Senior Manager, Bank Finance Transformation

MorganFranklin Consulting LLC; New York (NY); On-site; USD 143,000 - 244,000; Full time

Job summary

Highspring is seeking a Senior Strategist — Finance Transformation to join our Financial Services team in New York. You will lead medium-to-large bank finance transformation engagements, drive ERP implementations, and develop AI-enabled finance strategies, translating business aims into executable roadmaps.

You will act as a trusted advisor and delivery leader, manage multi-workstream programs, mentor junior staff, and help shape proposals to grow client relationships with senior executives.

Qualifications

• BA/BS in Business, Accounting, Finance, Technology, or related discipline.
• 8+ years in Finance/Banking/Technology/Consulting, with at least 2 years client-facing experience.
• Experience implementing medium to large finance transformations (ERP, subledger redesign, core processes).
• Experience redesigning FP&A, Treasury, and R2R operating models.
• Strong understanding of core banking systems (loans, investments, deposits).
• Experience leading transformation PMO functions for complex programs.
• Willingness to travel at least 25% of the time.

Responsibilities

• Lead medium-to-large 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 FP&A, Treasury, and/or R2R.
• 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.

Skills

Finance background

ERP knowledge

PMO leadership

C-level experience

Banking domain

Education

BA/BS degree

MBA preferred

Tools

ERP platforms

Data architecture tools

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 mediumto largescale bank finance transformation engagements, including core process redesign, subledger redesign, ERP implementations, and core banking system modernization


• Develop finance transformation strategies aligned to businessobjectives, 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 large scale 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, multi-year programs


• Experience developing finance transformation strategies and multi-phase 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, and system architecture alignment


• Prior experience working directly with and advising C-level executives, including facilitating executive workshops and presenting complex concepts


• Experience leading and developing project teams across multiple engagements


• Highly effective interpersonal skills and emotional intelligence


• Willingness to travel at least 25% of the time

Preferred Qualifications

• Master of Business Administration (may substitute for a business-related undergraduate degree)


• Progressive responsibility in managing senior client relationships and achieving business development goals


• Experience with large ERP and core banking platforms and modern data architectures

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range

$143,192 — $244,442 USD

EEO Notice

Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Privacy Notice

Highspring and its parents, affiliates, and subsidiaries (\"we,\" \"our,\" or \"Highspring\") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Highspring HR Notice at Collection for California Applicants and Employeeshere.


• Virginia residents may access our state specific policieshere.


• Residents of all other states may access our policieshere.


• Canadian residents may access our policies in Englishhereand in Frenchhere.


• Residents of countries governed by GDPR may access our policieshere.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Highspring's use of AI can be found here https://www.highspring.com/ai-use-notices/. Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers.