Finance Transformation Senior Manager, Business Performance Improvement

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Where We Need You:

Protivitis Business Performance Improvement practice specialises in helping organisations enhance operational efficiency optimise processes and achieve better financial outcomes. We support our clients with finance operational and technology transformation intelligent automation and people and change management.From process tweaks to major organisational structure optimisation back office to external reporting cost reduction to working capital issues we apply innovation collaboration and technology acumen to bring best-in-class solutions to your problems.

What You Can Expect:

As a Senior Manager in our Finance Transformation practice you will take ownership of the full delivery lifecycle across multiple concurrent client engagements holding accountability for commercial outcomes client satisfaction and quality of output. You will manage relationships at CFO and Finance Director level lead and develop a team of Managers Senior Consultants and Consultants and play an active role in growing the practice through business development and thought leadership.

You will work across a diverse client base spanning PE-backed businesses mid-market and FTSE-listed corporates and large organisations in financial services real estate energy and professional services. This is a senior client-facing role that demands both deep technical credibility in Finance Transformation and the commercial instinct toidentifyand develop opportunities alongside delivering them.

The work

You will lead the design and delivery of engagements across a range of Finance Transformation projects including:

• Shared services centre (SSC) transitions and outsourcing readiness including process standardisation roles and responsibilities design and go-live support

• Finance target operating model design covering people process technology data and controls across P2P O2C and R2R

• Finance process optimisation and efficiency reviews including current-state diagnostics gap analysis and improvement roadmaps

• FP&A and performance reporting transformation including planning process redesign management information improvement and budgeting and forecasting optimisation

• Automation and technology enablement including RPA business case development process mining and ERP-adjacent transformation

• AI in Finance assessments and implementation readiness including use case prioritisation and business case development finance copilot readiness agentic automation opportunity assessment and AI governance and controls design within a finance function context

• Finance function benchmarking and maturity assessments against industry best practice

• Post-acquisition finance integration and carve-out support particularly relevant to our PE-backed client base

Key responsibilities:

Delivery and client management

• Own the full delivery of multiple concurrent Finance Transformation engagements with accountability for scope budget timeline and quality of output

• Serve as the lead client relationship holder at CFO and Finance Director levelmaintainingtrusted senior relationships throughout and beyond the engagement lifecycle

• Oversee engagement governance including project plans status reporting risk and issue logs and client steering updatesescalatingand resolving issues as they arise

• Lead and review the design of target operating models process improvement programmes and future-state recommendations across finance functions

• Review and quality-assure all client deliverables including findings reports roadmaps business cases and proposals ensuring outputs meet the standard expected of a senior Protiviti engagement

• Identifyand clearly articulate opportunities for process improvement automation and technology enablement with evidence of outcomes delivered in comparable environments

• Lead client conversations on emerging technology and AI in Finance helping senior stakeholders understand the opportunity landscape prioritise use cases and develop a credible path to implementation

• Lead workshops and senior client sessionsfacilitatingcomplex or contentious discussions with confidence and credibility

People and team

• Lead manage and develop a team of Managers Senior Consultants and Consultants across active engagements providing structured feedback coaching and development opportunities

• Take an active role in the broader development of the BPI team including contributing to training internal knowledge sharing and practice-building initiatives

• Support the recruitment and onboarding of new team members as the practice grows

Business development

• Lead the development of proposals and bid materials for new and existing client opportunities working closely with Managing Directors to shape the commercial offer

• Develop andmaintainan active professional network within the UK Finance Transformation market converting relationships into pipeline over time

• Identifyopportunities to expand Protivitis footprint with existing clients across the BPI and broader firm service offering

• Contribute to Protiviti thought leadership white papers and market-facing materials in the Finance Transformation space

• Support Managing Directors in managing key client relationships and driving revenue growth across the practice

Do Your Talents Include the Following

• Significant experiencein Finance Transformation Finance Change or a closely related consulting environment with a demonstratedtrack recordof owning and delivering complex engagements independently

• Deep working knowledge of P2P O2C and R2R with the ability to lead diagnostic design and implementation workstreams across each

• Proven experience managing senior client relationships at CFO or Finance Director level with the credibility to challenge and advise at that level

• Experience managing and developing teams in a consulting or client-facing environment including Managers and below

• A demonstrable network in the UK Finance Transformation market and evidence of translating relationships into commercial opportunities

• Experience owning commercial delivery of engagements including budget management scope control and financial reporting to internal stakeholders

• A track recordofidentifyingand implementing process improvements or technology solutions in a finance context with measurable outcomes

• Exposure to ERP platforms (SAP Oracle or equivalent)

• Exposure to AI in Finance projects isadvantageous including use case development and prioritisation copilot or agentic tool assessment AI readiness programmes or AI governance and controls design in a finance context; broader experience with finance automation tools such as RPA and process mining is also relevant

• Experience with FP&A processes planning tools or performance reporting transformation isadvantageousbut not essential

• ACA CIMA or equivalent professional qualification isadvantageousbut not essential

• Excellent written communication and report writing skills with the ability to produce and review senior-level client deliverables to a high standard

• Strong presentation and facilitation skills comfortable leading complex discussions with C-suite audiences

• Able to manage competing priorities across a portfolio of engagements without losing quality composure or client confidence

• Experience leading or contributing to proposals and bid responses witha track recordof successful conversion