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Vice President/ Senior VP – Business Transformation at Oaktree, leading finance org initiatives.
Drive end‑to‑end projects, build stakeholder consensus, and grow teams in LA‑based firm.
Scope and responsibilities
The Senior Vice President position is within the Strategy and Operations Team of the Business Transformation department. This person will serve as a leader within the group driving department priorities, owning domains/areas of focus across the back office, and owning the end‑to‑end delivery of key projects/programs with a focus on Finance.
Typical responsibilities include:
Serve as a liaison and advisor to all business, technology, data, and third‑party vendors on an ongoing basis; driving strategic priorities and managing expectations in partnership with Product Management
Build and manage trusting relationships with stakeholders across Finance functions
Manage multiple viewpoints from business stakeholders across departments on ambiguous topics to build consensus and achieve positive outcomes to realize the intended goal(s)
This is inclusive of adjusting communication styles and presentations to the audience need(s)
Provide hands‑on support to stakeholders, peers and directs to help transform ideas, progress through blockers, and monitor progress
Analyze and draw conclusions regarding complex data and information; succinctly present findings to various audiences in a consumable presentation
Facilitate prioritization and strategic planning with senior leaders within the Finance area to drive scoping for project execution
Be seen as a subject matter expert (SME) for the procedure, process or technology within the scope of initiative responsibilities
Setting key performance indicators to measure project performance and intended outcomes
Manage multiple highly visible initiatives with minimal oversight
Own and drive the end to end effort to operationalize initiatives and measure/track key strategic initiatives through management of project scope, deliverables, routines and tasks, including:
Create and own project plan, project charter and other artifacts
Plan and facilitate working sessions with stakeholders
Develop new processes in collaboration with business; document and deliver trainings for business as usual (BAU) team
Manage risk and issue resolution process through collaboration with business leads to ensure swift corrective action
Effectively grow and grow direct reports both in their professional growth and in the successful delivery of their initiatives
Effectively communicate across different audiences and ability to manage up, lateral and down
Pro‑actively lead and execute internal initiatives within the Strategy Operations team
Experience required for Senior Vice President
12+ years in transformation, process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management;
Experience in “Big 4” type organizations (or comparable), in consulting preferred
Track record in advisory/transformation, project management and process improvement;
Experience managing and growing direct reports;
Solid analytical skills and ability to understand and resolve complex problems;
Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations;
Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio.
Experience required for Vice President
10+ years in transformation, process improvement, project management, change management, and/or business analysis experience within the financial services industry, preferably in investment management;
Experience in “Big 4” type organizations (or comparable), in consulting preferred
Track record in advisory/transformation, project management and process improvement;
Experience managing and growing direct reports;
Solid analytical skills and ability to understand and resolve complex problems;
Strong ability to quickly synthesize challenges and effectively tell a story through consumable materials
Experience with operating in the grey and comfortable establishing structure in a fluid, fast paced environment
Experience in working with and reviewing large sets of data including data manipulation in logical data structures and reconciliations;
Expertise in Microsoft Excel, Word, PowerPoint, Jira/Confluence, Monday.com, and Visio.
Personal attributes
Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best irrespective of politics and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
Communication; strong interpersonal, verbal, and written communication skills; ability to prepare and present complex material. Able to provide transparency in communication style to appropriate audiences.
Independence & Collaboration; experience at working both independently and in a team‑oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
Work Ethic; focus on continual development, performance, accountability and self‑motivation.
Flexibility & Organization; adapt to shifting priorities, demands and timelines through analytical and problem‑solving capabilities; proven ability to multi‑task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high‑pressure fast paced environment.
Intellectual Curiosity; energized by learning new things and engaging across a wide range of issues; must have strong problem solving skills; understand the importance of attention to detail, adept at conducting research into project‑related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies.
Driving Results; sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self‑starter committed to achieving results and has a strong sense of ownership and follow‑through.
Judgment; makes recommendations and decisions that balance a variety of factors.
Education
Bachelor’s degree, preferably in Accounting.
Base Salary Range for Vice President
$160,000 - $200,000
Base Salary Range for Senior Vice President
$200,000 - $225,000
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.