Director, Strategy and Operations

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. Disclaimer: Finastra has signed an agreement to sell its Universal Banking business to Pollen Street Capital, with completion expected end 2026 / early 2027, subject to consultation and customary closing conditions. Upon completion, this role is expected to transition to the standalone Universal Banking business, creating opportunities to support its future growth and success. This role acts as a senior execution partner to the Chief of Staff and the Universal Banking Leadership Team, responsible for driving strategy execution, business performance management, operational governance, and key transformation initiatives. The focus is on translating strategy into clear plans, effective reporting and governance, and measurable outcomes, while enabling the Chief of Staff to maintain focus on the highest‑value priorities.

Key responsibilities

Partner with the Chief of Staff to operationalise Universal Banking strategy, priorities, and LT objectives. Support annual and periodic planning processes and coordinate development of strategic and operational plans across the business, ensuring alignment between functional priorities, enterprise objectives, and agreed leadership outcomes. Drive the monthly and quarterly business reporting processes, working with the Strategy & Operations team and functional leaders to provide timely, accurate, and decision‑relevant insight to the LT. Continuously evolve MBR, QBR, and executive reporting processes, including performance dashboards, KPIs, and supporting processes, ensuring they remain aligned to business priorities, provide meaningful performance insight, and support effective leadership decision‑making as needs evolve. Lead the development of business reviews, LT discussions, strategic updates, and executive decision materials, ensuring high‑quality insight, clear recommendations, and effective leadership discussions. Lead governance, tracking, and reporting for the Value Creation Plan and other priority initiatives, ensuring progress, dependencies, risks, and outcomes are clearly understood and acted upon. Support corporate development, M&A, partnership, and transformation initiatives impacting Universal Banking, including business case support, separation activity, Day 2 optimisation, integration planning, and value tracking. Design and maintain effective operational governance, including decision forums, escalation paths, decision tracking, and portfolio‑level visibility. Maintain the portfolio‑level view of initiatives, ensuring prioritisation, dependency management, risk visibility, and a consistent delivery cadence. Identify opportunities to simplify processes, improve organisational effectiveness, and strengthen execution across functions. Lead and further develop the established Strategy & Operations team, setting priorities, developing talent, and ensuring high‑quality, decision‑relevant outputs across governance, reporting, and analytics.

Experience profile

Strong executive‑level communication, analytical, and synthesis skills. Proven ability to partner with senior leaders and drive execution through influence in complex, matrixed environments. Experience leading teams and developing talent in complex, matrixed environments. Experience in financial services, banking technology, enterprise software, or regulated environments strongly preferred, but not essential.

Success in role

Provides the Chief of Staff and LT with a clear, trusted view of business performance, priorities, progress, risks, and trade‑offs. Establishes a clear, consistent, and trusted business performance management rhythm, with monthly and quarterly reporting becoming increasingly effective, insightful, and responsive to the evolving needs of NewCo. Improves strategy execution, delivery discipline, governance effectiveness, and decision quality without adding unnecessary bureaucracy. Further develops the established Strategy & Operations team, strengthening its capability to provide consistently high‑quality reporting, analytics, governance, and execution support. Enables the Chief of Staff to maintain strategic focus, confident that agreed planning, reporting, governance, and execution processes are operating effectively.

Benefits

• Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities.
• Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
• Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
• Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
• Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
• *Specific benefits may vary by location.
• Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well‑being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives.
• Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development.
• Recognition of our employees' efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves. Be unique. Be exceptional. Help us make a difference at Finastra.

We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands‑on training and mentorship to leadership development and industry certifications. You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future.

We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well‑being programmes. We emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development.

At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem.

The company privacy policy can be found here Finastra Privacy Policy

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