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Transformation Value Lead

TN United Kingdom

Cirencester

Hybrid

GBP 60,000 - 100,000

Full time

Yesterday
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Job summary

An established industry player is seeking a transformation expert to lead strategic programs and drive value across the organization. This role involves collaborating with senior management to shape financial plans, ensuring programs are prioritized for maximum impact, and leveraging data-driven insights to enhance decision-making. The company promotes a flexible working environment, allowing for a hybrid approach that adapts to individual lifestyles. Join a forward-thinking team that values innovation and inclusivity while offering competitive benefits and a supportive atmosphere for professional growth.

Benefits

Private Medical Insurance
10X Life Cover
Non-Contributory Pension
Parental Leave
28 Days Holiday
Flexible Working Hours

Qualifications

  • Expertise in transformation with strong business finance knowledge.
  • Ability to make logical decisions and track program progress.

Responsibilities

  • Drive standards for business cases and program budgets.
  • Collaborate with CFO on financial planning and reporting.

Skills

Business Acumen
Leadership
Data Analysis
Strategic Planning
Risk Management

Education

Degree in Finance or Business

Job description

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Responsibilities
  1. Determine and drive standards for business cases including the identification of benefits and sources of value (financial and non-financial), developing program budget to ensure effective return on investment.
  2. Support business/project leaders and change teams in creating business propositions and identifying sources of value, taking an active lead on strategic programmes.
  3. Collaborate closely with CFO and other senior management to build 5-year transformation financial plan and annual budget.
  4. Determine and ensure that programs are correctly prioritised to deliver most overall value to the business.
  5. Ensure timely and accurate reporting against agreed metrics, in conjunction with the process lead to drive outcomes within approved parameters.
Who we’re looking for:
  • Recognised as a transformation expert across the business with validated business/commercial acumen and strong knowledge of business finance.
  • A credible and responsible leader who generates respect.
  • Able to focus on hard outcomes – making logical decisions aligned to program landmarks, tracking progress and monitoring benefits, maintaining pace of execution whilst managing/mitigating risk.
  • Acquire an in-depth knowledge of SJP, Partners and Clients with a strong understanding of the wealth management industry, key competitors and the regulatory environment.
  • Utilise data driven analysis to structure a problem and provide recommendations that drive the best return for the business.
  • Assimilate large quantities of information and apply findings to solve complex planning and strategic problems.
  • Work successfully in a constantly evolving and complex environment.
  • Responsible, with wider RDO leadership team, for shaping the RDO team in line with business requirements with a keen focus on budget and return on investment to drive forward business success and investor confidence.
  • Line manager for individual team and responsible for development and implementation of business continuity plans and procedures.
  • Embedding FCA’s principle 12 within the team including any associated policies and practices.
What's in it for you?
  • Private Medical paid for by Company.
  • Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
  • Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
  • Parental leave – 6 months full pay.
  • 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday.

*Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

Flexible Working

We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation!

Equal Opportunity Statement

Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career break. If you think you would be a good match for this role and can demonstrate some transferable experience, please apply, regardless of whether you tick every box.

Reasonable Adjustments

We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustment(s) at any stage, please let us know by emailing us at [contact email].

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