About the job

We are seeking an experienced Finance Transformation professional with a strong track record in the financial services sector to join our CFO Advisory & Transformation practice at the Senior Manager / Director level - This is an ideal opportunity for a commercial finance transformation leader to seek Partnership within two years.

The successful candidate will design and deliver large-scale transformation programmes for CFOs and Finance leaders across banking, insurance, asset/wealth management, and fintech.

This role requires deep functional finance knowledge, proven consulting experience, and a commercial mindset to help clients in regulated industries modernise their Finance functions, enhance performance management, and adopt digital and AI-enabled solutions.

Key Responsibilities

Client Leadership & Delivery

• Lead end-to-end delivery of Finance Transformation programmes specifically for financial services clients, ensuring high-quality outcomes that meet regulatory and business requirements.
• Partner with CFOs and ExCo stakeholders to design and implement Finance Target Operating Models (TOMs) covering people, processes, systems, and data.
• Translate strategic objectives into actionable transformation roadmaps that balance efficiency, compliance, resilience, and value creation.
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Subject Matter Expertise

• Provide thought leadership in finance change within financial services, covering core finance processes (regulatory reporting, R2R, FP&A, treasury, tax, product control, risk and capital).
• Advise on emerging technologies in Finance (ERP platforms, digital tools, AI/automation, finance data platforms) and how they can be deployed within regulated FS environments.
• Ensure all transformation programmes embed regulatory, compliance, and control considerations from the outset.
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Practice & Proposition Development

• Contribute to the continued growth of our Finance Transformation for FS proposition.
• Develop thought leadership and insights on CFO agendas in FS, including finance digitisation, ESG/sustainability reporting, capital efficiency, and regulatory compliance.
• Mentor and develop junior consultants and managers, fostering a high-performance, FS-specialist culture.
• Commercial & Business Development
• Build trusted relationships with financial services clients, becoming a strategic advisor to CFOs and Finance leaders.
• Lead proposals, pitches, and pursuits, contributing directly to practice growth.
• Drive revenue growth and cross-sell opportunities with adjacent FS services (Risk, Compliance, Technology, Operations).
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Required Skills & Experience

Financial Services Focus

• Proven track record of delivering Finance change programmes in banks, insurers, asset/wealth managers, or fintech firms.
• Strong understanding of the regulatory environment (Basel 3.1, COREP/FINREP, Solvency II, IFRS 17, CASS, Pillar 3, ESG/ISSB reporting, etc.) and how it impacts Finance functions.
• Consulting & Delivery Expertise
• Experience in management consulting, or a mix of consulting and senior industry FS roles.
• Expertise in designing and implementing Finance TOMs and change programmes in regulated FS businesses.
• Track record of delivering programmes across core finance processes: R2R, FP&A, product control, regulatory reporting, and treasury.
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Leadership & Stakeholder Management

• Comfortable engaging with CFOs, CROs, and ExCo stakeholders in FS firms.
• Experience managing large-scale, cross-border teams, including offshore delivery centres.
• Strong influencing, communication, and relationship management skills at senior executive levels.
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Technical & Functional Knowledge

• Experience with FS finance platforms (SAP, Oracle, Workday, Anaplan, Hyperion, regulatory reporting platforms).
• Familiarity with digital finance solutions (RPA, Gen AI, advanced analytics, finance data models).
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Education & Credentials

• Qualified accountant (ACA, ACCA, CIMA).
• Additional qualifications in risk, compliance, or regulatory reporting are advantageous.
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Personal Attributes

• Deep passion for transforming Finance within financial services.
• Strategic thinker with pragmatic delivery focus.
• Commercially astute, entrepreneurial, and comfortable driving business development.
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