Do you know what "good" looks like when it comes to finance systems, governance, and process design?
Do you have strong Financial Services experience and a proven track record of leading finance restructuring and transformation?
If so, this could be the ideal role for you.
Purpose
Lead the strategic review, redesign, and implementation of core finance technology platforms (General Ledger, ALM, TTMS) within a Financial Services environment. Drive system selection, integration, and operational readiness while reshaping the finance operating model through effective restructuring. Ensure robust governance, regulatory compliance, efficiency, and scalability aligned to Financial Services regulatory standards.
Key Responsibilities
*Define design principles for General Ledger, ALM, and TTMS review within a regulated Financial Services framework.
*Conduct cost-benefit analysis for outsourcing finance data management vs. in-house models.
*Design and manage RFP processes for system selection.
*Oversee implementation and configuration of selected systems.
*Develop and execute a comprehensive testing strategy.
*Ensure system feeds are designed, built, and tested with the transformation team.
*Lead and input into organisational design and restructuring of the new finance function.
*Drive role clarity, capability assessment, and leadership alignment during transformation.
*Create and deliver a training and rollout strategy for finance and wider users.
*Act as a senior change leader, embedding new structures, controls, and accountability frameworks.
KPIs & Success Measures
Implementation & Integration
*Successful configuration and operationalisation of systems by project milestones.
*Zero critical defects post go-live (as per testing strategy).
Data Management Strategy
*Delivery of outsourcing vs. in-house recommendation with quantified financial and operational benefits.
Restructuring & Change Delivery
*Successful implementation of revised finance operating model.
*Clear role definition and accountability embedded across the team.
*Measurable efficiency improvements post-restructure.
Governance & Compliance
*Full adherence to Financial Services regulatory standards and internal audit requirements throughout the project.
Cultural & Leadership Expectations
*Collaboration: Build strong partnerships across Finance, IT, Transformation, Risk, Compliance, and external vendors.
*Innovation: Challenge legacy processes and implement scalable, future-fit solutions.
*Integrity: Maintain transparency, strong governance, and regulatory discipline in all decision-making.
*Change Leadership: Demonstrable experience leading restructuring within Financial Services, inspiring confidence and engagement during periods of change.
*Agility: Adapt quickly to evolving regulatory and commercial priorities.
Candidate Profile Summary (For Recruitment)
We are seeking a strategic and hands-on finance leader with mandatory Financial Services experience and a proven track record of leading finance function restructuring and transformation in a regulated environment.
The successful candidate will:
*Have significant experience within Financial Services (banking, lending, wealth, insurance or similar regulated sectors).
*Demonstrate proven leadership of finance team restructuring and operating model redesign.
*Bring deep expertise in finance systems transformation, including General Ledger, ALM, and treasury platforms.
*Have strong knowledge of Financial Services regulatory and governance frameworks.
*Combine technical delivery capability with exceptional stakeholder and change management skills.
*Deliver complex system implementations on time and within budget.
*Be confident leading senior stakeholders through structural and cultural change.
This role requires both technical finance systems expertise and visible, credible leadership capability in a regulated Financial Services setting.


If you are interested then please get in touch for a confidential conversation. This role requires you to be in Cardiff 3 days a week