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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.