Finance Transformation Specialist
EXL Talent Acquisition Team
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Job summary
EXL is seeking an experienced Finance Transformation Specialist to join our UK Digital and AI team. This hands-on role focuses on finance transformation through technology, data, automation and AI-enabled solutions.
You will work across Finance, Technology, Data and AI to design practical transformations, support go-to-market propositions, and deliver client engagements in a consulting or professional services setting.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
- Professional finance qualifications (ACA/ACCA/CIMA/CPA) advantageous.
- Strong experience in Finance Transformation, CFO advisory, or finance consulting.
- Experience transforming finance processes with technology, data, automation and AI.
- Proven track record developing finance transformation propositions and solutions.
- Client-facing consulting experience and ability to work with cross-functional teams.
Responsibilities
- Design and deliver Finance Transformation solutions aligned to client needs.
- Assess and simplify finance processes; drive automation and standardisation.
- Contribute to target operating model design across processes, tech, data and controls.
- Develop go-to-market propositions and client solutions for UK market.
- Engage with client stakeholders; present transformation roadmaps and outcomes.
- Collaborate with ERP/finance tech teams on platform transformation projects.
Skills
Education
Tools
Job description
EXL (NASDAQ: EXLS)is a global data and artificial intelligence (\"AI\") (\"AI\") company that offers services and solutions to reinvent client business models, drive better outcomes and unlock growth with speed. EXL harnesses the power of data, AI, and deep industry knowledge to transform businesses, including the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect.
We are headquartered in New York and have more than 60,000 employees spanning six continents. For more information, visit www.exlservice.com .
Role Title: Finance Transformation Specialist
BU/Segment: EXL Digital and AI
Location: London, United Kingdom (Flexible hybrid working 4 days in the office each week)
EXL is seeking an experienced Finance Transformation Specialist to join our UK Digital and AI team.
This is a hands-on individual contributor role for someone with strong Finance Transformation experience who can support the development and delivery of innovative, technology- and AI-enabled solutions for Finance functions.
The successful candidate will bring a strong understanding of Finance processes and transformation, combined with experience in solutioning, developing go-to-market propositions and applying digital, data, automation and AI capabilities to Finance.
Working across Finance, Technology, Data and AI, you will collaborate with EXL colleagues and client stakeholders to understand Finance challenges, design practical transformation solutions and support their delivery.
This role would suit someone who has previously worked in Finance Transformation, CFO Advisory or Finance Consulting, ideally within a consulting or professional services environment, and who wants to remain hands-on rather than move into a practice leadership or people management role.
Support the design and development of Finance Transformation solutions aligned to client needs and business objectives.
Assess existing Finance processes and identify opportunities for simplification, standardisation, automation and improved efficiency.
Contribute to Finance Target Operating Model design across processes, technology, data, controls and service delivery.
Support Finance transformation assessments, maturity reviews and roadmap development.
Translate Finance challenges into practical transformation initiatives and solutions.
Bring strong knowledge across Finance processes such as:
Procure-to-Pay (P2P)
Order-to-Cash (O2C)
FP&A
Controls and Compliance
Identify opportunities to improve processes, controls, service quality and operational efficiency.
Support process optimisation and continuous improvement initiatives.
Identify opportunities to apply AI, GenAI, automation, analytics and digital technologies within Finance processes.
Work with EXL’s Data, Digital Engineering and AI specialists to develop Finance Transformation solutions.
Support the development of use cases and business cases for AI and automation within Finance.
Contribute to ERP and Finance technology transformation initiatives involving platforms such as SAP, Oracle, Workday and Microsoft Dynamics.
Help develop practical AI-enabled Finance solutions across areas such as reconciliation, financial close, FP&A, reporting, controls and management insights.
Support the development of Finance Transformation and AI propositions for the UK market.
Contribute finance subject matter expertise to client proposals, RFPs and solution development.
Work with internal teams to develop compelling Finance Transformation solutions and client propositions.
Support workshops and client discussions to understand requirements and identify transformation opportunities.
Contribute to the development of reusable Finance Transformation methodologies, accelerators and solution assets.
Work directly with client Finance and Transformation stakeholders to understand business challenges and requirements.
Participate in client workshops, discovery sessions and solution discussions.
Develop clear transformation recommendations, roadmaps and presentations.
Communicate Finance Transformation concepts effectively to both Finance and Technology stakeholders.
Support the delivery of agreed transformation initiatives through to implementation.
Bachelor’s degree in Finance, Accounting, Economics, Business or a related discipline.
Professional Finance qualifications such as ACA, ACCA, CIMA, CPA or equivalent would be advantageous.
Strong experience within Finance Transformation, Finance Consulting, CFO Advisory, Finance Operations or Business Transformation.
Good understanding of core Finance processes and how they can be transformed through technology, data, automation and AI.
Previous experience developing or contributing to Finance Transformation propositions and solutions.
Experience working on Finance Transformation projects from initial discovery and solution design through to implementation.
Strong client-facing experience, ideally gained within consulting, professional services or a transformation environment.
Experience working with cross-functional Digital, Data, Technology or AI teams.
Experience supporting ERP, Finance technology or operating model transformation would be advantageous.
Practical experience of applying AI, GenAI or intelligent automation within Finance would be highly desirable.
We are particularly interested in candidates with experience across some of the following:
- Finance Transformation: R2R, P2P, O2C, FP&A, reporting, controls and operating model transformation
- ERP Platforms: SAP S/4HANA, Oracle Cloud, Workday Finance or Microsoft Dynamics
- Analytics: Power BI, Tableau, Alteryx or Anaplan
- Automation: UiPath, Automation Anywhere or Microsoft Power Platform
- AI & GenAI: practical application of AI, GenAI, Agentic AI, intelligent document processing or advanced analytics within Finance
- Solutioning: development of client propositions, business cases, transformation roadmaps and solution designs
- Strong Finance Transformation knowledge
- Hands-on and comfortable working as an individual contributor
- Strong analytical and problem-solving skills
- Commercially aware with good client-facing skills
- Able to translate Finance requirements into practical technology and AI-enabled solutions
- Confident working across Finance
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