Senior Manager, Bank Finance Transformation

morganfranklinconsultingllc; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

MorganFranklin Consulting LLC in New York seeks a seasoned Finance Transformation leader to guide complex engagements across banking, insurance, and financial services. You will work with senior executives to translate strategy into actionable transformation roadmaps and deliver measurable outcomes.

You will lead ERP and core system projects, redesign FP&A, Treasury, and Record to Report processes, and supervise PMO activities, data lineage initiatives, and AI-enabled finance strategies while

Qualifications

• BA/BS in Business, Accounting, Finance, Technology, or related discipline.
• 8+ years in Finance, Banking, Technology, or Consulting with client facing experience.
• Proven experience implementing medium to large finance transformation initiatives.
• Experience redesigning FP&A, Treasury, and Record to Report processes.
• Experience influencing C-suite through workshops and strategic roadmaps.

Responsibilities

• Lead medium to large bank finance transformation engagements, including core process redesign and ERP implementations.
• Develop finance transformation strategies aligned to business objectives and technology roadmaps.
• Redesign finance operating models across FP&A, Treasury, and R2R.
• Lead transformation PMO functions and executive reporting.
• Bridge business and technology teams by translating finance requirements into designs.

Skills

Client facing

Finance transformation

ERP implementations

PMO leadership

Stakeholder management

Education

BA/BS in Business, Accounting, Finance, Technology, or related

Job description

Transform Your Career

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.

Embrace new challenges and deliver real value to some of the world's most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.

The Team - Strategy , Technology & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact

Work within our Financial Services practice delivering strategic finance transformation advice and execution support to senior and C suite executives. You will help clients realize value from major investments in finance modernization, core banking transformation, ERP implementations, and AI enabled capabilities.

You will serve as a trusted advisor and delivery leader, translating business strategy into executable transformation roadmaps while managing complex programs, leading teams, and driving measurable outcomes.

Your Responsibilities

• Lead medium to largescale bank finance transformation engagements, including core process redesign, subledger redesign, ERP implementations, and core banking system modernization
• Develop finance transformation strategies aligned to business objectives, regulatory requirements, and technology roadmaps
• Redesign finance operating models across key functions such as FP&A, Treasury, and Record to Report
• Lead transformation PMO functions, including governance design, integrated planning, dependency management, risk and issue management, and executive reporting
• Advise clients on the business and technology implications of modern core banking systems supporting loans, investments, and deposits
• Bridge business and technology teams by translating finance requirements into functional and technical designs
• Support finance integration initiatives following M&A, including data lineage, redesign of finance processes, and target state system architecture
• Assess and define the role of AI in finance transformation, including identification of practical AI use cases and development of AI enabled finance strategies
• Facilitate client working sessions ranging from executive and board level discussions to detailed design and requirements workshops
• Lead current state assessments and develop actionable transformation roadmaps and business cases
• Manage and coach project teams delivering complex, multi workstream engagements
• Actively develop junior team members through coaching, feedback, and mentorship
• Play a lead role in business development efforts, including opportunity identification, proposal development, and oral presentations
• Build and maintain strong, trust based client relationships at all organizational levels
• Contribute perspectives on market trends including finance technology modernization, AI adoption, regulatory change, and digital transformation

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, Technology, or a related discipline
• 8+ years of applicable experience in Finance, Banking, Technology, or Consulting, with at least 2 years of recent client facing experience in a professional services organization
• Proven experience implementing medium to largescale finance transformation initiatives, including ERP implementations, subledger redesign, and core process transformation
• Experience redesigning finance operating models across FP&A, Treasury, and/or Record to Report
• Strong understanding of core banking systems supporting loans, investments, and deposits
• Demonstrated ability to integrate business process knowledge with technology design and delivery
• Experience standing up and running transformation PMO functions for complex, multiyear programs
• Experience developing finance transformation strategies and multiphase roadmaps
• Understanding of the current AI landscape, including viable AI use cases within finance and experience supporting AI strategy development
• Experience supporting finance integration efforts following M&A, including data lineage, process redesign, system architecture alignment
• Prior experience working directly with and advising C Level executives, including facilitating executive workshops and presenting complex concepts
• Experience leading and dev