Senior Director, Value Capture

Value Strategy & Blueprinting

• Translate deal rationale and integration ambition into a clear, actionable Value Capture Blueprint that outlines synergy categories, financial targets, timelines, measurement methods, and cross‑functional owners.
• Pressure‑test all assumptions with Finance, Treasury, Risk, Business Leaders, Technology, and Operations to ensure baselines are credible, stretch goals are achievable, and value commitments reflect real business drivers.
• Establish an enterprise value narrative that senior executives can rally behind — clear, compelling, and tied directly to the Bank’s multi‑year growth plan.

Value Governance & Accountability

• Create and lead the Value Capture Governance Model, including cadence, materials, decision forums, and tracking mechanisms.
• Hold senior workstream leaders accountable to targets through structured reviews, escalation protocols, and transparent reporting.
• Maintain a single source of truth for synergy performance, including forecasts, variances, risks, and upside opportunities.

Acceleration & Problem Solving

• Identify early warning signs that value may be at risk and intervene decisively: facilitate cross‑functional issue‑solving, deploy “tiger teams,” or redesign plans to restore momentum.
• Ensure that synergy plans are operationally feasible, technically aligned, and not overly dependent on high‑risk assumptions.
• Develop optimization scenarios, trade‑off analyses, and sensitivity models to support executive decision‑making.

Integration & Interlock Leadership

• Partner with Technology, Retail Banking, Operations, Risk, Finance, Treasury, HR, and PMO to ensure value delivery is synchronized with integration milestones, cutovers, regulatory timelines, and customer impacts.
• Serve as the connective tissue between Workstream Leads and the IMO, ensuring that business decisions translate into measurable value outcomes.
• Anticipate cross‑functional collisions and adjust plans to protect both value and operational stability.

Insights, Reporting, and Executive Alignment

• Produce high‑impact executive reporting that surfaces insights, not just metrics — including drivers of performance, risks, mitigations, and recommendations.
• Provide the CEO, CFO, CHRO, CIO, and Business Heads with a consistent and compelling view of value performance.
• Coach leaders and initiative owners on building robust business cases, measurement methods, and execution discipline.

Let's Talk About You!

• Bachelor’s degree in business, Finance, Engineering, or related field; MBA preferred.
• 10-15+ years of experience in transformation, M&A integration, finance, consulting, or strategy within banking or financial services
• Deep knowledge of synergy identification and realization best practices across cost, revenue, product, customer, and operational dimensions
• Strong understanding of banking functions (Retail, Technology, Risk, Finance, Treasury, Operations, HR) and how they contribute to value creation
• Expertise in building financial models, synergy baselines, sensitivity analyses, and benefit tracking frameworks
• Exceptional problem‑solving skills with the ability to deconstruct complex performance drivers and identify root‑cause issues
• Advanced communication and executive‑presentation skills; able to translate data into compelling insights and recommendations
• Strong leadership presence with the ability to challenge constructively, influence without authority, and drive alignment across senior stakeholders
• High learning agility; able to rapidly understand unfamiliar business areas or technical concepts
• Highly organized with strong analytical and quantitative capabilities
• Proactive, decisive, and resilient; thrives in high‑stakes, high‑visibility environments.