L&D is PwC's internal learning and development function. Our ambition is to be a world-class learning function, partnering with the business to deliver learning which meets the needs of our people and helps deliver the Firm's strategic priorities.
Who we are looking for:
The X-LoS regulatory reporting team is responsible for delivering and monitoring training to our regulated areas of the business and maintaining exceptional quality standards in everything we do. We are looking for an individual to join the team as a Reporting Officer (RO).
The successful candidate will join a regionally diverse team of Training Coordinators (TCs), who each serve as expert advisors to their respective areas of the business, and Reporting Officers (ROs), who support the team with a variety of reporting and regulatory activities. The Reporting Officers are responsible for managing an extremely complex book of reporting tasks and activities in an incredibly strict regulatory environment, so 100% accuracy and attention to detail is imperative. The successful candidate will confidently and competently provide expertise across numerous complex curriculum areas to ensure compliance within the required regulatory framework.
The individual will work on a portfolio for which the key responsibilities are:
Management of mandatory training deadlines across all regulated areas of the business, namely Audit, Risk and Tax (approximately 1 training deadline per month).
Competently use Cornerstone reporting to analyse and provide a number of complex reports which highlight individuals outstanding for mandatory training items at each deadline. Maintain and validate target audiences (in conjunction with the TCs) for mandatory training programmes through regular monitoring of the Profiling Tool and monthly mandatory training deadlines, ensuring all members of their respective BU are completing the training relevant to their role within the required timeframe. Ensure compliance for all mandatory training items on a scheduled basis for each training deadline in accordance with L&D's policies and procedures.Draft communications to Risk and Quality stakeholders within the business to provide regular status updates on training completion statistics in their respective areas. Liaise with HC regarding instances of non-completion in accordance with existing training policies and sanctions processes in place for non-compliance.
Close collaboration with L&D Course Managers to draft, build and push a number of complex Vantage curricula to the relevant target audiences.
Maintain frequent communication with the Course Managers who look after various training programmes to understand the curriculum requirements for each, and advise the Course Managers on how best to build these assets / curricula within Vantage. Own and monitor a yearly curriculum build tracker which has input from several teams within L&D, providing expertise and finally building curricula within Vantage once ready for deployment. Confidently using Vantage to assign training to relevant target audiences, and then utilising regular reporting to track progress of completions in line with existing training deadlines.
Ownership and management of the Profiling Tool, a survey system required of all staff and Partners in Audit, Risk and Tax in order to understand the type of work they perform and help L&D to determine associated mandatory training.
Frequently report on responses within the Profiling Tool to support the TCs in validating target audiences, and support the programmes team in understanding who sits within their target audiences. Liaise with UKIT and the external provider who built the system on any bugs requiring attention, providing context and information as to the current functioning of the tool. Perform bulk uploads of statement selection within the tool where we have received information directly from the business as to what selections certain individuals require. Update the complex mapping within the tool as and when required, to ensure individuals have access to the statements they should have visibility over. Collaborate with other L&D teams and Risk and Quality to determine wording of the Profiling Tool statements and filters at the start of each training year, and ensure that the mapping works as expected.
Assessment monitoring of all mandatory assessments in line with policies which stipulate a threshold for each assessment, and action plans required for those who do not pass a given assessment within the threshold, in an effort to gauge competence and increase Audit quality.
Work alongside L&D's Strategic Relationships team to establish a working calendar for sharing data internally and then ultimately with the individuals requiring action plans. Competently use reporting within Atlas Cloud (assessment platform) and a number of Alteryx workflows to identify those individuals requiring action plans. Communicate with the TCs regarding anomalies and work together to identify reasons for outliers, or ensure completion of outstanding assessments as urgently as possible.
Strict record keeping and support of regular regulatory requirements, including metrics provided to the Learning & Education Committee and Global Learning & Development.
Demonstrate adherence with defined regulatory processes across all aspects of the role; including the audit trail maintained for each of our mandatory training deadlines and associated activities (i.e., reminders sent to individuals, status updates to the business and Risk and Quality). Ensure that all team documents, trackers, reports and diaries are kept up to date with current information and relevant detail. Provide essential reports, dashboards and metrics to our own leadership teams and committees for their oversight. Perform an essential role with respect to the internal audits we are subject to as an L&D function on a yearly basis - providing data, evidence and documentation for a number of sample cases across training areas.
The following skills are required for this role:
Excellent project management, time and organisational skillsAn understanding/appreciation of the regulatory landscape and the associated implications for the firmA curiosity/interest in challenging existing processes and using the firms digital tools to improve ways of workingAdvanced analytic skills (using excel and Google sheets)Proven ability to navigate complex environments and manage multiple projects/stakeholders at onceProven ability to demonstrate agility and adaptation in an ever changing landscapeGoal orientated - maintaining focus on agreed objectives and deliverablesCommercially orientated - keeping commercial aspects continually in mind when taking actions or making decisionsProven ability to self-motivate and work independently as well as a track record of working professionally and collaboratively as part of a wider-teamProven ability to manage and prioritise projects and work to deadlinesAbility to build and maintain good relationships to hold challenging conversations, and ability to assert influence, with Partners, senior staff within the business and colleagues within L&DCommunicate confidently and effectively, both in written and verbal formEffectively use online collaboration tools i.e. Google, Currents, etc.
Highly desirable:
Experience with data manipulation / analytics tools such as Alteryx and Tableau