Corporate Planning & Management

Supports the execution of the firm’s strategic objectives through the management of the planning process and firmwide reporting and analytics. They are responsible for integrating all aspects of business planning, including revenue, expense, liquidity and capital, working closely with Controllers, Treasury and Risk. This pillar also includes the CF&O, EO and Engineering divisional CFOs, who are strategic finance advisors helping the firm and the non-revenue divisions achieve commercial financial opportunities. In partnership with CPM Engineering, the Transformation team within this pillar aims to significantly change the planning function through a combination of technology development, strategic process implementation and organization design.

Encompasses the functions responsible for managing all aspects of the firm's spend with third parties - advising commercial agreements, driving operating efficiency and delivering the sustainability strategy for our operations and supply chain. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation and Sustainable Operations.

Drives firmwide Operational Risk programs along with second line teams and implements required changes within CPM. Conforms to Operational Risk and Resilience policy and standards for CPM as a division and manages related risks. This pillar also includes the Third Party Risk Management team, responsible for identifying, managing, monitoring and reporting third party risks and providing governance and operational frameworks for all the firm’s third-parties. The Corporate Insurance & Advisory team in this pillar identifies, procures, and manages corporate insurance needs for the firm and its investing businesses, facilitates the mapping of operational and credit risk to insurance solutions and provides insurance advisory support for firmwide activities and claims advocacy.

Manages governance and accounting for the firm’s non-compensation expenses. They work across the firm to ensure the non-compensation expenses are utilized in an efficient manner and provide transparency around the spend to senior leadership.

Provides engineering solutions that enable the firm to manage third-party spend, data and automation, plan budgets, forecast financial scenarios, allocate expenses and support corporate decision making in-line with the firm’s strategic objectives.