Head of Finance Transformation & Data Strategy, Managing Director
Core
Lead the strategy, governance, and portfolio orchestration for the Finance transformation agenda, translating strategic priorities into an integrated portfolio with measurable outcomes.
Role type
Senior IC strategy & portfolio management leader (Finance Transformation)
Builds
Integrated finance transformation portfolio, operating model recommendations, and executive-ready insights
Domain
Financial Services / Enterprise Transformation / Data & AI
Required skills
Finance transformation strategy, portfolio governance, process discovery, business case development, operating model design, change leadership, AI fluency, stakeholder management, negotiation
Preferred skills
CPA/CA/MBA, consulting transformation background, data/AI automation expertise
Technologies
AI tools, enterprise platforms, data analytics tools
Responsibilities
Develop multi-year finance transformation strategy and roadmap; establish intake, prioritization, and portfolio governance frameworks; lead evolution toward domain/platform operating models; drive change narrative and value realization tracking; use AI to accelerate analysis and produce executive materials; resolve cross-functional conflicts and hold stakeholders accountable.
Seniority
Managing Director, Senior leadership
