Standards of the firms Third Party Programs. The team ensures compliance with Program requirements and data accuracy and completeness via a quality assurance testing (QA) program. Additionally, the team manages and coordinates Third Party Risk Managements interactions with regulators (prudential, product, regional, entity) including third party information forming part of regulatory submissions and/or responses.

The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts. Should have excellent verbal and written communication skills.

Responsibilities will include, but are not limited to:

• Become a Subject Matter Expert of the TPRM Policies and Standards (Vendor and Contingent Worker), including process governance and controls, risk management, vendor oversight requirements.
• Act as a key advisor to internal stakeholders and help address queries related to Third Party Risk program requirements.
• Build strong business relationships with teammates and stakeholders firmwide to understand the impact of the Program requirements based on the business and divisional initiatives.
• Partner with the team to support deliver on and further evolve the Quality Assurance Program.
• Participate and support the Third Party Governance team for timely responses to regulators, and 2nd Line reviews (e.g., Compliance, Internal Audit, Operational Risk) related to third party risk management.
• Identify and lead Program enhancements driven by evolving and changing regulatory guidance.
• Collaborate with team members, Product Enablement team, other stakeholders and external vendors to design, test, and implement new solutions or enhancements to existing processes and systems.
• Drive projects for continuous process improvement and bring innovation into the team.
• Lead initiatives/projects from inception to completion.
• Communicate progress and decision points for projects to relevant functions and maintain key documentation of approvals where required.
• Coordinate input into firmwide transformation initiatives impacting (TPRM) Programs (e.g., vendor onboarding transformation, Contingent worker on-boarding transformation, Interaffiliate service provision, etc.).
• Maintain TPRM program(s) documentation (e.g., policies, standards, procedures, reference guides, training content) to ensure consistency with program initiatives, regulatory guidance, and broader TPRM transformation priorities.
• Coordinate content for internal senior forums and business engagement meetings (e.g., Committees, Governance Groups, etc.).
• Oversight of business-as-usual Program components (i.e., reviewing queries and exception requests from other divisions and business units).
• Engage, initiate, contribute, and deliver on Regional (TPRM Hyderabad) expectations.

• Relevant Bachelors degree or equivalent qualification with an excellent academic record.
• 3-4 years of relevant experience in the field of finance, accounting, and/or business management.
• Analytical capabilities and financial modeling experience.
• Exceptional attention to detail.
• Excellent communication and interpersonal (written and verbal) skills, strong attention to detail.
• Ability to lead across team members and drive assignments to completion.
• Demonstrated ability to manage multiple projects and meet competing deadlines.
• Solid work ethic and high level of motivation.
• Proficient in Microsoft Excel and PowerPoint.

• CORPORATE TITLE: Associate
• OFFICE LOCATION(S): Dallas
• JOB FUNCTION: Vendor Management (TPRM)
• DIVISION: Corporate Planning & Management

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