BANAMEX - Value Delivery & Transformation Manager

The Project Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Manages a large multi-faceted project/account/campaign or multiple projects at the same time.
• Owns project goals leveraging expertise to inspire a sense of shared purpose within the project team.
• Organizes new challenges and drive business results.
• Uses best practice PMO methodology to create a project plan to fit the stakeholders/customers’ needs and deliver within budget on desired outcomes.
• Drives end results of the project as a representative of the business.
• Works closely with the Customer, Sales Team, Engineering and Manufacturing to define a project scope and objectives for project members.
• Prepares, maintains, and submits clear and concise activity/progress reports and time recording/management reports.
• Assesses project risk potentials and discover potential problems before they occur.
• Applies a proactive approach in routinely tracking the project participant progress against project goals.
• Defines, teaches, and enforces the use of good project management practices such as techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled.
• Identifies and where required amends the approach to the context and constraints of each project.
• Constantly improving their own and their teams' skills through lessons-learned reviews at project completion.
• Possess the knowledge, skills and experience to be able to recognize when problems surface or potential problems are looming.
• Articulates problems, bring the right people together to solve problems and know when the problem has been properly addressed and closed.
• Promotes partner involvement through effectively communicating project status upward and to the Client.
• Applies lessons learned from recent projects to future projects.
• Communicates to all concerned parties project milestones, status updates, as well as any existing or potential customer escalation issues.
• Proactively follows escalation and change control processes.
• Owns all management reports on a given engagement.
• Promotes good working relationships across a project, cultivating the people skills needed to develop trust and communication among all of a project's stakeholders: its sponsors, those who will make use of the project's results, those who command the resources needed, and the project team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 6-10 years of project management experience - preferably from a mortgage or financial services environment
• PMP certification strongly preferred, Six Sigma a plus.
• Ability to develop project plans, manage individual deadlines and goals.
• Knowledge of project metrics, including gathering, reporting, trend analysis, creation, and metrics.
• Ability to identify issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis.
• Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk.
• Manage client expectations, anticipates operational and tactical risks and tracks them; clarify, identify, and track requirements and issues, remove barriers, resolve minor project issues and escalate to immediate manager where required.
• Proficient in MS Office applications, MS Project, VISIO, Adobe Acrobat Professional.
• Stays abreast of current industry trends and new technology through professional associations, trade journals, networking, and associated training and seminars.

Education:

• Bachelor’s/University degree, Master’s degree preferred

El Gerente de Entrega de Valor y Transformación es un líder estratégico de alto nivel encargado de orquestar iniciativas de cambio organizacional que habiliten la modernización y la creación de valor tangible. El rol actúa como un Arquitecto de la Ejecución y Partner Estratégico (Advisor), integrando el rigor de las Finanzas Corporativas con una capacidad superior de Influencia y Diplomacia Corporativa. Es la autoridad responsable de traducir las prioridades del portafolio en beneficios sostenibles, actuando como consultor interno para la Gerencia Senior y asegurando que la institución alcance sus metas de productividad mediante un liderazgo de equipos de alto desempeño.

Responsabilidades Clave:

• Arquitectura Estratégica y Alianza (Advisor Partnership): Construir y mantener relaciones sólidas con directores de área y stakeholders clave, actuando como socio estratégico para alinear las metas de transformación con los objetivos de negocio de cada unidad.
• Liderazgo y Gestión de Equipos de Alto Desempeño: Responsable de la dirección, mentoría y desarrollo de profesionales analíticos. Gestionar la carga de trabajo, establecer KPIs y fomentar una cultura de "accountability" y excelencia.
• Diplomacia e Influencia Ejecutiva: Ejecutar estrategias de comunicación y negociación de alto nivel para orientar e influir en stakeholders senior en situaciones de resistencia al cambio o conflicto de intereses.
• Consultoría de Negocio E2E (Descubrimiento → Valor): Liderar proyectos de diagnóstico complejos (hipótesis → análisis → sizing y recomendaciones), supervisando la calidad técnica de los entregables y asegurando la escalabilidad de las soluciones.
• Ingeniería de Procesos y Simplificación Estructural: Aplicar metodologías Lean o Six Sigma para rediseñar modelos operativos, mejorando radicalmente el ratio de eficiencia y eliminando la burocracia institucional.
• Gobernanza y Benefits Realization: Diseñar y liderar foros de decisión ejecutiva, asegurando la transparencia en el reporte de beneficios (impacto real en P&L) y manteniendo una gobernanza estricta sobre los programas.
• Estrategia de Datos e IA Aplicada: Supervisar la implementación de soluciones de Data & Analytics e IA que apalanquen la transformación operativa y la toma de decisiones predictiva.
• Juicio Ético y Gestión de Riesgos: Evaluar adecuadamente el riesgo reputacional y operativo en cada decisión, protegiendo los activos de la institución y asegurando el cumplimiento normativo mediante un juicio ético sólido.

Calificaciones y Perfil:

• Experiencia: 7-10 años en roles de Liderazgo en Consultoría Estratégica, Transformación Organizacional, FP&A, Excelencia Operativa, Estrategia de Negocio.
• Gestión de Personas: Experiencia comprobable liderando equipos multidisciplinarios y gestionando planes de carrera para talento de alto potencial.
• Educación: Licenciatura en Ingeniería, Finanzas o Administración. MBA de escuela de negocios de prestigio es altamente valorado.
• Certificaciones: PMP, Lean Six Sigma, Change Management o certificaciones en Estrategia de IA / Business Analytics, son un plus.
• Habilidades Críticas: Presencia Ejecutiva, inteligencia emocional superior, capacidad de síntesis para comunicación nivel C-Suite y resiliencia en entornos complejos.

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