Senior Manager, Finance Technology & Transformation

Loomis, Sayles & Company; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work schedule

Discretionary annual incentive

Job summary

Loomis Sayles is seeking a Senior Manager, Finance Technology & Transformation to lead the evolution of our finance technology landscape, partnering with Finance and IT to optimize systems, automate processes, and enable data-driven decision-making.

The role requires deep finance systems expertise, hands-on technology leadership, and a track record of delivering transformation initiatives across finance, IT, and business stakeholders.

Qualifications

• Bachelor's degree in Information Technology, Computer Science, Finance, Accounting, Business, AI or a related field.
• 7+ years of experience in IT, financial systems, enterprise applications, financial technology, finance transformation, financial systems controls and audit support, or related technology roles.
• 3+ years of leadership experience leading people, projects, vendors, or transformation initiatives.
• Demonstrated experience managing, implementing, upgrading/enhancing, or supporting finance systems such as ERP, planning, forecasting, consolidation, reporting, billing, analytics, automation, or business intelligence platforms.
• Strong understanding of accounting, financial reporting, budgeting, planning, and finance business processes.
• Experience leading cross-functional initiatives involving Finance, IT, and business stakeholders.
• Strong knowledge of systems integration, data governance, reporting, analytics, and process automation.
• Excellent communication and stakeholder management skills, with the ability to translate business requirements into technology solutions.

Responsibilities

• Partner with the Finance Director of Transformation & Control and other Finance leadership and team members to develop and progress a multi-year finance technology roadmap.
• Lead the execution and continuous enhancement of the finance technology roadmap, aligning technology investments with finance transformation goals.
• Manage and optimize finance systems, including ERP, billing, budgeting, forecasting, reporting, analytics, and automation platforms.
• Partner with Finance, Accounting, FP&A, IT, and business stakeholders to identify opportunities to improve processes, controls, data quality, and user experience.
• Drive implementation of automation, AI-enabled capabilities, business intelligence solutions, system integrations, and self-service reporting tools.
• Champion finance transformation initiatives that simplify processes, reduce manual effort, and improve operational effectiveness.
• Collaborate with IT and vendors to ensure system reliability, security, integration, and scalability.
• Expand system process documentation, standard operating procedures, and workflows with a critical eye for continuous improvement.
• Establish strong governance, data management, and system performance practices and lead the technology-based audit and controls deliverables with assurance providers such as external and internal audit.
• Establish and monitor key performance metrics related to system performance, adoption, support effectiveness, and business outcomes.
• Lead, coach, and develop finance technology resources while fostering a culture of innovation, accountability, and continuous improvement.

Skills

Finance Technology Strategy

ERP, Financial Systems

Automation & AI

Data & Analytics

Cloud Technologies

Vendor Management

Stakeholder Management

Team Leadership

Education

Bachelor's degree in IT/Finance/Accounting

Finance domain knowledge

Tools

ERP systems

BI tools

Automation platforms

Job description

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $434.6 billion in assets under management (as of 30 June 2026) for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE-DEDICATED TO TEAMWORK–EXCELLENT–ACCOUNTABLE–LEADERS-SOLUTIONS-ORIENTED

About The Role

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

We are seeking a technically strong and strategic Senior Manager, Finance Technology & Transformation to lead the evolution of our finance technology landscape and drive initiatives that modernize finance operations. This role will serve as a critical bridge between Finance and IT, partnering with business leaders to optimize financial systems, enhance data and analytics capabilities, and deliver innovative technology solutions that improve efficiency, scalability, technology-based controls, and decision‑making.

The ideal candidate brings a blend of deep finance systems expertise, hands‑on technology experience, leadership capability, and a passion for transformation. This individual will lead key finance technology initiatives, oversee core financial systems, and help shape the future of digital finance through automation, analytics, AI, and process improvement.

