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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 future and value creation.
- Qualifications: Extensive experience in finance leadership within Financial Services or Wealth Management.
- Other info: Opportunity to influence at C-Suite level and work in a dynamic, high-stakes environment.
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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who have experience in transformation roles. A personal introduction can make all the difference when you're aiming for that top spot.
✨Tip Number 2
Prepare for interviews by brushing up on your financial governance knowledge. Be ready to discuss how you've successfully aligned transformation initiatives with commercial goals in the past. We want you to shine!
✨Tip Number 3
Showcase your strategic thinking! During discussions, highlight specific examples of how you've influenced senior stakeholders and delivered FP&A insights that drove decision-making. This is your chance to impress!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search.
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 senior stakeholders.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific achievements that align with the job description and show how you can add value to the CEO Office.
Showcase Relevant Experience: When detailing your experience, focus on your work within Financial Services or Wealth/Asset Management. Be sure to include examples of managing large budgets and leading transformation programmes to demonstrate your expertise.
Apply Through Our Website: We encourage you to apply through our website for a smoother 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 firm’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 teams.
✨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.
