At a Glance
- Tasks: Lead transformative finance projects for top financial services clients and enhance their operations.
- Company: Join a leading advisory firm focused on finance transformation in the financial services sector.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborative environment with a focus on mentorship and growth.
- Why this job: Make a significant impact by modernising finance functions with innovative solutions.
- Qualifications: Proven experience in finance transformation and strong stakeholder management skills.
The predicted salary is between 70000 - 90000 £ per year.
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
- 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.
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.
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).
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.
- 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.
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.
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).
Education & Credentials
- Qualified accountant (ACA, ACCA, CIMA).
- Additional qualifications in risk, compliance, or regulatory reporting are advantageous.
Personal Attributes
- Deep passion for transforming Finance within financial services.
- Strategic thinker with pragmatic delivery focus.
- Commercially astute, entrepreneurial, and comfortable driving business development.
- Collaborative leader who builds trust and inspires confidence in high‑pressure client environments.
Finance Transformation Senior Manager in London employer: Be | Shaping the Future UK
Join a leading firm that champions innovation and excellence in the financial services sector, where you will have the opportunity to lead transformative finance programmes for top-tier clients. Our collaborative work culture fosters professional growth, offering mentorship and the chance to develop your expertise while working alongside industry leaders. With a focus on digital transformation and regulatory compliance, we empower our employees to make a meaningful impact in a dynamic environment, all while enjoying a competitive benefits package and a clear path to partnership within two years.
Contact Details:
Be | Shaping the Future UK Recruitment Team
