Finance Transformation Lead | London, UK

FNZ Group; London; On-site; GBP 70,000 - 90,000; Full time

Job summary

FNZ Group is seeking a proactive Finance Transformation Lead to support its Global Finance Transformation Program in London. This role offers hands-on experience in finance management and organizational transformation, working across teams to enhance operational models and process efficiency. Ideal candidates are qualified accountants with strong project management and stakeholder engagement skills, ready to take on a dynamic role in a transformative environment.

Qualifications

• Qualified accountant with +3 years experience across finance functions.
• Strong understanding of finance processes and transformation practices.
• Proficiency in Excel and project management skills.

Responsibilities

• Design and implement operating rhythm for the CFO office.
• Lead Global Finance cost management and FTE forecasting.
• Manage delivery of transformation outcomes and governance.

Skills

Project Management

Stakeholder Management

Excel Data Handling

Adaptability

Education

Qualified Accountant

MBA (plus but not essential)

Job description

Role Description

This role has been created in order to support our Global Finance Transformation. We are looking for a proactive and analytical Finance Transformation Lead to support the delivery of our Global Finance Transformation Program - org size (c.250 people). This is an exciting opportunity for a motivated individual to gain hands-on experience in finance organizational mgmt. and transformation of our processes whilst working across cross functional teams to improve our operating model, find opportunities to improve how we get things done and be part of developing the transformation plan delivery over the next c. 3 years.

The transformation role will span CFO Office business management, Colleague, Processes, Data, Systems and Controls. The individual will support the plan development and execution roadmap including transformation steerco governance.

Specific Role Responsibilities:

• Design and implement an effective operating rhythm for the CFO office and the global finance function (develop a strategic colleague engagement agenda, lead colleague comms execution, team capabilities and performance development co-ordination, senior leadership operating model incl. offsite planning / mgmt. workshops)
• Lead Global Finance cost management including FTE forecasting, planning and reporting. Ensure connectivity between finance and HR function (supported by an analyst)
• Key senior partner to the Global finance management team in developing the 3-year transformation including detailed diagnostics of current state, developing our finance vision and the steps to achieve it.
• Proactive role in managing the delivery of expected transformation outcomes through senior level partnering with the mgmt. team and cross functional collaboration across finance (c. 250 colleagues)
• Project management of the global finance transformation program across people / processes / systems / data and controls driving accountability for delivery at a senior level.
• Play a leading role in transformation insights, opportunity identification for improvement as recommendations to senior mgmt.
• Own the colleague and comms strategy for finance transformation to ensure effective top-down comms / address issues identified in colleague feedback and surveys
• Own Transformation office governance including monthly steerco reporting, RAIDS, actions and minutes
• Supports strategic projects as an when the arise.

Experience required

Primary requirements:

• Qualified accountant with +3 years experience demonstrating a range of experience across the finance function (reporting / planning / Group roles)
• Demonstrates strong understanding of finance processes / frameworks and transformation practices
• Supported or part of a prior finance transformation
• Passion for improving employee engagement via comms
• Excellent senior stakeholder mgmt. skills with the ability to influence and drive expected transformation outcomes
• Confident communicator with strong organisational mgmt. skills / project management
• Expert proficiency in excel data handling / insights and powerpoint product for Exco level outputs
• Show proven ability to build strong relationships across organizational boundaries and act as a trusted advisor to senior leaders
• Be highly resilient and adaptable, able to thrive in a fast-paced environment where priorities can change rapidly
• Possess excellent project management skills with the ability to manage multiple priorities effectively
• Have experience with financial systems and advanced Excel skills, with the ability to leverage technology to enhance financial analysis

Secondary requirements

• Big 4 consultancy experience
• MBA qualification is a plus but not essential
• Experience in a FinTech finance team

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.

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