Luxoft
Project description Our client is looking for an experienced Salesforce Data Analyst to analyse, prepare, validate and reconcile KYC workflow data for migration from legacy tactical tools (e.g. Jira, Excel, Access) into the EMEA 1LoD KYC Workflow Tool built on nCino (Salesforce platform). To ensure that all in flight KYC onboarding and renewal cases are accurately represented within nCino at go live, with appropriate data integrity, workflow status, SLA tracking and auditability. To act as the data migration subject matter expert (SME) for nCino, working across Business, Technology, Salesforce/nCino implementation partners and Vendors to minimise operational and regulatory risk. Responsibilities Analyse legacy KYC workflow data (Jira, Excel, Access and similar tools) to identify in scope in flight onboarding and renewal cases for migration into nCino. Define migration scope, assumptions, cut off rules and exclusions, clearly distinguishing data to be migrated into nCino versus data remaining in KYC golden source systems (e.g. EDM / Cisnet / future GCOP). Produce source to target data mappings aligned to the nCino/Salesforce data model, including: Case and workflow status mapping SLA and due date logic Ownership, role and queue mappings Region and entity attributes Assess data quality issues in legacy sources and support cleansing or remediation with KYC Operations prior to migration. Support trial data loads into nCino environments (e.g. sandbox / UAT), validating: Record counts Key field population Workflow visibility and usability within nCino Perform post migration reconciliation and exception analysis between legacy tools and nCino to confirm completeness and accuracy. Support UAT activities, validating that migrated data behaves correctly within nCino workflows, dashboards and SLA monitoring. Produce migration validation, reconciliation and sign off documentation suitable for audit, regulatory review and governance approval. Act as the primary data point of contact for migration related queries across PMO, Technology, Salesforce/nCino partners and KYC stakeholders. Skills Must have MUST HAVE experience as a Data Analyst in Salesforce. Strong data analysis skills including data profiling, source to target mapping, reconciliation and validation. Experience working with Salesforce based platforms, ideally nCino, including understanding of objects, fields, workflows and reporting structures. Ability to define data transformation rules that align legacy operational data with Salesforce/nCino workflow models. Strong documentation skills for mapping specifications, reconciliation reports and audit artefacts. High attention to detail with a strong risk and control mindset. Work Experience: Proven experience delivering data migration activities for Salesforce or nCino implementations within financial services. Experience working with KYC, onboarding or regulatory workflow data in a regulated environment. Experience migrating data from manual or tactical tools (e.g. Jira, Excel based trackers) into strategic platforms. Comfortable working across Business, Technology and third party Salesforce/nCino implementation partners. Education / Qualifications: Bachelor's degree or above in Data Analytics, Information Systems, Finance, Business or a related discipline. Personal requirements: Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills Nice to have Hands on Salesforce experience (administration, data migration or reporting) is highly desirable. Salesforce or nCino certifications are desirable but not mandatory; practical delivery experience is prioritised.
