Invesco Global Asset Management Inc

Director, Finance & Transformation

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
  • 10+ years in finance systems, including 5+ years leading distributed and offshore teams.
  • Deep hands-on experience with Oracle Fusion Cloud ERP and EPM financial modules.
  • Demonstrated experience eliciting and documenting requirements, leading functional solution design, and configuring finance applications in a controlled production environment.
  • Proven ability to operate as the liaison between Finance and Technology, managing cross-team dependencies.
  • Proven track record managing an application portfolio end-to-end, including projects, enhancements, and production stabilization.
  • Strong executive communication and facilitation skills.

Responsibilities

  • Lead the Finance Data and Transformation team as a liaison between Finance and Technology.
  • Build executive-level relationships with finance process owners and ensure day-to-day stakeholder partnerships.
  • Oversee demand intake, requirements definition, and roadmap development for projects.
  • Translate finance needs into articulated solution options and expected business outcomes.
  • Provide executive reporting on service performance and realized business value across the finance application portfolio.
  • Lead functional solution design across business processes and application configuration.
  • Establish incident and service-request processes and monitor service performance.

Benefits

  • Opportunity to develop and lead a distributed team in a dynamic setting.
  • Engagement with senior finance leaders, enhancing networking opportunities.
  • Potential for career advancement through succession plans and skill development.
  • Involvement in high-impact projects across ERP and adjacent finance applications.
  • Participation in compliance and audit processes, enhancing professional growth.
Full Job Description
Job Description

About the Role:

The Director leads the Finance Data and Transformation team, which serves as the primary liaison between Finance and Technology for the finance application portfolio, with Oracle Fusion Cloud ERP and EPM as the largest platform. The Director is accountable for leading the team that translates finance needs into sustainable technology outcomes across requirements gathering, solution design, functional configuration, testing, release, production support, and incident resolution for Oracle Fusion ERP, EPM, and adjacent finance applications.

Responsibilities of the Role:

Finance-Technology Partnership and Demand Management
  • Lead the team that serves as the primary liaison between Finance and Technology for Oracle Fusion ERP, EPM, and in-scope non-Oracle finance applications, with clear accountability across business, functional, and technical teams.
  • Build executive-level relationships with finance process owners and leaders while ensuring team members maintain effective day-to-day stakeholder partnerships.
  • Oversee demand intake, discovery, requirements definition, estimation, dependency and risk assessment, prioritization, and roadmap development for projects and enhancements.
  • Ensure Finance needs are translated into clearly articulated solution options, trade-offs, recommendations, and expected business outcomes.
  • Provide executive reporting on roadmap delivery, service performance, risks, capacity, controls, and realized business value across the finance application portfolio.


Solution Design and Configuration Governance
  • Lead and oversee the team's functional solution design across business processes, application configuration, reporting, data, security, and controls.
  • Establish design and configuration standards that ensure solutions are secure, controlled, scalable, supportable, and aligned with enterprise technology standards.
  • Oversee finance-owned application configuration and business rules, including documentation, peer review, testing evidence, approvals, migration readiness, and knowledge transfer.
  • Partner with Finance data owners to govern core financial structures, including ledgers, charts of accounts, calendars, legal entities, hierarchies, and reference data, and to promote data quality, reconciliation, and alignment across finance applications.
  • Provide governance and approval for high-impact and cross-module designs and maintain coherence across ERP, EPM, and adjacent finance applications.


Project and Enhancement Delivery
  • Lead the team responsible for delivering projects and enhancements from approved requirements through solution design, configuration, testing, business acceptance, release, stabilization, and benefits realization.
  • Establish delivery standards, governance, milestones, and decision points; monitor scope, schedule, capacity, risks, dependencies, and business readiness.
  • Coordinate Finance, Technology, vendors, and other stakeholders to resolve delivery issues and ensure solutions transition effectively into production support.


Application Support and Incident Management
  • Establish and oversee incident and service-request processes, including intake, impact and priority assessment, functional triage, assignment, escalation, stakeholder communication, SLA monitoring, and closure validation.
  • Ensure the team investigates and resolves configuration-related incidents and coordinates with Technology when resolution requires integrations, custom code, security, infrastructure, or vendor support.
  • Oversee the configuration-ticket backlog and lifecycle, including documentation, root-cause analysis, corrective actions, testing, controlled deployment, and reduction of recurring defects.
  • Monitor service performance, recurring issues, operational risks; drive problem management, knowledge management, and continuous improvement.


People Leadership, Controls, and Capability Building
  • Lead, coach, and develop a distributed team; establish performance expectations, accountability, succession plans, and career development priorities.
  • Own resource and capacity planning, staffing, skills strategy, and capability roadmap across support, configuration, solutioning, and domain ownership.
  • Maintain the Finance-Technology operating model, including clear ownership, decision rights, escalation paths, and segregation of duties across request, build, test, approval, and deployment.
  • Partner with Internal Audit, SOX, Security, and Technology on control design, evidence, remediation, and compliance for all in-scope applications.


Requirements of the Role:
  • Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
  • 10+ years in finance systems, including 5+ years leading distributed and offshore teams.
  • Deep hands-on experience with Oracle Fusion Cloud ERP and EPM financial modules.
  • Demonstrated experience eliciting and documenting requirements, leading functional solution design, and configuring finance applications in a controlled production environment.
  • Proven ability to operate as the liaison between Finance and Technology, align stakeholders, translate business needs into functional and technical outcomes, and manage cross-team dependencies.
  • Proven track record managing an application portfolio end-to-end, including projects, enhancements, configuration, incident triage, configuration-ticket resolution, SLAs, releases, and production stabilization.
  • Experience with formal change, incident, problem, and service-request processes in an IT service management platform such as ServiceNow.
  • Strong executive communication and facilitation skills, with the ability to move effectively between finance leadership discussions, requirements workshops, incident reviews, and detailed design sessions.


Preferred Qualifications
  • CPA, CMA, or equivalent finance credential.
  • Experience integrating third-party finance applications (treasury management, revenue, tax engines such as OneSource) with Oracle Fusion.
  • Experience through an Oracle Cloud implementation or a major re-platform, and with quarterly Oracle release management.
  • Experience standing up or maturing a finance systems Center of Excellence.
  • Reporting and analytics exposure - Power BI, OTBI/BIP, FDI, FRS, Narrative Reporting


Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

About Invesco Global Asset Management Inc

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, with additional branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Invesco operates under the Invesco, Trimark, Invesco Perpetual, WL Ross & Co and Powershares brand names.
Learn more about Invesco Global Asset Management Inc
Size
8,549 employees
Market Cap
$8.2 billion
Industry
Net Income
$761.6 million
Founded
1935
5 Year Trend
+7.8%
Revenue
$6.1 billion
NASDAQ

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