Finance Transformation Lead - ERP, Financial Services

Xpertise; South Yorkshire; Hybrid; GBP 90,000 - 120,000; Full time

Job summary

Xpertise is seeking a Finance Transformation Lead for ERP within Financial Services. You will drive end-to-end transformation across finance and risk, deliver ERP and data initiatives, and engage with senior stakeholders including the CFO.

Role requires regulatory knowledge, a professional finance qualification, and experience with ERP/EPM or reporting platforms such as SAP, Oracle, Workday, Power BI or Tableau; hybrid work in West Yorkshire.

Qualifications

• Significant experience delivering Finance Transformation programmes within Financial Services
• A track record of managing complex, multi-workstream transformation programmes
• Strong understanding of finance processes, operating models, controls, reporting and data
• Experience working across Finance, Risk, Operations, Technology and business functions
• Proven knowledge of Financial Services regulatory and control environments
• Experience with finance systems, reporting tools, data platforms or process automation
• The credibility and communication skills to influence at CFO level
• A professional finance qualification (ACA, ACCA, CIMA or equivalent)
• Exposure to ERP, EPM or reporting platforms such as SAP, Oracle, Workday, Anaplan, OneStream, Databricks, Jade, Helix, Power BI or Tableau

Skills

Finance Transformation

Multi-workstream

Cross-functional

CFO-level influence

Regulatory knowledge

ERP/Reporting tools

Tech/data platforms

Finance qualification

Education

ACA/ACCA/CIMA

Tools

SAP

Oracle

Workday

Power BI

Tableau

Job description

Finance Transformation Lead - ERP, Financial Services

Xpertise have an urgent requirement for a Finance Transformation Lead - ERP, Financial Services

You must have the following skills and experience:

• Significant experience delivering Finance Transformation programmes within Financial Services (banks, insurers, building societies, asset managers, payments firms or other regulated institutions)
• A track record of managing complex, multi-workstream transformation programmes
• Strong understanding of finance processes, operating models, controls, reporting and data
• Experience working across Finance, Risk, Operations, Technology and business functions
• Proven knowledge of Financial Services regulatory and control environments
• Experience with finance systems, reporting tools, data platforms or process automation
• The credibility and communication skills to influence at CFO level
• A professional finance qualification (ACA, ACCA, CIMA or equivalent)
• Exposure to ERP, EPM or reporting platforms such as SAP, Oracle, Workday, Anaplan, OneStream, Databricks, Jade, Helix, Power BI or Tableau
• A consulting or advisory background, or experience leading enterprise-wide change

If you have led finance transformation in Financial Services and can offer a CFO honest, experience-based advice, we'd like to hear from you.

Inside IR35 - hybrid - West Yorkshire