Director, Finance & Transformation

Invesco Ltd.

Atlanta (GA)

Hybrid

USD 180,000 - 210,000

Full time

3 days ago
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Benefits offered by this job

Hybrid work schedule
401(k) matching
Health & wellbeing benefits
Parental Leave
Employee stock purchase plan
Flexible PTO

Job summary

Invesco Ltd. in Atlanta, GA is seeking a Director of Finance & Transformation to lead the Finance Data and Transformation team, partnering with Technology to optimize Oracle Fusion ERP/EPM and adjacent finance apps.

You will translate finance needs into scalable technology solutions, govern design and configuration, oversee delivery from requirements to production, and build a high-performing, offshore-enabled organization with strong executive partnerships.

Qualifications

  • Bachelor's degree in Accounting, Finance, Information Systems or related field.
  • 10+ years in finance systems, including leadership of distributed/offshore teams.
  • Deep hands-on experience with Oracle Fusion Cloud ERP and EPM.
  • Experience eliciting requirements and designing finance solutions in controlled environments.
  • Proven liaison between Finance and Technology with cross-team coordination.

Responsibilities

  • Lead Finance–Technology partnership and demand management for Oracle Fusion ERP/EPM and related apps.
  • Govern design, configuration, testing, and deployment across the finance portfolio.
  • Oversee project delivery from requirements through to production support and benefits realization.
  • Establish governance, incident management, and continuous improvement in the finance systems landscape.

Skills

Finance systems
Oracle Fusion Cloud ERP
EPM
Requirements gathering
Solution design
Stakeholder management

Education

Bachelor's degree in Accounting, Finance, Information Systems
CPA preferred

Tools

Oracle Fusion Cloud ERP
Oracle Fusion Cloud EPM
ServiceNow
Power BI

Job description

## Director, Finance & TransformationApply: Atlanta, Georgia: Full time: Posted Today: R-15543# **About Invesco**As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.# # **What’s in it for you?**Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:* Flexible paid time off* Hybrid work schedule* 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution* Health & wellbeing benefits* Parental Leave benefits* Employee stock purchase plan# # **Job Description****About the Role:**The Director leads the Finance Data and Transformation team, which serves as the primary liaison between Finance and Technology for the finance application portfolio, with Oracle Fusion Cloud ERP and EPM as the largest platform. The Director is accountable for leading the team that translates finance needs into sustainable technology outcomes across requirements gathering, solution design, functional configuration, testing, release, production support, and incident resolution for Oracle Fusion ERP, EPM, and adjacent finance applications.**Responsibilities of the Role:****Finance–Technology Partnership** **and** **Demand Management*** Lead the team that serves as the primary liaison between Finance and Technology for Oracle Fusion ERP, EPM, and in-scope non-Oracle finance applications, with clear accountability across business, functional, and technical teams.* Build executive-level relationships with finance process owners and leaders while ensuring team members maintain effective day-to-day stakeholder partnerships.* Oversee demand intake, discovery, requirements definition, estimation, dependency and risk assessment, prioritization, and roadmap development for projects and enhancements.* Ensure Finance needs are translated into clearly articulated solution options, trade-offs, recommendations, and expected business outcomes.* Provide executive reporting on roadmap delivery, service performance, risks, capacity, controls, and realized business value across the finance application portfolio.**Solution Design and Configuration Governance*** Lead and oversee the team's functional solution design across business processes, application configuration, reporting, data, security, and controls.* Establish design and configuration standards that ensure solutions are secure, controlled, scalable, supportable, and aligned with enterprise technology standards.* Oversee finance-owned application configuration and business rules, including documentation, peer review, testing evidence, approvals, migration readiness, and knowledge transfer.* Partner with Finance data owners to govern core financial structures, including ledgers, charts of accounts, calendars, legal entities, hierarchies, and reference data, and to promote data quality, reconciliation, and alignment across finance applications.* Provide governance and approval for high-impact and cross-module designs and maintain coherence across ERP, EPM, and adjacent finance applications.**Project and Enhancement Delivery*** Lead the team responsible for delivering projects and enhancements from approved requirements through solution design, configuration, testing, business acceptance, release, stabilization, and benefits realization.* Establish delivery standards, governance, milestones, and decision points; monitor scope, schedule, capacity, risks, dependencies, and business readiness.* Coordinate Finance, Technology, vendors, and other stakeholders to resolve delivery issues and ensure solutions transition effectively into production support.**Application Support and Incident Management*** Establish and oversee incident and service-request processes, including intake, impact and priority assessment, functional triage, assignment, escalation, stakeholder communication, SLA monitoring, and closure validation.* Ensure the team investigates and resolves configuration-related incidents and coordinates with Technology when resolution requires integrations, custom code, security, infrastructure, or vendor support.* Oversee the configuration-ticket backlog and lifecycle, including documentation, root-cause analysis, corrective actions, testing, controlled deployment, and reduction of recurring defects.* Monitor service performance, recurring issues, operational risks; drive problem management, knowledge management, and continuous improvement.**People Leadership, Controls, and Capability Building*** Lead, coach, and develop a distributed team; establish performance expectations, accountability, succession plans, and career development priorities.* Own resource and capacity planning, staffing, skills strategy, and capability roadmap across support, configuration, solutioning, and domain ownership.* Maintain the Finance–Technology operating model, including clear ownership, decision rights, escalation paths, and segregation of duties across request, build, test, approval, and deployment.* Partner with Internal Audit, SOX, Security, and Technology on control design, evidence, remediation, and compliance for all in-scope applications.**Requirements of the Role:*** Bachelor's degree in Accounting, Finance, Information Systems, or a related field.* 10+ years in finance systems, including 5+ years leading distributed and offshore teams.* Deep hands-on experience with Oracle Fusion Cloud ERP and EPM financial modules.* Demonstrated experience eliciting and documenting requirements, leading functional solution design, and configuring finance applications in a controlled production environment.* Proven ability to operate as the liaison between Finance and Technology, align stakeholders, translate business needs into functional and technical outcomes, and manage cross-team dependencies.* Proven track record managing an application portfolio end-to-end, including projects, enhancements, configuration, incident triage, configuration-ticket resolution, SLAs, releases, and production stabilization.* Experience with formal change, incident, problem, and service-request processes in an IT service management platform such as ServiceNow.* Strong executive communication and facilitation skills, with the ability to move effectively between finance leadership discussions, requirements workshops, incident reviews, and detailed design sessions.## **Preferred Qualifications*** CPA, CMA, or equivalent finance credential.* Experience integrating third-party finance applications (treasury management, revenue, tax engines such as OneSource) with Oracle Fusion.* Experience through an Oracle Cloud implementation or a major re-platform, and with quarterly Oracle release management.* Experience standing up or maturing a finance systems Center of Excellence.* Reporting and analytics exposure — Power BI, OTBI/BIP, FDI, FRS, Narrative Reporting# **Full Time / Part Time**Full time# **Worker Type**Employee# **Job Exempt (Yes / No)**Yes# **Workplace Model**Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
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