Information Governance Specialist (Finance)

Position Description

Position Requirements:

• Support the execution of the organization's Information Governance policies and framework
• Collaborate with legal, compliance, IT, and business units to manage data lifecycle and retention practices
• Assist with the development and maintenance of records retention schedules and taxonomy
• Conduct audits and assessments to ensure compliance with records management and privacy regulations
• Provide training and guidance to staff on IG policies, procedures, and tools
• Help implement and support IG technology platforms such as FileTrail, Policy Center, or other records management tools
• Manage physical and electronic records in accordance with company policy and legal/regulatory requirements
• Participate in information classification, security, privacy, and data handling initiatives
• Assist in the development of procedures for defensible disposition of data and records
• Support eDiscovery and legal hold processes in collaboration with Legal and IT teams
• Participate in cross-functional projects related to data migration, cloud governance, and unstructured data management
• Use SQL and other database tools to run reports, analyze data, and support IG audits and retention compliance initiatives

Position Requirements

Job requirements:

Education:

• Bachelor's degree in Information Management, Library Science, Business, or related field

Experience/specific knowledge:

• 5-7 years of experience in information governance, records management, or compliance
• Expertise with database reporting and analysis using SQL or similar tools
• Knowledge and experience working with structured, semi-structured, unstructured data, and data maps
• Expertise with IG tools and technologies (e.g., FileTrail, SharePoint, Microsoft 365)
• Strong analytical, organizational, and communication skills
• Knowledge of and experience with, federal (US, Canada, Mexico) and state/provincial privacy records management, and information-security-related laws, regulations, self-regulatory standards, and industry best practices

Certifications, licenses, registrations:

• Certified Records Manager (CRM) or Information Governance Professional (IGP) a plus

Competencies, skills, and abilities:

• Excellent technical skills in Excel, and data management
• Analytical and creative problem-solving skills
• Excellent written and verbal communication skills
• Ability to prioritize responsibilities
• Ability to handle and maintain confidential information
• Ability to demonstrate initiative and commitment to professional growth
• Excellent organizational, planning and time management skills
• Work well independently as well as with teams
• Interact with a wide variety of people with tact, courtesy, and professionalism

Physical demands:

• None

Working conditions:

• Based in Houston Headquarters with a Hybrid-Remote Program available along with a 9/80 Work Schedule.
• Job Level commensurate with experience & skillsets

EQUAL OPPORTUNITY EMPLOYER STATEMENT: We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.