Capital Markets Transformation Leader — Front-to-Back Ops

Forvis Mazars US; New York (NY); On-site; USD 149,000 - 230,000; Full time

Job summary

Forvis Mazars US is seeking an experienced professional to lead capital markets transformation across front, middle, and back-office functions in the New York metro area.

You will drive end-to-end engagements, assess current-state processes, and partner with technology teams to modernize platforms supporting trading, settlements, and data infrastructure. Strong emphasis on analytics, controls, and stakeholder management.

Qualifications

• 8+ years of experience in capital markets transformation.
• Experience in a consulting or advisory environment.
• Experience with large global banking institutions.
• Strong knowledge of trade lifecycle, market infrastructure, and regulatory requirements.

Responsibilities

• Lead transformation initiatives across front, middle, and back-office functions.
• Assess current-state workflows to identify weaknesses and redesign opportunities.
• Develop future operating models and roadmaps aligned to best practices.
• Partner with technology teams to modernize trading and data platforms.
• Strengthen data flows, controls, and reporting across the trade lifecycle.
• Translate data into actionable insights with dashboards (Power BI).
• Identify automation opportunities and implement RPA and workflow tools.
• Lead end-to-end project delivery including scoping, resourcing, budgeting, risk management.
• Build relationships with client stakeholders to ensure delivery excellence.
• Support business development and recruiting efforts.

Skills

Capital markets transformation

Trade lifecycle processes

Process automation

Stakeholder management

Regulatory awareness

Education

Bachelor's degree

Job description

Forvis Mazars US is seeking an experienced professional to lead capital markets transformation across front, middle, and back-office functions in the New York metro area.

You will drive end-to-end engagements, assess current-state processes, and partner with technology teams to modernize platforms supporting trading, settlements, and data infrastructure. Strong emphasis on analytics, controls, and stakeholder management.