This Plan includes a Finance (F&S) portfolio of programes and projects, among which an initiative to capture significant efficiency gains within the Finance EMEA teams in charge of Level 1 accounting controls and Economic vs Accounting P&L reconciliations.
Those teams belong to the Lisbon Infinity Platform and are named "SMS Capital Markets Products (SMS CMP)".
The efficiency gains that are expected will be captured by putting in place automation tools.
Those tools should enable to decrease dramatically the size of manual work within accounting control teams.
The causes for the amount of manual work observed in accounting control teams are numerous but can be summarized into two main categories : 1/ a
- par utilization of available desktop tools (Excel, Power Query, Power BI) and 2/ a lack of automated recurring procedures,
As a consequence, the GM Resilience F&S leads and sponsors wish to reinforce the accounting control teams with additional resources capable of driving and securing the implementation of automation tools.
Expected services:
Pre-requisite : before the start of services, Finance management and GM programme leads will have identified the processes where automation tools are expected to deliver significant efficiency gains.
For each process identified, it is expected that the Team performs the following activities:
Sit with accounting control staff and go through all the steps of the current process
Identify automation opportunities and draft the overall
- level design of an automated procedure that would be developed first by themselves and later maintained by Finance users
Implement the desired automated procedure with the inputs of accounting control staff and deliver a working tool that accounting control staff can use,
Document the business rules agreed with accounting control staff and implemented in the prototype
Test and validate the automated procedure with the accounting control staff
Obtain accounting control's
- off based on a satisfactory use of the automated procedure during accounting closing exercises.
Coach accounting control staff on using the automation tools so that they are more efficient in their
-
- day work
Business rules documentation to enable Finance IT developments
Skills:
Strong Analytical and Development skills (Python, C.. )
Proficiency in one data preparation tool (Alteryx or Dataiku or Knime or other)
Business analysis
Knowledge of reconciliation, reporting and financial control processes
Knowledge of capital markets products
Main Tasks:
Determine automation opportunities
Design and implement automation tools
Interact with Finance IT to enable industrialization of tools developed
Coach users into using more advanced excel functions in their
-
- day tasks
Technical Skills:
Data preparation tool (Alteryx or Dataiku or Knime)
#J-*****-Ljbffr