Job Responsibilities

• Partner with the Finance Director of Transformation & Control and other Finance leadership and team members to develop and progress a multi‑year finance technology roadmap.
• Lead the execution and continuous enhancement of the finance technology roadmap, aligning technology investments with finance transformation goals.
• Manage and optimize finance systems, including ERP, billing, budgeting, forecasting, reporting, analytics, and automation platforms.
• Partner with Finance, Accounting, FP&A, IT, and business stakeholders to identify opportunities to improve processes, controls, data quality, and user experience.
• Drive implementation of automation, AI‑enabled capabilities, business intelligence solutions, system integrations, and self‑service reporting tools.
• Champion finance transformation initiatives that simplify processes, reduce manual effort, and improve operational effectiveness.
• Collaborate with IT and vendors to ensure system reliability, security, integration, and scalability.
• Expand system process documentation, standard operating procedures, and workflows with a critical eye for continuous improvement.
• Establish strong governance, data management, and system performance practices and lead the technology-based audit and controls deliverables with assurance providers such as external and internal audit.
• Establish and monitor key performance metrics related to system performance, adoption, support effectiveness, and business outcomes.
• Lead, coach, and develop finance technology resources while fostering a culture of innovation, accountability, and continuous improvement.

Qualifications & Education Requirements

• Bachelor's degree in Information Technology, Computer Science, Finance, Accounting, Business, AI or a related field.
• 7+ years of experience in IT, financial systems, enterprise applications, financial technology, finance transformation, financial systems controls and audit support, or related technology roles.
• 3+ years of leadership experience leading people, projects, vendors, or transformation initiatives.
• Demonstrated experience managing, implementing, upgrading/enhancing, or supporting finance systems such as ERP, planning, forecasting, consolidation, reporting, billing, analytics, automation, or business intelligence platforms.
• Strong understanding of accounting, financial reporting, budgeting, planning, and finance business processes.
• Experience leading cross‑functional initiatives involving Finance, IT, and business stakeholders.
• Strong knowledge of systems integration, data governance, reporting, analytics, and process automation.
• Excellent communication and stakeholder management skills, with the ability to translate business requirements into technology solutions.

Preferred Qualifications

• Experience with cloud‑based ERP systems, automation tools, AI/ML-enabled solutions, RPA, data visualization tools, or self‑service analytics platforms.
• Experience with large‑scale ERP implementations, finance transformation programs, system integrations, or Agile delivery methodologies.
• Experience managing vendor relationships, supporting contract discussions, and optimizing technology costs or licensing arrangements.
• Relevant certifications such as PMP, Agile/Scrum, or other technology, audit, security, project management, or finance systems credentials.
• Big 4 public accounting and technology consulting experience preferred.
• Experience in the Asset Management or Financial Wealth Management industry also a plus.

Key Skills

• Finance Technology Strategy
• ERP, Financial and Billing Systems
• Finance Transformation
• AI & Automation
• Data & Analytics
• Systems Integration
• Data Governance
• Cloud Technologies
• Vendor Management
• Technology Project Management
• Change Management
• Stakeholder Management
• Team Leadership

Why Join Us

This is an opportunity to play a key leadership role in shaping the future of finance technology. You’ll work across Finance and IT to design and deliver transformational initiatives, modernize core capabilities, and help build a more efficient, data‑driven, and digitally enabled finance organization.

Ideal Candidate Profile: We are looking for a highly technical finance systems leader with strong ERP and finance technology experience, proven success delivering transformation initiatives, and at least two years of leadership experience managing teams, projects, or significant cross‑functional change programs. This role is ideal for someone ready to own the finance technology agenda while growing into a future Head of Finance Technology position.

Additional Requirements

The position follows a hybrid schedule with two days work from home and three days work from office.

Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $150,000 - $200,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well‑being and financial security.

Global Benefit Statement

At Loomis Sayles, we believe benefits should empower our employees to thrive — at work and beyond. To attract and retain diverse talent worldwide, we are committed to offering comprehensive, competitive benefits that support your well‑being, your family and your future. Designed with both local and global needs in mind, our benefits ensure that wherever you work, you have the support and resources to succeed.

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.