Project description Our client is looking for an experienced Salesforce Data Analyst to analyse, prepare, validate and reconcile KYC workflow data for migration from legacy tactical tools (e.g. Jira, Excel, Access) into the EMEA 1LoD KYC Workflow Tool built on nCino (Salesforce platform). To ensure that all in flight KYC onboarding and renewal cases are accurately represented within nCino at go live, with appropriate data integrity, workflow status, SLA tracking and auditability. To act as the data migration subject matter expert (SME) for nCino, working across Business, Technology, Salesforce/nCino implementation partners and Vendors to minimise operational and regulatory risk. Responsibilities Analyse legacy KYC workflow data (Jira, Excel, Access and similar tools) to identify in scope in flight onboarding and renewal cases for migration into nCino. Define migration scope, assumptions, cut off rules and exclusions, clearly distinguishing data to be migrated into nCino versus data remaining in KYC golden source systems (e.g. EDM / Cisnet / future GCOP). Produce source to target data mappings aligned to the nCino/Salesforce data model, including: Case and workflow status mapping SLA and due date logic Ownership, role and queue mappings Region and entity attributes Assess data quality issues in legacy sources and support cleansing or remediation with KYC Operations prior to migration. Support trial data loads into nCino environments (e.g. sandbox / UAT), validating: Record counts Key field population Workflow visibility and usability within nCino Perform post migration reconciliation and exception analysis between legacy tools and nCino to confirm completeness and accuracy. Support UAT activities, validating that migrated data behaves correctly within nCino workflows, dashboards and SLA monitoring. Produce migration validation, reconciliation and sign off documentation suitable for audit, regulatory review and governance approval. Act as the primary data point of contact for migration related queries across PMO, Technology, Salesforce/nCino partners and KYC stakeholders. Skills Must have MUST HAVE experience as a Data Analyst in Salesforce. Strong data analysis skills including data profiling, source to target mapping, reconciliation and validation. Experience working with Salesforce based platforms, ideally nCino, including understanding of objects, fields, workflows and reporting structures. Ability to define data transformation rules that align legacy operational data with Salesforce/nCino workflow models. Strong documentation skills for mapping specifications, reconciliation reports and audit artefacts. High attention to detail with a strong risk and control mindset. Work Experience: Proven experience delivering data migration activities for Salesforce or nCino implementations within financial services. Experience working with KYC, onboarding or regulatory workflow data in a regulated environment. Experience migrating data from manual or tactical tools (e.g. Jira, Excel based trackers) into strategic platforms. Comfortable working across Business, Technology and third party Salesforce/nCino implementation partners. Education / Qualifications: Bachelor's degree or above in Data Analytics, Information Systems, Finance, Business or a related discipline. Personal requirements: Excellent communication skills Results driven, with a strong sense of accountability A proactive, motivated approach. The ability to operate with urgency and prioritise work accordingly Strong decision making skills, the ability to demonstrate sound judgement A structured and logical approach to work Strong problem solving skills A creative and innovative approach to work Excellent interpersonal skills The ability to manage large workloads and tight deadlines Excellent attention to detail and accuracy A calm approach, with the ability to perform well in a pressurised environment Strong numerical skills Excellent Microsoft Office skills Nice to have Hands on Salesforce experience (administration, data migration or reporting) is highly desirable. Salesforce or nCino certifications are desirable but not mandatory; practical delivery experience is prioritised.
Schroders
The Corporate & Regulatory Change Team drives and delivers corporate transformational strategies as well as Group regulatory change and risk commitments. A PMO Analyst, capable of supporting complex change programmes involving multiple teams with differing specialisms, is needed to facilitate and enable successful delivery. You will be an enthusiastic PMO Analyst who enjoys the challenges that come with working on corporate functions and regulatory enterprise- wide projects and programmes. The role is responsible for supporting the transformation leaders, programme and project managers and other internal business customers at Schroders by ensuring robust programme governance, oversight, and enabling delivery of transformation and change initiatives, driving adherence to internal standards and best practice, assisting management to make informed decisions through high-quality reporting, risk management and process optimisation. What you'll do Provide pro active and supportive PMO capability enabling improved performance through: Coordinating change initiatives, working closely with programme and project managers to ensure alignment with business objectives. Supporting resource management, costs and benefits tracking, and budgeting across the allocated programmes and/or projects. Assisting with preparation for steering committees, boards and other governance, and audit reviews. Supporting the annual planning process and the setup / close down of programmes and projects. Producing high quality management information (MI), status reports, dashboards, and presentations for senior stakeholders, highlighting progress, risks, dependencies, and key decisions. Maintaining and managing programme and project governance frameworks, including regular review of project