JOB REQUISITION
Finance Transformation Associate Director, Business Performance Improvement
LOCATION
ADDITIONAL LOCATIONS
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.
At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Where We Need You:
Protiviti’s Business Performance Improvement practice specialises in helping organisations enhance operational efficiency, optimise processes, and achieve better financial outcomes. We support our clients with finance, operational and technology transformation, intelligent automation, and people and change management. From process tweaks to major organisational structure optimisation, back office to external reporting, cost reduction to working capital issues, we apply innovation, collaboration, and technology acumen to bring best-in-class solutions to your problems.
What You Can Expect:
As an Associate Director in our Finance Transformation practice, you will be responsible for building and managing a portfolio of client relationships, originating and converting new business opportunities, and overseeing the successful delivery of engagements across the practice. You will operate as a subject matter expert and trusted adviser to C-suite stakeholders and will play a central role in shaping the direction, capability, and market profile of the BPI Finance Transformation team.
You will work across a diverse client base spanning PE-backed businesses, mid-market and FTSE-listed corporates, and large organisations in financial services, real estate, energy, and professional services. This is a role for someone who combines deep technical credibility in Finance Transformation with the commercial drive and relationship capital to build a sustainable book of business, and the leadership presence to develop a high-performing team beneath them.
The work
You will originate, design, and oversee the delivery of engagements across a range of Finance Transformation projects, including:
Shared services centre (SSC) transitions and outsourcing readiness, including process standardisation, roles and responsibilities design, and go-live support
Finance target operating model design, covering people, process, technology, data, and controls across P2P, O2C, and R2R
Finance process optimisation and efficiency reviews, including current-state diagnostics, gap analysis, and improvement roadmaps
FP&A and performance reporting transformation, including planning process redesign, management information improvement, and budgeting and forecasting optimisation
Automation and technology enablement, including RPA business case development, process mining, and ERP-adjacent transformation
AI in Finance assessments and implementation readiness, including use case prioritisation and business case development, finance copilot readiness, agentic automation opportunity assessment, and AI governance and controls design within a finance function context
Finance function benchmarking and maturity assessments against industry best practice
Post-acquisition finance integration and carve-out support, particularly relevant to our PE-backed client base
Key responsibilities:
Business development and client relationships
Own and actively develop a portfolio of client relationships at C-suite level, including CFOs, CEOs, and Private Equity operating partners, converting relationships into pipeline opportunities and pipeline opportunities into revenue
Lead business development activity across the Finance Transformation practice, including originating opportunities, shaping propositions, leading credentials and pitch meetings, and closing engagements
Lead the development of proposals and bid materials, working with Managing Directors and the wider BPI team to present commercially compelling and technically credible responses
Develop and maintain a strong professional network in the UK Finance Transformation market, with a demonstrable track record of converting relationships into commercial outcomes
Identify opportunities to expand Protiviti's footprint across existing client portfolios, introducing broader BPI and firm-wide capabilities where relevant
Liaise with Protiviti offices globally to leverage existing relationships and ensure a consistent and considered approach to key accounts and market positioning
Delivery oversight
Hold ultimate accountability for the quality, commercial performance, and client satisfaction of all engagements within your portfolio
Oversee Senior Managers and Managers across active engagements, providing direction, challenge, and support to ensure delivery meets the standard expected at a senior Protiviti level
Serve as the senior point of escalation for complex, sensitive, or commercially significant client issues, resolving them with confidence and preserving the client relationship
Lead or contribute to senior client workshops and steering sessions, providing subject matter expertise and authoritative guidance on Finance Transformation strategy and design
Review and sign off final deliverables across your portfolio, ensuring outputs are accurate, well-structured, and reflect the depth of expertise the practice is known for
People and practice
Take active accountability for the development of Senior Managers, Managers, and the broader team, creating structured development opportunities, providing regular feedback, and identifying and nurturing high-potential individuals
Lead or contribute to recruitment activity to support the growth of the Finance Transformation practice
Shape the culture, capability, and direction of the BPI Finance Transformation team in partnership with the Managing Directors
Drive the development of Protiviti thought leadership, white papers, and market-facing content in the Finance Transformation space, acting as a visible and credible voice in the market
Do Your Talents Include the Following?
Significant experience in a Finance Transformation consulting environment, with a demonstrated track record of owning complex, multi-workstream or multi-geography engagements from origination through to delivery
An existing and active network in the UK Finance Transformation or broader CFO advisory market that can be mobilised immediately to generate pipeline
Proven ability to originate, develop, and close client opportunities independently, with demonstrable commercial outcomes across a range of client types and sectors
Deep technical knowledge across multiple finance process areas including P2P, O2C, R2R, and ideally FP&A, with the credibility to advise at C-suite level across each
Demonstrated experience leading, managing, and developing high-performing consulting teams including Senior Managers and Managers
A strong track record of developing and delivering proposals and bid materials, with evidence of successful conversion
Experience managing the commercial performance of a portfolio of engagements, including revenue forecasting, budget management, and margin oversight
The presence and credibility to operate as an autonomous, senior representative of the practice in client and market-facing settings without requiring Managing Director involvement in every interaction
Exposure to AI in Finance projects is advantageous, including use case development and prioritisation, copilot or agentic tool assessment, AI readiness programmes, or AI governance and controls design in a finance context; broader experience with finance automation tools such as RPA and process mining is also relevant
Experience with FP&A processes, planning tools, or performance reporting transformation is advantageous but not essential
ACA, CIMA, or equivalent professional qualification is advantageous but not essential
Exceptional written communication and presentation skills, with a proven ability to influence and advise senior stakeholders
Our Workplace and Employment Process
Protiviti practices a hybrid wording model, which is a combination of working in person with purpose and working remotely and is primarily dependent upon the needs of our client. The ratio of remote to in-person requirements varies by client, project, team, and other business factors. The minimum requirement would be two days a week in the office or client site. It can sometimes mean more of a full-time presence at our client. This model creates meaningful experiences for our people and our clients while offering a flexible environment. Our people work both in-person in local Protiviti offices and on client sites, which can include local, or UK wide travel based on our projects and client requests and commitments.
Remuneration and Benefits
Starting salaries are competitive and are based on a full-time equivalent schedule. Placement in the salary range is dependent upon experience, skills and geographic work location.
Employees are eligible for medical and dental insurance cover, life assurance, pension scheme and receive up to 25 days holiday per calendar year. Protiviti also recognises up to 10 paid holidays each calendar year and we have additional benefits as part of the Robert Half Enterprise.
As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is an Equal Opportunity Employer. We are committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable adjustment to search for a job opening or to apply for a position, please contact us by sending an email to recruitment@protiviti.co.uk.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
