Senior Director – Finance Transformation, Financial Services

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Lead the discovery of business processes throughout the Financial Services value chain in collaboration with senior client stakeholders.

• Analyze existing processes, identify gaps and target operating models, measure business outcomes, and organize transformation sequencing.

• Convert process insights into platform-agnostic solutions for competitive initiatives.

• Develop comprehensive architectures that link transformed processes to applications, data, risk, compliance, and reporting layers.

• Position business process transformation as a gateway into wider enterprise programs.

• Manage a qualified pipeline and revenue; oversee pursuit cadence, proposals, pricing, and final solution presentations.

• Create codified, repeatable, outcome-based transformation offerings and accelerators.

• Act as the delivery principal post-closure, ensuring continuity and quality assurance during execution.

• Coordinate cross-domain solutions with Data & Analytics, GenAI/Automation, and Customer Experience teams.

• Generate pipeline through thought leadership and direct executive engagement at targeted accounts.

• Manage a portfolio of clients and projects, lead larger transformation initiatives, and drive business development.

• Assume full responsibility for client, team, and practice management.

⛳️ Requirements

• Bachelor's degree in business, finance, accounting, computer science, or a related discipline.

• Over 10 years of experience leading business process and technology transformation in Financial Services, enterprise applications, or consulting, and/or 10+ years in the Financial Services sector across various value-chain domains.

• Profound understanding of business processes within the Financial Services value chain.

• Proven experience in diagnosing current-state processes, designing target operating models, and quantifying business outcomes.

• Expertise in solution architecture that connects business processes to applications, data, and risk/compliance/reporting layers.

• Established pre-sales and solutioning experience, including discovery, estimation, proposal development, and final presentations.

• Demonstrated P&L ownership and/or revenue generation and growth as a client-facing partner, principal, or practice lead.

• Experience advising C-suite executives and managing executive relationships.

• Recognized thought leadership through speaking engagements and/or publications.

• Willingness to travel on a weekly basis.

• Advanced degree, CPA, or CMA preferred.

• Experience with Oracle, Workday, Microsoft, Salesforce, Amazon Web Services, UiPath, or Blue Prism preferred.

• Preferred experience in partner and alliance relationships and co-sell initiatives.

🏝️ Benefits

• Annual incentive compensation program.

• Medical, dental, and vision coverage for employees and their dependents.

• Additional wellness programs.

• 401(k) plan with a generous employer match.

• Employee stock purchase plan.

• Generous Paid Time Off policy.

• Paid parental leave.

• Adoption assistance.

• Complimentary annual health screenings and coaching.

• Bank at work.

• On-site workshops.

• Continuous programs acknowledging significant events in employees' lives.