Head of Finance Transformation
About The Role
Piper Sandler is seeking a Head of Finance Transformation to lead a bold reimagining of how our finance organization operates, delivers insight, and partners with the business. This is a rare opportunity to shape a modern finance function from the ground up—leveraging AI, advanced analytics, and redesigned operating models—while working in close partnership with our Chief Financial Officer. If you're a pragmatic visionary who thrives at the intersection of strategy and execution, and you're energized by building something meaningful within a growing financial services firm, we want to hear from you.
What You'll Do
- Partner directly with the CFO to reimagine the finance operating model and lead the organizational change required to bring it to life.
- Establish and drive a multi-year roadmap for finance transformation aligned to Piper Sandler's broader strategic priorities.
- Stand up and lead transformation management, overseeing a portfolio of initiatives spanning technology, process, and people.
- Define value-realization metrics (e.g., productivity gains, cycle-time reduction, reporting quality) to measure and communicate transformation impact.
- Coordinate a cross-functional network of project management, change management, process design, technology, and data analytics resources to drive transformation execution, partnering closely with existing Finance and Technology teams.
- Cultivate strong partnerships across IT, finance leadership, and business lines—breaking down silos and securing buy-in.
- Develop training and upskilling programs to build AI and analytics fluency across the finance organization.
- Deliver early, visible wins that build momentum while maintaining the operational continuity finance teams depend on.
- Communicate a compelling vision for transformation to audiences ranging from finance staff to the Board.
Who You Are
- Strategic Operator: You connect enterprise strategy to a multi-year transformation roadmap, translating CFO priorities into a portfolio of initiatives across technology, process, and people.
- Change Leader: You lead organizational change at scale — reshaping the finance operating model, not just implementing point solutions — while building the AI and analytics fluency needed to sustain it.
- Collaborative Partner: You build executive-level trust across IT, Finance leadership, and business lines, breaking down silos and securing buy-in for enterprise-wide change.
- Clear Communicator: You distill complex transformation topics into a compelling vision and deliver decision-ready updates to audiences ranging from finance staff to the Board.
- Execution-Focused: You stand up and lead transformation management, delivering early, visible wins while defining the value-realization metrics that prove impact.
- Resilient Problem Solver: You navigate legacy system constraints and organizational ambiguity in a regulated environment, keeping teams focused on progress without losing sight of operational continuity.
Required
- 12–15 years of progressive experience in finance, with 5+ years in senior leadership position in finance.
- Proven track record leading large-scale finance transformation initiatives, ideally within financial services, banking, or capital markets.
- Demonstrated experience redesigning finance operating models—restructuring how a finance organization delivers work, not just implementing point solutions.
- Experience building and leading multidisciplinary teams with measurable business outcomes.
- Experience partnering with C-suite/CFO-level stakeholders and driving enterprise-wide change with demonstrated adoption.
- Strong executive presence and the ability to influence senior stakeholders without relying on direct authority.
Preferred
- Direct experience implementing AI or intelligent automation within a finance function.
- Prior experience establishing a Transformation Management Office (TMO) or equivalent governance structure.
- Experience navigating legacy system constraints alongside modernization efforts in a regulated industry.
- Working familiarity with modern finance technology platforms (cloud-based ERP/reporting systems, RPA, AI tools) sufficient to direct technical teams and evaluate vendor/build decisions.
Pay
The anticipated starting salary range for individuals expressing interest in this position is $225,000 - $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.