Director, Finance & Transformation

As one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our clients around the world. If youre looking for challenging work intelligent colleagues and exposure across a global footprint come explore your potential at Invesco.

About the Role:

The Director leads the Finance Data and Transformation team which serves as the primary liaison between Finance and Technology for the finance application portfolio with Oracle Fusion Cloud ERP and EPM as the largest platform. The Director is accountable for leading the team that translates finance needs into sustainable technology outcomes across requirements gathering solution design functional configuration testing release production support and incident resolution for Oracle Fusion ERP EPM and adjacent finance applications.

Responsibilities of the Role:

FinanceTechnology Partnership and Demand Management

• Lead the team that serves as the primary liaison between Finance and Technology for Oracle Fusion ERP EPM and in-scope non-Oracle finance applications with clear accountability across business functional and technical teams.
• Build executive-level relationships with finance process owners and leaders while ensuring team members maintain effective day-to-day stakeholder partnerships.
• Oversee demand intake discovery requirements definition estimation dependency and risk assessment prioritization and roadmap development for projects and enhancements.
• Ensure Finance needs are translated into clearly articulated solution options trade-offs recommendations and expected business outcomes.
• Provide executive reporting on roadmap delivery service performance risks capacity controls and realized business value across the finance application portfolio.

Solution Design and Configuration Governance

• Lead and oversee the teams functional solution design across business processes application configuration reporting data security and controls.
• Establish design and configuration standards that ensure solutions are secure controlled scalable supportable and aligned with enterprise technology standards.
• Oversee finance-owned application configuration and business rules including documentation peer review testing evidence approvals migration readiness and knowledge transfer.
• Partner with Finance data owners to govern core financial structures including ledgers charts of accounts calendars legal entities hierarchies and reference data and to promote data quality reconciliation and alignment across finance applications.
• Provide governance and approval for high-impact and cross-module designs and maintain coherence across ERP EPM and adjacent finance applications.

Project and Enhancement Delivery

• Lead the team responsible for delivering projects and enhancements from approved requirements through solution design configuration testing business acceptance release stabilization and benefits realization.
• Establish delivery standards governance milestones and decision points; monitor scope schedule capacity risks dependencies and business readiness.
• Coordinate Finance Technology vendors and other stakeholders to resolve delivery issues and ensure solutions transition effectively into production support.

Application Support and Incident Management

• Establish and oversee incident and service-request processes including intake impact and priority assessment functional triage assignment escalation stakeholder communication SLA monitoring and closure validation.
• Ensure the team investigates and resolves configuration-related incidents and coordinates with Technology when resolution requires integrations custom code security infrastructure or vendor support.
• Oversee the configuration-ticket backlog and lifecycle including documentation root-cause analysis corrective actions testing controlled deployment and reduction of recurring defects.
• Monitor service performance recurring issues operational risks; drive problem management knowledge management and continuous improvement.

People Leadership Controls and Capability Building

• Lead coach and develop a distributed team; establish performance expectations accountability succession plans and career development priorities.
• Own resource and capacity planning staffing skills strategy and capability roadmap across support configuration solutioning and domain ownership.
• Maintain the FinanceTechnology operating model including clear ownership decision rights escalation paths and segregation of duties across request build test approval and deployment.
• Partner with Internal Audit SOX Security and Technology on control design evidence remediation and compliance for all in-scope applications.

Requirements of the Role:

• Bachelors degree in Accounting Finance Information Systems or a related field.
• 10 years in finance systems including 5 years leading distributed and offshore teams.
• Deep hands-on experience with Oracle Fusion Cloud ERP and EPM financial modules.
• Demonstrated experience eliciting and documenting requirements leading functional solution design and configuring finance applications in a controlled production environment.
• Proven ability to operate as the liaison between Finance and Technology align stakeholders translate business needs into functional and technical outcomes and manage cross-team dependencies.
• Proven track record managing an application portfolio end-to-end including projects enhancements configuration incident triage configuration-ticket resolution SLAs releases and production stabilization.
• Experience with formal change incident problem and service-request processes in an IT service management platform such as ServiceNow.
• Strong executive communication and facilitation skills with the ability to move effectively between finance leadership discussions requirements workshops incident reviews and detailed design sessions.

• CPA CMA or equivalent finance credential.
• Experience integrating third-party finance applications (treasury management revenue tax engines such as OneSource) with Oracle Fusion.
• Experience through an Oracle Cloud implementation or a major re-platform and with quarterly Oracle release management.
• Experience standing up or maturing a finance systems Center of Excellence.
• Reporting and analytics exposure Power BI OTBI/BIP FDI FRS Narrative Reporting

Pursuant to Invescos Workplace Policy employees are expected to comply with the firms most current workplace model which as of October 1 2025 includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships collaborate more easily and support each others growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invescos culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race creed color religion sex gender gender identity sexual orientation marital status national origin citizenship status disability age or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.