Senior Manager, Bank Finance Transformation

Highspring•New York, NY

About The Position

Transform Your Career We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way. Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning. The Team – Strategy, Technology & 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 practice delivering strategic finance transformation advice and execution support to senior and C suite executives. You will help clients realize value from major investments in finance modernization, core banking transformation, ERP implementations, and AI enabled capabilities. You will serve as a trusted advisor and delivery leader, translating business strategy into executable transformation roadmaps while managing complex programs, leading teams, and driving measurable outcomes.

Requirements

BA/BS in Business, Accounting, Finance, Technology, or a related discipline
8+ years of applicable experience in Finance, Banking, Technology, or Consulting, with at least 2 years of recent client facing experience in a professional services organization
Proven experience implementing medium to largescale finance transformation initiatives, including ERP implementations, subledger redesign, and core process transformation
Experience redesigning finance operating models across FP&A, Treasury, and/or Record to Report
Strong understanding of core banking systems supporting loans, investments, and deposits
Demonstrated ability to integrate business process knowledge with technology design and delivery
Experience standing up and running transformation PMO functions for complex, multiyear programs
Experience developing finance transformation strategies and multiphase roadmaps
Understanding of the current AI landscape, including viable AI use cases within finance and experience supporting AI strategy development
Experience supporting finance integration efforts following M&A, including data lineage, process redesign, and system architecture alignment
Prior experience working directly with and advising C Level executives, including facilitating executive workshops and presenting complex concepts
Experience leading and developing project teams across multiple engagements
Highly effective interpersonal skills and emotional intelligence
Willingness to travel at least 25% of the time

Nice To Haves

Master of Business Administration (may substitute for a business related undergraduate degree)
Progressive responsibility in managing senior client relationships and achieving business development goals
Experience with large ERP and core banking platforms and modern data architectures

Responsibilities

Lead medium to largescale bank finance transformation engagements, including core process redesign, subledger redesign, ERP implementations, and core banking system modernization
Develop finance transformation strategies aligned to business objectives, regulatory requirements, and technology roadmaps
Redesign finance operating models across key functions such as FP&A, Treasury, and Record to Report
Lead transformation PMO functions, including governance design, integrated planning, dependency management, risk and issue management, and executive reporting
Advise clients on the business and technology implications of modern core banking systems supporting loans, investments, and deposits
Bridge business and technology teams by translating finance requirements into functional and technical designs
Support finance integration initiatives following M&A, including data lineage, redesign of finance processes, and target state system architecture
Assess and define the role of AI in finance transformation, including identification of practical AI use cases and development of AI enabled finance strategies
Facilitate client working sessions ranging from executive and board level discussions to detailed design and requirements workshops
Lead current state assessments and develop actionable transformation roadmaps and business cases
Manage and coach project teams delivering complex, multi workstream engagements
Actively develop junior team members through coaching, feedback, and mentorship
Play a lead role in business development efforts, including opportunity identification, proposal development, and oral presentations
Build and maintain strong, trust based client relationships at all organizational levels
Contribute perspectives on market trends including finance technology modernization, AI adoption, regulatory change, and digital transformation