Head of Finance Transformation and Systems

Essential Duties and Responsibilities:

Strategic Leadership & Transformation

• Establish and execute the long-term Finance transformation strategy, roadmap, and operating model.

• Align finance technology, data, process improvement, and organizational initiatives with enterprise and Finance strategic objectives.

• In partnership with other teams across Finance, lead large-scale transformation programs impacting the finance functions.

• Identify opportunities to simplify operations, improve scalability, and enhance the overall effectiveness of the Finance organization.

• Serve as a trusted advisor to executive leadership on finance modernization opportunities, challenges, and investments.

Financial Systems Solutions Leadership

• Provide executive oversight of all Finance systems and applications.

• Establish system governance, ownership models, and strategic system roadmaps.

• Ensure financial systems support current and future business requirements.

• Partner with Technology teams to prioritize system enhancements, integrations, upgrades, and platform modernization efforts.

• Oversee financial reporting systems, accounting systems, close and consolidation platforms, budgeting tools, and supporting technologies.

• Ensure optimal system performance, risk management, and operational resiliency.

Finance Program Management Office (PMO)

• Provide executive oversight of the Finance PMO.

• Establish governance frameworks for prioritization, execution, monitoring, and reporting of strategic initiatives.

• Ensure programs are delivered on time, within scope, and aligned with strategic objectives.

• Monitor program performance, resource allocation, risks, dependencies, and outcomes.

• Present portfolio status updates and strategic recommendations to executive leadership.

Transformation & Process Excellence

• Lead enterprise Finance process improvement programs across all functional areas.

• Promote a culture of continuous improvement, operational excellence, and innovation.

• Oversee identification, evaluation, and implementation of process optimization opportunities.

• Drive standardization, automation, controls enhancement, and operational efficiency initiatives.

• Ensure process redesign efforts align with regulatory, risk, and governance requirements.

Artificial Intelligence & Emerging Technology

• Work closely with Technology division to develop and execute the Finance AI strategy and adoption roadmap.

• Identify opportunities to leverage artificial intelligence, machine learning, automation, and advanced analytics to improve business outcomes.

• Partner with Technology, Risk, Legal, Compliance, and enterprise stakeholders to establish responsible AI governance practices.

• Evaluate emerging technologies and their applicability to Finance operations and reporting.

• Lead organizational readiness and change management efforts supporting technology adoption.

Stakeholder Engagement

• Build strong partnerships across Finance, Technology, and business units.

• Collaborate with executive leadership to align transformation initiatives with strategic priorities.

• Engage stakeholders to identify opportunities, remove barriers, and drive successful implementation of initiatives.

• Influence organizational change through strong communication, executive presence, and strategic leadership.

Organizational Leadership

• Lead multiple leaders responsible for systems, PMO, and transformation functions.

• Develop organizational capabilities, succession plans, and leadership pipelines.

• Establish performance expectations and accountability measures.

• Foster a culture of innovation, collaboration, inclusion, and continuous learning.

• Attract, develop, and retain top talent.

Knowledge, Skills, and Abilities

• Finance and accounting operating models.

• Financial systems, ERP and EPM platforms, and reporting technologies.

• Data governance frameworks and data management practices.

• Program and project management methodologies.

• Business process improvement methodologies.

• Artificial intelligence, automation technologies, and advanced analytics.

• Internal controls, regulatory requirements, and governance practices.

• Financial services industry operations and accounting processes.

Skill in

• Enterprise transformation leadership.

• Strategic planning and execution.

• Technology and business alignment.

• Organizational change management.

• Process optimization and redesign.

• Executive communication and presentations.

• Stakeholder management and influence.

• Portfolio and program governance.

• Building high-performing teams.

• Data-driven decision making.

Ability to

• Develop and execute long-term transformation strategies.

• Lead complex, enterprise-wide initiatives.

• Influence executive leaders and key stakeholders.

• Translate business needs into technology and operational solutions.

• Balance strategic priorities with operational execution.

• Drive innovation while maintaining strong governance and controls.

• Manage multiple large-scale initiatives simultaneously.

• Build consensus across diverse stakeholder groups.

Educational/Previous Experience Requirements

• Bachelor's Degree in Accounting, Finance, Information Systems, Business Administration, or related field required.

• Minimum 15 years of progressive experience in finance transformation, financial systems, process improvement, technology, consulting, or related functions.

• Minimum 8 years of leadership experience managing large teams and senior leaders.

• Demonstrated experience leading enterprise technology implementations, process transformation initiatives, and organizational change programs.

• Experience overseeing large project portfolios and PMO functions.

• Experience within financial services or a highly regulated industry preferred.