Head of Financial Transformation and Strategic Initiatives

About the Role

We are looking for a VP, Finance Transformation & Strategic Initiatives to lead the modernization of a high-growth Finance function within an insurance client. This highly visible role partners directly with the CFO and senior leadership to drive transformation across Finance, systems, data, processes, and operating models.

Responsibilities

• Own the Finance transformation roadmap and strategic priorities.
• Lead major Finance transformation and technology initiatives from strategy through execution.
• Drive process improvement, automation, and operating model redesign.
• Modernize Finance systems, reporting, and data infrastructure.
• Partner across Accounting, FP&A, Treasury, Actuarial, Investments, and Technology.
• Establish strong project governance, manage risks, and deliver measurable results.
• Advise the CFO and executive leadership on major initiatives and investment decisions.
• Support M&A, integrations, reinsurance transactions, and other strategic projects.

Requirements

• 12+ years across Finance, Accounting, Consulting, Transformation, or Financial Services.
• Proven experience leading large-scale Finance transformation.
• Experience in the life/annuities insurance industry is highly desirable.
• Strong Finance + technology / systems / data understanding.
• Comfortable operating with C-suite stakeholders.
• Insurance, reinsurance, or broader financial services experience preferred.
• Experience with ERP, reporting, automation, or data transformation strongly preferred.
• CPA, CFA, MBA, or equivalent is a plus.