Regional Finance Capability and Enablement Lead in City of London

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Regional Finance Capability & Enablement Lead Overview

The Regional Finance Capability & Enablement Lead is responsible for designing and embedding the infrastructure that enables Finance to operate consistently, efficiently and at scale across multiple jurisdictions. This role sits at the intersection of finance, data, technology and transformation. It will drive the standardisation, automation and continuous improvement of finance reporting, performance management and operating models across the regional finance organisation. The successful candidate will partner closely with Regional CFOs, Finance Business Partners and Finance Systems teams to create scalable solutions that improve decision-making, reduce reliance on manual processes and strengthen operational consistency. Success will be measured through adoption, sustainability and business impact rather than one-off project delivery.

Key Responsibilities

Reporting & Performance Management

• Design, implement and maintain standardised monthly reporting packs across all regions.
• Establish and govern a consistent KPI framework, finance reporting taxonomy and performance measurement methodology.
• Lead the automation of recurring management reporting and drive adoption of real-time reporting and dashboard capabilities.
• Develop and maintain a regional reporting catalogue, ensuring clarity, consistency and ownership.
• Deliver scalable self-service reporting solutions for Regional CFOs, Finance Business Partners and senior stakeholders.
• Improve the quality, accessibility and governance of finance data to support faster and more informed decision-making.

Finance Transformation & Operating Model Design

• Define and maintain a standardised regional finance operating model, balancing global consistency with local regulatory requirements.
• Identify process inefficiencies and oversee a prioritised roadmap of process improvement initiatives.
• Partner with Finance Systems and Workday teams to embed system-led, streamlined finance processes.
• Pilot, evaluate and scale new ways of working across regional finance teams.
• Establish adoption metrics and governance mechanisms to measure behavioural change and long-term sustainability.
• Champion best practice, process simplification and continuous improvement throughout the finance organisation.

Stakeholder Engagement & Change Leadership

• Serve as a trusted partner to Regional CFOs and senior finance leaders, providing constructive challenge and practical solutions.
• Lead change management, communication and enablement activities associated with new processes, systems and reporting frameworks.
• Ensure all processes, controls and reporting outputs are clearly documented, owned and embedded within the organisation.
• Foster a data-driven, system-first culture that promotes standardisation, automation and operational excellence.
• Build strong relationships across Finance, Technology, Transformation and Operational functions to drive successful delivery.

Skills & Experience

• Significant experience in Finance Transformation, Finance Excellence, FP&A Enablement, Business Intelligence, Operating Model Design, or a related discipline.
• Strong commercial and financial acumen, with the credibility to engage and influence CFOs and senior finance stakeholders.
• Advanced data and reporting capability, including the ability to translate complex information into meaningful business insights.
• Strong technical expertise across: Workday (including RAAS and OData) Power BI (DAX) Power Query Power Automate SharePoint Excel.
• Experience with SQL, Dataverse or wider data architecture environments would be advantageous.
• Proven track record of delivering reporting transformation, process automation and enterprise-wide standardisation initiatives.
• Strong stakeholder management and influencing skills, particularly within matrix organisations.
• Project and change management experience with a focus on adoption and business outcomes.
• A finance, accounting, FP&A or consulting background would be beneficial but is not essential.

Personal Attributes

• Strategic thinker with a strong bias towards execution.
• Passionate about automation, simplification and continuous improvement.
• Highly analytical and comfortable working with data, systems and process design.
• Confident operating within complex, international organisations.
• Influential communicator who can engage effectively at executive level.
• Results-oriented with a focus on building scalable, sustainable solutions.
• Naturally curious, proactive and comfortable challenging established ways of working.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate. We’re a people-powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service‑led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us

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