Head of Financial Transformation and Strategic Initiatives

The Opportunity

We are looking for a VP, Finance Transformation & Strategic Initiatives to lead the modernization of a high-growth Finance function within an insurance client.

A highly visible role partnering directly with the CFO and senior leadership to drive transformation across Finance, systems, data, processes and operating models.

The Role

• Own the Finance transformation roadmap and strategic priorities.
• Lead major Finance transformation and technology initiatives from strategy through execution.
• Drive process improvement, automation and operating model redesign.
• Modernize Finance systems, reporting and data infrastructure.
• Partner across Accounting, FP&A, Treasury, Actuarial, Investments and Technology.
• Establish strong project governance, manage risks and deliver measurable results.
• Advise the CFO and executive leadership on major initiatives and investment decisions.
• Support M&A, integrations, reinsurance transactions and other strategic projects.
  
  

Ideal Profile

• 12 years across Finance, Accounting, Consulting, Transformation or Financial Services.
• Proven experience leading large-scale Finance transformation.
• Experience in the life/annuities insurance industry is HIGHLY desirable.
• Strong Finance technology / systems / data understanding.
• Comfortable operating with C-suite stakeholders.
• Insurance, reinsurance or broader financial services experience preferred.
• Experience with ERP, reporting, automation or data transformation strongly preferred.
• CPA, CFA, MBA or equivalent a plus.
  
  

Please use the prompts to apply directly or reach out to Chris Dodds at Oliver James.

Apply Now