Finance Transformation and Enablement Lead

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross\-jurisdictional services. With our clients at the heart of everything we do, our hard\-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry\-changing realities.

For our business, for clients, and for you

Finance Transformation \& Enablement Lead

Reporting Manager

Chief Global Head – Regional CFO

Description

The Finance Transformation \& Enablement Lead is accountable for building the infrastructure that makes finance’s best work its standard work – systematically, at scale, across every jurisdiction. The role owns the design, standardization and automation of finance reporting, performance infrastructure, and the underlying operating model. Success is measured by adoption, sustainability and repeatability of outputs rather than one\-off delivery.

Job Responsibilities:

Reporting \& Performance Infrastructure

• Design and maintain standardized regional monthly reporting packs.


• Define and enforce a single regional KPI framework and reporting taxonomy.


• Replace manual recurring reports with automated outputs, and drive adoption of real\-time dashboards across finance community and beyond.


• Maintain a documented regional reporting catalogue.


• Deliver self\-service dashboards for Regional CFOs and Finance Business Partners.

Process, Systems \& Operating Model Design

• Define and maintain the standard regional finance operating framework (\~95% commonality).


• Identify process pain points and manage a prioritized improvement backlog.


• Embed system\-led finance processes in partnership with Workday and Finance Systems teams.


• Pilot and scale new processes across regions.


• Track adoption and behavioral change metrics to ensure sustainability.

Change \& Stakeholder Management

• Partner with Regional CFOs providing credible challenge and practical solutions.


• Lead change management and enablement activities across regional finance.


• Ensure new processes and reports are documented, owned and self\-running.


• Promote a system\-first, standardized finance mindset.

Skills \& Experience

• Strong data literacy and insight generation capability.


• High systems fluency: Workday (RAAS/OData), SharePoint, Power Platform \- BI (DAX), Query, Automate, App; SQL or Dataverse is a plus.


• Advanced Excel skills with bias toward automation.


• Experience in finance transformation or operating model standardization.


• Ability to influence at CFO and senior finance leadership level.


• Finance or accounting background is desirable – commercial fluency and the ability to engage at CFO level is what accounts.

Personal Attributes

• System\-first and automation\-oriented thinker.


• Values standardization and disciplined taxonomy.


• Credible, confident and delivery\-focused.


• Builds durable, scalable finance infrastructure.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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