Finance Transformation Lead

Accountabilities

Lead strategic projects focused on finance transformation, process improvement, solution design, operating model optimization, and automation opportunities.
Partner with Finance leaders and cross-functional stakeholders to identify business needs, assess operational challenges, define requirements, and develop practical solutions aligned with organizational priorities.
Evaluate emerging technologies and innovative approaches to strengthen finance capabilities, improve efficiency, and enhance decision-making.
Support the development and refinement of target-state finance capabilities, operating models, and strategic transformation roadmaps.
Analyze operational performance, financial considerations, and strategic alternatives to help leadership evaluate investment opportunities and make informed business decisions.
Drive the execution of approved initiatives through project planning, stakeholder coordination, dependency management, issue resolution, and progress monitoring.
Prepare executive-level updates, presentations, and recommendations that communicate project objectives, milestones, risks, outcomes, and realized business value.
Support finance portfolio management activities, including initiative prioritization, sequencing, governance, budget oversight, project reporting, and value realization.
Coordinate cross-functional initiatives involving Finance, Technology, Data and Analytics, Governance, and other business teams to ensure alignment and effective delivery.
Facilitate collaboration and knowledge-sharing across departments, promoting best practices, operational consistency, and continuous improvement.
Contribute to organizational change management through stakeholder communications, training, and capability-building initiatives that support successful adoption of new processes and technologies.
Establish and monitor key performance indicators and value metrics to evaluate initiative effectiveness, track progress, and demonstrate measurable business impact.
Identify opportunities to improve portfolio visibility, strengthen governance practices, and enhance the overall effectiveness of finance transformation investments.
Requirements
Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.
At least 6 years of professional experience in strategy, finance transformation, process improvement, solution design, project management, consulting, portfolio management, or a related field.
At least 2 years of experience leading complex projects or strategic initiatives from planning through execution.
Demonstrated ability to evaluate business challenges, develop actionable solutions, and drive implementation across multiple stakeholders and organizational functions.
Strong analytical and problem-solving capabilities, with the ability to interpret complex information, assess alternatives, and translate findings into practical recommendations.
Excellent project management, organizational, and communication skills, including the ability to manage competing priorities and deliver results in a dynamic environment.
Proven ability to build productive relationships, influence stakeholders at different organizational levels, and gain alignment without relying solely on formal authority.
Strong presentation and executive communication skills, with the ability to articulate strategic recommendations, project progress, and business outcomes clearly.
A continuous improvement mindset, with an interest in process optimization, operational excellence, and the effective application of emerging technologies.
Preferred qualifications:
An advanced degree, such as an MBA or another relevant postgraduate qualification.
Experience supporting portfolio governance, investment prioritization, project reporting, budget management, dependency tracking, or value realization.
Familiarity with process design methodologies, workflow automation, data analytics, and emerging technology solutions.
Experience working in healthcare, insurance, or another complex, highly regulated industry.
Experience collaborating across Finance, Technology, Data and Analytics, or Enterprise Transformation functions.
Knowledge of organizational change management practices, including stakeholder engagement, communications, training, and adoption planning.
Remote work requirements:
Ability to work effectively from a dedicated home office with minimal interruptions and protect confidential information, including sensitive health information subject to applicable privacy requirements.
Reliable internet service with a minimum download speed of 25 Mbps and upload speed of 10 Mbps. Wired cable or DSL connections are recommended; an upgrade may be required if business needs demand higher speeds.
Willingness to travel occasionally to company offices for meetings, training, or other business activities.
Benefits
Competitive annual salary: $115,200–$158,400, depending on geographic location, qualifications, experience, education, certifications, and relevant skills.
Performance-based bonus: Eligibility for a bonus incentive tied to individual and/or organizational performance.
Remote work flexibility: Nationwide remote work arrangement, with occasional travel required for meetings or training.
Medical insurance: Healthcare coverage designed to support employees' well-being and healthcare needs.
Dental and vision insurance: Coverage to support routine care and overall health.
Retirement savings: Access to a 401(k) retirement savings plan.
Paid time off: Paid leave to support rest, personal needs, and work-life balance.
Company and personal holidays: Paid holidays throughout the year.
Paid parental and caregiver leave: Leave benefits to support employees during important family and caregiving responsibilities.
Disability insurance: Short-term and long-term disability coverage.
Life insurance: Insurance benefits designed to provide additional financial protection.
Professional impact: The opportunity to lead strategic initiatives, improve financial operations, and influence investment decisions across a complex organization.
Career development: Exposure to senior leadership, cross-functional transformation programs, and emerging technologies that support professional growth.
Collaborative environment: Work with diverse teams committed to innovation, continuous improvement, and delivering measurable business outcomes.