Finance Transformation Senior Manager

Be | Shaping the Future UK; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

Be | Shaping the Future UK is looking for an experienced Finance Transformation professional to join our CFO Advisory & Transformation practice at the Senior Manager / Director level. This role will involve designing and delivering large-scale transformation programmes for CFOs in the financial services sector.

The ideal candidate will possess deep finance knowledge and a history of consulting, ready to help clients modernize their finance functions and enhance performance management. Strong stakeholder relationship skills and experience in regulated industries are essential.

Qualifications

• Proven track record of delivering Finance change programmes.
• Strong understanding of the regulatory environment and its impacts.
• Experience managing large-scale teams.

Responsibilities

• Lead delivery of Finance Transformation programmes.
• Partner with CFOs to design and implement Finance Target Operating Models.
• Translate strategic objectives into actionable transformation roadmaps.

Skills

Knowledge in finance transformation

Consulting experience

Knowledge of regulatory environments

Strong influencing skills

Education

Qualified accountant (ACA, ACCA, CIMA)

Tools

SAP

Oracle

Workday

Anaplan

Hyperion

Job description

We are seeking an experienced Finance Transformation professional with a strong track record in the financial services sector to join our CFO Advisory & Transformation practice at the Senior Manager / Director level – This is an ideal opportunity for a commercial finance transformation leader to seek partnership within two years. The successful candidate will design and deliver large-scale transformation programmes for CFOs and Finance leaders across banking, insurance, asset/wealth management, and fintech. This role requires deep functional finance knowledge, proven consulting experience, and a commercial mindset to help clients in regulated industries modernise their finance functions, enhance performance management, and adopt digital and AI‑enabled solutions.

Key Responsibilities

• Lead end‑to‑end delivery of Finance Transformation programmes specifically for financial services clients, ensuring high‑quality outcomes that meet regulatory and business requirements.
• Partner with CFOs and ExCo stakeholders to design and implement Finance Target Operating Models (TOMs) covering people, processes, systems, and data.
• Translate strategic objectives into actionable transformation roadmaps that balance efficiency, compliance, resilience, and value creation.

Subject Matter Expertise

• Provide thought leadership in finance change within financial services, covering core finance processes (regulatory reporting, R2R, FP&A, treasury, tax, product control, risk and capital).
• Advise on emerging technologies in Finance (ERP platforms, digital tools, AI/automation, finance data platforms) and how they can be deployed within regulated FS environments.
• Ensure all transformation programmes embed regulatory, compliance, and control considerations from the outset.

Practice & Proposition Development

• Contribute to the continued growth of our Finance Transformation for FS proposition.
• Develop thought leadership and insights on CFO agendas in FS, including finance digitisation, ESG/sustainability reporting, capital efficiency, and regulatory compliance.
• Mentor and develop junior consultants and managers, fostering a high‑performance, FS‑specialist culture.
• Commercial & Business Development.
• Build trusted relationships with financial services clients, becoming a strategic advisor to CFOs and Finance leaders.
• Lead proposals, pitches, and pursuits, contributing directly to practice growth.
• Drive revenue growth and cross‑sell opportunities with adjacent FS services (Risk, Compliance, Technology, Operations).

Required Skills & Experience

Financial Services Focus

• Proven track record of delivering Finance change programmes in banks, insurers, asset/wealth managers, or fintech firms.
• Strong understanding of the regulatory environment (Basel 3.1, COREP/FINREP, Solvency II, IFRS 17, CASS, Pillar 3, ESG/ISSB reporting, etc.) and how it impacts Finance functions.
• Expertise in designing and implementing Finance TOMs and change programmes in regulated FS businesses.
• Track record of delivering programmes across core finance processes: R2R, FP&A, product control, regulatory reporting, and treasury.

Leadership & Stakeholder Management

• Comfortable engaging with CFOs, CROs, and ExCo stakeholders in FS firms.
• Experience managing large‑scale, cross‑border teams, including offshore delivery centres.
• Strong influencing, communication, and relationship management skills at senior executive levels.

Technical & Functional Knowledge

• Experience with FS finance platforms (SAP, Oracle, Workday, Anaplan, Hyperion, regulatory reporting platforms).
• Familiarity with digital finance solutions (RPA, Gen AI, advanced analytics, finance data models).

Education & Credentials

• Qualified accountant (ACA, ACCA, CIMA).
• Additional qualifications in risk, compliance, or regulatory reporting are advantageous.

Personal Attributes

• Deep passion for transforming Finance within financial services.
• Strategic thinker with pragmatic delivery focus.
• Commercially astute, entrepreneurial, and comfortable driving business development.
• Collaborative leader who builds trust and inspires confidence in high‑pressure client environments.