Finance Transformation Strategist
HP · Bengaluru
Finance Transformation StrategistDescription -
Job Summary
Lead Finance Transformation strategy and execution by bringing deep Finance domain expertise, external industry perspectives, and leading practices to accelerate business value. This role will shape the future Finance operating model, drive AI and digital adoption across Finance processes, and influence strategic transformation decisions with senior Finance and business leaders. The individual will serve as a trusted advisor to executives, combining Finance expertise, transformation experience, and consulting-based problem-solving to deliver sustainable business outcomes, operational excellence, and transformative change across the Finance function.
Responsibilities
- Define and evolve the Finance Transformation strategy, roadmap, and target operating model aligned with business priorities and enterprise objectives.
- Bring external industry insights, benchmarks, and leading practices to inform Finance transformation priorities and investment decisions.
- Identify and assess emerging trends in AI, Intelligent Automation, Digital Finance, Shared Services, Global Business Services (GBS), and Finance operating models.
- Partner with senior Finance, Business, and Technology leaders to shape and influence strategic transformation initiatives.
- Strategize complex transformation programs across Finance domains including Record-to-Report (R2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), FP&A, Treasury, Tax, and Controllership.
- Evaluate opportunities to leverage AI, Copilot, automation, and analytics to improve Finance effectiveness, efficiency, controls, compliance, and decision-making.
- Develop business cases, transformation roadmaps, value realization frameworks, and executive-level recommendations.
- Facilitate executive workshops, strategy discussions, and governance forums to align stakeholders and drive decision-making.
- Collaborate with Finance, IT, Data, and Digital teams to accelerate transformation execution and adoption.
- Drive organizational change management, stakeholder engagement, and communication strategies to ensure successful implementation of transformation initiatives.
- Establish and monitor transformation KPIs, value realization metrics, and maturity assessments to measure progress and outcomes.
- Mentor teams and cultivate a culture of innovation, continuous improvement, and external orientation across the Finance organization.
Education & Experience Recommended
- Master's Degree in Finance, Business Administration, Accounting, Economics, or related field; Chartered Accountant (CA), CPA, CMA, ACCA, or equivalent professional qualification preferred.
- Typically 12+ years of experience in Finance Transformation, Strategy, Finance Consulting, or Enterprise Transformation roles.
- Proven experience working with leading consulting firms or partnering extensively with consulting organizations to deliver large-scale transformation programs.
- Strong understanding of end-to-end Finance processes, controls, operating models, and organizational design.
- Experience driving Finance modernization initiatives involving AI, automation, analytics, digital platforms, ERP transformation, or shared services.
- Demonstrated ability to influence executive stakeholders and lead enterprise-wide transformation initiatives.
Knowledge & Skills
- Finance Transformation Strategy
- Finance Operating Model Design
- Digital Finance & AI Enablement
- Finance Process Excellence (R2R, P2P, O2C, FP&A, Treasury, Tax)
- ERP Landscape & Finance Systems Architecture (e.g., SAP S/4HANA, Oracle, and adjacent Finance platforms)
- Governance Practices – Transformation, Program, Data, AI, and Controls Governance
- Enterprise Transformation Management
- Strategy Development & Road mapping
- Business Case Development & Value Realization
- Benchmarking & External Insights
- Organizational Change Management
- Executive Storytelling & Communication
- Stakeholder Influence & Relationship Management
- Financial Planning & Analysis
- Enterprise Risk & Controls
- Shared Services & Global Business Services (GBS)
- Process Reengineering & Continuous Improvement
- Data Analytics & Performance Management
- AI, Automation, and Digital Technologies in Finance
Cross-Org Skills
- Executive Presence
- Strategic Thinking
- Effective Communication
- Influencing Across Boundaries
- Business Acumen
- Customer Centricity
- Results Orientation
- Systems Thinking
- Learning Agility
- Collaboration & Team Leadership
Impact & Scope
- Drives Finance-wide transformation strategy and operating model evolution impacting business performance, efficiency, and organizational effectiveness.
- Influences senior Finance, Business, Digital, and Executive leaders on strategic investment and transformation decisions.
- Shapes adoption of AI and emerging technologies within Finance while bringing external market insights and industry-leading practices into the organization.
Complexity
- Leads highly complex, ambiguous, and enterprise-wide transformation initiatives requiring strategic judgement, executive influence, and cross-functional leadership.
- Balances long-term transformation objectives with near-term business priorities while navigating competing stakeholder needs and organizational change.
Disclaimer
• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, or experience requirements. Responsibilities may change, and additional duties may be assigned as business needs evolve.
Job -
Data & Information TechnologySchedule -
Full timeShift -
No shift premium (India)Travel -
Relocation -
Equal Opportunity Employer (EEO) -
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