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- Leading in project management, strategic planning, process documentation, and large data management
- Manage and coordinate all activities leading to the successful completion of projects and initiatives including project scoping, design, project plan, budget, and metrics
- Serve as subject matter expert for the procedure, process, or technology within the scope of a project
- Coordinate input from and participation with various other departments within the company as needed to meet project or initiative objectives
- Responsible for providing team/project goals and evaluating performance to identify areas of improvement opportunities
- Research industry best practices and make recommendations for new processes and procedures
- Develop new processes in collaboration with business and then document and deliver trainings for business before entering a BAU state
- Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
- Effectively collaborate with internal and external departments, stakeholders, cross-functional teams, and vendors to define requirements, identify opportunities, and present solutions to business challenges
- Produce and manage operational deliverables and communications to stakeholders which will include executive-level reporting and presentations
- Uplevel data management operations for efficiency and scalability; and
- Work on other special projects and firm-wide initiatives, as directed by management
- 7+ years of relevant experience working on finance operations, project management and process improvement
- Strong knowledge of general finance, process documentation and cross functional operations
- Solid analytical skills and ability to understand and resolve complex problems
- Experience in working with large sets of data including data manipulation in logical data structures and reconciliations
- Strong working knowledge of Microsoft Excel, PowerPoint, SharePoint and Visio
- Proven ability to manage tasks with competing priorities and deadlines, while independently driving projects to completion
- Working knowledge of Scrum, JIRA or other project management tools a plus
- Outstanding organization skills with high attention to detail
- Outstanding initiative and a strong work ethic
- Responsible with a strong sense of dedication
- Excellent interpersonal, verbal and written communication skills
- Works well under pressure and with time constraints; and
- Possesses strong integrity and professionalism.
- Bachelor's degree relevant to position, a Master's degree a plus
- Project Management Professional (PMP) certification and/or Agile Certified Practitioner (ACP) a plus
Assistant Vice President, Business Analyst/Project Manager, Tax - Los Angeles, CA, United States - Oaktree Capital Management, L.P.
Description
Oaktree is a leader among global investment managers specializing in alternative investments, with $179 billion in assets under management as of June 30, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,000 employees and offices in 20 cities worldwide.
For additional information please visit our website at Scope and responsibilities The Assistant Vice President will serve as a business analyst within the Operations team in the Tax and Treasury department. The business analyst will be responsible for overseeing projects, initiatives and work streams designed to transform the Tax and Treasury function at Oaktree, with an emphasis on identifying continuous improvement opportunities, process development, and management of cross functional projects. The candidate will work closely with other Oaktree colleagues in Tax, Treasury, Accounting, and IT along with external service providers to lead efforts to enhance department operations. Key Responsibilities Include