Finance Transformation Lead

Consult; Leeds; Hybrid; GBP 111,000 - 185,000; Full time

Job summary

Consult is seeking an experienced Finance Transformation Lead to advise the CFO of a Financial Services organisation on its transformation roadmap. The role involves hands-on delivery across procurement, cash operations, reporting, planning, treasury and credit analytics, working with senior finance, technology and business stakeholders to design more efficient and insight-driven finance functions.

The ideal candidate has extensive FS transformation delivery experience, strong regulatory

Qualifications

• Significant experience delivering Finance Transformation programmes within Financial Services.
• Experience with banks, insurers, building societies, asset managers or other regulated financial institutions.
• Strong understanding of finance processes, operating models, controls, reporting and data.
• Proven experience managing complex, multi-workstream transformation programmes.
• Experience across Finance, Risk, Operations, Technology and business functions.
• Strong understanding of regulatory and control environments within Financial Services.
• Experience with finance systems, reporting tools, data platforms or process automation.
• Excellent stakeholder management, communication and influencing skills.
• Strong analytical, problem-solving and delivery capabilities.

Responsibilities

• Review Finance Transformation roadmaps.
• Share insights from hands-on experience on what other FS organisations are doing to achieve objectives and lessons learned.
• Act as a critical friend to senior stakeholders, opening issues before they arise.
• Contribute to workshops with industry perspectives.

Skills

Finance transformation

Stakeholder management

Regulatory awareness

Analytical thinking

Cross-functional collaboration

Education

ACA/ACCA/CIMA or equivalent

Tools

Databricks

Jade

Helix

SAP

Oracle

Workday

Anaplan

OneStream

Power BI

Tableau

Job description

Finance Transformation Lead

Location: Leeds (however, remote working may be considered if needed, provided the candidate can travel to Leeds regularly with travel expenses included within their day rate)

Duration: 4 weeks full-time + 6 months x1 day per month

Target Start Date: early November

Role purpose

We are seeking an experienced Finance Transformation professional to advise the Chief Financial Officer of a Financial Services organisation on their transformation roadmap. The successful candidate will combine strong finance transformation expertise with hands on experience and insights on what other finance functions of financial services organisations are doing across the below service lines:

• Procurement & Supplier Management
• Cash & Payment Operations
• Reporting & Control
• Financial Insight & Planning
• Treasury & balance Sheet Management
• Credit Analytics

You will work with senior Finance Management, CFO as well as Technology and business stakeholders to design and implement more efficient, controlled and insight-led finance functions.

Key responsibilities

• Review Finance Transformation roadmaps
• Share insights from hands-on experience on what other financial services organisations are doing to achieve similar objectives, lessons learned and pre-empt potential issues based on previous experience
• Act as a critical friend to senior stakeholders, opening issues before they arise and tackling difficult conversations with sensitivity and empathy
• Contribute to workshops with industry perspectives

Experience and qualifications

Essential:

• Significant experience delivering Finance Transformation programmes within Financial Services.
• Experience working with banks, insurers, building societies, asset managers, payments firms or other regulated financial institutions.
• Strong understanding of finance processes, operating models, controls, reporting and data.
• Proven experience managing complex, multi-workstream transformation programmes.
• Experience working across Finance, Risk, Operations, Technology and business functions.
• Strong understanding of regulatory and control environments within Financial Services.
• Experience with finance systems, reporting tools, data platforms or process automation.
• Excellent stakeholder management, communication and influencing skills.
• Strong analytical, problem-solving and delivery capabilities.

Desirable:

• Professional finance qualification such as ACA, ACCA, CIMA or equivalent.
• Experience with ERP, EPM or reporting platforms such as Databricks, Jade, Helix, SAP, Oracle, Workday, Anaplan, OneStream, Power BI or Tableau.
• Consulting, advisory or experience leading enterprise-wide change programmes.

Key competencies

• Strategic thinking with strong commercial awareness
• Finance and operating model expertise
• Programme and delivery management
• Process improvement and transformation design
• Technology and data understanding
• Risk, controls and regulatory awareness
• Influencing and senior stakeholder management
• Clear written and verbal communication
• Collaborative leadership
• Resilience, ownership and a results-focused mindset