Senior Manager, Finance Strategy & Transformation

Metric Search is partnering with a leading global investment management firm to appoint a Senior Manager within its Finance Strategy & Transformation function.

This is a highly visible opportunity for an experienced professional who combines financial expertise, technology transformation, and strategic project leadership. Working closely with senior executives, finance leadership, and internal technology teams, this individual will play a central role in modernizing financial infrastructure, improving operational efficiency, and introducing emerging technologies across the business.

The successful candidate will be equally comfortable driving large-scale transformation initiatives, solving complex business challenges, and getting hands-on with data, systems, and process improvements.

Key Responsibilities

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• Lead a major finance technology transformation initiative, overseeing project delivery, stakeholder coordination, and implementation.
  
• Partner with internal engineering and technology teams to develop scalable financial data infrastructure and reporting capabilities.
  
• Translate complex finance and operational requirements into actionable technology solutions, ensuring alignment between business objectives and technical execution.
  
• Identify opportunities to leverage artificial intelligence, automation, and emerging technologies to enhance financial workflows and decision-making.
  
• Drive the practical adoption of AI-enabled tools across finance teams, supporting implementation, training, and ongoing optimization.
  
• Work closely with senior leadership to evaluate strategic priorities, improve business processes, and deliver high-impact initiatives.
  
• Manage multiple cross-functional workstreams, maintaining accountability for timelines, deliverables, and project risks.
  
• Develop frameworks and operating processes that improve efficiency, data integrity, and the quality of management information.
  

Candidate Profile

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• 10+ years of professional experience across finance transformation, strategic finance, business operations, technology consulting, or related disciplines.
  
• Strong track record of leading complex technology implementations, transformation programs, or cross-functional strategic initiatives.
  
• Experience within investment management, financial services, investment banking, or a sophisticated consulting environment is highly desirable.
  
• Demonstrated ability to bridge the gap between finance stakeholders and technical teams, ideally through business analysis, product ownership, or systems implementation.
  
• Practical experience using generative AI, automation, or advanced analytical tools to improve business processes.
  
• Advanced Excel capabilities, strong analytical judgment, and the ability to challenge financial data and reporting outputs.
  
• Excellent communication and stakeholder management skills, including experience engaging senior executives.
  
• Commercially minded, highly organized, and comfortable balancing strategic oversight with hands-on execution.
  
• Bachelor's degree required.
  

Why Consider This Opportunity?

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• Executive Exposure: Work directly with senior stakeholders at a globally recognized investment management platform.
  
• Transformation Ownership: Take a leading role in delivering a significant finance technology initiative with firmwide impact.
  
• Technology & Innovation: Help shape how AI, automation, and modern data infrastructure are adopted within a sophisticated financial organization.
  
• Strategic Influence: Contribute to long-term operational improvements while maintaining direct involvement in execution.
  
• Competitive Compensation: $200,000-$300,000 base salary, plus an annual bonus and comprehensive benefits.