Finance Transformation Lead
$132,420–$217,545 year
On-siteStamford, Connecticut, United States or New York, United States
Job Summary
Develop and execute Finance transformation strategies aligned with business objectives, leading large-scale initiatives across processes, operating models, systems, and organizational capabilities. Embed Generative AI, intelligent automation, and predictive analytics into Finance workflows by identifying high-value use cases in FP&A, forecasting, and financial close while establishing governance frameworks for responsible adoption. Design future-state operating models and optimize processes for planning, reporting, and performance management in collaboration with Technology, Data, and Risk teams. Partner with Finance executives to facilitate workshops, drive change management, and measure productivity gains and cost savings from AI-enabled initiatives.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Business, Economics, Engineering, Information Systems, Data Analytics, or a related field
- 8+ years of Finance, consulting, transformation, strategy, technology enablement, or program management experience
- 5+ years leading large-scale Finance transformation initiatives or enterprise change programs
- Experience leading AI, Generative AI, automation, digital transformation, or advanced analytics initiatives within Finance or related business functions
- Demonstrated ability to identify, prioritize, and implement AI use cases that deliver measurable business value
- Strong understanding of Finance operating models, planning, forecasting, reporting, expense management, and performance management processes
- Experience developing transformation roadmaps, business cases, benefits realization plans, and executive-level presentations
- Proven ability to lead cross-functional teams and influence senior stakeholders across business, technology, data, risk, and operations
- Strong analytical, facilitation, problem-solving, communication, and executive storytelling skills
- Hybrid: 3 days a week in office - NYC, Hudson Yards; or Stamford CT
- Visa Sponsorship: Must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future
Desired Qualifications
- MBA, CPA, CFA, PMP, Lean Six Sigma, Agile, SAFe, or other relevant advanced degree or certification
- Experience within Financial Services, Insurance, Banking, Risk Management, or other highly regulated industries
- Experience implementing Oracle Planning, Oracle EPM Cloud, Hyperion, SAP, Workday, Anaplan, or similar Finance platforms
- Experience with Microsoft Copilot, Copilot Studio, Azure AI, Anthropic Claude, OpenAI, agent-based AI solutions, workflow automation, or similar platforms
- Knowledge of Responsible AI, AI governance, model risk management, data governance, privacy, information security, and adoption frameworks
- Consulting experience with a leading management consulting firm or enterprise transformation practice
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