Finance Change Lead

Accountancy and Finance
8th October 2018
London, United Kingdom
Job Type


My client a leading Financial Services business are looking to hire a specialist act as the Finance Lead on business wide projects to ensure that the appropriate changes are made within Finance and Treasury to support the successful delivery of these projects.  This includes communicating the proposed changes and potential impacts across Finance and Treasury and coordinating the implementation and testing of any necessary changes to processes and systems.

Key Accountabilities

  • Acting as the Finance Lead representative and contact point on agreed business-led (non-Finance driven) projects/change initiatives, taking responsibility for the overall delivery within Finance and engaging the appropriate Finance teams and individuals
  • Own & maintain the BAU change tracker for the Finance team
  • Escalate/communicate high priority changes to the Finance team as required
  • Work closely with the Finance team to ensure robust and timely completion of impact assessments
  • Responsible for high standard, complete and timely delivery of all Finance work-streams associated with agreed projects/change initiatives. This would include end to end process solutions (including transaction code mapping and data-warehouse build input), requirements, testing and conversion
  • Set and sign off test plans for Finance - this will include defining and agreeing an appropriate test scope including finance test matrices to incorporate all required scenarios for finance supplier platform testing
  • Ensure that all test defects are logged, triaged and resolved
  • Support the project/change lead by addressing and resolving any queries
  • Define and agree all first occurrence validation requirements
  • Own and lead relationships with key third party suppliers as required
  • Be a ‘change champion’ within Finance and provide insight, education and guidance to the wider finance community
  • Tracking and reporting on change projects

Skills and Experience

  • Demonstrable  project/change experience within a regulated financial services organisation – business analysis and/or project management
  • Understanding of finance processes, risks and controls for mid-size and listed organisations
  • Experience of mapping processes and controls
  • Experience and working knowledge of internal control standards and regulatory requirements across financial operations, financial statement close processes and finance IT functions
  • IT literacy in financial systems, Excel and PowerPoint
  • Good knowledge of test planning & associated documentation
  • Proven track record of building & completing finance test scenario matrices
  • Relevant experience and proven ability to drive defect resolution on supplier platforms


  • Qualified accountant
  • Financial Services background
  • Financial controls experience within financial services (SOX experience preferred but not required).
  • Business analysis and/or project management qualification or qualified by experience
  • Knowledge of the First Vision platform

For more information please email:

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