Sr Director, Enterprise FP&A and Transformation

S&P Global•New York, NY

About The Position

The Senior Director of Enterprise FP&A and Transformation is a senior finance leadership position responsible for shaping financial strategy, strengthening business performance, and elevating FP&A across the enterprise. The role partners with the Ratings and Energy divisions and oversees an FP&A transformation project to modernize enterprise planning, forecasting, reporting, and analytical processes through Data Fabric, AI-enabled automation, advanced analytics, and next-generation planning tools. The role acts as a strategic finance partner to executive leadership, supporting budgeting, forecasting, medium-term planning, scenario planning, capital allocation, and Board communications. It also leads incentive modeling and performance analysis, prepares executive-level financial materials, and guides transformation governance and adoption. The position develops the team’s operating model and capabilities while promoting analytical rigor, collaboration, continuous improvement, responsible technology adoption, financial controls, and data quality.

Requirements

10 or more years of progressive experience in Finance, Corporate Finance, or Accounting roles.
Track record of leading teams and managing large-scale transformation or strategic initiatives in a global organization.
Proven experience with Board-level and executive reporting, including preparation of materials for senior leadership and external stakeholders.
Advanced proficiency in financial planning platforms and data visualization tools, including Tableau, Power BI, or similar.
Strong expertise in financial modeling, budgeting, forecasting, and variance analysis, with the ability to synthesize complex data into executive insights.
Ability to collaborate effectively across matrix organizations and navigate complex stakeholder relationships.
Experience in senior finance roles at global companies with multi-country responsibility and demonstrated cross-cultural effectiveness.
Experience in the Financial Services industry with demonstrated understanding of complex business models.
Indefinite right to work in the United States.

Nice To Haves

MBA and/or CPA or Chartered Accountant certification.
Expertise in change management and project leadership, with the ability to guide teams through complex transformations and achieve measurable outcomes.
Exceptional storytelling ability, including experience building compelling narratives for executive audiences and translating financial insights into strategic business recommendations.

Responsibilities

Serve as the corporate finance counterpart to the Ratings and Energy teams during annual budgeting, monthly forecasting, medium-term planning, and scenario planning.
Partner with Ratings and Energy as an enterprise strategic finance partner, challenge assumptions, and prepare executive-level insights and performance narratives connecting results, operational drivers, opportunities, and strategic priorities.
Partner with the VP of Enterprise FP&A and executive leadership on strategic initiatives, capital allocation decisions, and Board financial communications.
Oversee the FP&A transformation project, using Data Fabric, AI automation, and advanced analytics to modernize enterprise financial planning.
Identify and prioritize opportunities to incorporate AI and automation into FP&A workflows to improve speed, accuracy, scalability, and business insights.
Develop standardized tools, dashboards, models, and reporting mechanisms to improve enterprise transparency and operational visibility.
Set transformation objectives, milestones, success measures, governance, and adoption plans, and ensure initiatives deliver measurable business value.
Build cross-functional partnerships and coordinate strategic projects across Finance to align work with enterprise priorities.
Lead incentive slope modeling and financial analysis of plan performance, payout outcomes, business affordability, and alignment with strategic objectives.
Partner with senior leadership and Executive Compensation to evaluate incentive plan design, performance thresholds, targets, funding levels, and scenario outcomes.
Develop executive materials explaining incentive performance, sensitivities, and financial implications.
Ensure incentive models are accurate, transparent, appropriately controlled, and aligned with approved financial plans and enterprise performance measures.
Integrate incentive analysis into forecasts, performance reviews, and strategic planning.
Prepare decision-ready financial materials for executive leadership, the CFO, and the Board of Directors.
Communicate reported results, underlying business drivers, emerging risks, opportunities, and required management actions clearly and concisely.
Support applicable regulatory and management reporting requirements, ensuring accuracy, consistency, transparency, and appropriate review.
Establish team responsibilities and operating rhythms, maintaining accountability for day-to-day delivery and longer-term modernization.
Foster analytical rigor, collaboration, continuous improvement, and technological advancement across the team.
Encourage responsible adoption of AI and emerging technologies while maintaining financial controls, data quality, and governance.
Attract, retain, and develop talent with the financial, analytical, technological, and communication capabilities needed for a modern FP&A organization.