Director, Finance

Institute of Management Accountants, Inc.; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

A leading professional organization in the UK is seeking a strategic Finance Leader at a Director Level to spearhead transformation initiatives. This role entails driving improvements in financial planning, budgeting, and performance management across the organization. The ideal candidate will possess extensive finance expertise, strong problem-solving abilities, and a proven record in global finance transformation. Responsibilities include process optimization, technology enablement, and team leadership. The position demands a CA, CWA, or MBA with a rich understanding of Plan to Perform processes and analytics tools.

Qualifications

• Proven experience in finance transformation and business analysis.
• Deep understanding of the Plan to Perform process.
• Experience in global organizations and cross-functional partnerships.

Responsibilities

• Drive transformation efforts in the Plan to Perform space.
• Analyze current-state processes for improvement opportunities.
• Collaborate with engineering teams to implement enabling technologies.

Skills

Analytical skills

Problem-solving skills

Leadership skills

Communication skills

Education

CA, CWA or MBA in Finance or Accounting

Tools

Oracle EPM

Hyperion

Anaplan

Power BI

Tableau

Job description

Role Summary

We are seeking a strategic Finance Leader at a Director Level to lead and drive迪 transformation initiatives within Plan to Perform (P2Enquanto). This role will be instrumental in shaping and implementing enterprise-wide improvements in financial planning, budgeting, forecasting, and performance management and reporting processes. The ideal candidate will bring deep finance domain expertise, strong problem‑solving skills, analytical capabilities, and a proven track record of driving process excellence across global organizations, along with strong experience in tech implementation and adoption in the plan‑to‑perform space.

Key Responsibilities

Strategic Transformation Leadership

• Drive transformation efforts in the Plan to Perform space, aligning with enterprise finance strategy.
• Partner with senior finance and business leaders to identify improvement opportunities and innovation levers.
• Strategize and drive process standardization, automation, and digital enablement.

Process Analysis & Optimization

• Analyse current‑state processes, systems, and data flows across planning, budgeting, and performance management, reporting and analytics to identify improvement opportunities.
• Define future‑state process models and drive adoption of standard methodologies across business units and functions.
• Lead initiatives to improve process efficiency, data accuracy, and decision‑making agility.
• Support roll‑out of GPO framework across the Plan to Perform space.

Technology Enablement

• Collaborate with engineering and digital teams to implement enabling technologies (e.g. EPM, BI tools).
• Drive integration of AI/ML, predictive analytics, and automation into planning and performance processes.
• Support deployment of new‑age tools and technology like Power for financial planning and analysis.

Leadership Engagement & Change Management

• Act as a trusted advisor to finance leadership and transformation sponsors.
• Lead workshops, steering committees, and governance forums to ensure alignment to change proposals.
• Develop and lead change management strategies to support adoption and capability building.

Team Leadership & Capability Building

• Mentor and manage a team of analysts and project managers across global finance transformation programs.
• Develop a culture of continuous improvement, innovation, and data‑driven decision‑making.
• Contribute to transversal initiatives focussed on leadership development, manager effectiveness, people engagement, and risk & controls.

Qualifications

• CA, CWA or MBA in Finance, Accounting (MBA or CPA preferred).
• Proven experience in finance transformation, business analysis, enterprise performance management.
• Deep understanding of the Plan to Perform process and related systems (e.g., Oracle EPM, Hyperion, Anaplan).
• Strong analytical and problem‑solving skills with experience in process modeling and data analysis.
• Excellent communication and influencing skills.
• Experience in global, matrixed organizations and cross‑functional partnership.

Preferred Skills

• Familiarity with Lean Six Sigma, Agile, or other transformation methodologies.
• Exposure to EPM implementation in organisations of scale and complexity.
• Exposure to Power BI, Tableau, or similar tools.

Career Stage

Director

Equal Opportunity Employer

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law.