Transform Your Career
We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.
Embrace new challenges and deliver real value to some of the world’s most influential brokerage, insurance, and financial services organizations, as well as Fortune 100 brands, growth companies transforming their industries, and mid-market firms navigating defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.
The Team – Strategy, Technology & Transformation
Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve-outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.
Your Impact
Work within our Financial Services practice delivering strategic finance transformation advice and execution support to senior and C suite executives. You will help clients realize value from major investments in finance modernization, core banking transformation, ERP implementations, and AI enabled capabilities.
You will serve as a trusted advisor and delivery leader, translating business strategy into executable transformation roadmaps while managing complex programs, leading teams, and driving measurable outcomes.
Your Responsibilities
- Lead medium to largescale bank finance transformation engagements, including core process redesign, subledger redesign, ERP implementations, and core banking system modernization
- Develop finance transformation strategies aligned to business objectives, regulatory requirements, and technology roadmaps
- Redesign finance operating models across key functions such as FP&A, Treasury, and Record to Report
- Lead transformation PMO functions, including governance design, integrated planning, dependency management, risk and issue management, and executive reporting
- Advise clients on the business and technology implications of modern core banking systems supporting loans, investments, and deposits
- Bridge business and technology teams by translating finance requirements into functional and technical designs
- Support finance integration initiatives following M&A, including data lineage, redesign of finance processes, and target state system architecture
- Assess and define the role of AI in finance transformation, including identification of practical AI use cases and development of AI enabled finance strategies
- Facilitate client working sessions ranging from executive and board level discussions to detailed design and requirements workshops
- Lead current state assessments and develop actionable transformation roadmaps and business cases
- Manage and coach project teams delivering complex, multi workstream engagements
- Actively develop junior team members through coaching, feedback, and mentorship
- Play a lead role in business development efforts, including opportunity identification, proposal development, and oral presentations
- Build and maintain strong, trust based client relationships at all organizational levels
- Contribute perspectives on market trends including finance technology modernization, AI adoption, regulatory change, and digital transformation
Your Experience
Minimum Qualifications
- BA/BS in Business, Accounting, Finance, Technology, or a related discipline
- 8+ years of applicable experience in Finance, Banking, Technology, or Consulting, with at least 2 years of recent client facing experience in a professional services organization
- Proven experience implementing medium to largescale finance transformation initiatives, including ERP implementations, subledger redesign, and core process transformation
- Experience redesigning finance operating models across FP&A, Treasury, and/or Record to Report
- Strong understanding of core banking systems supporting loans, investments, and deposits
- Demonstrated ability to integrate business process knowledge with technology design and delivery
- Experience standing up and running transformation PMO functions for complex, multiyear programs
- Experience developing finance transformation strategies and multiphase roadmaps
- Understanding of the current AI landscape, including viable AI use cases within finance and experience supporting AI strategy development
- Experience supporting finance integration efforts following M&A, including data lineage, process redesign, and system architecture alignment
- Prior experience working directly with and advising C Level executives, including facilitating executive workshops and presenting complex concepts
- Experience leading and developing project teams across multiple engagements
- Highly effective interpersonal skills and emotional intelligence
- Willingness to travel at least 25% of the time
Preferred Qualifications
- Master of Business Administration (may substitute for a business related undergraduate degree)
- Progressive responsibility in managing senior client relationships and achieving business development goals
- Experience with large ERP and core banking platforms and modern data architectures
EEO Notice
Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@highspring.com.
Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Privacy Notice
Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers.
