Strategy & Execution Lead - Financial Ops Transformation

Referment; New York (NY); On-site; USD 140,000 - 230,000; Full time

Job summary

Referment seeks a Strategy and Execution Lead for its financial operations function. The role sits at the intersection of operating-model design, technology, vendor strategy and programme delivery across middle- and back-office operations.

You will turn senior leadership priorities into structured, multi-year change programmes, redesign workflows, align stakeholders, hold providers accountable and move automation and AI-enabled improvements into production.

Qualifications

• Ten years of experience leading multi-year operations or technology programmes with senior stakeholders.
• Ability to diagnose operational problems and drive implementation.
• Experience building governance models and translating data into actions.
• Strong strategic judgement and ability to progress amid ambiguity.

Responsibilities

• Shape and lead operating-model projects spanning workflow design, stakeholder alignment and implementation across the trade lifecycle.
• Develop rigorous recommendations for senior leaders and translate decisions into scalable operational change.
• Run structured engagement with front-, middle- and back-office teams to surface issues, agree priorities and maintain accountability.
• Lead governance for strategic service providers through executive forums, working groups, KPI reviews and escalation management.
• Build programme-management capability within the team and mentor junior colleagues.
• Partner with technology and data teams to identify and deliver workflow automation, systems integration and generative-AI opportunities.

Skills

Leadership

Stakeholder management

Governance models

Program management

Operating-model design

Workflow optimization

Technology program mgmt

Job description

Referment seeks a Strategy and Execution Lead for its financial operations function. The role sits at the intersection of operating-model design, technology, vendor strategy and programme delivery across middle- and back-office operations.

You will turn senior leadership priorities into structured, multi-year change programmes, redesign workflows, align stakeholders, hold providers accountable and move automation and AI-enabled improvements into production.