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Finance Transformation Analyst
FNZ
posted 2 weeks ago
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Job Description
We are looking for a proactive and analytical Finance Transformation Analyst to support the delivery of our Global Finance Transformation - org size (c.250 people).
This is an exciting opportunity for a motivated individual to gain hands-on experience in finance organisational management and transformation of our processes whilst working with cross functional teams to improve our operating model, find opportunities to improve how we get things done and be part of developing the transformation plan delivery over the next c. 3 years.
Role Responsibilities:
- Key support to the Group Transformation office to set up a group wide Transformation program.
- CFO Office Operating support - ensure the senior management team are set up for success through effective engagement including effectiveness of weekly management team meetings / minutes / tracking of actions / offsite planning etc
- Colleague & Communications - support our colleague and comms transformation by ensuring execution of our comms plan, co-ordination of colleague events, obtaining feedback from senior management.
- Financial and Budget Support - manage the FTE forecasting and reporting for Global Finance, alignment with HR systems, hiring tracking for senior management.
- Transformation Reporting - support all transformation reporting requirements to support steercos, management meetings and exco level reporting.
- Co-ordinate data across finance to inform our current state documenting processes, systems. Assist in the documentation of as-is and to-be processes, helping to map workflows and identify inefficiencies.
- Conduct data analysis and reporting to support decision-making and track progress of transformation initiatives.
- Support with the co-ordination of key transformation meetings, workshops, capturing notes and tracking actions etc.
- Support Transformation governance - track project progress, manage central documentation of the program
Primary requirements
- Bachelor s degree in Finance, Accounting, Business, or a related field.
- 2+ years of experience in finance, financial systems, or transformation roles.
- Strong analytical skills with proficiency in Excel and data handling.
- Expert proficiency in powerpoint for senior executive management presentations
- Excellent communication and stakeholder engagement skills.
- Detail-oriented and organised with the ability to manage multiple priorities.
Secondary requirements
- Exposure to business management roles or chief of staff support
- Consultancy background - ideal Big 4
- PMO background
If this role appeals to you, please apply with your cover letter and CV by the 29th of July 2025.
*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
For more information, please reach out to us!
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
Employment Type: Full Time, Permanent
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Monday to Friday
No travel
Day Shift
FNZ Benefits
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