The key people you need to deliver a finance transformation programme

To deliver a successful finance transformation, you need to ensure that you have the right people available at each stage of the programme.

While the exact job titles, and whether they should be a contractor or permanent employee, will vary depending on the organisation and its structure, I’ve broken down each stage of a Finance Transformation Roadmap and spotlighted the most requested talent:

1. Assessment and Visioning

2. Design and Planning

3. Process Optimisation

4. Data and Analytics Transformation

5. Technology Enablement

6. Change Management and Communication

7. Performance Measurement and Continuous Improvement

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​Stage 1: Assessment and Visioning

• CFO: Overall strategic direction, executive sponsorship, and vision for the Finance Transformation initiative.

• Finance Transformation Manager: Oversees the assessment process, identifies pain points, and engages with stakeholders.

• Process Improvement Analyst: Analyses existing finance processes, identifies inefficiencies, and suggests improvements.

• IT Business Analyst: Assists in evaluating the current state of finance systems and technology.

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​Stage 2: Design and Planning

• CFO: Sets the strategic direction and goals for the Finance Transformation initiative.

• Finance Transformation Manager: Develops the comprehensive Finance Transformation strategy and project plan.

• Project Manager: Coordinates the planning process, timelines, and resource allocation.

• Finance Business Partner: Collaborates with stakeholders to define objectives and align them with the overall strategy.

• IT Director: Provides guidance on technology requirements and feasibility.

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​Stage 3: Process Optimisation

• Finance Transformation Manager: Leads the process optimisation efforts and ensures alignment with the strategic goals.

• Process Improvement Specialist: Works closely with finance teams to streamline processes and eliminate redundancies.

• Finance Operations Manager: Implements process changes and monitors efficiency gains.

• Change Management Specialist: Supports the transition to new processes and fosters a culture of continuous improvement.

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​Stage 4: Data and Analytics Transformation

• Chief Data Officer: Oversees data governance and quality initiatives.

• Data Analyst: Assesses data sources, analyses trends, and provides insights for decision-making.

• Business Intelligence Developer: Implements analytics capabilities, develops dashboards, and supports reporting requirements.

• Data Scientist: Utilises advanced analytics techniques for predictive modelling and scenario analysis.

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​Stage 5: Technology Enablement

• CFO: Provides strategic guidance and approves the selection of finance systems and tools.

• IT Director: Evaluates technology options, manages implementation, and ensures integration.

• Financial Systems Analyst: Assists with system selection, configuration, and testing.

• Training Manager: Develops training programs and provides support to end-users.

• User Experience (UX) Designer: Enhances the user interface and user experience of finance systems.

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Stage 6: Change Management and Communication

• CFO: Drives change management initiatives and communicates the benefits of the Finance Transformation.

• Change Management Specialist: Develops and implements the change management plan.

• Internal Communications Manager: Handles internal communication related to the Finance Transformation initiative.

• HR Business Partner: Supports employee engagement, training, and talent management during the change process.

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​Stage 7: Performance Measurement and Continuous Improvement

• CFO: Monitors performance against KPIs and ensures alignment with strategic objectives.

• Finance Performance Analyst: Analyses financial data, identifies areas for improvement, and tracks progress.

• Continuous Improvement Manager: Facilitates ongoing improvement initiatives and supports the implementation of best practices.

• Finance Business Partner: Collaborates with stakeholders to identify areas for continuous improvement and drive performance.

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​About Handle Recruitment

Finding a new permanent or temporary opportunity at a great brand should be enjoyable & working with great people non-negotiable. We believe that everyone should be able to fulfil their potential and we have been helping great brands improve their talent processes and attract exceptional people since 1978.

We provide leading entertainment companies, social networks, global media brands, sports bodies, retailers, and tech platforms with talent solutions that make a difference. Our consultants focus on a unique specialism, from Finance, to Sales, Marketing, HR, Legal, Office Support, and Tech but are tied together by the industries we support.

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