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Finance Manager - Financial Transformation (remote)

  • Location: San Francisco, CA
  • Job Type: Direct Placement
  • Ref No: 22-00372
  • Date: January 14, 2022
  • Job title:

Job Description - Finance Manager - Financial Transformation (remote)

  Finance Manager – Finance transformation

This role is responsible for managing all aspects of significant to moderately complex projects for a defined segment of strategic initiatives from project definition and intake to transition to full implementation and operational support.

Preferred Knowledge/Skills :

Demonstrates intimate abilities and/or a proven record of success as a team leader:

  • Identifying key priority growth areas for a company and recommend potential transformational initiatives that would result in margin improvement;
  • Drawing insights from a company’s commercial strategy across multiple other inputs
  • Having experience with banking and capital markets, asset and wealth management, insurance, and private equity;
  • Defining the total addressable market, growth forecasts, competition and interactions, and value exchanges of the industry / sector value chain for all segments;
  • Identifying key market trends and what investments are required to align with market trends and strategic priorities;
  • Leading diverse teams across multiple capabilities and competencies;
  • Leading and coaching subsector team through scoping, execution, and delivery of company analysis and recommendations (annual, quarterly, and ad-hoc updates);
  • Ensuring analysis and recommendations are complete, accurate, and actionable;
  • Embedding knowledge transfer and daily coaching in interactions with assigned team;
  • Ensuring best practices, methods, new data sources, tips & tricks are captured and catalogued centrally;
  • Developing and sustaining relationships with client teams on assigned companies;
  • Tracking, monitoring, and following up with client teams on feedback;
  • Participating in relevant client engagements, recognized as a subject matter specialist, and able to manage a team of analysts in delivering knowledge based deliverables;
  • Developing and presenting market making differentiated points of view;
  • Creating and contextualizing analytic modeling and monitoring of key sector drivers;
  • Generating forward-looking, client-centric analysis to drive strategic conversations and specific growth opportunities targeted to the client service team’s needs;
  • Managing daily activities around client support and risk mitigation on a product, deliverable and project basis, and the quality of delivered products by adhering to the unit’s quality review protocol;
  • Interacting with stakeholders and practice groups to develop new products and solutions; and,
  • Building a personal knowledge base through proactive industry research and analysis activities and efforts to build product deliverables either individually or with client service teams.


Demonstrates intimate abilities and/or a proven record of success as a team leader in the following areas:

  • Using business software, including Microsoft Office applications; analytic/visualization tools like Alteryx and Tableau, and basic financial analysis packages;
  • Leveraging comprehensive analytics methodologies and tools within a professional services environment;
  • Establishing personal networks relevant to the industry;
  • Exhibiting team commitment and the willingness to support the team in the attainment of organizational goals;
  • Guiding and developing others in the group and across the Insights Factory organization and the Firm who are new to the industry or subject matter;
  • Possessing written and verbal communication skills;
  • Possessing reporting and communicating implications of analysis with a focus on analytic quality and fusion, and;
  • Troubleshooting project issues with the broader Insights Factory team and elevating to leadership as appropriate.





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