status, risk logs, milestones, forecasts and actual costs. Embedding best practice project and change methodologies (e.g., Agile, Prince2, or other relevant frameworks). The experience, knowledge and skills you will need Must have experience as a PMO analyst or project manager. Proven communication and presentation skills. Experience of the financial aspects of managing a project / programme, including cross charging between projects, teams and business areas, forecasting and reconciliation, variance reporting and budget management. Mature understanding and demonstrated application of established project / programme management lifecycles, methodologies, governance and frameworks including: Creating, implementing and controlling agreed assurance and governance frameworks Developing and tracking Programme Roadmaps, Integrated Programme Plans and Project / Workstream Plans Open and honest status reporting across the project / programme RAID (Risk, Assumption, Issue and Dependency) Management Change Management and Control Stakeholder engagement and management experience with the ability to present factual information to individuals or groups in a structured, clear, confident and concise way. Ability to quickly develop effective working relationships and be a contributing team member, as well as the capability of working under your own initiative. The experience, knowledge and skills that will help A good working knowledge of Microsoft Office tools and experience of using portfolio management (PPM) software such as KeyedIn is desirable. Basic professional qualifications relating to the asset management industry (such as IMC). What you'll be like Hands on with a positive "can do" attitude. Responsible for planning own workload and working with autonomy, typically against a backdrop of changing priorities and / or external events. A good team player, building strong relationships within team and other change teams. An ability to prioritise multiple concurrent tasks and deliver to agreed timescales. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic
The Corporate & Regulatory Change Team drives and delivers corporate transformational strategies as well as Group regulatory change and risk commitments. A PMO Analyst, capable of supporting complex change programmes involving multiple teams with differing specialisms, is needed to facilitate and enable successful delivery. You will be an enthusiastic PMO Analyst who enjoys the challenges that come with working on corporate functions and regulatory enterprise- wide projects and programmes. The role is responsible for supporting the transformation leaders, programme and project managers and other internal business customers at Schroders by ensuring robust programme governance, oversight, and enabling delivery of transformation and change initiatives, driving adherence to internal standards and best practice, assisting management to make informed decisions through high-quality reporting, risk management and process optimisation. What you'll do Provide pro active and supportive PMO capability enabling improved performance through: Coordinating change initiatives, working closely with programme and project managers to ensure alignment with business objectives. Supporting resource management, costs and benefits tracking, and budgeting across the allocated programmes and/or projects. Assisting with preparation for steering committees, boards and other governance, and audit reviews. Supporting the annual planning process and the setup / close down of programmes and projects. Producing high quality management information (MI), status reports, dashboards, and presentations for senior stakeholders, highlighting progress, risks, dependencies, and key decisions. Maintaining and managing programme and project governance frameworks, including regular review of project status, risk logs, milestones, forecasts and actual costs. Embedding best practice project and change methodologies (e.g., Agile, Prince2, or other relevant frameworks). The experience, knowledge and skills you will need Must have experience as a PMO analyst or project manager. Proven communication and presentation skills. Experience of the financial aspects of managing a project / programme, including cross charging between projects, teams and business areas, forecasting and reconciliation, variance reporting and budget management. Mature understanding and demonstrated application of established project / programme management lifecycles, methodologies, governance and frameworks including: Creating, implementing and controlling agreed assurance and governance frameworks Developing and tracking Programme Roadmaps, Integrated Programme Plans and Project / Workstream Plans Open and honest status reporting across the project / programme RAID (Risk, Assumption, Issue and Dependency) Management Change Management and Control Stakeholder engagement and management experience with the ability to present factual information to individuals or groups in a structured, clear, confident and concise way. Ability to quickly develop effective working relationships and be a contributing team member, as well as the capability of working under your own initiative. The experience, knowledge and skills that will help A good working knowledge of Microsoft Office tools and experience of using portfolio management (PPM) software such as KeyedIn is desirable. Basic professional qualifications relating to the asset management industry (such as IMC). What you'll be like Hands on with a positive "can do" attitude. Responsible for planning own workload and working with autonomy, typically against a backdrop of changing priorities and / or external events. A good team player, building strong relationships within team and other change teams. An ability to prioritise multiple concurrent tasks and deliver to agreed timescales. Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio economic background, or any other protected characteristic
