Senior Manager, Strategy & Transformation, Financial Services

Own Your Career

We deliver unparalleled opportunities to drive your career advancement and we have a rewarding employee culture to support it.

Now is the time to truly own your career and deliver real value to some of the world's most valuable Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Be a part of a collaborative organization with a commitment to learning. Work side by side with business leaders to solve complex client challenges. Discover opportunities to participate in an inclusive and diverse workforce. Collaborate with our Women's Initiative, explore issues surrounding Diversity & Inclusion with ourIDEAS committee, or help to shape our employee experience with our People & Culture Committee!

The Team- Strategy & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

Your Impact

• Work within our Financial Services vertical delivering strategic advice and solutions to senior and C-Level executives on how to obtain value from major investments and transformations.
• Deliver strategic advice and solutions to C-Level executives on how to obtain value from major investments and transformations.
• Facilitate client working sessions ranging from executive and board level meetings to large group presentations and requirements gathering exercises.
• Lead current state assessments of business challenges and build improvement roadmaps.
• Leverage a "roll-up your sleeves" style to develop and execute against clients' strategic initiatives.
• Manage and coach project teams to deliver complex engagements.
• Support clients involved in major transactions (M&A, carve outs, IPO), financial process improvement, system implementation, operational accounting challenges, and financial technology enablement.
• Develop and manage the performance of junior team members through active coaching, feedback and mentorship.
• Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
• Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
• Contribute perspectives on the implications of market trends such as data and digital transformation, emerging technology, macro-economic trends, regulatory demands.

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, or related discipline
• 8+ years of applicable Finance, Operations, or Accounting experience with at least 2 years of client-facing experience in a professional services organization
• Experience and relationships within the Financial Services industry
• Demonstrated track record helping companies undergo major transformations
• Functional experience with (and expertise in at least one of) the below:




• Standing up and managing major PMO organizations (particularly in a Scrum or Scaled Agile model)
• Finance Transformation, including work with tools and processes associated with Close and Consolidation, FP&A, Order to Cash, Procure to Pay, or Treasury Management
• Business Transformation, including process optimization (BPR, Six Sigma/Lean), process automation (i.e. RPA), and performance benchmarking




• Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
• Experience leading project teams across multiple engagements
• Experience coaching and developing junior team members
• 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 business-related undergraduate degree)
• Progressive responsibility in managing client relationships and achievement against business development goals