Finance Transformation Support Specialist

This role will provide global support for FNZ's Global Finance Transformation. With an organisation of c.150 people, this is an exciting opportunity to contribute directly to reshaping how our finance function operates.

As a Finance Transformation Support Specialist, you will play a key role in the delivery of our multi-year transformation program. This position offers hands-on experience in finance organisational management, organisational design, and process transformation, while working across functional teams to enhance our operating model. You will help identify opportunities to improve how we work, support the development of our transformation roadmap, and contribute to the delivery of change over the next three years.

The role spans both the CFO Office business management and Organisational Design Transformation. Responsibilities will include:

• Supporting the development and execution of the transformation plan and roadmap.
• Leading with governance activities, including preparation for the Transformation Steering Committee.
• Coordinating and tracking progress across workstreams to ensure alignment with program objectives.
• Helping drive improvements in ways of working, structures, and processes.

This role is ideal for someone who is motivated, detail-oriented, and eager to gain first-hand experience in finance transformation and organisational change.

Responsibilities

• Support an effective operating rhythm for the CFO office and the global finance function incl. colleague comms and engagement agenda, senior leadership operating model incl. offsite planning / mgmt. workshops.
• Lead Global Finance cost management including FTE forecasting, planning and reporting. Ensure connectivity between finance and HR function (supported by an analyst)
• Key specialist support to the Global finance management team in developing our Target Operating Model and supporting the execution.
• Proactive role in managing the delivery of expected transformation outcomes through senior level partnering with the mgmt. team and cross functional collaboration across finance.
• Project management of the global finance transformation program across people / processes / systems / data and controls driving accountability for delivery at a senior level.
• Own the colleague and comms strategy for finance transformation to ensure effective top-down comms / address issues identified in colleague feedback and surveys
• Lead the Transformation office PMO governance including monthly steerco reporting, RAIDS, actions and minutes
• Supports strategic projects as an when the arise.
• Support a range of CFO priorities and projects as and when they arise

Requirements

• Qualified accountant /finance professional with +2 years experience / understanding of how a finance function operates
• Demonstrates strong understanding of finance processes / frameworks and transformation practices
• Supported or part of a prior finance transformation with a focus on organisational design.
• Passion for improving employee engagement via comms
• Excellent senior stakeholder management skills, with the ability to influence and drive expected transformation outcomes
• Confident communicator with strong organisational mgmt. skills / project management
• Expert proficiency in excel data handling / insights and powerpoint production for Exco level outputs
• Show proven ability to build strong relationships across organizational boundaries and act as a trusted advisor to senior leaders
• Be highly resilient and adaptable, able to thrive in a fast-paced environment where priorities can change rapidly
• Possess excellent project management skills with the ability to manage multiple priorities effectively
• Have experience with financial systems and advanced Excel skills, with the ability to leverage technology to enhance financial analysis

We Value

• Big 4 consultancy experience
• MBA qualification is a plus but not essential
• Experience in a FinTech finance team

Our Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.

That’s why we value the strength and diversity of thought in our global team.

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

• Customer obsessed for the long-term
• Think big and make an impact
• Act now and own it all the way
• Challenge, commit and win together
• Read more about The FNZ Way and our values: www.fnz.com/culture

Opportunities

• Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.
• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
• Working in a flexible and agile way that meets the needs of the business and personal circumstances;
• Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
• We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.

In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.

About Fnz

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.