BA/BS in Business, Accounting, Finance, Technology, or related field
8+ years in Finance, Banking, Technology, or Consulting with 2+ years client-facing experience
Proven track record in medium to large-scale finance transformation initiatives
Experience redesigning finance operating models in FP&A, Treasury, or Record to Report
Strong understanding of core banking systems
Demonstrated ability to integrate business processes with technology delivery
Experience in running transformation PMO functions for complex programs
Understanding of AI use cases in finance and experience in strategy development
Responsibilities
Lead finance transformation engagements, including ERP implementations and core banking modernization
Develop finance transformation strategies aligned with business and regulatory objectives
Redesign finance operating models across key functions
Manage transformation PMO functions, including governance and risk management
Advise on business and technology implications of core banking systems
Translate finance requirements into functional and technical designs
Support finance integration initiatives post-M&A
Assess AI's role in finance transformation and develop strategies
Facilitate client working sessions from executive discussions to detailed workshops
Develop actionable transformation roadmaps and business cases
Coach and mentor project teams
Drive business development efforts and maintain client relationships
Benefits
Opportunity to work with senior and C-suite executives
Engagement in high-impact finance modernization projects
Professional development through coaching and mentorship
Exposure to cutting-edge AI applications in finance
Travel opportunities to enhance client relationships
Participation in business development and strategy formulation
Full Job Description
Your Impact
Work within our Financial Services practice delivering strategic finance transformation advice and execution support to senior and C suite executives. You will help clients realize value from major investments in finance modernization, core banking transformation, ERP implementations, and AI enabled capabilities.
You will serve as a trusted advisor and delivery leader, translating business strategy into executable transformation roadmaps while managing complex programs, leading teams, and driving measurable outcomes.
Your Responsibilities
Lead medium to largescale bank finance transformation engagements, including core process redesign, subledger redesign, ERP implementations, and core banking system modernization
Develop finance transformation strategies aligned to business objectives, regulatory requirements, and technology roadmaps
Redesign finance operating models across key functions such as FP&A, Treasury, and Record to Report
Lead transformation PMO functions, including governance design, integrated planning, dependency management, risk and issue management, and executive reporting
Advise clients on the business and technology implications of modern core banking systems supporting loans, investments, and deposits
Bridge business and technology teams by translating finance requirements into functional and technical designs
Support finance integration initiatives following M&A, including data lineage, redesign of finance processes, and target state system architecture
Assess and define the role of AI in finance transformation, including identification of practical AI use cases and development of AI enabled finance strategies
Facilitate client working sessions ranging from executive and board level discussions to detailed design and requirements workshops
Lead current state assessments and develop actionable transformation roadmaps and business cases
Manage and coach project teams delivering complex, multi workstream engagements
Actively develop junior team members through coaching, feedback, and mentorship
Play a lead role in business development efforts, including opportunity identification, proposal development, and oral presentations
Build and maintain strong, trust based client relationships at all organizational levels
Contribute perspectives on market trends including finance technology modernization, AI adoption, regulatory change, and digital transformation
Your Experience
Minimum Qualifications
BA/BS in Business, Accounting, Finance, Technology, or a related discipline
8+ years of applicable experience in Finance, Banking, Technology, or Consulting, with at least 2 years of recent client facing experience in a professional services organization
Proven experience implementing medium to largescale finance transformation initiatives, including ERP implementations, subledger redesign, and core process transformation
Experience redesigning finance operating models across FP&A, Treasury, and/or Record to Report
Strong understanding of core banking systems supporting loans, investments, and deposits
Demonstrated ability to integrate business process knowledge with technology design and delivery
Experience standing up and running transformation PMO functions for complex, multiyear programs
Experience developing finance transformation strategies and multiphase roadmaps
Understanding of the current AI landscape, including viable AI use cases within finance and experience supporting AI strategy development
Experience supporting finance integration efforts following M&A, including data lineage, process redesign, and system architecture alignment
Prior experience working directly with and advising C Level executives, including facilitating executive workshops and presenting complex concepts
Experience leading and developing project teams across multiple engagements
Highly effective interpersonal skills and emotional intelligence
Willingness to travel at least 25% of the time
Preferred Qualifications
Master of Business Administration (may substitute for a business related undergraduate degree)
Progressive responsibility in managing senior client relationships and achieving business development goals
Experience with large ERP and core banking platforms and modern data architectures
Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.
