Head of Finance Transformation

Piper Sandler Companies

$225K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • 12-15 years of progressive finance experience; 5+ years in senior leadership roles.
  • Track record in leading large-scale finance transformation initiatives in financial services or related sectors.
  • Experience in redesigning finance operating models for enhanced delivery and efficiency.
  • Capabilities in building and leading cross-functional teams focused on measurable outcomes.
  • Proven skills in partnering with C-suite stakeholders to drive enterprise-wide transformations.

Responsibilities

  • Partner with the CFO to redefine the finance operating model and drive necessary organizational change.
  • Establish and implement a multi-year finance transformation roadmap aligned with strategic priorities.
  • Oversee a portfolio of transformation initiatives encompassing technology, processes, and personnel.
  • Set and track value-realization metrics to demonstrate the impact of transformation efforts.
  • Foster cross-functional collaboration to ensure successful transformation execution among various teams.
  • Build relationships across IT and finance leadership, breaking down silos for enterprise-wide cooperation.
  • Develop and implement training programs to enhance AI and analytics expertise within the finance team.

Benefits

  • Opportunity to lead significant organizational change impacting the finance function.
  • Direct collaboration with executive leadership to shape future finance operations.
  • Potential for visibility and influence in company-wide strategic initiatives.
  • Support for professional development and upskilling programs within the finance organization.
Full Job Description
Job Description:

We are currently looking for a Head of Finance Transformation to join our CFO team in our headquarters in Minneapolis, MN or in New York, NY.

About the Role

Piper Sandler is seeking a Head of Finance Transformation to lead a bold reimagining of how our finance organization operates, delivers insight, and partners with the business. This is a rare opportunity to shape a modern finance function from the ground up-leveraging AI, advanced analytics, and redesigned operating models-while working in close partnership with our Chief Financial Officer.

If you're a pragmatic visionary who thrives at the intersection of strategy and execution, and you're energized by building something meaningful within a growing financial services firm, we want to hear from you.

What You'll Do
  • Partner directly with the CFO to reimagine the finance operating model and lead the organizational change required to bring it to life.
  • Establish and drive a multi-year roadmap for finance transformation aligned to Piper Sandler's broader strategic priorities.
  • Stand up and lead transformation management, overseeing a portfolio of initiatives spanning technology, process, and people.
  • Define value-realization metrics (e.g., productivity gains, cycle-time reduction, reporting quality) to measure and communicate transformation impact.
  • Coordinate a cross-functional network of project management, change management, process design, technology, and data analytics resources to drive transformation execution, partnering closely with existing Finance and Technology teams
  • Cultivate strong partnerships across IT, finance leadership, and business lines-breaking down silos and securing buy-in.
  • Develop training and upskilling programs to build AI and analytics fluency across the finance organization.
  • Deliver early, visible wins that build momentum while maintaining the operational continuity finance teams depend on.
  • Communicate a compelling vision for transformation to audiences ranging from finance staff to the Board.


Who you are
  • Strategic Operator: You connect enterprise strategy to a multi-year transformation roadmap, translating CFO priorities into a portfolio of initiatives across technology, process, and people.
  • Change Leader: You lead organizational change at scale - reshaping the finance operating model, not just implementing point solutions - while building the AI and analytics fluency needed to sustain it.
  • Collaborative Partner: You build executive-level trust across IT, Finance leadership, and business lines, breaking down silos and securing buy-in for enterprise-wide change.
  • Clear Communicator: You distill complex transformation topics into a compelling vision and deliver decision-ready updates to audiences ranging from finance staff to the Board.
  • Execution-Focused: You stand up and lead transformation management, delivering early, visible wins while defining the value-realization metrics that prove impact.
  • Resilient Problem Solver: You navigate legacy system constraints and organizational ambiguity in a regulated environment, keeping teams focused on progress without losing sight of operational continuity.


What You Bring

Required
  • 12-15 years of progressive experience in finance, with 5+ years in senior leadership position in finance.
  • Proven track record leading large-scale finance transformation initiatives, ideally within financial services, banking, or capital markets.
  • Demonstrated experience redesigning finance operating models-restructuring how a finance organization delivers work, not just implementing point solutions.
  • Experience building and leading multidisciplinary teams with measurable business outcomes.
  • Experience partnering with C-suite/CFO-level stakeholders and driving enterprise-wide change with demonstrated adoption.
  • Strong executive presence and the ability to influence senior stakeholders without relying on direct authority.


Preferred
  • Direct experience implementing AI or intelligent automation within a finance function.
  • Prior experience establishing a Transformation Management Office (TMO) or equivalent governance structure.
  • Experience navigating legacy system constraints alongside modernization efforts in a regulated industry.
  • Working familiarity with modern finance technology platforms (cloud-based ERP/reporting systems, RPA, AI tools) sufficient to direct technical teams and evaluate vendor/build decisions.


Why Piper Sandler

At Piper Sandler, we're investing in the future of our finance organization-not just the systems and processes, but the people and partnerships that make finance a true strategic asset to the firm. This role offers the opportunity to build a high-impact function, work directly with executive leadership, and leave a lasting mark on how we operate.

The anticipated starting salary range for individuals expressing interest in this position is $225,000 - $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.

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