Finance Transformation Lead
- Work arrangement
- Remote
- Occupation
- Consulting & Strategy
- Location
- US
- Compensation
- Not disclosed
- Apply by
- April 13, 2027
About this role
<h3>Accountabilities</h3><li>Lead strategic projects focused on finance transformation, process improvement, solution design, operating model optimization, and automation opportunities.</li><li>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.</li><li>Evaluate emerging technologies and innovative approaches to strengthen finance capabilities, improve efficiency, and enhance decision-making.</li><li>Support the development and refinement of target-state finance capabilities, operating models, and strategic transformation roadmaps.</li><li>Analyze operational performance, financial considerations, and strategic alternatives to help leadership evaluate investment opportunities and make informed business decisions.</li><li>Drive the execution of approved initiatives through project planning, stakeholder coordination, dependency management, issue resolution, and progress monitoring.</li><li>Prepare executive-level updates, presentations, and recommendations that communicate project objectives, milestones, risks, outcomes, and realized business value.</li><li>Support finance portfolio management activities, including initiative prioritization, sequencing, governance, budget oversight, project reporting, and value realization.</li><li>Coordinate cross-functional initiatives involving Finance, Technology, Data and Analytics, Governance, and other business teams to ensure alignment and effective delivery.</li><li>Facilitate collaboration and knowledge-sharing across departments, promoting best practices, operational consistency, and continuous improvement.</li><li>Contribute to organizational change management through stakeholder communications, training, and capability-building initiatives that support successful adoption of new processes and technologies.</li><li>Establish and monitor key performance indicators and value metrics to evaluate initiative effectiveness, track progress, and demonstrate measurable business impact.</li><li>Identify opportunities to improve portfolio visibility, strengthen governance practices, and enhance the overall effectiveness of finance transformation investments.</li><h2>Requirements</h2><li>Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline.</li><li>At least 6 years of professional experience in strategy, finance transformation, process improvement, solution design, project management, consulting, portfolio management, or a related field.</li><li>At least 2 years of experience leading complex projects or strategic initiatives from planning through execution.</li><li>Demonstrated ability to evaluate business challenges, develop actionable solutions, and drive implementation across multiple stakeholders and organizational functions.</li><li>Strong analytical and problem-solving capabilities, with the ability to interpret complex information, assess alternatives, and translate findings into practical recommendations.</li><li>Excellent project management, organizational, and communication skills, including the ability to manage competing priorities and deliver results in a dynamic environment.</li><li>Proven ability to build productive relationships, influence stakeholders at different organizational levels, and gain alignment without relying solely on formal authority.</li><li>Strong presentation and executive communication skills, with the ability to articulate strategic recommendations, project progress, and business outcomes clearly.</li><li>A continuous improvement mindset, with an interest in process optimization, operational excellence, and the effective application of emerging technologies.</li><h2>Preferred qualifications:</h2><li>An advanced degree, such as an MBA or another relevant postgraduate qualification.</li><li>Experience supporting portfolio governance, investment prioritization, project reporting, budget management, dependency tracking, or value realization.</li><li>Familiarity with process design methodologies, workflow automation, data analytics, and emerging technology solutions.</li><li>Experience working in healthcare, insurance, or another complex, highly regulated industry.</li><li>Experience collaborating across Finance, Technology, Data and Analytics, or Enterprise Transformation functions.</li><li>Knowledge of organizational change management practices, including stakeholder engagement, communications, training, and adoption planning.</li><h2>Remote work requirements:</h2><li>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.</li><li>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.</li><li>Willingness to travel occasionally to company offices for meetings, training, or other business activities.</li><h2>Benefits</h2><li>
<strong>Competitive annual salary:</strong>$115,200–$158,400, depending on geographic location, qualifications, experience, education, certifications, and relevant skills.</li><li>
<strong>Performance-based bonus:</strong>Eligibility for a bonus incentive tied to individual and/or organizational performance.</li><li>
<strong>Remote work flexibility:</strong>Nationwide remote work arrangement, with occasional travel required for meetings or training.</li><li>
<strong>Medical insurance:</strong>Healthcare coverage designed to support employees' well-being and healthcare needs.</li><li>
<strong>Dental and vision insurance:</strong>Coverage to support routine care and overall health.</li><li>
<strong>Retirement savings:</strong>Access to a 401(k) retirement savings plan.</li><li>
<strong>Paid time off:</strong>Paid leave to support rest, personal needs, and work-life balance.</li><li>
<strong>Company and personal holidays:</strong>Paid holidays throughout the year.</li><li>
<strong>Paid parental and caregiver leave:</strong>Leave benefits to support employees during important family and caregiving responsibilities.</li><li>
<strong>Disability insurance:</strong>Short-term and long-term disability coverage.</li><li>
<strong>Life insurance:</strong>Insurance benefits designed to provide additional financial protection.</li><li>
<strong>Professional impact:</strong>The opportunity to lead strategic initiatives, improve financial operations, and influence investment decisions across a complex organization.</li><li>
<strong>Career development:</strong>Exposure to senior leadership, cross-functional transformation programs, and emerging technologies that support professional growth.</li><li>
<strong>Collaborative environment:</strong>Work with diverse teams committed to innovation, continuous improvement, and delivering measurable business outcomes.</li>