Finance Transformation Lead | London, UK
Finance Transformation Lead | London, UK

Finance Transformation Lead | London, UK

London Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead finance transformation projects and improve processes across teams.
  • Company: FNZ is a global wealth management platform helping millions invest in their future.
  • Benefits: Gain hands-on experience, work with cross-functional teams, and enjoy a dynamic work environment.
  • Why this job: Be part of a transformative journey that impacts finance operations and employee engagement.
  • Qualifications: Qualified accountant with 3+ years in finance; strong project management and communication skills required.
  • Other info: Experience in FinTech or Big 4 consultancy is a plus; MBA not essential.

The predicted salary is between 48000 - 72000 £ per year.

This role has been created in order to support our Global Finance Transformation. We are looking for a proactive and analytical Finance Transformation Lead to support the delivery of our Global Finance Transformation Program - org size (c.250 people). This is an exciting opportunity for a motivated individual to gain hands-on experience in finance organizational management and transformation of our processes whilst working across cross-functional teams to improve our operating model, find opportunities to improve how we get things done and be part of developing the transformation plan delivery over the next c. 3 years.

The transformation role will span CFO Office business management, Colleague, Processes, Data, Systems and Controls. The individual will support the plan development and execution roadmap including transformation steerco governance.

Specific Role Responsibilities:
  • Design and implement an effective operating rhythm for the CFO office and the global finance function (develop a strategic colleague engagement agenda, lead colleague communications execution, team capabilities and performance development coordination, senior leadership operating model including offsite planning / management workshops).
  • Lead Global Finance cost management including FTE forecasting, planning and reporting.
  • Ensure connectivity between finance and HR function (supported by an analyst).
  • Key senior partner to the Global finance management team in developing the 3-year transformation including detailed diagnostics of current state, developing our finance vision and the steps to achieve it.
  • Proactive role in managing the delivery of expected transformation outcomes through senior level partnering with the management team and cross-functional collaboration across finance (c. 250 colleagues).
  • Project management of the global finance transformation program across people / processes / systems / data and controls driving accountability for delivery at a senior level.
  • Play a leading role in transformation insights, opportunity identification for improvement as recommendations to senior management.
  • Own the colleague and communications strategy for finance transformation to ensure effective top-down communications / address issues identified in colleague feedback and surveys.
  • Own Transformation office governance including monthly steerco reporting, RAIDS, actions and minutes.
  • Supports strategic projects as and when they arise.
Experience required:
  • Qualified accountant with +3 years experience demonstrating a range of experience across the finance function (reporting / planning / Group roles).
  • Demonstrates strong understanding of finance processes / frameworks and transformation practices.
  • Supported or part of a prior finance transformation.
  • Passion for improving employee engagement via communications.
  • Excellent senior stakeholder management skills with the ability to influence and drive expected transformation outcomes.
  • Confident communicator with strong organisational management skills / project management.
  • Expert proficiency in Excel data handling / insights and PowerPoint product for Exco level outputs.
  • Show proven ability to build strong relationships across organisational boundaries and act as a trusted advisor to senior leaders.
  • Be highly resilient and adaptable, able to thrive in a fast-paced environment where priorities can change rapidly.
  • Possess excellent project management skills with the ability to manage multiple priorities effectively.
  • Have experience with financial systems and advanced Excel skills, with the ability to leverage technology to enhance financial analysis.
Secondary requirements:
  • Big 4 consultancy experience.
  • MBA qualification is a plus but not essential.
  • Experience in a FinTech finance team.

Finance Transformation Lead | London, UK employer: FNZ Group

FNZ is an exceptional employer, offering a dynamic work environment in London where innovation meets finance. With a strong commitment to employee growth and engagement, we provide ample opportunities for professional development while fostering a collaborative culture that values diverse perspectives. Join us to be part of a transformative journey in the finance sector, where your contributions will directly impact our global operations and help shape the future of wealth management.
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Contact Detail:

FNZ Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance Transformation Lead | London, UK

✨Tip Number 1

Familiarise yourself with the latest trends in finance transformation. Understanding current best practices and emerging technologies can give you an edge in discussions during interviews, showcasing your proactive approach to the role.

✨Tip Number 2

Network with professionals in the finance transformation space. Attend industry events or webinars to connect with individuals who may provide insights or even referrals, increasing your chances of landing the job.

✨Tip Number 3

Prepare to discuss specific examples of how you've driven transformation in previous roles. Highlighting your experience with project management and stakeholder engagement will demonstrate your capability to lead in this position.

✨Tip Number 4

Research FNZ's current initiatives and challenges in finance transformation. Tailoring your conversation to align with their goals will show your genuine interest in the company and the role, making you a more attractive candidate.

We think you need these skills to ace Finance Transformation Lead | London, UK

Qualified Accountant
Finance Transformation Experience
Strong Understanding of Finance Processes
Stakeholder Management
Project Management
Data Analysis and Insights
Advanced Excel Skills
PowerPoint Proficiency
Communication Skills
Organisational Management
Cross-Functional Collaboration
Resilience and Adaptability
Employee Engagement Strategies
Governance and Reporting
Experience with Financial Systems

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance transformation, project management, and stakeholder engagement. Use specific examples that demonstrate your ability to drive transformation outcomes.

Craft a Compelling Cover Letter: In your cover letter, express your passion for finance transformation and how your skills align with the role's requirements. Mention your experience with cross-functional teams and your approach to improving processes.

Highlight Relevant Skills: Emphasise your qualifications as a certified accountant and your experience with financial systems. Showcase your proficiency in Excel and PowerPoint, particularly in relation to data handling and presenting insights.

Showcase Project Management Experience: Detail your project management skills by providing examples of past projects where you successfully managed multiple priorities and delivered results. Highlight any experience with governance and reporting in transformation initiatives.

How to prepare for a job interview at FNZ Group

✨Showcase Your Analytical Skills

As a Finance Transformation Lead, analytical skills are crucial. Be prepared to discuss specific examples where you've used data to drive decisions or improve processes. Highlight your experience with financial systems and how you've leveraged technology for analysis.

✨Demonstrate Stakeholder Management

This role requires excellent senior stakeholder management skills. Prepare to share instances where you've successfully influenced senior leaders or collaborated across teams. Emphasise your ability to build strong relationships and act as a trusted advisor.

✨Communicate Your Vision

You’ll need to articulate a clear vision for finance transformation. Practice explaining your approach to developing a transformation plan and how you would engage colleagues throughout the process. Strong communication is key, so ensure you convey your ideas confidently.

✨Prepare for Project Management Questions

Given the project management aspect of this role, be ready to discuss your experience managing multiple priorities and projects. Share specific examples of how you've driven accountability and delivered outcomes in a fast-paced environment.

Finance Transformation Lead | London, UK
FNZ Group
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