Job Description
Finance Reinvention Associate Director
We are looking for a commercially sharp, deeply experienced Finance Practitioner to lead Finance Reinvention for Fortune 500 clients. You will combine domain mastery in F&A with fluency in AI, agentic technologies, and modern ERP ecosystems — driving deals from origination through wins and building lasting CFO and CAO level relationships. This is a senior client-facing role for someone who can sell, shape, and deliver large-scale transformation in equal measure.
What You Will Do
- Lead F&A Sales and Practice — Own the full deal lifecycle from pursuit and origination through shaping, oral presentations, workshops, co-design, and project execution for global enterprise clients.
- Drive CFO-level relationships — Serve as a trusted advisor to CFOs, CAOs, and Finance leadership, influencing strategy and generating new opportunities through insight and credibility.
- Design AI-first Finance solutions — Apply agentic AI, intelligent automation, and emerging ERP and ecosystem technologies to reinvent F&A operating models, with clear value outcomes at the centre of every design decision.
- Shape compelling value propositions — Translate complex transformation programme into commercially clear narratives that win client CFO confidence and close large-scale managed services deals.
- Deliver deep domain expertise — Act as a recognised specialist in at least one F&A tower (PTP, OTC, RTR, or FP&A), leading process re-engineering, digital transformation, and AI integration within that domain.
- Set the thought leadership agenda — Contribute to market-facing points of view on Finance Reinvention, AI in F&A, and the future of the Finance function; elevate the firm's presence at industry forums.
Required
- Bachelor’s degree in Finance, Accounting, and CPA or equivalent
- Minimum of 10 years of experience in large-scale Finance Sales or transformation experience in consulting or Managed Services.
- Minimum of 7 years of experience in Insurance, Banking or capital markets
Preferred
- CPA certified
- Previous external consulting experience
- Proven track record leading and closing large Finance consulting or managed services deals
- Demonstrated AI fluency — able to design and articulate AI-first operating models, not just reference AI concepts
- Hands-on experience deploying agentic AI, GenAI, or intelligent automation in a Finance context
- Deep familiarity with leading ERP and F&A platforms (SAP, Oracle, Workday, Coupa, etc.)
- Industry expertise in Financial industry eg Banking, Insurance
- Experience structuring and winning F&A managed services contracts
This is a primarily remote, full-time W-2 opportunity
Candidates must be open and able to travel based on client and project requirements.
Please note: Sponsorship is not available for this role.