Senior Financial Planning Consultant - Digital Transformation - Morgan McKinley

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

Job summary

A rapidly scaling enterprise in London is seeking a Senior Business Analyst & Financial Planning Consultant to lead a digital transformation effort. You will work directly with the CFO, designing robust data architectures and implementing AI-powered solutions. Ideal candidates should have 7-10 years of experience in business analysis or digital transformation, with proven capabilities in a high-paced environment. Competitive compensation and performance-based incentives are offered.

Benefits

Competitive compensation

Performance-based incentives

Opportunity to shape digital future

Qualifications

• 7-10 years of experience in business analysis, financial planning, or digital transformation.
• Proven track record in a Big 4 firm, top-tier management consultancy, or leading IT services provider.
• Hands-on experience with ERP systems, RMS, BI tools, and data architecture projects. Must have experience implementing AI tools.

Responsibilities

• Partner with the CFO to define and execute a digital transformation roadmap.
• Lead the selection and deployment of a Revenue Management System (RMS).
• Build and maintain management dashboards and analytical reports.

Skills

Strong analytical and financial modeling skills

Deep understanding of digital tools, AI technologies, and enterprise software

Exceptional communication and stakeholder management abilities

Experience with ERP systems and BI tools

Tools

Power BI

Tableau

Looker

AI implementation tools

Job description

Overview

About the Company: We are a rapidly scaling enterprise with ambitious growth targets and a clear mandate to modernize our digital infrastructure. Our current systems are fragmented and heavily reliant on Excel-based tools. We are now seeking a strategic and execution-focused professional to lead the transformation of our financial and operational data environment.

Role Overview

As the Senior Business Analyst & Financial Planning Consultant, you will act as a strategic advisor and implementation lead to the CFO. You will be responsible for designing and executing a company-wide digital leap building a robust data architecture, implementing cutting-edge software solutions (including AI-powered tools), and establishing a collaborative, insight-driven environment. This is a high-impact role for someone who thrives in ambiguity, understands enterprise-grade systems, and can reverse-engineer legacy tools to build scalable, intelligent solutions.

Key Responsibilities

• Strategic Planning & Advisory
• Partner with the CFO to define and execute a digital transformation roadmap.
• Assess current Excel-based tools and reporting systems; reverse-engineer and translate them into scalable digital solutions.
• Identify and evaluate best-in-class software and AI technologies to support financial planning, revenue management, and business intelligence.

Systems Implementation & Data Architecture

• Design and implement a centralized company wide data repository and architecture.
• Lead the selection and deployment of a Revenue Management System (RMS).
• Develop and document data governance policies, system workflows, and integration protocols.

Business Intelligence & Reporting

• Build and maintain management dashboards, analytical reports, and BI tools for strategic decision-making.
• Enable cross-functional collaboration through modern platforms (e.g., Power BI, Tableau, Looker, or similar).
• Ensure real-time visibility into KPIs, financial metrics, and strategic project tracking.

Project Management & Change Leadership

• Establish a strategic project tracking system to monitor initiatives across departments.
• Drive change management and user adoption across finance, operations, and commercial teams.
• Train and support internal stakeholders on new tools and processes.

Ideal Candidate Profile

• 7-10 years of experience in business analysis, financial planning, or digital transformation.
• Proven track record in a Big 4 firm, top-tier management consultancy, or leading IT services provider.
• Hands-on experience with ERP systems, RMS, BI tools, and data architecture projects. Must have experiance implementing AI tools.

Skills & Attributes

• Strong analytical and financial modeling skills.
• Deep understanding of digital tools, AI technologies, and enterprise software.
• Exceptional communication and stakeholder management abilities.
• Comfortable working in a fast-paced, evolving environment with minimal structure.

Why Join Us?

• Be at the forefront of a company-wide transformation.
• Work directly with the CFO and executive leadership.
• Shape the digital future of a high-growth business.
• Competitive compensation and performance-based incentives.