Project Management Lead _ Regulatory Transformation

Novel Financial Solutions; Maharashtra; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

Novel Financial Solutions in Mumbai seeks an experienced Project Management Lead to drive regulatory transformation, program management, and business change within Banking/Financial Services. You will lead cross-functional initiatives across Business, Operations, Technology, Finance, Compliance, and Risk with senior leadership across global locations.

The role centers on end-to-end delivery of a key global regulatory compliance transformation program, coordinating governance, risk, change, and

Qualifications

• 12–15 years of overall corporate experience with 8–10 years in Project/Program Management.
• Strong experience in Banking, Financial Services, Investment Banking, or other regulated environments.
• Proven experience managing large, complex, cross-functional projects/programs.
• Experience working with global/regional stakeholders and senior leadership.
• Strong understanding of project governance, risk management, stakeholder management, and change management.
• Experience in regulatory, compliance, operational, finance, or business transformation projects.
• Strong knowledge of project planning, scheduling, dependencies, and delivery tracking.
• Excellent communication and presentation skills with senior executives and stakeholders.
• Strong analytical, problem-solving, and decision-making capabilities.

Responsibilities

• Lead end-to-end delivery of complex regulatory, compliance, and business transformation programs.
• Develop and manage detailed project plans covering milestones, timelines, dependencies, resources, budgets, and deliverables.
• Establish strong project governance, RAID management, status reporting, and Steering Committee reporting.
• Partner with senior stakeholders across Business, Operations, Technology, Finance, Compliance, Risk, and Control functions.
• Gather and document business requirements and conduct current-state assessments and target-state design.
• Drive implementation of new processes, operating models, controls, and technology solutions.
• Identify, assess, and manage risks, issues, assumptions, dependencies, and change requests.
• Provide regular project updates, executive dashboards, and management presentations to senior leadership.
• Track project milestones, deliverables, KPIs, and success metrics to ensure timely and successful delivery.
• Drive process improvement, automation, operational efficiency, and workflow transformation opportunities.
• Identify and support opportunities to leverage AI, Generative AI, and Agentic AI across regulatory reporting, tax due diligence, reconciliation, exception management, and operational processes.
• Coordinate multiple workstreams and manage competing priorities across global teams.
• Drive change management and ensure effective adoption of new processes and solutions.
• Ensure projects comply with governance standards, risk and control requirements, and regulatory obligations.
• Prepare executive-level presentations, dashboards, project status reports, and Steering Committee materials.

Skills

Project management

Planning & scheduling

Risk & issue management

Business analysis

Stakeholder management

Governance & reporting

Change management

Process improvement

Microsoft Project

MS Visio

PowerPoint

Advanced Excel

Agile / Scrum

Education

Bachelor's degree

PMP / PRINCE2 certification

Master's degree

Scrum Master / Agile certification

AI, Data Analytics, or Automation certifications

Tools

Microsoft Project

MS Visio

PowerPoint

Advanced Excel

Job description

Job Location: Mumbai
Experience: 12 to15 Years
Industry: Banking / Financial Services

Role: Project / Program Management Regulatory & Business Transformation

Job Summary

We are looking for an experienced Project Management Lead with strong experience in Banking / Financial Services, Regulatory Transformation, Program Management, and Business Change.

The successful candidate will lead complex, cross-functional regulatory and business transformation initiatives involving Business, Operations, Technology, Finance, Compliance, Risk, and senior leadership stakeholders across global locations.

The role will initially focus on a key global regulatory compliance transformation program, with responsibility for end-to-end delivery, governance, stakeholder management, risk management, process transformation, and implementation.

Key Responsibilities

• Lead end-to-end delivery of complex regulatory, compliance, and business transformation programs.
• Develop and manage detailed project plans covering milestones, timelines, dependencies, resources, budgets, and deliverables.
• Establish strong project governance, RAID management, status reporting, and Steering Committee reporting.
• Partner with senior stakeholders across Business, Operations, Technology, Finance, Compliance, Risk, and Control functions.
• Gather and document business requirements and conduct current-state assessments and target-state design.
• Drive implementation of new processes, operating models, controls, and technology solutions.
• Identify, assess, and manage risks, issues, assumptions, dependencies, and change requests.
• Provide regular project updates, executive dashboards, and management presentations to senior leadership.
• Track project milestones, deliverables, KPIs, and success metrics to ensure timely and successful delivery.
• Drive process improvement, automation, operational efficiency, and workflow transformation opportunities.
• Identify and support opportunities to leverage AI, Generative AI, and Agentic AI across regulatory reporting, tax due diligence, reconciliation, exception management, and operational processes.
• Coordinate multiple workstreams and manage competing priorities across global teams.
• Drive change management and ensure effective adoption of new processes and solutions.
• Ensure projects comply with organizational governance standards, risk and control requirements, and regulatory obligations.
• Prepare executive-level presentations, dashboards, project status reports, and Steering Committee materials.

Required Skills & Experience

• 12–15 years of overall corporate experience, with approximately 8–10 years of Project / Program Management experience.
• Strong experience in Banking, Financial Services, Investment Banking, or other regulated environments.
• Proven experience managing large, complex, cross-functional projects/programs.
• Experience working with global/regional stakeholders and senior leadership.
• Strong understanding of project governance, risk management, stakeholder management, and change management.
• Experience in regulatory, compliance, operational, finance, or business transformation projects.
• Strong knowledge of project planning, scheduling, resource management, dependencies, and delivery tracking.
• Excellent communication and presentation skills with the ability to interact with senior executives and stakeholders.
• Strong analytical, problem-solving, and decision-making capabilities.

Technical / Functional Skills

• Project & Program Management
• Project Planning & Scheduling
• RAID / Risk & Issue Management
• Business Analysis & Requirements Gathering
• Stakeholder Management
• Governance & Executive Reporting
• Change Management
• Process Improvement
• Microsoft Project
• MS Visio
• PowerPoint
• Advanced Excel
• Agile / Scrum methodologies

Preferred / Good-to-Have Skills

• Experience in Tax Information Reporting / Tax Operations
• Knowledge of FATCA, CRS, Form 1042 / 1042-S, W-8 / W-9, or related regulatory reporting
• Experience with regulatory compliance transformation
• Experience in AI / Generative AI / Agentic AI transformation
• Process automation and workflow transformation experience
• Experience with reconciliation and exception management processes
• Lean Six Sigma certification
• PMP / PRINCE2 certification
• Scrum Master / Agile certification
• Exposure to data analytics, automation, or AI-driven transformation initiatives

Education & Certifications

Required:

• Bachelor's degree or equivalent qualification.

Preferred:

• PMP / PRINCE2 certification
• Master's degree
• Scrum Master / Agile certification
• AI, Data Analytics, or Automation certifications

Key Competencies

• Strong leadership and stakeholder management
• Excellent verbal and written communication
• Executive presence and presentation skills
• Ability to influence without authority
• Strong ownership and accountability
• Strategic and analytical thinking
• Problem-solving and decision-making
• Ability to manage multiple priorities in a fast-paced environment
• Adaptability and change leadership
• Strong focus on delivery and results