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For Companies At a Glance
- Tasks: Lead financial transformation initiatives and partner with top executives to drive strategic change.
- Company: A leading Wealth Management firm with a focus on innovation and growth.
- Benefits: Competitive daily rate, hybrid working, and the chance to shape major transformation projects.
- Why this job: Join a mission-critical role that directly impacts the organisation's strategic agenda.
- Qualifications: Extensive experience in finance leadership within Financial Services or Wealth Management.
- Other info: Opportunity to influence at C-Suite level and manage significant budgets.
The predicted salary is between 120000 - 180000 £ per year.
Interim Transformation Finance Director
£1,500 per day (flexible for the right calibre of experience)
London – Hybrid working (2–3 days per week on-site)
6-month assignment Inside IR35
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
The Opportunity
A leading Wealth Management firm is seeking a highly accomplished Transformation Finance Director to join its CEO Office on an interim basis.
This is a mission-critical role at the centre of the organisation’s strategic agenda, providing direct partnership to the CEO and CFO in shaping and executing a multi-year transformation programme.
You will operate at the most senior levels of the business, bringing both financial leadership and strategic oversight, ensuring that transformation initiatives are tightly aligned to commercial goals, investor expectations, and long-term value creation.
Key Responsibilities
- Strategic Finance Leadership
- Partner with the CEO, CFO, and Executive Committee to embed financial discipline across transformation initiatives.
- Translate financial insight into strategic recommendations, supporting investment decisions and prioritisation of resources.
- Transformation Programme Oversight
- Provide end-to-end financial governance across large-scale change programmes, ensuring budgets, timelines, and objectives remain aligned.
- Establish robust processes to track benefits realisation, linking programme outcomes to shareholder value.
- Financial Planning & Analysis (FP&A)
- Deliver high-quality FP&A insight to senior leadership, with a focus on forward-looking performance, risks, and opportunities.
- Influence and engage stakeholders at all levels – from board members and investors to programme leads and finance teams.
Key Skills & Experience
- Extensive experience as a Finance Transformation Director (or equivalent senior finance leader) within Financial Services or Wealth/Asset Management.
- Strong track record of operating at C-Suite and Board level, with gravitas and credibility to influence senior stakeholders.
- Deep FP&A expertise, including scenario planning, forecasting, and investment appraisal.
- Proven ability to manage and oversee multi-million-pound budgets within complex, regulated environments.
Finance Transformation Director employer: TalentEdge
Contact Detail:
TalentEdge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Transformation Director
✨Network Like a Pro
Get out there and connect with people in the finance sector! Attend industry events, webinars, or even local meetups. The more you engage with others, the better your chances of hearing about opportunities that might not be advertised.
✨Leverage LinkedIn
Make sure your LinkedIn profile is up to date and reflects your experience as a Finance Transformation Director. Engage with posts, share insights, and don’t hesitate to reach out to recruiters or hiring managers directly. It’s all about making those connections!
✨Ace the Interview
Prepare for interviews by researching the company and its transformation goals. Be ready to discuss how your financial leadership can align with their strategic agenda. Practice common interview questions and have your own questions ready to show your interest and insight.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can sometimes give you an edge, as we’re always on the lookout for top talent to help drive transformation in finance.
We think you need these skills to ace Finance Transformation Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Transformation Director role. Highlight your experience in financial leadership and transformation initiatives, and don’t forget to showcase your ability to influence C-Suite stakeholders.
Craft a Compelling Cover Letter: Your cover letter should tell a story about your journey in finance transformation. Use it to connect your past experiences with the key responsibilities outlined in the job description, showing how you can add value to the CEO Office.
Showcase Relevant Achievements: When detailing your experience, focus on specific achievements that demonstrate your expertise in FP&A and managing large budgets. Use metrics where possible to quantify your impact and make your application stand out.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at TalentEdge
✨Know Your Numbers
As a Finance Transformation Director, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive strategic decisions in past roles. This will show that you can translate financial insights into actionable recommendations.
✨Understand the Transformation Landscape
Familiarise yourself with current trends in finance transformation, especially within Wealth Management. Be prepared to discuss how these trends could impact the organisation's strategic agenda and how you can contribute to their multi-year transformation programme.
✨Engage with Stakeholders
Since this role involves partnering with the CEO and CFO, think about how you can effectively engage with senior stakeholders. Prepare examples of how you've influenced decision-making at the C-Suite level and be ready to discuss your approach to building relationships across different levels of an organisation.
✨Showcase Your FP&A Expertise
Highlight your experience in Financial Planning & Analysis. Be ready to discuss specific scenarios where your forecasting and scenario planning made a significant impact. This will demonstrate your ability to deliver high-quality insights that align with the organisation's commercial goals.
