Lead end-to-end delivery of transformation initiatives
Implementation and optimization of planning tools
Drive standardization and automation of planning, forecasting, and reporting processes
Oversee ongoing enhancement, change request, and support of the assigned initiatives
Partner with the Group Functions Technology & Group Data Office teams
Manage project deliverables, roadmap, owners, and status
Collaborate with business partners on project and business needs
Create and maintain accurate documentation of procedures
Drive FP&A data governance to elevate data quality, consistency, and compliance
Lead and execute stakeholder engagement strategy

University degree in Finance, Accounting, or related field (MBA/CPA preferred)
10+ years of experience in Finance Transformation, Business Analysis, Project Management, or Consulting
Proven track record delivering large-scale finance transformation programs in Asset and Wealth Management and Insurance
Strong analytical, communication, and problem-solving capabilities
Proficiency in FP&A tools (e.g., Anaplan, Power BI, Alteryx preferred)
Strong understanding of financial planning processes (budgeting, forecasting, scenario planning, what-if analysis)
Experience in working in a broad Matrix organization
Proven track record and positive reputation to influence others

Director, FP&A Transformation

Key skills