R00353840 -Finance Functional Lead, Insurance

Job Description

Finance Reinvention Associate Director

We are looking for a commercially sharp, deeply experienced Finance Practitioner to lead Finance Reinvention for Fortune 500 clients. You will combine domain mastery in F&A with fluency in AI, agentic technologies, and modern ERP ecosystems — driving deals from origination through wins and building lasting CFO and CAO level relationships. This is a senior client-facing role for someone who can sell, shape, and deliver large-scale transformation in equal measure.

What You Will Do

• Lead F&A Sales and Practice — Own the full deal lifecycle from pursuit and origination through shaping, oral presentations, workshops, co-design, and project execution for global enterprise clients.
• Drive CFO-level relationships — Serve as a trusted advisor to CFOs, CAOs, and Finance leadership, influencing strategy and generating new opportunities through insight and credibility.
• Design AI-first Finance solutions — Apply agentic AI, intelligent automation, and emerging ERP and ecosystem technologies to reinvent F&A operating models, with clear value outcomes at the centre of every design decision.
• Shape compelling value propositions — Translate complex transformation programme into commercially clear narratives that win client CFO confidence and close large-scale managed services deals.
• Deliver deep domain expertise — Act as a recognised specialist in at least one F&A tower (PTP, OTC, RTR, or FP&A), leading process re-engineering, digital transformation, and AI integration within that domain.
• Set the thought leadership agenda — Contribute to market-facing points of view on Finance Reinvention, AI in F&A, and the future of the Finance function; elevate the firm's presence at industry forums.

Required

• Bachelor’s degree in Finance, Accounting, and CPA or equivalent
• Minimum of 10 years of experience in large-scale Finance Sales or transformation experience in consulting or Managed Services.
• Minimum of 7 years of experience in Insurance, Banking or capital markets

Preferred

• CPA certified
• Previous external consulting experience
• Proven track record leading and closing large Finance consulting or managed services deals
• Demonstrated AI fluency — able to design and articulate AI-first operating models, not just reference AI concepts
• Hands-on experience deploying agentic AI, GenAI, or intelligent automation in a Finance context
• Deep familiarity with leading ERP and F&A platforms (SAP, Oracle, Workday, Coupa, etc.)
• Industry expertise in Financial industry eg Banking, Insurance
• Experience structuring and winning F&A managed services contracts